RELIANT INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1517429
Location

MEMPHIS, TN

55
Positions
$280.55M
Total AUM (reported)
1.46M
Total Shares

Allocation by class

TOTAL AUM$280.55M55 positions
COM$200.52M71.5%
CL A$33.04M11.8%
SHS$18.59M6.6%
CAP STK CL A$16.91M6.0%
ORD$5.17M1.8%
COM STK$4.87M1.7%
COM CL A$1.02M0.4%

Portfolio Concentration

Top 319.8%4–1029.3%11–2535.6%Rest15.4%TOP 1049.0%0%100%
Top 3$55.43M19.8%
4–10$82.11M29.3%
11–25$99.87M35.6%
Rest$43.13M15.4%

Top 3 weight

19.8%

Top 10 weight

49.0%

Voting Authority Distribution

Total shares with voting rights: 1.46M

Sole

Full voting authority

1.46M

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)

Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:

BROADCOM INC

SOLE
COM
Shares54.43K
TypeSH
Market value$20.56M
7.33%
Sole
54.43K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares24.95K
TypeSH
Market value$17.96M
6.40%
Sole
24.95K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares47.31K
TypeSH
Market value$16.91M
6.03%
Sole
47.31K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares14.07K
TypeSH
Market value$14.99M
5.34%
Sole
14.07K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares74.73K
TypeSH
Market value$13.18M
4.70%
Sole
74.73K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares17.17K
TypeSH
Market value$13.10M
4.67%
Sole
17.17K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares43.37K
TypeSH
Market value$12.55M
4.47%
Sole
43.37K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares9.60K
TypeSH
Market value$9.71M
3.46%
Sole
9.60K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares22.40K
TypeSH
Market value$9.54M
3.40%
Sole
22.40K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares17.43K
TypeSH
Market value$9.05M
3.22%
Sole
17.43K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares26.54K
TypeSH
Market value$8.98M
3.20%
Sole
26.54K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares37.34K
TypeSH
Market value$8.90M
3.17%
Sole
37.34K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares27.35K
TypeSH
Market value$7.69M
2.74%
Sole
27.35K
Shared
0.00
None
0.00

ARAMARK

SOLE
COM
Shares122.97K
TypeSH
Market value$7.00M
2.49%
Sole
122.97K
Shared
0.00
None
0.00

HUBBELL INC

SOLE
COM
Shares13.20K
TypeSH
Market value$6.91M
2.46%
Sole
13.20K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares50.23K
TypeSH
Market value$6.77M
2.41%
Sole
50.23K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares19.09K
TypeSH
Market value$6.73M
2.40%
Sole
19.09K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares58.48K
TypeSH
Market value$6.62M
2.36%
Sole
58.48K
Shared
0.00
None
0.00

PINNACLE FINL PARTNERS INC

SOLE
COM
Shares61.44K
TypeSH
Market value$6.20M
2.21%
Sole
61.44K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares12.05K
TypeSH
Market value$6.04M
2.15%
Sole
12.05K
Shared
0.00
None
0.00

CURTISS WRIGHT CORP

SOLE
COM
Shares7.65K
TypeSH
Market value$5.80M
2.07%
Sole
7.65K
Shared
0.00
None
0.00

FIRST HORIZON CORPORATION

SOLE
COM
Shares223.49K
TypeSH
Market value$5.73M
2.04%
Sole
223.49K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares19.36K
TypeSH
Market value$5.62M
2.00%
Sole
19.36K
Shared
0.00
None
0.00

QUEST DIAGNOSTICS INC

SOLE
COM
Shares25.81K
TypeSH
Market value$5.47M
1.95%
Sole
25.81K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares32.69K
TypeSH
Market value$5.42M
1.93%
Sole
32.69K
Shared
0.00
None
0.00
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