Reliant Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Pinehurst, NC
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$146,996
Net value change ($000)
+26,273 (21.8%)
New positions
18
Sold out positions
5
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 2,129 14.4%
KLAC 1,887 106.6%
FTXL 1,737 711.9%
CRWD 1,731 98.5%
VRT 1,507 180.7%
MU 1,428 290.2%
VOO 1,277 19.0%
FTEC 1,154 32.3%
LLY 824 28.5%
CAT 751 53.9%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -431 -41.1%
XOM -381 -18.1%
NRG -376 -100.0%
CASY -298 -100.0%
D -262 -100.0%
LOW -231 -7.1%
GLD -216 -17.3%
IAU -210 -100.0%
T -179 -32.0%
VZ -145 -15.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type