Filed: 10/24/2025ACC: 0001941040-25-000566
📋 What this filing means
RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $263.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$263.64M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$201.05M76.3%
CL A$32.02M12.1%
SHS$16.88M6.4%
CAP STK CL A$12.36M4.7%
COM CL A$446.5K0.2%
CL B NEW$356.4K0.1%
COM STK$263.2K0.1%
Portfolio Concentration
Top 3$45.25M17.2%
4–10$65.13M24.7%
11–25$103.79M39.4%
Rest$49.48M18.8%
Top 3 weight
17.2%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.05M
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)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
BROADCOM INC
SOLEShares65.18K
TypeSH
Market value$21.50M
8.16%
Sole
65.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.86K
TypeSH
Market value$12.36M
4.69%
Sole
50.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.70K
TypeSH
Market value$11.38M
4.32%
Sole
44.70K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.40K
TypeSH
Market value$11.36M
4.31%
Sole
27.40K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares36.39K
TypeSH
Market value$10.23M
3.88%
Sole
36.39K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares75.37K
TypeSH
Market value$9.33M
3.54%
Sole
75.37K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares26.43K
TypeSH
Market value$8.78M
3.33%
Sole
26.43K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares17.44K
TypeSH
Market value$8.55M
3.24%
Sole
17.44K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.77K
TypeSH
Market value$8.44M
3.20%
Sole
17.77K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares22.55K
TypeSH
Market value$8.44M
3.20%
Sole
22.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.44K
TypeSH
Market value$8.00M
3.03%
Sole
36.44K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.56K
TypeSH
Market value$7.92M
3.01%
Sole
19.56K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares49.14K
TypeSH
Market value$7.74M
2.94%
Sole
49.14K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.38K
TypeSH
Market value$7.66M
2.90%
Sole
6.38K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.55K
TypeSH
Market value$7.61M
2.88%
Sole
9.55K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares35.05K
TypeSH
Market value$7.14M
2.71%
Sole
35.05K
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares22.18K
TypeSH
Market value$6.98M
2.65%
Sole
22.18K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.24K
TypeSH
Market value$6.93M
2.63%
Sole
13.24K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares14.49K
TypeSH
Market value$6.91M
2.62%
Sole
14.49K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares23.21K
TypeSH
Market value$6.55M
2.48%
Sole
23.21K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares12.71K
TypeSH
Market value$6.16M
2.34%
Sole
12.71K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.82K
TypeSH
Market value$6.15M
2.33%
Sole
10.82K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares72.04K
TypeSH
Market value$6.04M
2.29%
Sole
72.04K
Shared
0.00
None
0.00
WALMART INC
SOLEShares58.38K
TypeSH
Market value$6.02M
2.28%
Sole
58.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares16.15K
TypeSH
Market value$5.97M
2.26%
Sole
16.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 65.18K | SH | $21.50M 8.16% | 65.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.86K | SH | $12.36M 4.69% | 50.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.70K | SH | $11.38M 4.32% | 44.70K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.40K | SH | $11.36M 4.31% | 27.40K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 36.39K | SH | $10.23M 3.88% | 36.39K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 75.37K | SH | $9.33M 3.54% | 75.37K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 26.43K | SH | $8.78M 3.33% | 26.43K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.44K | SH | $8.55M 3.24% | 17.44K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.77K | SH | $8.44M 3.20% | 17.77K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 22.55K | SH | $8.44M 3.20% | 22.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.44K | SH | $8.00M 3.03% | 36.44K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.56K | SH | $7.92M 3.01% | 19.56K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 49.14K | SH | $7.74M 2.94% | 49.14K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.38K | SH | $7.66M 2.90% | 6.38K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.55K | SH | $7.61M 2.88% | 9.55K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 35.05K | SH | $7.14M 2.71% | 35.05K | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 22.18K | SH | $6.98M 2.65% | 22.18K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.24K | SH | $6.93M 2.63% | 13.24K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 14.49K | SH | $6.91M 2.62% | 14.49K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 23.21K | SH | $6.55M 2.48% | 23.21K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 12.71K | SH | $6.16M 2.34% | 12.71K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.82K | SH | $6.15M 2.33% | 10.82K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 72.04K | SH | $6.04M 2.29% | 72.04K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 58.38K | SH | $6.02M 2.28% | 58.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 16.15K | SH | $5.97M 2.26% | 16.15K | 0.00 | 0.00 |
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