Reliant Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PINNACLE FINL PARTNERS INC(PNFP) | 0 | 60,757 | +60,757 | 0 | 5,233,608 | 2.52% | +5,233,608 |
| QUANTA SVCS INC | 26,163 | 26,227 | +64 | 11,042,356 | 14,399,148 | 6.94% | +3,356,792 |
| CATERPILLAR INC(CAT) | 14,435 | 14,420 | -15 | 8,269,378 | 10,215,993 | 4.92% | +1,946,615 |
| LINDE PLC(LIN) | 17,473 | 17,378 | -95 | 7,450,312 | 8,615,317 | 4.15% | +1,165,005 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 18,620 | 18,740 | +120 | 5,466,273 | 6,468,111 | 3.12% | +1,001,838 |
| EATON CORP PLC(ETN) | 22,130 | 22,235 | +105 | 7,048,626 | 7,952,792 | 3.83% | +904,166 |
| WALMART INC(WMT) | 57,525 | 58,275 | +750 | 6,408,860 | 7,242,417 | 3.49% | +833,557 |
| HUBBELL INC(HUBB) | 12,957 | 13,012 | +55 | 5,754,333 | 6,385,509 | 3.08% | +631,176 |
| EXXON MOBIL CORP(XOM) | 10,225 | 10,740 | +515 | 1,230,476 | 1,822,148 | 0.88% | +591,672 |
| NETFLIX INC.(NFLX) | 65,640 | 67,740 | +2,100 | 6,154,406 | 6,513,201 | 3.14% | +358,795 |
| SIMMONS FIRST NATL CORP(SFNC) | 0 | 12,554 | +12,554 | 0 | 244,175 | 0.12% | +244,175 |
| NATIONAL HEALTHCARE CORP(NHC) | 0 | 1,400 | +1,400 | 0 | 223,580 | 0.11% | +223,580 |
| HONEYWELL INTL INC(HON) | 0 | 909 | +909 | 0 | 205,461 | 0.10% | +205,461 |
| CONOCOPHILLIPS(COP) | 3,546 | 3,646 | +100 | 331,941 | 481,272 | 0.23% | +149,331 |
| BLOOM ENERGY CORP | 2,556 | 2,586 | +30 | 222,091 | 350,377 | 0.17% | +128,286 |
| CHEVRON CORPORATION(CVX) | 1,818 | 1,818 | 0 | 277,081 | 376,144 | 0.18% | +99,063 |
| SLB LIMITED(SLB) | 6,826 | 6,826 | 0 | 261,982 | 350,788 | 0.17% | +88,806 |
| BERKSHIRE HATHAWAY INC DEL | 634 | 845 | +211 | 318,680 | 404,924 | 0.20% | +86,244 |
| COHERENT CORP(COHR) | 1,845 | 1,790 | -55 | 340,532 | 426,396 | 0.21% | +85,864 |
| NVIDIA CORPORATION(NVDA) | 1,952 | 2,507 | +555 | 364,048 | 437,221 | 0.21% | +73,173 |
| COSTCO WHOLESALE CORPORATION(COST) | 300 | 300 | 0 | 258,702 | 298,929 | 0.14% | +40,227 |
| MERCK & CO INC(MRK) | 2,311 | 2,311 | 0 | 243,256 | 277,990 | 0.13% | +34,734 |
| VISA INC(V) | 668 | 857 | +189 | 234,274 | 259,020 | 0.12% | +24,746 |
| PEPSICO INC(PEP) | 2,055 | 2,055 | 0 | 294,934 | 319,121 | 0.15% | +24,187 |
| COLGATE PALMOLIVE CO(CL) | 3,800 | 3,800 | 0 | 300,276 | 323,874 | 0.16% | +23,598 |
| CORE SCIENTIFIC INC NEW(CORZ) | 44,501 | 44,501 | 0 | 647,935 | 665,735 | 0.32% | +17,800 |
| PROCTER & GAMBLE CO(PG) | 10,766 | 10,766 | 0 | 1,542,875 | 1,555,041 | 0.75% | +12,166 |
