Reliant Investment Partners
PINEHURST, NCfiles as Reliant Investment Partners, LLC
$147m in 126 US stocks at the end of 30 June 2026. The top 10 are 44.0% of the money. It changed about 11.2% of the portfolio this quarter.
Value
$147m
Stocks
126
Top 10 share
44.0%
Turnover
11.2%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.4% of the fund
- Pinnacle Financial PartnersPNFP0.3% of the fund
- IntelINTC0.3% of the fund
- SandiskSNDK0.3% of the fund
- Advanced Micro DevicesAMD0.2% of the fund
- Applied MaterialsAMAT0.2% of the fund
- CorningGLW0.2% of the fund
- Tidal Trust ITHTA0.2% of the fund
- First TR Exchange Traded FDAIRR0.2% of the fund
- Vanguard Index FDSVUG0.2% of the fund
- TeradyneTER0.2% of the fund
- FortinetFTNT0.2% of the fund
- Invesco Exchange Traded FD TSPHQ0.2% of the fund
- AlphabetGOOGL0.1% of the fund
- Dutch BrosBROS0.1% of the fund
- Vanguard Index FDSVB0.1% of the fund
- JabilJBL0.1% of the fund
- Energy Transfer L PET0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO5.4% of the fund+4%
- Duke EnergyDUK5.4% of the fund+4%
- Vertiv HoldingsVRT1.6% of the fund+110%
- CaterpillarCAT1.5% of the fund+2%
- First TR Exchange Traded FDFTXL1.3% of the fund+321%
- Micron TechnologyMU1.3% of the fund+14%
- Invesco Exch Traded FD TR IISPMO1.1% of the fund+5%
- MastecMTZ0.7% of the fund+4%
- Arista NetworksANET0.6% of the fund+8%
- Western DigitalWDC0.5% of the fund+13%
- GE VernovaGEV0.5% of the fund+4%
- Seagate Technology HoldingsSTX0.5% of the fund+17%
- Ishares TRIVV0.5% of the fund+5%
- CienaCIEN0.4% of the fund+8%
- Comfort Systems USAFIX0.4% of the fund+10%
- Invesco Exchange Traded FD TXMMO0.3% of the fund+11%
- Quanta ServicesPWR0.3% of the fund+14%
- BNY Mellon ETF TrustBKGI0.2% of the fund+12%
- Ares CapitalARCC0.2% of the fund+9%
- TargetTGT0.2% of the fund+3%
- Oxford Square CapitalOXSQ<0.1% of the fund+7%
Cut
Sold some of their stake.
- Truist FinancialTFC5.0% of the fund-4%
- Fidelity Covington TrustFTEC3.2% of the fund-4%
- Vanguard Index FDSVO1.5% of the fund-3%
- Spdr Gold TRGLD0.7% of the fund-3%
- MastercardMA0.6% of the fund-13%
- Invesco Exchange Traded FD TXMHQ0.6% of the fund-3%
- Altria GroupMO0.4% of the fund-7%
- Palantir TechnologiesPLTR0.4% of the fund-26%
- Select Sector Spdr TRXLU0.3% of the fund-6%
- Union PacificUNP0.3% of the fund-9%
- Vanguard BD Index FDSBSV0.3% of the fund-2%
- AT&TT0.3% of the fund-5%
- EnbridgeENB0.2% of the fund-28%
- Ishares Silver TRSLV0.2% of the fund-2%
- Bristol-Myers SquibbBMY0.1% of the fund-3%
- BlackstoneBX0.1% of the fund-20%
Sold out
Sold their entire stake.
