Filed: 1/24/2024ACC: 0001941040-24-000035
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $196.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$196.40M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$149.02M75.9%
CL A$15.34M7.8%
SHS$12.32M6.3%
CAP STK CL A$7.33M3.7%
COM STK$6.64M3.4%
COMMON STOCK$4.32M2.2%
CL A $1 PAR$752.5K0.4%
Portfolio Concentration
Top 3$26.48M13.5%
4–10$46.25M23.5%
11–25$74.96M38.2%
Rest$48.71M24.8%
Top 3 weight
13.5%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
1.55M
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)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
BROADCOM INC
SOLEShares9.46K
TypeSH
Market value$10.56M
5.38%
Sole
9.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.65K
TypeSH
Market value$8.60M
4.38%
Sole
44.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.45K
TypeSH
Market value$7.33M
3.73%
Sole
52.45K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.59K
TypeSH
Market value$7.22M
3.68%
Sole
17.59K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares127.54K
TypeSH
Market value$6.64M
3.38%
Sole
127.54K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.12K
TypeSH
Market value$6.63M
3.37%
Sole
19.12K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares57.08K
TypeSH
Market value$6.63M
3.37%
Sole
57.08K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares25.89K
TypeSH
Market value$6.61M
3.37%
Sole
25.89K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.09K
TypeSH
Market value$6.42M
3.27%
Sole
12.09K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares28.30K
TypeSH
Market value$6.11M
3.11%
Sole
28.30K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares11.28K
TypeSH
Market value$5.94M
3.02%
Sole
11.28K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.35K
TypeSH
Market value$5.58M
2.84%
Sole
13.35K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares18.46K
TypeSH
Market value$5.46M
2.78%
Sole
18.46K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares31.05K
TypeSH
Market value$5.27M
2.68%
Sole
31.05K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares35.12K
TypeSH
Market value$5.18M
2.64%
Sole
35.12K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares21.16K
TypeSH
Market value$5.10M
2.60%
Sole
21.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares33.24K
TypeSH
Market value$5.05M
2.57%
Sole
33.24K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares26.05K
TypeSH
Market value$4.88M
2.48%
Sole
26.05K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares21.35K
TypeSH
Market value$4.85M
2.47%
Sole
21.35K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares16.27K
TypeSH
Market value$4.80M
2.44%
Sole
16.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.66K
TypeSH
Market value$4.76M
2.42%
Sole
12.66K
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares63.19K
TypeSH
Market value$4.56M
2.32%
Sole
63.19K
Shared
0.00
None
0.00
HALLIBURTON CO
SOLEShares125.14K
TypeSH
Market value$4.52M
2.30%
Sole
125.14K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares132.18K
TypeSH
Market value$4.52M
2.30%
Sole
132.18K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.01K
TypeSH
Market value$4.50M
2.29%
Sole
15.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 9.46K | SH | $10.56M 5.38% | 9.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.65K | SH | $8.60M 4.38% | 44.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.45K | SH | $7.33M 3.73% | 52.45K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.59K | SH | $7.22M 3.68% | 17.59K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 127.54K | SH | $6.64M 3.38% | 127.54K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.12K | SH | $6.63M 3.37% | 19.12K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 57.08K | SH | $6.63M 3.37% | 57.08K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 25.89K | SH | $6.61M 3.37% | 25.89K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.09K | SH | $6.42M 3.27% | 12.09K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 28.30K | SH | $6.11M 3.11% | 28.30K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 11.28K | SH | $5.94M 3.02% | 11.28K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.35K | SH | $5.58M 2.84% | 13.35K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.46K | SH | $5.46M 2.78% | 18.46K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 31.05K | SH | $5.27M 2.68% | 31.05K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.12K | SH | $5.18M 2.64% | 35.12K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 21.16K | SH | $5.10M 2.60% | 21.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 33.24K | SH | $5.05M 2.57% | 33.24K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 26.05K | SH | $4.88M 2.48% | 26.05K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 21.35K | SH | $4.85M 2.47% | 21.35K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 16.27K | SH | $4.80M 2.44% | 16.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.66K | SH | $4.76M 2.42% | 12.66K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 63.19K | SH | $4.56M 2.32% | 63.19K | 0.00 | 0.00 |
HALLIBURTON COSOLE | COM | 125.14K | SH | $4.52M 2.30% | 125.14K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 132.18K | SH | $4.52M 2.30% | 132.18K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.01K | SH | $4.50M 2.29% | 15.01K | 0.00 | 0.00 |
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