StockDriftsStockDriftsTop 50 Reliant Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.52% | 84.6K | $16.9M | -0.30%(-256) | $127.86(+72.42%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.45% | 11.7K | $8.0M | +3.51%(+395) | $541.89(+31.22%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 5.36% | 62.3K | $7.9M | +4.02%(+2.41K) | $112.20(+8.33%) | 2026-06-30 | |
| TFC | TRUIST FINL CORP | 5.03% | 148.3K | $7.4M | -3.93%(-6.08K) | $43.08(+20.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.97% | 20.2K | $5.8M | -1.34%(-274) | $232.98(+31.63%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.22% | 16.6K | $4.7M | -3.61%(-620) | $182.06(+57.82%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.53% | 3.1K | $3.7M | -1.46%(-46) | $828.97(+48.24%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.49% | 12.1K | $3.7M | +0.84%(+101) | $72.74(+180.07%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.37% | 4.6K | $3.5M | +1.55%(+70) | $315.53(-30.22%) | 2026-06-30 | |
| LOW | LOWES COS INC | 2.07% | 13.8K | $3.0M | -0.40%(-55) | $258.76(-14.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.12% |
Reliant Investment Partners LLC reports $147.00M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.5%), VOO (5.5%) and DUK (5.4%). The top 20 holdings account for 60.16% of reported assets. Its disclosed equity book has returned +28.02% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reliant Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2069207). View Reliant Investment Partners LLC’s 13F filings on SEC