2026 Q2 Portfolio Activity
In 2026 Q2, Reliant Investment Partners, LLC maintained a portfolio of 131 distinct positions. The most significant new addition was MARVELL TECHNOLOGY INC, now representing 0.38% of the total fund value. They heavily accumulated shares in FIRST TR EXCHANGE TRADED FD, increasing the position by 320.6%. The fund also reduced its exposure to PALANTIR TECHNOLOGIES INC by 26.1%.
Position History
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Total Positions
131
Quarter
2026 Q2
Top Holding
NVDA (11.5%)
Top 10 Concentration
44.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 131
Reliant Investment Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 11.52% | 12.26% |
#1
Prev: #1
|
6.5 |
—
|
-256 | -0.3% |
P
S
|
84,617 | $16,931,072 |
$108.11
+105.9%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.45% | 5.58% |
#2
2
Prev: #4
|
4.2 |
—
|
395 | 3.5% |
P
S
|
11,661 | $8,008,857 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 5.36% | 6.49% |
#3
1
Prev: #2
|
3.6 |
—
|
2,408 | 4.0% |
P
S
|
62,256 | $7,880,308 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 5.03% | 5.88% |
#4
1
Prev: #3
|
3.0 |
—
|
-6,075 | -3.9% |
P
S
|
148,329 | $7,389,751 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 3.97% | 4.30% |
#5
Prev: #5
|
2.6 |
—
|
-274 | -1.3% |
P
S
|
20,173 | $5,837,374 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 3.22% | 2.96% |
#6
Prev: #6
|
1.8 |
—
|
-620 | -3.6% |
P
S
|
16,554 | $4,727,491 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.53% | 2.40% |
#7
1
Prev: #8
|
1.5 |
—
|
-46 | -1.5% |
P
S
|
3,098 | $3,715,834 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KLAC
KLA CORP
|
Technology | 2.49% | 1.47% |
#8
7
Prev: #15
|
4.0 |
—
|
10,919 | 908.4% |
P
S
|
12,121 | $3,657,027 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.37% | 1.46% |
#9
7
Prev: #16
|
1.4 |
—
|
70 | 1.6% |
P
S
|
4,572 | $3,489,076 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 2.07% | 2.71% |
#10
3
Prev: #7
|
1.3 |
—
|
-55 | -0.4% |
P
S
|
13,779 | $3,038,040 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 1.96% | 1.85% |
#11
1
Prev: #12
|
1.3 |
—
|
-35 | -0.6% |
P
S
|
5,583 | $2,876,529 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.95% | 1.86% |
#12
1
Prev: #11
|
1.3 |
—
|
-33 | -0.3% |
P
S
|
9,437 | $2,859,128 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.94% | 2.36% |
#13
4
Prev: #9
|
1.3 |
—
|
-62 | -0.8% |
P
S
|
7,650 | $2,853,722 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.91% | 2.01% |
#14
4
Prev: #10
|
1.3 |
—
|
89 | 0.8% |
P
S
|
11,750 | $2,800,495 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.59% | 0.69% |
#15
19
Prev: #34
|
3.6 |
—
|
3,663 | 110.1% |
P
S
|
6,991 | $2,340,727 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.47% | 1.65% |
#16
2
Prev: #14
|
3.6 |
—
|
19,954 | 287.5% |
P
S
|
26,894 | $2,166,832 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.46% | 1.15% |
#17
1
Prev: #18
|
1.1 |
—
|
47 | 2.4% |
P
S
|
2,013 | $2,143,644 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FTXL
FIRST TR EXCHAN...
