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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRVL MARVELL TECHNOLOGY INC Technology 1,874.0 $558K 0.38% NEW $297.89 -27.3%
62 CIEN CIENA CORP Technology 1,091.0 $535K 0.36% NEW $490.56 -22.9%
63 FIX COMFORT SYS USA INC Industrials 266.0 $527K 0.36% NEW $1981.95 -23.4%
64 CVX CHEVRON CORPORATION Energy 3,090.0 $512K 0.35% NEW $165.73 +21.8%
65 XMMO INVESCO EXCHANGE TRADED FD T 2,993.0 $509K 0.35% NEW $170.14 -10.0%
66 IMTB ISHARES TR 11,304.0 $493K 0.34% NEW $43.61 -1.5%
67 XLU SELECT SECTOR SPDR TR 10,759.0 $488K 0.33% NEW $45.34 -5.8%
68 WM WASTE MGMT INC DEL Industrials 2,081.0 $464K 0.32% NEW $222.88 -1.4%
69 ABT ABBOTT LABORATORIES Healthcare 4,960.0 $450K 0.31% NEW $90.74 +23.9%
70 UNP UNION PAC CORP Industrials 1,615.0 $439K 0.30% NEW $272.00 +13.0%
71 PINNACLE FINL PARTNERS INC 4,300.0 $434K 0.29% NEW $100.88
72 BSV VANGUARD BD INDEX FDS 5,485.0 $427K 0.29% NEW $77.91 -0.5%
73 PM PHILIP MORRIS INTL INC Consumer Defensive 2,313.0 $418K 0.28% NEW $180.87 +6.1%
74 HD HOME DEPOT INC Consumer Cyclical 1,181.0 $417K 0.28% NEW $352.68 -6.4%
75 DON WISDOMTREE TR 7,137.0 $403K 0.27% NEW $56.52 +2.2%
76 XLV SELECT SECTOR SPDR TR 2,538.0 $403K 0.27% NEW $158.66 +7.9%
77 INTC INTEL CORP Technology 2,883.0 $403K 0.27% NEW $139.63 -35.9%
78 SNDK SANDISK CORP Technology 175.0 $398K 0.27% NEW $2273.73 -34.7%
79 QTEC FIRST TR EXCHANGE-TRADED FD 1,170.0 $392K 0.27% NEW $334.71 -5.5%
80 CB CHUBB LTD SWITZ Financial Services 1,120.0 $382K 0.26% NEW $340.74 -0.2%
Page 4 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%