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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DLR DIGITAL RLTY TR INC Real Estate 1,413.0 $254K 0.17% NEW $179.58 +3.3%
102 THTA TIDAL TRUST I 16,024.0 $250K 0.17% NEW $15.59 +0.7%
103 AIRR FIRST TR EXCHANGE TRADED FD 1,864.0 $248K 0.17% NEW $133.25 -17.8%
104 PEP PEPSICO INC Consumer Defensive 1,816.0 $246K 0.17% NEW $135.40 +4.2%
105 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,760.0 $245K 0.17% NEW $31.61 +9.8%
106 ARES ARES MANAGEMENT CORPORATION Financial Services 2,203.0 $245K 0.17% NEW $111.31 +28.0%
107 AFL AFLAC INC Financial Services 2,078.0 $244K 0.17% NEW $117.25 -0.6%
108 ARCC ARES CAPITAL CORP Financial Services 13,005.0 $241K 0.16% NEW $18.53 +7.7%
109 TGT TARGET CORP Consumer Defensive 1,840.0 $240K 0.16% NEW $130.61 +24.9%
110 VUG VANGUARD INDEX FDS 2,782.0 $240K 0.16% NEW $86.14 +2.8%
111 EFA ISHARES TR 2,293.0 $238K 0.16% NEW $103.88 +3.7%
112 TER TERADYNE INC Technology 485.0 $235K 0.16% NEW $483.84 -26.6%
113 FORTINET INC 1,522.0 $234K 0.16% NEW $153.62
114 DE DEERE & CO Industrials 362.0 $230K 0.16% NEW $634.33 -0.6%
115 SPHQ INVESCO EXCHANGE TRADED FD T 2,508.0 $226K 0.15% NEW $90.10 -4.9%
116 RPM RPM INTL INC Basic Materials 2,024.0 $225K 0.15% NEW $111.15 -4.0%
117 AMGN AMGEN INC Healthcare 609.0 $221K 0.15% NEW $362.12 +19.4%
118 GOOGL ALPHABET INC Communication Services 596.0 $213K 0.14% NEW $357.37 -3.0%
119 BROS DUTCH BROS INC Consumer Cyclical 2,960.0 $213K 0.14% NEW $71.81 -30.5%
120 VB VANGUARD INDEX FDS 701.0 $212K 0.14% NEW $303.12 -0.8%
Page 6 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%