|
ETF | 1.35% | 0.20% |
#18
80
Prev: #98
|
3.5 |
—
|
5,300 | 320.6% |
P
S
|
6,953 | $1,981,257 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.31% | 0.41% |
#19
40
Prev: #59
|
2.5 |
—
|
208 | 14.3% |
P
S
|
1,663 | $1,919,584 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.21% | 1.29% |
#20
3
Prev: #17
|
1.0 |
—
|
-123 | -1.7% |
P
S
|
7,057 | $1,775,823 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.17% | 1.74% |
#21
8
Prev: #13
|
1.0 |
—
|
203 | 1.6% |
P
S
|
12,604 | $1,723,237 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 1.11% | 0.90% |
#22
2
Prev: #24
|
0.9 |
—
|
476 | 4.9% |
P
S
|
10,134 | $1,637,046 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CSX
CSX CORP
|
Industrials | 1.09% | 1.14% |
#23
4
Prev: #19
|
0.9 |
—
|
-100 | -0.3% |
P
S
|
33,566 | $1,595,392 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.08% | 1.03% |
#24
3
Prev: #21
|
0.9 |
—
|
-1 | -0.0% |
P
S
|
2,149 | $1,582,715 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 0.96% | 0.96% |
#25
2
Prev: #23
|
0.9 |
—
|
-75 | -0.6% |
P
S
|
12,303 | $1,413,374 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.85% | 1.01% |
#26
4
Prev: #22
|
0.8 |
—
|
-30 | -1.2% |
P
S
|
2,504 | $1,252,977 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.85% | 0.68% |
#27
8
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
10,642 | $1,250,055 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.77% | 0.76% |
#28
3
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
3,205 | $1,132,423 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.77% | 0.88% |
#29
4
Prev: #25
|
0.8 |
—
|
8 | 0.1% |
P
S
|
8,800 | $1,130,798 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ROAD
CONSTRUCTION PA...
|
Industrials | 0.77% | 0.87% |
#30
4
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
9,505 | $1,128,909 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MTZ
MASTEC INC
|
Industrials | 0.75% | 0.67% |
#31
5
Prev: #36
|
0.8 |
—
|
101 | 4.0% |
P
S
|
2,633 | $1,095,486 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.73% | 0.85% |
#32
4
Prev: #28
|
0.8 |
—
|
30 | 0.7% |
P
S
|
4,207 | $1,068,418 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.73% | 0.77% |
#33
3
Prev: #30
|
0.8 |
—
|
21 | 0.8% |
P
S
|
2,535 | $1,066,221 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.70% | 1.03% |
#34
14
Prev: #20
|
0.8 |
—
|
-99 | -3.4% |
P
S
|
2,804 | $1,032,938 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.68% | 0.48% |
#35
12
Prev: #47
|
0.8 |
—
|
75 | 2.0% |
P
S
|
3,905 | $993,822 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
USFD
US FOODS HLDG C...
|
Consumer Defensive | 0.68% | 0.74% |
#36
3
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
9,705 | $992,336 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.66% | 0.61% |
#37
4
Prev: #41
|
0.8 |
—
|
-8 | -0.3% |
P
S
|
2,605 | $973,414 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.63% | 0.67% |
#38
1
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
10,494 | $922,213 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.60% | 0.81% |
#39
10
Prev: #29
|
0.7 |
—
|
-250 | -12.8% |
P
S
|
1,705 | $875,688 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.57% | 0.46% |
#40
10
Prev: #50
|
2.2 |
—
|
355 | 7.8% |
P
S
|
4,920 | $835,810 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.57% | 0.56% |
#41
1
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
2,201 | $831,428 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.55% | 0.62% |
#42
2
Prev: #40
|
0.7 |
—
|
-6 | -0.7% |
P
S
|
833 | $814,774 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 0.55% | 0.63% |
#43
4
Prev: #39
|
0.7 |
—
|
-193 | -2.6% |
P
S
|
7,164 | $808,672 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.52% | 0.24% |
#44
42
Prev: #86
|
2.2 |
—
|
138 | 12.9% |
P
S
|
1,204 | $769,019 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.52% | 0.75% |
#45
13
Prev: #32
|
0.7 |
—
|
-49 | -0.3% |
P
S
|
18,098 | $766,266 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.51% | 0.45% |
#46
8
Prev: #54
|
0.7 |
—
|
25 | 4.1% |
P
S
|
641 | $753,197 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.51% | 0.21% |
#47
47
Prev: #94
|
2.2 |
—
|
115 | 17.4% |
P
S
|
776 | $748,840 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 0.48% | 0.46% |
#48
4
Prev: #52
|
1.2 |
—
|
no change | no change |
P
S
|
5,975 | $699,493 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.47% | 0.66% |
#49
11
Prev: #38
|
0.7 |
—
|
200 | 0.7% |
P
S
|
28,447 | $685,004 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IVV
ISHARES TR
|
ETF | 0.47% | 0.47% |
#50
1
Prev: #49
|
0.7 |
—
|
40 | 4.6% |
P
S
|
914 | $684,485 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 131 holdings