Filed: 10/13/2023ACC: 0001941040-23-000251
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $171.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$171.55M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$131.36M76.6%
SHS$11.40M6.6%
CL A$9.28M5.4%
COM STK$7.59M4.4%
CAP STK CL A$6.84M4.0%
COMMON STOCK$3.74M2.2%
CL A $1 PAR$686.6K0.4%
Portfolio Concentration
Top 3$23.89M13.9%
4–10$43.71M25.5%
11–25$66.69M38.9%
Rest$37.26M21.7%
Top 3 weight
13.9%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
BROADCOM INC
SOLEShares10.16K
TypeSH
Market value$8.44M
4.92%
Sole
10.16K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.95K
TypeSH
Market value$7.87M
4.59%
Sole
45.95K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares130.13K
TypeSH
Market value$7.59M
4.42%
Sole
130.13K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares57.66K
TypeSH
Market value$6.91M
4.03%
Sole
57.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.25K
TypeSH
Market value$6.84M
3.99%
Sole
52.25K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares18.34K
TypeSH
Market value$6.83M
3.98%
Sole
18.34K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.16K
TypeSH
Market value$6.16M
3.59%
Sole
12.16K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.73K
TypeSH
Market value$5.96M
3.47%
Sole
19.73K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares11.29K
TypeSH
Market value$5.69M
3.32%
Sole
11.29K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares28.45K
TypeSH
Market value$5.32M
3.10%
Sole
28.45K
Shared
0.00
None
0.00
HALLIBURTON CO
SOLEShares128.48K
TypeSH
Market value$5.20M
3.03%
Sole
128.48K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares30.41K
TypeSH
Market value$5.15M
3.00%
Sole
30.41K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.21K
TypeSH
Market value$5.10M
2.97%
Sole
13.21K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares18.58K
TypeSH
Market value$5.07M
2.96%
Sole
18.58K
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares65.48K
TypeSH
Market value$4.94M
2.88%
Sole
65.48K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares136.05K
TypeSH
Market value$4.81M
2.80%
Sole
136.05K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares21.41K
TypeSH
Market value$4.57M
2.66%
Sole
21.41K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares26.71K
TypeSH
Market value$4.47M
2.61%
Sole
26.71K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares21.59K
TypeSH
Market value$4.36M
2.54%
Sole
21.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32.81K
TypeSH
Market value$4.17M
2.43%
Sole
32.81K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares30.38K
TypeSH
Market value$3.85M
2.25%
Sole
30.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares13.90K
TypeSH
Market value$3.80M
2.21%
Sole
13.90K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares19.30K
TypeSH
Market value$3.80M
2.21%
Sole
19.30K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares54.96K
TypeSH
Market value$3.74M
2.18%
Sole
54.96K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.95K
TypeSH
Market value$3.66M
2.13%
Sole
8.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 10.16K | SH | $8.44M 4.92% | 10.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.95K | SH | $7.87M 4.59% | 45.95K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 130.13K | SH | $7.59M 4.42% | 130.13K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 57.66K | SH | $6.91M 4.03% | 57.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.25K | SH | $6.84M 3.99% | 52.25K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.34K | SH | $6.83M 3.98% | 18.34K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.16K | SH | $6.16M 3.59% | 12.16K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.73K | SH | $5.96M 3.47% | 19.73K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 11.29K | SH | $5.69M 3.32% | 11.29K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 28.45K | SH | $5.32M 3.10% | 28.45K | 0.00 | 0.00 |
HALLIBURTON COSOLE | COM | 128.48K | SH | $5.20M 3.03% | 128.48K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 30.41K | SH | $5.15M 3.00% | 30.41K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.21K | SH | $5.10M 2.97% | 13.21K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.58K | SH | $5.07M 2.96% | 18.58K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 65.48K | SH | $4.94M 2.88% | 65.48K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 136.05K | SH | $4.81M 2.80% | 136.05K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 21.41K | SH | $4.57M 2.66% | 21.41K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.71K | SH | $4.47M 2.61% | 26.71K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 21.59K | SH | $4.36M 2.54% | 21.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.81K | SH | $4.17M 2.43% | 32.81K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 30.38K | SH | $3.85M 2.25% | 30.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 13.90K | SH | $3.80M 2.21% | 13.90K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 19.30K | SH | $3.80M 2.21% | 19.30K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 54.96K | SH | $3.74M 2.18% | 54.96K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.95K | SH | $3.66M 2.13% | 8.95K | 0.00 | 0.00 |
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