Filed: 7/22/2024ACC: 0001941040-24-000283
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $212.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$212.31M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
COM$158.23M74.5%
CL A$15.60M7.3%
SHS$14.20M6.7%
CAP STK CL A$9.25M4.4%
COM STK$5.97M2.8%
COMMON STOCK$4.50M2.1%
CL B$3.70M1.7%
Portfolio Concentration
Top 3$31.69M14.9%
4–10$47.94M22.6%
11–25$82.59M38.9%
Rest$50.10M23.6%
Top 3 weight
14.9%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
1.22M
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)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
BROADCOM INC
SOLEShares8.15K
TypeSH
Market value$13.08M
6.16%
Sole
8.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.43K
TypeSH
Market value$9.36M
4.41%
Sole
44.43K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.79K
TypeSH
Market value$9.25M
4.36%
Sole
50.79K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.52K
TypeSH
Market value$7.69M
3.62%
Sole
17.52K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.34K
TypeSH
Market value$6.95M
3.27%
Sole
27.34K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.39K
TypeSH
Market value$6.73M
3.17%
Sole
13.39K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.16K
TypeSH
Market value$6.73M
3.17%
Sole
12.16K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares17.55K
TypeSH
Market value$6.73M
3.17%
Sole
17.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.03K
TypeSH
Market value$6.58M
3.10%
Sole
34.03K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.01K
TypeSH
Market value$6.54M
3.08%
Sole
19.01K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares20.78K
TypeSH
Market value$6.52M
3.07%
Sole
20.78K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares53.87K
TypeSH
Market value$6.16M
2.90%
Sole
53.87K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares25.81K
TypeSH
Market value$5.98M
2.81%
Sole
25.81K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares126.49K
TypeSH
Market value$5.97M
2.81%
Sole
126.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.27K
TypeSH
Market value$5.93M
2.79%
Sole
13.27K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares11.51K
TypeSH
Market value$5.86M
2.76%
Sole
11.51K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares17K
TypeSH
Market value$5.76M
2.71%
Sole
17K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares35.42K
TypeSH
Market value$5.75M
2.71%
Sole
35.42K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares20.91K
TypeSH
Market value$5.20M
2.45%
Sole
20.91K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares24.41K
TypeSH
Market value$5.14M
2.42%
Sole
24.41K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.06K
TypeSH
Market value$5.12M
2.41%
Sole
15.06K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36K
TypeSH
Market value$5.08M
2.39%
Sole
36K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares30.51K
TypeSH
Market value$5.03M
2.37%
Sole
30.51K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.38K
TypeSH
Market value$4.58M
2.16%
Sole
10.38K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares57.81K
TypeSH
Market value$4.50M
2.12%
Sole
57.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 8.15K | SH | $13.08M 6.16% | 8.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.43K | SH | $9.36M 4.41% | 44.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.79K | SH | $9.25M 4.36% | 50.79K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.52K | SH | $7.69M 3.62% | 17.52K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.34K | SH | $6.95M 3.27% | 27.34K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.39K | SH | $6.73M 3.17% | 13.39K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.16K | SH | $6.73M 3.17% | 12.16K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.55K | SH | $6.73M 3.17% | 17.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.03K | SH | $6.58M 3.10% | 34.03K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.01K | SH | $6.54M 3.08% | 19.01K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 20.78K | SH | $6.52M 3.07% | 20.78K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 53.87K | SH | $6.16M 2.90% | 53.87K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 25.81K | SH | $5.98M 2.81% | 25.81K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 126.49K | SH | $5.97M 2.81% | 126.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.27K | SH | $5.93M 2.79% | 13.27K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 11.51K | SH | $5.86M 2.76% | 11.51K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 17K | SH | $5.76M 2.71% | 17K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.42K | SH | $5.75M 2.71% | 35.42K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 20.91K | SH | $5.20M 2.45% | 20.91K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 24.41K | SH | $5.14M 2.42% | 24.41K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.06K | SH | $5.12M 2.41% | 15.06K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36K | SH | $5.08M 2.39% | 36K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 30.51K | SH | $5.03M 2.37% | 30.51K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.38K | SH | $4.58M 2.16% | 10.38K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 57.81K | SH | $4.50M 2.12% | 57.81K | 0.00 | 0.00 |
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