1y return+21.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $127 against $127 in the S&P 500.2
Reliant Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $16.9M | 11.5% | |
| VOOVanguard Index Fds | $8.0M | 5.4% | +3.5% |
| DUKDuke Energy Corp New | $7.9M | 5.4% | +4.0% |
| TFCTruist Finl Corp | $7.4M | 5.0% | −3.9% |
| AAPLApple Inc | $5.8M | 4.0% | −1.3% |
| FTECFidelity Covington Trust | $4.7M | 3.2% | −3.6% |
| LLYEli Lilly & Co | $3.7M | 2.5% | −1.5% |
| KLACKla Corp | $3.7M | 2.5% | +908.4% |
| CRWDCrowdstrike Hldgs Inc | $3.5M | 2.4% | +1.6% |
| LOWLowes Cos Inc | $3.0M | 2.1% | |
| APPApplovin Corp | $2.9M | 2.0% | |
| QQQMInvesco Exch Traded Fd Tr II | $2.9M | 1.9% | |
| MSFTMicrosoft Corp | $2.9M | 1.9% | |
| AMZNAmazon Com Inc | $2.8M | 1.9% | |
| VRTVertiv Holdings Co | $2.3M | 1.6% | +110.1% |
| VOVanguard Index Fds | $2.2M | 1.5% | −3.1% |
| CATCaterpillar Inc | $2.1M | 1.5% | +2.4% |
| FTXLFirst Tr Exchange Traded Fd | $2.0M | 1.3% | +320.6% |
| MUMicron Technology Inc | $1.9M | 1.3% | +14.3% |
| ABBVAbbvie Inc | $1.8M | 1.2% | −1.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.7M | 1.2% | +1.6% |
| SPMOInvesco Exch Traded Fd Tr II | $1.6M | 1.1% | +4.9% |
| CSXCsx Corp | $1.6M | 1.1% | |
| QQQInvesco Qqq Tr | $1.6M | 1.1% | |
| TDIVFirst Tr Exchange Traded Fd | $1.4M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $2.3M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.1M |
| MTZMastec Inc | June 30, 2025 | +144.1% | $1.1M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $973K |
| CRWDCrowdstrike Hldgs Inc | December 31, 2024 | +123.0% | $3.5M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $1.3M |
| FTXLFirst Tr Exchange Traded Fd | March 31, 2026 | +93.2% | $2.0M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.1M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $1.1M |
| APPApplovin Corp | December 31, 2024 | +59.1% | $2.9M |
Sold off last quarter
- NRGNrg Energy Inc was $376K
- CASYCaseys Gen Stores Inc was $298K
- DDominion Energy Inc was $262K
- IAUIshares Gold Tr was $210K
- IRDOpus Genetics Inc was $46K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +10.2% | +7.8% |
| June 30, 2025 | +10.5% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Reliant Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2069207&type=13F-HR&dateb=&owner=include&count=40CIK 2069207
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2069207/000206336426000297/Filed August 11, 2026 · accession 0002063364-26-000297