RELIANT INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1517429
Location

MEMPHIS, TN

๐Ÿ“‹ What this filing means

RELIANT INVESTMENT MANAGEMENT, LLC filed this quarterly 13Fโ€‘HR report disclosing 53 equity positions with a total reported market value of $207.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

53
Positions
$207.49M
Total AUM (reported)
919.59K
Total Shares

Allocation by class

TOTAL AUM$207.49M53 positions
COM$152.63M73.6%
CL A$22.89M11.0%
SHS$16.57M8.0%
CAP STK CL A$13.79M6.6%
COM CL A$609.4K0.3%
CL B NEW$404.9K0.2%
COM STK$350.8K0.2%

Portfolio Concentration

Top 321.9%4โ€“1030.6%11โ€“2542.1%Rest5.5%TOP 1052.5%0%100%
Top 3$45.44M21.9%
4โ€“10$63.45M30.6%
11โ€“25$87.27M42.1%
Rest$11.33M5.5%

Top 3 weight

21.9%

Top 10 weight

52.5%

Voting Authority Distribution

Total shares with voting rights: 919.59K

Sole

Full voting authority

919.59K

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)

Sole53
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings53
Rows:

BROADCOM INC

SOLE
COM
Shares55.75K
TypeSH
Market value$17.26M
8.32%
Sole
55.75K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares26.23K
TypeSH
Market value$14.40M
6.94%
Sole
26.23K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares47.95K
TypeSH
Market value$13.79M
6.64%
Sole
47.95K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares43.72K
TypeSH
Market value$11.09M
5.35%
Sole
43.72K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares14.42K
TypeSH
Market value$10.22M
4.92%
Sole
14.42K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares74.89K
TypeSH
Market value$9.46M
4.56%
Sole
74.89K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares17.38K
TypeSH
Market value$8.62M
4.15%
Sole
17.38K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares9.55K
TypeSH
Market value$8.08M
3.89%
Sole
9.55K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares26.55K
TypeSH
Market value$8.03M
3.87%
Sole
26.55K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares22.23K
TypeSH
Market value$7.95M
3.83%
Sole
22.23K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares37.28K
TypeSH
Market value$7.76M
3.74%
Sole
37.28K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares58.27K
TypeSH
Market value$7.24M
3.49%
Sole
58.27K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares49.83K
TypeSH
Market value$6.75M
3.25%
Sole
49.83K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares17.11K
TypeSH
Market value$6.68M
3.22%
Sole
17.11K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares67.74K
TypeSH
Market value$6.51M
3.14%
Sole
67.74K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares18.74K
TypeSH
Market value$6.47M
3.12%
Sole
18.74K
Shared
0.00
None
0.00

HUBBELL INC

SOLE
COM
Shares13.01K
TypeSH
Market value$6.39M
3.08%
Sole
13.01K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares18.91K
TypeSH
Market value$6.22M
3.00%
Sole
18.91K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares12.10K
TypeSH
Market value$5.95M
2.87%
Sole
12.10K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares24.24K
TypeSH
Market value$5.88M
2.83%
Sole
24.24K
Shared
0.00
None
0.00

PINNACLE FINL PARTNERS INC

SOLE
COM
Shares60.76K
TypeSH
Market value$5.23M
2.52%
Sole
60.76K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares15.60K
TypeSH
Market value$5.13M
2.47%
Sole
15.60K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares27.59K
TypeSH
Market value$5.03M
2.43%
Sole
27.59K
Shared
0.00
None
0.00

AEROVIRONMENT INC

SOLE
COM
Shares22.98K
TypeSH
Market value$4.21M
2.03%
Sole
22.98K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares10.74K
TypeSH
Market value$1.82M
0.88%
Sole
10.74K
Shared
0.00
None
0.00
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RELIANT INVESTMENT MANAGEMENT, LLC 13F Holdings โ€” 53 Positions | Finecho