Filed: 1/20/2026ACC: 0001941040-26-000031
📋 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 $246.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$246.67M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$183.72M74.5%
CL A$31.99M13.0%
CAP STK CL A$15.02M6.1%
SHS$14.50M5.9%
COM CL A$456.4K0.2%
COM NEW$410.4K0.2%
CL B NEW$318.7K0.1%
Portfolio Concentration
Top 3$46.87M19.0%
4–10$63.65M25.8%
11–25$97.89M39.7%
Rest$38.26M15.5%
Top 3 weight
19.0%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
1.10M
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
SOLEShares58K
TypeSH
Market value$20.07M
8.14%
Sole
58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares47.99K
TypeSH
Market value$15.02M
6.09%
Sole
47.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares43.30K
TypeSH
Market value$11.77M
4.77%
Sole
43.30K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares26.16K
TypeSH
Market value$11.04M
4.48%
Sole
26.16K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares74.48K
TypeSH
Market value$10.07M
4.08%
Sole
74.48K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares26.14K
TypeSH
Market value$9.67M
3.92%
Sole
26.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.26K
TypeSH
Market value$8.37M
3.39%
Sole
36.26K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.47K
TypeSH
Market value$8.33M
3.37%
Sole
9.47K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares14.44K
TypeSH
Market value$8.27M
3.35%
Sole
14.44K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares16.87K
TypeSH
Market value$7.91M
3.21%
Sole
16.87K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares48.73K
TypeSH
Market value$7.84M
3.18%
Sole
48.73K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.47K
TypeSH
Market value$7.45M
3.02%
Sole
17.47K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares22.13K
TypeSH
Market value$7.05M
2.86%
Sole
22.13K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.96K
TypeSH
Market value$6.93M
2.81%
Sole
11.96K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares23.22K
TypeSH
Market value$6.88M
2.79%
Sole
23.22K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares71.34K
TypeSH
Market value$6.65M
2.70%
Sole
71.34K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares26.89K
TypeSH
Market value$6.52M
2.64%
Sole
26.89K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares18.85K
TypeSH
Market value$6.49M
2.63%
Sole
18.85K
Shared
0.00
None
0.00
WALMART INC
SOLEShares57.52K
TypeSH
Market value$6.41M
2.60%
Sole
57.52K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.76K
TypeSH
Market value$6.40M
2.60%
Sole
34.76K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares65.64K
TypeSH
Market value$6.15M
2.49%
Sole
65.64K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.44K
TypeSH
Market value$5.96M
2.42%
Sole
10.44K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares13.02K
TypeSH
Market value$5.91M
2.40%
Sole
13.02K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares12.96K
TypeSH
Market value$5.75M
2.33%
Sole
12.96K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares15.66K
TypeSH
Market value$5.50M
2.23%
Sole
15.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 58K | SH | $20.07M 8.14% | 58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 47.99K | SH | $15.02M 6.09% | 47.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 43.30K | SH | $11.77M 4.77% | 43.30K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 26.16K | SH | $11.04M 4.48% | 26.16K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 74.48K | SH | $10.07M 4.08% | 74.48K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 26.14K | SH | $9.67M 3.92% | 26.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.26K | SH | $8.37M 3.39% | 36.26K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.47K | SH | $8.33M 3.37% | 9.47K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 14.44K | SH | $8.27M 3.35% | 14.44K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 16.87K | SH | $7.91M 3.21% | 16.87K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 48.73K | SH | $7.84M 3.18% | 48.73K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.47K | SH | $7.45M 3.02% | 17.47K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 22.13K | SH | $7.05M 2.86% | 22.13K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.96K | SH | $6.93M 2.81% | 11.96K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 23.22K | SH | $6.88M 2.79% | 23.22K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 71.34K | SH | $6.65M 2.70% | 71.34K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 26.89K | SH | $6.52M 2.64% | 26.89K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 18.85K | SH | $6.49M 2.63% | 18.85K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 57.52K | SH | $6.41M 2.60% | 57.52K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.76K | SH | $6.40M 2.60% | 34.76K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 65.64K | SH | $6.15M 2.49% | 65.64K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.44K | SH | $5.96M 2.42% | 10.44K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 13.02K | SH | $5.91M 2.40% | 13.02K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 12.96K | SH | $5.75M 2.33% | 12.96K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 15.66K | SH | $5.50M 2.23% | 15.66K | 0.00 | 0.00 |
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