13F HOLDINGS REPORT
Reliant Investment Management, LLC
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001941040-25-000377
Total Value
$231.0M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 71,625 | $19.7M | 8.55% |
| 2 | QUANTA SVCS INC | 74762E102 | 27,624 | $10.4M | 4.52% |
| 3 | APPLE INC | AAPL | 45,562 | $9.3M | 4.05% |
| 4 | ALPHABET INC | GOOG | 51,787 | $9.1M | 3.95% |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 17,583 | $9.0M | 3.88% |
| 6 | NETFLIX INC | NFLX | 6,372 | $8.5M | 3.69% |
| 7 | AMERICAN EXPRESS CO | AXP | 26,189 | $8.4M | 3.62% |
| 8 | LINDE PLC | LIN | 17,666 | $8.3M | 3.59% |
| 9 | ORACLE CORP | ORCL-PD | 36,676 | $8.0M | 3.47% |
| 10 | EATON CORP PLC | ETN | 22,381 | $8.0M | 3.46% |
| 11 | AMAZON COM INC | AMZN | 36,118 | $7.9M | 3.43% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 13,128 | $7.8M | 3.37% |
| 13 | AMPHENOL CORP NEW | 032095101 | 75,277 | $7.4M | 3.22% |
| 14 | HOME DEPOT INC | HD | 19,313 | $7.1M | 3.07% |
| 15 | PALO ALTO NETWORKS INC | PANW | 34,020 | $7.0M | 3.01% |
| 16 | CBRE GROUP INC | CBRE | 49,483 | $6.9M | 3.00% |
| 17 | GOLDMAN SACHS GROUP INC | GSCE | 9,575 | $6.8M | 2.93% |
| 18 | STRYKER CORPORATION | SYK | 15,533 | $6.1M | 2.66% |
| 19 | MASTERCARD INCORPORATED | MA | 10,653 | $6.0M | 2.59% |
| 20 | CATERPILLAR INC | CAT | 14,690 | $5.7M | 2.47% |
| 21 | WELLS FARGO CO NEW | 949746101 | 70,923 | $5.7M | 2.46% |
| 22 | CAPITAL ONE FINL CORP | 14040H105 | 26,616 | $5.7M | 2.45% |
| 23 | S&P GLOBAL INC | SPGI | 10,343 | $5.5M | 2.36% |
| 24 | BOOKING HOLDINGS INC | BKNG | 939 | $5.4M | 2.35% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 13,196 | $5.4M | 2.32% |
| 26 | HUBBELL INC | HUBB | 12,660 | $5.2M | 2.24% |
| 27 | BLACKROCK INC | BLK | 4,844 | $5.1M | 2.20% |
| 28 | DISNEY WALT CO | 254687106 | 40,040 | $5.0M | 2.15% |
| 29 | DIAMONDBACK ENERGY INC | FANG | 34,936 | $4.8M | 2.08% |
| 30 | GLOBANT S A | GLOB | 22,256 | $2.0M | 0.88% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 11,473 | $1.8M | 0.79% |
| 32 | MICROSOFT CORP | MSFT | 2,667 | $1.3M | 0.57% |
| 33 | EXXON MOBIL CORP | XOM | 11,415 | $1.2M | 0.53% |
| 34 | INTERNATIONAL BUSINESS MACHS | INTR | 4,145 | $1.2M | 0.53% |
| 35 | WALMART INC | WMT | 8,190 | $800,818 | 0.35% |
| 36 | ELI LILLY & CO | LLY | 979 | $763,160 | 0.33% |
| 37 | CISCO SYS INC | CSCO | 10,645 | $738,550 | 0.32% |
| 38 | MARSH & MCLENNAN COS INC | 571748102 | 2,411 | $527,141 | 0.23% |
| 39 | NVIDIA CORPORATION | NVDA | 2,967 | $468,756 | 0.20% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 809 | $392,988 | 0.17% |
| 41 | CONOCOPHILLIPS | COP | 3,875 | $347,742 | 0.15% |
| 42 | COLGATE PALMOLIVE CO | CL | 3,800 | $345,420 | 0.15% |
| 43 | PEPSICO INC | PEP | 2,470 | $326,139 | 0.14% |
| 44 | META PLATFORMS INC | META | 426 | $314,426 | 0.14% |
| 45 | AUTOMATIC DATA PROCESSING IN | ADP | 1,009 | $311,176 | 0.13% |
| 46 | HONEYWELL INTL INC | 438516106 | 1,325 | $308,566 | 0.13% |
| 47 | TESLA INC | TSLA | 948 | $301,142 | 0.13% |
| 48 | SCHLUMBERGER LTD | SLB | 8,906 | $301,023 | 0.13% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 277 | $274,213 | 0.12% |
| 50 | MOODYS CORP | MCO | 528 | $264,840 | 0.11% |
| 51 | JPMORGAN CHASE & CO. | VYLD | 911 | $264,108 | 0.11% |
| 52 | SIMMONS 1ST NATL CORP | 828730200 | 13,613 | $258,102 | 0.11% |
| 53 | VISA INC | V | 687 | $243,919 | 0.11% |
| 54 | AUTOZONE INC | AZO | 64 | $237,583 | 0.10% |
| 55 | CHEVRON CORP NEW | CVX | 1,598 | $228,818 | 0.10% |
| 56 | KIMBERLY-CLARK CORP | KMB | 1,720 | $221,742 | 0.10% |