Filed: 4/11/2025ACC: 0001941040-25-000203
๐ What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 58 equity positions with a total reported market value of $192.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$192.70M
Total AUM (reported)
855.27K
Total Shares
Allocation by class
COM$140.50M72.9%
CL A$23.28M12.1%
SHS$14.29M7.4%
CAP STK CL A$7.93M4.1%
COM NEW$4.98M2.6%
CL B NEW$537.9K0.3%
COM STK$420.6K0.2%
Portfolio Concentration
Top 3$30.02M15.6%
4โ10$49.65M25.8%
11โ25$84.34M43.8%
Rest$28.70M14.9%
Top 3 weight
15.6%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 855.27K
Sole
Full voting authority
855.27K
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)
Sole58
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings58
Rows:
BROADCOM INC
SOLEShares71.75K
TypeSH
Market value$12.01M
6.23%
Sole
71.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.10K
TypeSH
Market value$9.80M
5.08%
Sole
44.10K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.63K
TypeSH
Market value$8.21M
4.26%
Sole
17.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares51.25K
TypeSH
Market value$7.93M
4.11%
Sole
51.25K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.01K
TypeSH
Market value$7.57M
3.93%
Sole
13.01K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.17K
TypeSH
Market value$7.03M
3.65%
Sole
19.17K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.55K
TypeSH
Market value$7.00M
3.63%
Sole
27.55K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares25.71K
TypeSH
Market value$6.92M
3.59%
Sole
25.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.12K
TypeSH
Market value$6.68M
3.47%
Sole
35.12K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares24.46K
TypeSH
Market value$6.52M
3.39%
Sole
24.46K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares47.23K
TypeSH
Market value$6.18M
3.21%
Sole
47.23K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.34K
TypeSH
Market value$6.14M
3.19%
Sole
12.34K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares17.41K
TypeSH
Market value$6.14M
3.19%
Sole
17.41K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares24.90K
TypeSH
Market value$6.08M
3.15%
Sole
24.90K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares22.36K
TypeSH
Market value$6.08M
3.15%
Sole
22.36K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.38K
TypeSH
Market value$5.95M
3.09%
Sole
6.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.59K
TypeSH
Market value$5.80M
3.01%
Sole
15.59K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.58K
TypeSH
Market value$5.80M
3.01%
Sole
10.58K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares33.63K
TypeSH
Market value$5.74M
2.98%
Sole
33.63K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.37K
TypeSH
Market value$5.27M
2.74%
Sole
10.37K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.65K
TypeSH
Market value$5.12M
2.66%
Sole
36.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.61K
TypeSH
Market value$5.11M
2.65%
Sole
13.61K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.20K
TypeSH
Market value$5.03M
2.61%
Sole
9.20K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares11.38K
TypeSH
Market value$4.98M
2.59%
Sole
11.38K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares75.02K
TypeSH
Market value$4.92M
2.55%
Sole
75.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 71.75K | SH | $12.01M 6.23% | 71.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.10K | SH | $9.80M 5.08% | 44.10K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.63K | SH | $8.21M 4.26% | 17.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.25K | SH | $7.93M 4.11% | 51.25K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.01K | SH | $7.57M 3.93% | 13.01K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.17K | SH | $7.03M 3.65% | 19.17K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.55K | SH | $7.00M 3.63% | 27.55K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 25.71K | SH | $6.92M 3.59% | 25.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.12K | SH | $6.68M 3.47% | 35.12K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 24.46K | SH | $6.52M 3.39% | 24.46K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 47.23K | SH | $6.18M 3.21% | 47.23K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.34K | SH | $6.14M 3.19% | 12.34K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.41K | SH | $6.14M 3.19% | 17.41K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 24.90K | SH | $6.08M 3.15% | 24.90K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 22.36K | SH | $6.08M 3.15% | 22.36K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.38K | SH | $5.95M 3.09% | 6.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.59K | SH | $5.80M 3.01% | 15.59K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.58K | SH | $5.80M 3.01% | 10.58K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 33.63K | SH | $5.74M 2.98% | 33.63K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.37K | SH | $5.27M 2.74% | 10.37K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.65K | SH | $5.12M 2.66% | 36.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.61K | SH | $5.11M 2.65% | 13.61K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.20K | SH | $5.03M 2.61% | 9.20K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 11.38K | SH | $4.98M 2.59% | 11.38K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 75.02K | SH | $4.92M 2.55% | 75.02K | 0.00 | 0.00 |
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