Reliant Investment Management, LLC 13F Holdings · Q2 2026
Reliant Investment Management, LLC reported 55 securities worth $280.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (7.33%), PWR (6.40%), GOOGL (6.03%). Among its top 25 positions this quarter: 4 new, 13 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $20.6M | 7.33% | 54,427 | Trimmed |
| 2 | PWR | QUANTA SVCS INC | $18.0M | 6.40% | 24,950 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $16.9M | 6.03% | 47,312 | Trimmed |
| 4 | CAT | CATERPILLAR INC | $15.0M | 5.34% | 14,074 | Trimmed |
| 5 | APH | AMPHENOL CORP | $13.2M | 4.70% | 74,728 | Trimmed |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $13.1M | 4.67% | 17,169 | Added |
| 7 | AAPL | APPLE INC | $12.5M | 4.47% | 43,367 | Trimmed |
| 8 | GS | GOLDMAN SACHS GROUP INC | $9.7M | 3.46% | 9,596 | Added |
| 9 | ETN | EATON CORP PLC | $9.5M | 3.40% | 22,397 | Added |
| 10 | LIN | LINDE PLC | $9.0M | 3.22% | 17,434 | Added |
| 11 | AXP | AMERICAN EXPRESS CO | $9.0M | 3.20% | 26,535 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $8.9M | 3.17% | 37,340 | Added |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $7.7M | 2.74% | 27,352 | Added |
| 14 | ARMK | ARAMARK | $7.0M | 2.49% | 122,970 | New |
| 15 | HUBB | HUBBELL INC | $6.9M | 2.46% | 13,202 | Added |
| 16 | CBRE | CBRE GROUP INC | $6.8M | 2.41% | 50,235 | Added |
| 17 | HD | HOME DEPOT INC | $6.7M | 2.40% | 19,095 | Added |
| 18 | WMT | WALMART INC | $6.6M | 2.36% | 58,484 | Added |
| 19 | PNFP | PINNACLE FINL PARTNERS INC | $6.2M | 2.21% | 61,435 | Added |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $6.0M | 2.15% | 12,047 | Trimmed |
| 21 | CW | CURTISS WRIGHT CORP | $5.8M | 2.07% | 7,652 | New |
| 22 | FHN | FIRST HORIZON CORPORATION | $5.7M | 2.04% | 223,490 | New |
| 23 | LHX | L3HARRIS TECHNOLOGIES INC | $5.6M | 2.00% | 19,355 | Added |
| 24 | DGX | QUEST DIAGNOSTICS INC | $5.5M | 1.95% | 25,810 | New |
| 25 | CVX | CHEVRON CORPORATION | $5.4M | 1.93% | 32,688 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR