Reliant Investment Partners, LLC holds a focused book of 126 stocks worth $147.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 12% of the equity book. Cloning the disclosed picks since 2025 would be +30% (+24.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.3 points over this window.
Growth of $10,000 cloning Reliant Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Reliant Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $834.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $555.1B |
| MORGAN STANLEY | 80 / 80 | $549.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $160.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $158.2B |
| UBS Group AG | 80 / 80 | $148.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $101.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $83.0B |
Ranked by how many of Reliant Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $16.9M | 84.6K | 11.5% | ▼−0.3% Reduced · −256 sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $8.0M | 11.7K | 5.4% | ▲+3.5% Added · +395 sh | |
| 3 | Duke Energy Corp New COM NEW | $7.9M | 62.3K | 5.4% | ▲+4.0% Added · +2K sh | |
| 4 | Truist Finl Corp COM | $7.4M | 148.3K | 5.0% | ▼−3.9% Reduced · −6K sh | |
| 5 | Apple Inc COM | $5.8M | 20.2K | 4.0% | ▼−1.3% Reduced · −274 sh | |
| 6 | Fidelity Covington Trust MSCI INFO TECH I | $4.7M | 16.6K | 3.2% | ▼−3.6% Reduced · −620 sh | |
| 7 | Eli Lilly & Co COM | $3.7M | 3.1K | 2.5% | ▼−1.5% Reduced · −46 sh | |
| 8 | Kla Corp COM NEW | $3.7M | 12.1K | 2.5% | ▲10× Added · +11K sh | |
| 9 | Crowdstrike Hldgs Inc CL A | $3.5M | 4.6K | 2.4% | ▲+1.6% Added · +70 sh | |
| 10 | Lowes Cos Inc COM | $3.0M | 13.8K | 2.1% | ▼−0.4% Reduced · −55 sh | |
| 11 | Applovin Corp COM CL A | $2.9M | 5.6K | 2.0% | ▼−0.6% Reduced · −35 sh | |
| 12 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.9M | 9.4K | 1.9% | ▼−0.3% Reduced · −33 sh | |
| 13 | Microsoft Corp COM | $2.9M | 7.7K | 1.9% | ▼−0.8% Reduced · −62 sh | |
| 14 | Amazon Com Inc COM | $2.8M | 11.8K | 1.9% | ▲+0.8% Added · +89 sh | |
| 15 | Vertiv Holdings Co COM CL A | $2.3M | 7.0K | 1.6% | ▲+110% Added · +4K sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $2.2M | 26.9K | 1.5% | ▲+288% Added · +20K sh | |
| 17 | Caterpillar Inc COM | $2.1M | 2.0K | 1.5% | ▲+2.4% Added · +47 sh | |
| 18 | First TR Exchange Traded FD NASDQ SEMCNDTR | $2.0M | 7.0K | 1.3% | ▲+321% Added · +5K sh | |
| 19 | Micron Technology Inc COM | $1.9M | 1.7K | 1.3% | ▲+14% Added · +208 sh | |
| 20 | Abbvie Inc COM | $1.8M | 7.1K | 1.2% | ▼−1.7% Reduced · −123 sh | |
| 21 | Exxon Mobil Corp COM | $1.7M | 12.6K | 1.2% | ▲+1.6% Added · +203 sh | |
| 22 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.6M | 10.1K | 1.1% | ▲+4.9% Added · +476 sh | |
| 23 | CSX Corp COM | $1.6M | 33.6K | 1.1% | ▼−0.3% Reduced · −100 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $1.6M | 2.1K | 1.1% | ▼~0% Reduced · −1 sh | |
| 25 | First TR Exchange Traded FD NASD TECH DIV | $1.4M | 12.3K | 1.0% | ▼−0.6% Reduced · −75 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.5K | 0.9% | ▼−1.2% Reduced · −30 sh | |
| 27 | Cisco Sys Inc COM | $1.3M | 10.6K | 0.9% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $1.1M | 3.2K | 0.8% | —Held | |
| 29 | Merck & Co Inc COM | $1.1M | 8.8K | 0.8% | ▲+0.1% Added · +8 sh | |
| 30 | Construction Partners Inc COM CL A | $1.1M | 9.5K | 0.8% | —Held | |
| 31 | Mastec Inc COM | $1.1M | 2.6K | 0.7% | ▲+4.0% Added · +101 sh | |
| 32 | Johnson & Johnson COM | $1.1M | 4.2K | 0.7% | ▲+0.7% Added · +30 sh | |
| 33 | Tesla Inc COM | $1.1M | 2.5K | 0.7% | ▲+0.8% Added · +21 sh | |
| 34 | SPDR Gold TR GOLD SHS | $1.0M | 2.8K | 0.7% | ▼−3.4% Reduced · −99 sh | |
| 35 | Snowflake Inc COM SHS | $994K | 3.9K | 0.7% | ▲+1.9% Added · +75 sh | |
| 36 | US Foods Hldg Corp COM | $992K | 9.7K | 0.7% | —Held | |
| 37 | Ge Aerospace COM NEW | $973K | 2.6K | 0.7% | ▼−0.3% Reduced · −8 sh | |
| 38 | SPDR Series Trust STATE STREET SPD | $922K | 10.5K | 0.6% | —Held | |
| 39 | Mastercard Incorporated CL A | $876K | 1.7K | 0.6% | ▼−13% Reduced · −250 sh | |
| 40 | Arista Networks Inc COM SHS | $836K | 4.9K | 0.6% | ▲+7.8% Added · +355 sh | |
| 41 | Broadcom Inc COM | $831K | 2.2K | 0.6% | —Held | |
| 42 | Parker-Hannifin Corp COM | $815K | 833 | 0.6% | ▼−0.7% Reduced · −6 sh | |
| 43 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $809K | 7.2K | 0.6% | ▼−2.6% Reduced · −193 sh | |
| 44 | Western Digital Corp COM | $769K | 1.2K | 0.5% | ▲+13% Added · +138 sh | |
| 45 | Verizon Communications Inc COM | $766K | 18.1K | 0.5% | ▼−0.3% Reduced · −49 sh | |
| 46 | Ge Vernova Inc COM | $753K | 641 | 0.5% | ▲+4.0% Added · +25 sh | |
| 47 | Seagate Technology HLDNGS PL ORD SHS | $749K | 776 | 0.5% | ▲+17% Added · +115 sh | |
| 48 | Mirum Pharmaceuticals Inc COM | $699K | 6.0K | 0.5% | —Held | |
| 49 | Pfizer Inc COM | $685K | 28.4K | 0.5% | ▲+0.7% Added · +200 sh | |
| 50 | Ishares TR CORE S&P500 ETF | $684K | 914 | 0.5% | ▲+4.6% Added · +40 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2069207/holdings"
Use Arkolith to show Reliant Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 126 | $147.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 113 | $120.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 109 | $127.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 108 | $127.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 111 | $114.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 95 | $98.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 20, 2025 | 110 | $112.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.