- NRG EnergyNRG-100%
- Caseys General StoresCASY-100%
- Dominion EnergyD-100%
- Ishares Gold TRIAU-100%
- Opus GeneticsIRD-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 5.4%
- Value
- $8m
- Shares
- 11,661
+4%
- Fidelity Covington TrustFTEC
- Share
- 3.2%
- Value
- $5m
- Shares
- 16,554
-4%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 1.9%
- Value
- $3m
- Shares
- 9,437
Held
- Vanguard Index FDSVO
- Share
- 1.5%
- Value
- $2m
- Shares
- 26,894
-3%
- First TR Exchange Traded FDFTXL
- Share
- 1.3%
- Value
- $2m
- Shares
- 6,953
+321%
- Invesco Exch Traded FD TR IISPMO
- Share
- 1.1%
- Value
- $2m
- Shares
- 10,134
+5%
- Invesco QQQ TRQQQ
- Share
- 1.1%
- Value
- $2m
- Shares
- 2,149
Held
- First TR Exchange Traded FDTDIV
- Share
- 1.0%
- Value
- $1m
- Shares
- 12,303
Held
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $1m
- Shares
- 2,804
-3%
- Spdr Series TrustSPYM
- Share
- 0.6%
- Value
- $922,213
- Shares
- 10,494
Held
- Invesco Exchange Traded FD TXMHQ
- Share
- 0.6%
- Value
- $808,672
- Shares
- 7,164
-3%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $684,485
- Shares
- 914
+5%
- First TR Exchange-Traded FDSKYY
- Share
- 0.4%
- Value
- $632,434
- Shares
- 4,700
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.4%
- Value
- $560,058
- Shares
- 3,544
Held
- Invesco Exchange Traded FD TXMMO
- Share
- 0.3%
- Value
- $509,229
- Shares
- 2,993
+11%
- Ishares TRIMTB
- Share
- 0.3%
- Value
- $492,987
- Shares
- 11,304
Held
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $487,813
- Shares
- 10,759
-6%
- Vanguard BD Index FDSBSV
- Share
- 0.3%
- Value
- $427,336
- Shares
- 5,485
-2%
- Wisdomtree TRDON
- Share
- 0.3%
- Value
- $403,383
- Shares
- 7,137
Held
- Select Sector Spdr TRXLV
- Share
- 0.3%
- Value
- $402,679
- Shares
- 2,538
Held
- First TR Exchange-Traded FDQTEC
- Share
- 0.3%
- Value
- $391,605
- Shares
- 1,170
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $355,463
- Shares
- 476
Held
- Ishares TRLQD
- Share
- 0.2%
- Value
- $337,135
- Shares
- 3,091
Held
- Ishares Silver TRSLV
- Share
- 0.2%
- Value
- $328,252
- Shares
- 6,139
-2%
- Invesco Exchange Traded FD TRFV
- Share
- 0.2%
- Value
- $315,733
- Shares
- 2,209
Held
- Royal Bank of CanadaRY
- Share
- 0.2%
- Value
- $268,026
- Shares
- 1,295
Held
- BNY Mellon ETF TrustBKGI
- Share
- 0.2%
- Value
- $262,175
- Shares
- 5,830
+12%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 11.5% | $17m | 84,617 | Held |
| Vanguard Index FDSVOO | 5.4% | $8m | 11,661 | +4% |
| Duke EnergyDUK | 5.4% | $8m | 62,256 | +4% |
| Truist FinancialTFC | 5.0% | $7m | 148,329 | -4% |
| AppleAAPL | 4.0% | $6m | 20,173 | Held |
| Fidelity Covington TrustFTEC | 3.2% | $5m | 16,554 | -4% |
| Eli LillyLLY | 2.5% | $4m | 3,098 | Held |
