Filed: 7/30/2025ACC: 0001941040-25-000377
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $231.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$231.00M
Total AUM (reported)
935.87K
Total Shares
Allocation by class
COM$174.78M75.7%
CL A$29.62M12.8%
SHS$16.28M7.0%
CAP STK CL A$9.13M4.0%
CL B NEW$393.0K0.2%
COM STK$301.0K0.1%
CL A $1 PAR$258.1K0.1%
Portfolio Concentration
Top 3$39.54M17.1%
4–10$59.27M25.7%
11–25$96.31M41.7%
Rest$35.89M15.5%
Top 3 weight
17.1%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 935.87K
Sole
Full voting authority
935.87K
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
BROADCOM INC
SOLEShares71.63K
TypeSH
Market value$19.74M
8.55%
Sole
71.63K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.62K
TypeSH
Market value$10.44M
4.52%
Sole
27.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.56K
TypeSH
Market value$9.35M
4.05%
Sole
45.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares51.79K
TypeSH
Market value$9.13M
3.95%
Sole
51.79K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares17.58K
TypeSH
Market value$8.96M
3.88%
Sole
17.58K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.37K
TypeSH
Market value$8.53M
3.69%
Sole
6.37K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares26.19K
TypeSH
Market value$8.35M
3.62%
Sole
26.19K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.67K
TypeSH
Market value$8.29M
3.59%
Sole
17.67K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.68K
TypeSH
Market value$8.02M
3.47%
Sole
36.68K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares22.38K
TypeSH
Market value$7.99M
3.46%
Sole
22.38K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.12K
TypeSH
Market value$7.92M
3.43%
Sole
36.12K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.13K
TypeSH
Market value$7.78M
3.37%
Sole
13.13K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares75.28K
TypeSH
Market value$7.43M
3.22%
Sole
75.28K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.31K
TypeSH
Market value$7.08M
3.07%
Sole
19.31K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.02K
TypeSH
Market value$6.96M
3.01%
Sole
34.02K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares49.48K
TypeSH
Market value$6.93M
3.00%
Sole
49.48K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.57K
TypeSH
Market value$6.78M
2.93%
Sole
9.57K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.53K
TypeSH
Market value$6.15M
2.66%
Sole
15.53K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.65K
TypeSH
Market value$5.99M
2.59%
Sole
10.65K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares14.69K
TypeSH
Market value$5.70M
2.47%
Sole
14.69K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares70.92K
TypeSH
Market value$5.68M
2.46%
Sole
70.92K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares26.62K
TypeSH
Market value$5.66M
2.45%
Sole
26.62K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.34K
TypeSH
Market value$5.45M
2.36%
Sole
10.34K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares939.00
TypeSH
Market value$5.44M
2.35%
Sole
939.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares13.20K
TypeSH
Market value$5.35M
2.32%
Sole
13.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 71.63K | SH | $19.74M 8.55% | 71.63K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.62K | SH | $10.44M 4.52% | 27.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.56K | SH | $9.35M 4.05% | 45.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.79K | SH | $9.13M 3.95% | 51.79K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.58K | SH | $8.96M 3.88% | 17.58K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.37K | SH | $8.53M 3.69% | 6.37K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 26.19K | SH | $8.35M 3.62% | 26.19K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.67K | SH | $8.29M 3.59% | 17.67K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.68K | SH | $8.02M 3.47% | 36.68K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 22.38K | SH | $7.99M 3.46% | 22.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.12K | SH | $7.92M 3.43% | 36.12K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.13K | SH | $7.78M 3.37% | 13.13K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 75.28K | SH | $7.43M 3.22% | 75.28K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.31K | SH | $7.08M 3.07% | 19.31K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.02K | SH | $6.96M 3.01% | 34.02K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 49.48K | SH | $6.93M 3.00% | 49.48K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.57K | SH | $6.78M 2.93% | 9.57K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.53K | SH | $6.15M 2.66% | 15.53K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.65K | SH | $5.99M 2.59% | 10.65K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 14.69K | SH | $5.70M 2.47% | 14.69K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 70.92K | SH | $5.68M 2.46% | 70.92K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 26.62K | SH | $5.66M 2.45% | 26.62K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.34K | SH | $5.45M 2.36% | 10.34K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 939.00 | SH | $5.44M 2.35% | 939.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.20K | SH | $5.35M 2.32% | 13.20K | 0.00 | 0.00 |
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