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Portfolio (Quarterly) Guide ↗

Reliant Investment Management, LLC

· CIK 0001517429
13F Portfolio $207M AUM 53 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 20 Added 9 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 55,752.0 $17.3M 8.32% -2K -3.9% $309.51 +36.3%
2 LIN LINDE PLC Basic Materials 17,378.0 $8.6M 4.15% -95.0 -0.5% $495.76 +2.4%
3 MSFT MICROSOFT CORP Technology 2,530.0 $937K 0.45% -36.0 -1.4% $370.17 +11.5%
4 LLY ELI LILLY & CO Healthcare 536.0 $493K 0.24% -16.0 -2.9% $919.77 +17.7%
5 COHR COHERENT CORP Technology 1,790.0 $426K 0.21% -55.0 -3.0% $238.21 +59.6%
6 TSLA TESLA INC Consumer Cyclical 1,113.0 $414K 0.20% -10.0 -0.9% $371.75 +18.5%
7 JPM JPMORGAN CHASE & CO Financial Services 887.0 $261K 0.13% -94.0 -9.6% $294.16 +1.7%
8 FANG DIAMONDBACK ENERGY INC Energy 1,310.0 $259K 0.12% -33K -96.2% $197.79 -2.5%
9 ORCL ORACLE CORP Technology 1,400.0 $206K 0.10% -229.0 -14.1% $147.11 +29.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Industrials 25.0%
Financial Services 11.2%
Communication Services 10.1%
Consumer Cyclical 7.1%
Healthcare 6.0%
Consumer Defensive 4.8%
Basic Materials 4.3%
Real Estate 3.3%
Energy 1.6%