Arkolith/Funds/Reliant Investment Management, LLC

Reliant Investment Management, LLC

CIK 1517429
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Reliant Investment Management, LLC holds a diversified book of 55 stocks worth $280.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Aramark and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 7% of the equity book.

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Use Arkolith to show Reliant Investment Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
21
existing
Trimmed
17
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
49%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
40%
Industrials
19%
Financials
12%
Consumer Discretionary
11%
Energy
6%
Materials
6%
Health Care
4%
Real Estate
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Reliant Investment Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.61 / 55$2.2T
VANGUARD CAPITAL MANAGEMENT LLC61 / 55$1.8T
STATE STREET CORP61 / 55$1.2T
FMR LLC61 / 55$719.0B
GEODE CAPITAL MANAGEMENT, LLC61 / 55$676.6B
MORGAN STANLEY61 / 55$491.9B
JPMORGAN CHASE & CO61 / 55$438.3B
PRICE T ROWE ASSOCIATES INC /MD/61 / 55$374.2B

Ranked by how many of Reliant Investment Management, LLC's top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

55 positions
#SecurityValueShares% PortLast moveHistory
1Broadcom Inc
COM
$20.6M54.4K
7.3%
−2.4%
Reduced · −1K sh
2Quanta Svcs Inc
COM
$18.0M24.9K
6.4%
−4.9%
Reduced · −1K sh
3Alphabet Inc
CAP STK CL A
$16.9M47.3K
6.0%
−1.3%
Reduced · −633 sh
4Caterpillar Inc
COM
$15.0M14.1K
5.3%
−2.4%
Reduced · −346 sh
5Amphenol Corp
CL A
$13.2M74.7K
4.7%
−0.2%
Reduced · −164 sh
6Crowdstrike Hldgs Inc
CL A
$13.1M17.2K
4.7%
+0.3%
Added · +58 sh
7Apple Inc
COM
$12.5M43.4K
4.5%
−0.8%
Reduced · −348 sh
8Goldman Sachs Group Inc
COM
$9.7M9.6K
3.5%
+0.5%
Added · +45 sh
9Eaton Corp PLC
SHS
$9.5M22.4K
3.4%
+0.7%
Added · +162 sh
10Linde PLC
SHS
$9.0M17.4K
3.2%
+0.3%
Added · +56 sh
11American Express Co
COM
$9.0M26.5K
3.2%
−0.1%
Reduced · −16 sh
12Amazon Com Inc
COM
$8.9M37.3K
3.2%
+0.2%
Added · +63 sh
13International Business Machs
COM
$7.7M27.4K
2.7%
+13%
Added · +3K sh
14Aramark
COM
$7.0M123.0K
2.5%
New
New position
15Hubbell Inc
COM
$6.9M13.2K
2.5%
+1.5%
Added · +190 sh
16Cbre Group Inc
CL A
$6.8M50.2K
2.4%
+0.8%
Added · +404 sh
17Home Depot Inc
COM
$6.7M19.1K
2.4%
+1.0%
Added · +184 sh
18Walmart Inc
COM
$6.6M58.5K
2.4%
+0.3%
Added · +209 sh
19Pinnacle Finl Partners Inc
COM
$6.2M61.4K
2.2%
+1.1%
Added · +678 sh
20Thermo Fisher Scientific Inc
COM
$6.0M12.0K
2.2%
−0.4%
Reduced · −48 sh
21Curtiss Wright Corp
COM
$5.8M7.7K
2.1%
New
New position
22First Horizon Corporation
COM
$5.7M223.5K
2.0%
New
New position
23L3harris Technologies Inc
COM
$5.6M19.4K
2.0%
+3.3%
Added · +615 sh
24Quest Diagnostics Inc
COM
$5.5M25.8K
1.9%
New
New position
25Chevron Corporation
COM
$5.4M32.7K
1.9%
18×
Added · +31K sh
26Nvidia Corporation
COM
$5.3M26.6K
1.9%
11×
Added · +24K sh
27Canadian Pacific Kansas City
COM
$5.3M61.4K
1.9%
New
New position
28ConocoPhillips
COM
$5.2M50.4K
1.9%
14×
Added · +47K sh
29CRH PLC
ORD
$5.2M48.4K
1.8%
New
New position
30Stryker Corporation
COM
$4.9M15.6K
1.8%
+0.1%
Added · +20 sh
31SLB Limited
COM STK
$4.9M104.9K
1.7%
15×
Added · +98K sh
32Procter & Gamble Co
COM
$1.6M10.6K
0.6%
−1.1%
Reduced · −123 sh
33Exxon Mobil Corp
COM
$1.4M10.5K
0.5%
−2.4%
Reduced · −261 sh
34Microsoft Corp
COM
$1.1M2.9K
0.4%
+16%
Added · +403 sh
35Cisco Sys Inc
COM
$808K6.9K
0.3%
−4.2%
Reduced · −300 sh
36Bloom Energy Corp
COM CL A
$783K2.6K
0.3%
Held
37Coherent Corp
COM
$702K1.8K
0.3%
−0.6%
Reduced · −10 sh
38Eli Lilly & Co
COM
$652K544
0.2%
+1.5%
Added · +8 sh
39Core Scientific Inc New
COM
$537K21.0K
0.2%
−53%
Reduced · −24K sh
40Tesla Inc
COM
$482K1.1K
0.2%
+2.9%
Added · +32 sh
41Berkshire Hathaway Inc Del
CL B NEW
$423K845
0.2%
Held
42Colgate Palmolive Co
COM
$348K3.8K
0.1%
Held
43Pepsico Inc
COM
$346K2.6K
0.1%
+24%
Added · +502 sh
44Marsh & McLennan Cos Inc
COM
$344K2.1K
0.1%
Held
45National Healthcare Corp
COM
$296K1.4K
0.1%
Held
46JPMorgan Chase & Co
COM
$290K887
0.1%
Held
47Costco Wholesale Corporation
COM
$281K300
0.1%
Held
48Merck & Co Inc
COM
$268K2.1K
0.1%
−9.6%
Reduced · −222 sh
49Regions Financial Corp New
COM
$242K8.0K
0.1%
Held
50Moodys Corp
COM
$239K528
0.1%
Held
Showing 50 of 55 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202655$280.5M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202653$207.5M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202657$246.7M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202559$263.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.