Filed: 1/16/2025ACC: 0001941040-25-000019
📋 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 $226.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$226.33M
Total AUM (reported)
1.04M
Total Shares
Allocation by class
COM$173.15M76.5%
CL A$18.33M8.1%
SHS$14.58M6.4%
CAP STK CL A$9.76M4.3%
COM STK$4.87M2.2%
COM NEW$4.81M2.1%
CL A $1 PAR$335.2K0.1%
Portfolio Concentration
Top 3$38.20M16.9%
4–10$53.78M23.8%
11–25$85.43M37.7%
Rest$48.92M21.6%
Top 3 weight
16.9%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 1.04M
Sole
Full voting authority
1.04M
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
SOLEShares74.86K
TypeSH
Market value$17.36M
7.67%
Sole
74.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.25K
TypeSH
Market value$11.08M
4.90%
Sole
44.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares51.55K
TypeSH
Market value$9.76M
4.31%
Sole
51.55K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.35K
TypeSH
Market value$8.64M
3.82%
Sole
27.35K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.42K
TypeSH
Market value$7.77M
3.43%
Sole
35.42K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares26.08K
TypeSH
Market value$7.74M
3.42%
Sole
26.08K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.07K
TypeSH
Market value$7.54M
3.33%
Sole
13.07K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.31K
TypeSH
Market value$7.51M
3.32%
Sole
19.31K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.78K
TypeSH
Market value$7.44M
3.29%
Sole
17.78K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares21.50K
TypeSH
Market value$7.14M
3.15%
Sole
21.50K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.25K
TypeSH
Market value$6.37M
2.81%
Sole
12.25K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares18.44K
TypeSH
Market value$6.31M
2.79%
Sole
18.44K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.32K
TypeSH
Market value$6.24M
2.76%
Sole
34.32K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares47.53K
TypeSH
Market value$6.24M
2.76%
Sole
47.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.44K
TypeSH
Market value$6.09M
2.69%
Sole
14.44K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.02K
TypeSH
Market value$6.00M
2.65%
Sole
36.02K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.77K
TypeSH
Market value$5.68M
2.51%
Sole
15.77K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.31K
TypeSH
Market value$5.63M
2.49%
Sole
6.31K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.49K
TypeSH
Market value$5.53M
2.44%
Sole
10.49K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares55.12K
TypeSH
Market value$5.47M
2.42%
Sole
55.12K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares24.55K
TypeSH
Market value$5.42M
2.39%
Sole
24.55K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares24.94K
TypeSH
Market value$5.30M
2.34%
Sole
24.94K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.47K
TypeSH
Market value$5.21M
2.30%
Sole
10.47K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares13.88K
TypeSH
Market value$5.03M
2.22%
Sole
13.88K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares22.93K
TypeSH
Market value$4.92M
2.17%
Sole
22.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 74.86K | SH | $17.36M 7.67% | 74.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.25K | SH | $11.08M 4.90% | 44.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.55K | SH | $9.76M 4.31% | 51.55K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.35K | SH | $8.64M 3.82% | 27.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.42K | SH | $7.77M 3.43% | 35.42K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 26.08K | SH | $7.74M 3.42% | 26.08K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.07K | SH | $7.54M 3.33% | 13.07K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.31K | SH | $7.51M 3.32% | 19.31K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.78K | SH | $7.44M 3.29% | 17.78K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 21.50K | SH | $7.14M 3.15% | 21.50K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.25K | SH | $6.37M 2.81% | 12.25K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 18.44K | SH | $6.31M 2.79% | 18.44K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.32K | SH | $6.24M 2.76% | 34.32K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 47.53K | SH | $6.24M 2.76% | 47.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.44K | SH | $6.09M 2.69% | 14.44K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.02K | SH | $6.00M 2.65% | 36.02K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.77K | SH | $5.68M 2.51% | 15.77K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.31K | SH | $5.63M 2.49% | 6.31K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.49K | SH | $5.53M 2.44% | 10.49K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 55.12K | SH | $5.47M 2.42% | 55.12K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 24.55K | SH | $5.42M 2.39% | 24.55K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 24.94K | SH | $5.30M 2.34% | 24.94K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.47K | SH | $5.21M 2.30% | 10.47K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 13.88K | SH | $5.03M 2.22% | 13.88K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 22.93K | SH | $4.92M 2.17% | 22.93K | 0.00 | 0.00 |
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