Filed: 4/16/2024ACC: 0001941040-24-000178
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $213.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$213.29M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
COM$160.21M75.1%
SHS$14.61M6.8%
CL A$12.84M6.0%
CAP STK CL A$7.87M3.7%
COM STK$6.85M3.2%
COMMON STOCK$5.13M2.4%
COM NEW$4.60M2.2%
Portfolio Concentration
Top 3$27.79M13.0%
4–10$50.95M23.9%
11–25$84.44M39.6%
Rest$50.11M23.5%
Top 3 weight
13.0%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Sole
Full voting authority
1.30M
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)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
BROADCOM INC
SOLEShares8.76K
TypeSH
Market value$11.61M
5.44%
Sole
8.76K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares25.28K
TypeSH
Market value$8.11M
3.80%
Sole
25.28K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.40K
TypeSH
Market value$8.08M
3.79%
Sole
17.40K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.15K
TypeSH
Market value$7.87M
3.69%
Sole
52.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.53K
TypeSH
Market value$7.64M
3.58%
Sole
44.53K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares28.40K
TypeSH
Market value$7.38M
3.46%
Sole
28.40K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares18.60K
TypeSH
Market value$7.13M
3.35%
Sole
18.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.17K
TypeSH
Market value$7.08M
3.32%
Sole
12.17K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares54.98K
TypeSH
Market value$7.00M
3.28%
Sole
54.98K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares125.04K
TypeSH
Market value$6.85M
3.21%
Sole
125.04K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares18.14K
TypeSH
Market value$6.65M
3.12%
Sole
18.14K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares20.87K
TypeSH
Market value$6.53M
3.06%
Sole
20.87K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares34.54K
TypeSH
Market value$6.23M
2.92%
Sole
34.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.02K
TypeSH
Market value$6.14M
2.88%
Sole
34.02K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares25.72K
TypeSH
Market value$5.86M
2.75%
Sole
25.72K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.51K
TypeSH
Market value$5.74M
2.69%
Sole
13.51K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares21.01K
TypeSH
Market value$5.73M
2.69%
Sole
21.01K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares11.53K
TypeSH
Market value$5.71M
2.67%
Sole
11.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.73K
TypeSH
Market value$5.35M
2.51%
Sole
12.73K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares14.79K
TypeSH
Market value$5.29M
2.48%
Sole
14.79K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares30.04K
TypeSH
Market value$5.26M
2.46%
Sole
30.04K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares56.43K
TypeSH
Market value$5.13M
2.41%
Sole
56.43K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares40.90K
TypeSH
Market value$5.00M
2.35%
Sole
40.90K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares24.29K
TypeSH
Market value$5.00M
2.35%
Sole
24.29K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares19.06K
TypeSH
Market value$4.82M
2.26%
Sole
19.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 8.76K | SH | $11.61M 5.44% | 8.76K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 25.28K | SH | $8.11M 3.80% | 25.28K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.40K | SH | $8.08M 3.79% | 17.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.15K | SH | $7.87M 3.69% | 52.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.53K | SH | $7.64M 3.58% | 44.53K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 28.40K | SH | $7.38M 3.46% | 28.40K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 18.60K | SH | $7.13M 3.35% | 18.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.17K | SH | $7.08M 3.32% | 12.17K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 54.98K | SH | $7.00M 3.28% | 54.98K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 125.04K | SH | $6.85M 3.21% | 125.04K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.14K | SH | $6.65M 3.12% | 18.14K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 20.87K | SH | $6.53M 3.06% | 20.87K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 34.54K | SH | $6.23M 2.92% | 34.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.02K | SH | $6.14M 2.88% | 34.02K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 25.72K | SH | $5.86M 2.75% | 25.72K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.51K | SH | $5.74M 2.69% | 13.51K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 21.01K | SH | $5.73M 2.69% | 21.01K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 11.53K | SH | $5.71M 2.67% | 11.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.73K | SH | $5.35M 2.51% | 12.73K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 14.79K | SH | $5.29M 2.48% | 14.79K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 30.04K | SH | $5.26M 2.46% | 30.04K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 56.43K | SH | $5.13M 2.41% | 56.43K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 40.90K | SH | $5.00M 2.35% | 40.90K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 24.29K | SH | $5.00M 2.35% | 24.29K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 19.06K | SH | $4.82M 2.26% | 19.06K | 0.00 | 0.00 |
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