Filed: 10/8/2024ACC: 0001941040-24-000424
📋 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 $212.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$212.60M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
COM$157.56M74.1%
CL A$16.01M7.5%
SHS$15.30M7.2%
CAP STK CL A$8.53M4.0%
COM STK$5.30M2.5%
COMMON STOCK$5.21M2.5%
CL B$4.07M1.9%
Portfolio Concentration
Top 3$33.11M15.6%
4–10$53.31M25.1%
11–25$84.34M39.7%
Rest$41.84M19.7%
Top 3 weight
15.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
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
SOLEShares81.97K
TypeSH
Market value$14.14M
6.65%
Sole
81.97K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.79K
TypeSH
Market value$10.44M
4.91%
Sole
44.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares51.43K
TypeSH
Market value$8.53M
4.01%
Sole
51.43K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.30K
TypeSH
Market value$8.25M
3.88%
Sole
17.30K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.14K
TypeSH
Market value$8.09M
3.81%
Sole
27.14K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.26K
TypeSH
Market value$7.80M
3.67%
Sole
19.26K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.20K
TypeSH
Market value$7.71M
3.63%
Sole
13.20K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.05K
TypeSH
Market value$7.45M
3.50%
Sole
12.05K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares21.28K
TypeSH
Market value$7.05M
3.32%
Sole
21.28K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares25.65K
TypeSH
Market value$6.96M
3.27%
Sole
25.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.80K
TypeSH
Market value$6.48M
3.05%
Sole
34.80K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares35.91K
TypeSH
Market value$6.12M
2.88%
Sole
35.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.10K
TypeSH
Market value$6.07M
2.85%
Sole
14.10K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares36.91K
TypeSH
Market value$6.06M
2.85%
Sole
36.91K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares47.07K
TypeSH
Market value$5.86M
2.76%
Sole
47.07K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares17.04K
TypeSH
Market value$5.82M
2.74%
Sole
17.04K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares53.85K
TypeSH
Market value$5.67M
2.67%
Sole
53.85K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.20K
TypeSH
Market value$5.49M
2.58%
Sole
15.20K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares126.33K
TypeSH
Market value$5.30M
2.49%
Sole
126.33K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.24K
TypeSH
Market value$5.29M
2.49%
Sole
10.24K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares23.62K
TypeSH
Market value$5.27M
2.48%
Sole
23.62K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares30.87K
TypeSH
Market value$5.25M
2.47%
Sole
30.87K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares13.36K
TypeSH
Market value$5.23M
2.46%
Sole
13.36K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.93K
TypeSH
Market value$5.22M
2.46%
Sole
8.93K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares55.56K
TypeSH
Market value$5.21M
2.45%
Sole
55.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 81.97K | SH | $14.14M 6.65% | 81.97K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.79K | SH | $10.44M 4.91% | 44.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.43K | SH | $8.53M 4.01% | 51.43K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.30K | SH | $8.25M 3.88% | 17.30K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.14K | SH | $8.09M 3.81% | 27.14K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.26K | SH | $7.80M 3.67% | 19.26K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.20K | SH | $7.71M 3.63% | 13.20K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.05K | SH | $7.45M 3.50% | 12.05K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 21.28K | SH | $7.05M 3.32% | 21.28K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 25.65K | SH | $6.96M 3.27% | 25.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.80K | SH | $6.48M 3.05% | 34.80K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 35.91K | SH | $6.12M 2.88% | 35.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.10K | SH | $6.07M 2.85% | 14.10K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 36.91K | SH | $6.06M 2.85% | 36.91K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 47.07K | SH | $5.86M 2.76% | 47.07K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 17.04K | SH | $5.82M 2.74% | 17.04K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 53.85K | SH | $5.67M 2.67% | 53.85K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.20K | SH | $5.49M 2.58% | 15.20K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 126.33K | SH | $5.30M 2.49% | 126.33K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.24K | SH | $5.29M 2.49% | 10.24K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 23.62K | SH | $5.27M 2.48% | 23.62K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 30.87K | SH | $5.25M 2.47% | 30.87K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 13.36K | SH | $5.23M 2.46% | 13.36K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.93K | SH | $5.22M 2.46% | 8.93K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 55.56K | SH | $5.21M 2.45% | 55.56K | 0.00 | 0.00 |
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