| KLAKLAC | 2.5% | $4m | 12,121 | Held |
| CrowdStrike HoldingsCRWD | 2.4% | $3m | 4,572 | Held |
| Lowe's CompaniesLOW | 2.1% | $3m | 13,779 | Held |
| AppLovinAPP | 2.0% | $3m | 5,583 | Held |
| Invesco Exch Traded FD TR IIQQQM | 1.9% | $3m | 9,437 | Held |
| MicrosoftMSFT | 1.9% | $3m | 7,650 | Held |
| Amazon.comAMZN | 1.9% | $3m | 11,750 | Held |
| Vertiv HoldingsVRT | 1.6% | $2m | 6,991 | +110% |
| Vanguard Index FDSVO | 1.5% | $2m | 26,894 | -3% |
| CaterpillarCAT | 1.5% | $2m | 2,013 | +2% |
| First TR Exchange Traded FDFTXL | 1.3% | $2m | 6,953 | +321% |
| Micron TechnologyMU | 1.3% | $2m | 1,663 | +14% |
| AbbVieABBV | 1.2% | $2m | 7,057 | Held |
| ExxonMobil HoldingsXOM | 1.2% | $2m | 12,604 | Held |
| Invesco Exch Traded FD TR IISPMO | 1.1% | $2m | 10,134 | +5% |
| CSXCSX | 1.1% | $2m | 33,566 | Held |
| Invesco QQQ TRQQQ | 1.1% | $2m | 2,149 | Held |
| First TR Exchange Traded FDTDIV | 1.0% | $1m | 12,303 | Held |
| Berkshire HathawayBRK-B | 0.9% | $1m | 2,504 | Held |
| Cisco SystemsCSCO | 0.9% | $1m | 10,642 | Held |
| AlphabetGOOG | 0.8% | $1m | 3,205 | Held |
| MerckMRK | 0.8% | $1m | 8,800 | Held |
| Construction PartnersROAD | 0.8% | $1m | 9,505 | Held |
| MastecMTZ | 0.7% | $1m | 2,633 | +4% |
| Johnson & JohnsonJNJ | 0.7% | $1m | 4,207 | Held |
| TeslaTSLA | 0.7% | $1m | 2,535 | Held |
| Spdr Gold TRGLD | 0.7% | $1m | 2,804 | -3% |
| SnowflakeSNOW | 0.7% | $993,822 | 3,905 | Held |
| US Foods HoldingUSFD | 0.7% | $992,336 | 9,705 | Held |
| General ElectricGE | 0.7% | $973,414 | 2,605 | Held |
| Spdr Series TrustSPYM | 0.6% | $922,213 | 10,494 | Held |
| MastercardMA | 0.6% | $875,688 | 1,705 | -13% |
| Arista NetworksANET | 0.6% | $835,810 | 4,920 | +8% |
| BroadcomAVGO | 0.6% | $831,428 | 2,201 | Held |
| Parker-HannifinPH | 0.6% | $814,774 | 833 | Held |
| Invesco Exchange Traded FD TXMHQ | 0.6% | $808,672 | 7,164 | -3% |
| Western DigitalWDC | 0.5% | $769,019 | 1,204 | +13% |
| Verizon CommunicationsVZ | 0.5% | $766,266 | 18,098 | Held |
| GE VernovaGEV | 0.5% | $753,197 | 641 | +4% |
| Seagate Technology HoldingsSTX | 0.5% | $748,840 | 776 | +17% |
| Mirum PharmaceuticalsMIRM | 0.5% | $699,493 | 5,975 | Held |
| PfizerPFE | 0.5% | $685,004 | 28,447 | Held |
| Ishares TRIVV | 0.5% | $684,485 | 914 | +5% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $681,970 | 1,428 | Held |
| Meta PlatformsMETA | 0.4% | $641,587 | 1,139 | Held |
| Altria GroupMO | 0.4% | $639,475 | 8,888 | -7% |
| First TR Exchange-Traded FDSKYY | 0.4% | $632,434 | 4,700 | Held |
| CVS HealthCVS | 0.4% | $620,700 | 6,000 | Held |
| Palantir TechnologiesPLTR | 0.4% | $618,234 | 5,299 | -26% |
| JPMorgan ChaseJPM | 0.4% | $600,978 | 1,836 | Held |
| Southern CompanySO | 0.4% | $563,833 | 5,891 | Held |
