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Portfolio (Quarterly) Guide ↗

Reliant Investment Partners, LLC

· CIK 0002069207
13F Portfolio $147M AUM 126 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 126 New
Page 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,201.0 $831K 0.57% NEW $377.75 -2.4%
42 PH PARKER-HANNIFIN CORP Industrials 833.0 $815K 0.55% NEW $978.12 +1.7%
43 XMHQ INVESCO EXCHANGE TRADED FD T 7,164.0 $809K 0.55% NEW $112.88 +4.6%
44 WDC WESTERN DIGITAL CORP Technology 1,204.0 $769K 0.52% NEW $638.72 -28.1%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 18,098.0 $766K 0.52% NEW $42.34 +18.3%
46 GEV GE VERNOVA INC Utilities 641.0 $753K 0.51% NEW $1175.03 -22.4%
47 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 776.0 $749K 0.51% NEW $965.00 -14.0%
48 MIRM MIRUM PHARMACEUTICALS INC Healthcare 5,975.0 $699K 0.48% NEW $117.07 -16.8%
49 PFE PFIZER INC Healthcare 28,447.0 $685K 0.47% NEW $24.08 +16.1%
50 IVV ISHARES TR 914.0 $684K 0.47% NEW $748.89 +3.2%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,428.0 $682K 0.46% NEW $477.57 -12.6%
52 META META PLATFORMS INC Communication Services 1,139.0 $642K 0.44% NEW $563.29 +2.6%
53 MO ALTRIA GROUP INC Consumer Defensive 8,888.0 $639K 0.43% NEW $71.95 -4.6%
54 SKYY FIRST TR EXCHANGE-TRADED FD 4,700.0 $632K 0.43% NEW $134.56 +22.7%
55 CVS CVS HEALTH CORP Healthcare 6,000.0 $621K 0.42% NEW $103.45 -10.0%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 5,299.0 $618K 0.42% NEW $116.67 +59.7%
57 JPM JPMORGAN CHASE & CO Financial Services 1,836.0 $601K 0.41% NEW $327.33 +9.3%
58 SO SOUTHERN CO Utilities 5,891.0 $564K 0.38% NEW $95.71 -7.8%
59 VYM VANGUARD WHITEHALL FDS 3,544.0 $560K 0.38% NEW $158.03 +3.9%
60 NEE NEXTERA ENERGY INC Utilities 6,376.0 $560K 0.38% NEW $87.77 -6.8%
Page 3 of 7  ·  126 positions

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 42.7%
Financial Services 12.4%
Industrials 11.1%
Healthcare 9.4%
Utilities 8.7%
Consumer Cyclical 7.2%
Energy 3.0%
Consumer Defensive 2.9%
Communication Services 1.8%
Real Estate 0.5%