Reliant Investment Partners, LLC reported 96 positions worth $113.21M for the quarter ended Jun 30, 2026, up 19.1% on the prior quarter. It opened 13 new positions, added to 31, trimmed 33 and exited 5. Its largest holding is Nvidia Corp at 15% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRT Vertiv Holdings Co | +3,663 | +110.1% | $1.23M | 2.07% |
| MRVL Marvell Technology, Inc. | +1,874 | – | $558.26K | 0.493% |
| PNFP Pinnacle Financial Partners, Inc. | +4,300 | – | $433.78K | 0.383% |
| INTC Intel Corp | +2,883 | – | $402.55K | 0.356% |
| SNDK Sandisk Corp | +175 | – | $397.90K | 0.351% |
| AMD Advanced Micro Devices Inc | +541 | – | $314.27K | 0.278% |
| AMAT Applied Materials Inc | +426 | – | $308.00K | 0.272% |
| GLW Corning Inc | +1,205 | – | $307.79K | 0.272% |
| DUK Duke Energy CORP | +2,408 | +4.0% | $304.80K | 6.96% |
| MU Micron Technology Inc | +208 | +14.3% | $240.09K | 1.7% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NRG Nrg Energy, Inc. | -2,572 | -100.0% | $375.87K | Exited |
| TFC Truist Financial Corp | -6,075 | -3.9% | $302.66K | 6.53% |
| CASY Caseys General Stores Inc | -410 | -100.0% | $298.42K | Exited |
| D Dominion Energy, Inc | -4,231 | -100.0% | $261.56K | Exited |
| PLTR Palantir Technologies Inc. | -1,869 | -26.1% | $218.06K | 0.546% |
| IAU Ishares Gold Trust | -2,387 | -100.0% | $210.44K | Exited |
| ENB Enbridge Inc | -2,389 | -28.0% | $129.50K | 0.295% |
| MA Mastercard Inc | -250 | -12.8% | $128.40K | 0.773% |
| AAPL Apple Inc. | -274 | -1.3% | $79.29K | 5.16% |
| LLY ELI LILLY & Co | -46 | -1.5% | $55.17K | 3.28% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +1,874 | $558.26K | 0.493% |
| PNFP Pinnacle Financial Partners, Inc. | +4,300 | $433.78K | 0.383% |
| INTC Intel Corp | +2,883 | $402.55K | 0.356% |
| SNDK Sandisk Corp | +175 | $397.90K | 0.351% |
| AMD Advanced Micro Devices Inc | +541 | $314.27K | 0.278% |
| AMAT Applied Materials Inc | +426 | $308.00K | 0.272% |
| GLW Corning Inc | +1,205 | $307.79K | 0.272% |
| TER Teradyne, Inc | +485 | $234.66K | 0.207% |
| FTNT Fortinet, Inc. | +1,522 | $233.81K | 0.207% |
| GOOGL Alphabet Inc. | +596 | $212.99K | 0.188% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 84.6K | $16.93M | 14.96% | -256 | -0.3% | Reduced | 0% |
| 2 | DUK Duke Energy CORP | Utilities | 62.3K | $7.88M | 6.96% | +2,408 | +4.0% | Added | 0.01% |
| 3 | TFC Truist Financial Corp | Financial Services | 148.3K | $7.39M | 6.53% | -6,075 | -3.9% | Reduced | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 20.2K | $5.84M | 5.16% | -274 | -1.3% | Reduced | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 3,098 | $3.72M | 3.28% | -46 | -1.5% | Reduced | 0% |
| 6 | KLAC Kla Corp | Technology | 12.1K | $3.66M | 3.23% | +101 | +0.8% | Added | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 18.3K | $3.49M | 3.08% | +280 | +1.6% | Added | 0% |
| 8 | LOW Lowes Companies Inc | Consumer Discretionary | 13.8K | $3.04M | 2.68% | -55 | -0.4% | Reduced | 0% |
| 9 | APP AppLovin Corp | Technology | 5,583 | $2.88M | 2.54% | -35 | -0.6% | Reduced | 0% |
| 10 | MSFT Microsoft Corp | Technology | 7,650 | $2.85M | 2.52% | -62 | -0.8% | Reduced | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 11.8K | $2.80M | 2.47% | +89 | +0.8% | Added | 0% |
| 12 | VRT Vertiv Holdings Co | Industrials | 6,991 | $2.34M | 2.07% | +3,663 | +110.1% | Added | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 2,013 | $2.14M | 1.89% | +47 | +2.4% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 1,663 | $1.92M | 1.7% | +208 | +14.3% | Added | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 7,057 | $1.78M | 1.57% | -123 | -1.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Reliant Investment Partners.
As of its Q2 2026 13F filing, Reliant Investment Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 15.0%, Duke Energy CORP (DUK) at 7.0%, Truist Financial Corp (TFC) at 6.5%, Apple Inc. (AAPL) at 5.2%, ELI LILLY & Co (LLY) at 3.3% of the reported portfolio.
Reliant Investment Partners, LLC reported a 13F portfolio worth $113.21M across 96 positions for Q2 2026. That is up 19.1% from the previous quarter.
Its largest purchases by value were Vertiv Holdings Co ($1.23M), Marvell Technology, Inc. ($558.26K), Pinnacle Financial Partners, Inc. ($433.78K). It opened 13 new positions.
Its largest sales by value were Nrg Energy, Inc. ($375.87K), Truist Financial Corp ($302.66K), Caseys General Stores Inc ($298.42K). It exited 5 positions entirely.
From the Form 13F-HR reports Reliant Investment Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.