| Vanguard Whitehall FDSVYM | 0.4% | $560,058 | 3,544 | Held |
| NextEra EnergyNEE | 0.4% | $559,593 | 6,376 | Held |
| Marvell TechnologyMRVL | 0.4% | $558,255 | 1,874 | New |
| CienaCIEN | 0.4% | $535,201 | 1,091 | +8% |
| Comfort Systems USAFIX | 0.4% | $527,199 | 266 | +10% |
| ChevronCVX | 0.3% | $512,116 | 3,090 | Held |
| Invesco Exchange Traded FD TXMMO | 0.3% | $509,229 | 2,993 | +11% |
| Ishares TRIMTB | 0.3% | $492,987 | 11,304 | Held |
| Select Sector Spdr TRXLU | 0.3% | $487,813 | 10,759 | -6% |
| Waste ManagementWM | 0.3% | $463,813 | 2,081 | Held |
| Abbott LaboratoriesABT | 0.3% | $450,070 | 4,960 | Held |
| Union PacificUNP | 0.3% | $439,280 | 1,615 | -9% |
| Pinnacle Financial PartnersPNFP | 0.3% | $433,784 | 4,300 | New |
| Vanguard BD Index FDSBSV | 0.3% | $427,336 | 5,485 | -2% |
| Philip Morris InternationalPM | 0.3% | $418,362 | 2,313 | Held |
| Home DepotHD | 0.3% | $416,515 | 1,181 | Held |
| Wisdomtree TRDON | 0.3% | $403,383 | 7,137 | Held |
| Select Sector Spdr TRXLV | 0.3% | $402,679 | 2,538 | Held |
| IntelINTC | 0.3% | $402,553 | 2,883 | New |
| SandiskSNDK | 0.3% | $397,903 | 175 | New |
| First TR Exchange-Traded FDQTEC | 0.3% | $391,605 | 1,170 | Held |
| ChubbCB | 0.3% | $381,629 | 1,120 | Held |
| AT&TT | 0.3% | $381,441 | 18,427 | -5% |
| Quanta ServicesPWR | 0.3% | $368,660 | 512 | +14% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $355,463 | 476 | Held |
| Procter & GamblePG | 0.2% | $355,015 | 2,421 | Held |
| SLB LimitedSLB | 0.2% | $354,486 | 7,625 | Held |
| Ishares TRLQD | 0.2% | $337,135 | 3,091 | Held |
| StarbucksSBUX | 0.2% | $335,694 | 3,285 | Held |
| Howmet AerospaceHWM | 0.2% | $334,193 | 1,243 | Held |
| EnbridgeENB | 0.2% | $333,492 | 6,152 | -28% |
| Coca-ColaKO | 0.2% | $332,228 | 4,088 | Held |
| Ishares Silver TRSLV | 0.2% | $328,252 | 6,139 | -2% |
| Realty IncomeO | 0.2% | $320,949 | 5,180 | Held |
| Invesco Exchange Traded FD TRFV | 0.2% | $315,733 | 2,209 | Held |
| Advanced Micro DevicesAMD | 0.2% | $314,272 | 541 | New |
| Applied MaterialsAMAT | 0.2% | $307,998 | 426 | New |
| CorningGLW | 0.2% | $307,793 | 1,205 | New |
| Marathon PetroleumMPC | 0.2% | $278,425 | 1,089 | Held |
| ShopifySHOP | 0.2% | $270,036 | 2,365 | Held |
| Royal Bank of CanadaRY | 0.2% | $268,026 | 1,295 | Held |
| BNY Mellon ETF TrustBKGI | 0.2% | $262,175 | 5,830 | +12% |
Showing the largest 100 of 126.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.2% since 30 June 2025.
Where the money is
Technology30.7%
Industrials9.0%
Financial services8.2%
Health care7.2%
Utilities6.1%
Retail & consumer5.5%
Media & telecom4.1%
Everyday goods2.2%
Energy2.2%
Real estate0.4%
Materials0.2%
Other24.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.