| CISCO SYS INC(CSCO) | 7,176 | 7,176 | 0 | 552,767 | 556,786 | 0.27% | +4,019 |
| REGIONS FINANCIAL CORP NEW(RF) | 8,000 | 8,000 | 0 | 216,800 | 208,960 | 0.10% | -7,840 |
| MARSH & MCLENNAN COS INC(MRSH) | 2,066 | 2,066 | 0 | 383,284 | 358,348 | 0.17% | -24,936 |
| MOODYS CORP(MCO) | 528 | 528 | 0 | 269,729 | 230,340 | 0.11% | -39,389 |
| AUTOMATIC DATA PROCESSING IN | 1,009 | 1,009 | 0 | 259,545 | 205,009 | 0.10% | -54,536 |
| JPMORGAN CHASE & CO(JPM) | 981 | 887 | -94 | 316,098 | 260,920 | 0.13% | -55,178 |
| TESLA INC(TSLA) | 1,123 | 1,113 | -10 | 505,036 | 413,758 | 0.20% | -91,278 |
| ELI LILLY & CO(LLY) | 552 | 536 | -16 | 593,223 | 492,997 | 0.24% | -100,226 |
| ORACLE CORP(ORCL) | 1,629 | 1,400 | -229 | 317,508 | 205,954 | 0.10% | -111,554 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,240 | 0 | -1,240 | 220,410 | 0 | — | -220,410 |
| GOLDMAN SACHS GROUP INC(GS) | 9,471 | 9,551 | +80 | 8,325,009 | 8,080,050 | 3.89% | -244,959 |
| HOME DEPOT INC(HD) | 18,852 | 18,911 | +59 | 6,486,973 | 6,219,639 | 3.00% | -267,334 |
| MICROSOFT CORP(MSFT) | 2,566 | 2,530 | -36 | 1,240,969 | 936,530 | 0.45% | -304,439 |
| STRYKER CORPORATION(SYK) | 15,657 | 15,602 | -55 | 5,502,966 | 5,126,661 | 2.47% | -376,305 |
| SYNOVUS FINL CORP | 8,200 | 0 | -8,200 | 410,410 | 0 | — | -410,410 |
| AMPHENOL CORP | 74,482 | 74,892 | +410 | 10,065,497 | 9,462,604 | 4.56% | -602,893 |
| AMAZON COM INC(AMZN) | 36,260 | 37,277 | +1,017 | 8,369,533 | 7,763,681 | 3.74% | -605,852 |
| APPLE INC(AAPL) | 43,305 | 43,715 | +410 | 11,772,783 | 11,094,323 | 5.35% | -678,460 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 11,960 | 12,095 | +135 | 6,930,222 | 5,945,055 | 2.87% | -985,167 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 23,219 | 24,238 | +1,019 | 6,877,700 | 5,875,049 | 2.83% | -1,002,651 |
| CBRE GROUP INC(CBRE) | 48,732 | 49,831 | +1,099 | 7,835,618 | 6,750,107 | 3.25% | -1,085,511 |
| CROWDSTRIKE HLDGS INC(CRWD) | 16,867 | 17,111 | +244 | 7,906,575 | 6,680,306 | 3.22% | -1,226,269 |
| ALPHABET INC(GOOG) | 47,993 | 47,945 | -48 | 15,021,809 | 13,787,064 | 6.64% | -1,234,745 |
| AEROVIRONMENT INC | 22,610 | 22,985 | +375 | 5,469,133 | 4,207,404 | 2.03% | -1,261,729 |
| CAPITAL ONE FINL CORP(COF) | 26,886 | 27,586 | +700 | 6,516,091 | 5,032,514 | 2.43% | -1,483,577 |
| AMERICAN EXPRESS CO(AXP) | 26,144 | 26,551 | +407 | 9,671,973 | 8,031,147 | 3.87% | -1,640,826 |
| BROADCOM INC(AVGO) | 58,003 | 55,752 | -2,251 | 20,074,838 | 17,255,802 | 8.32% | -2,819,036 |
| DISNEY WALT CO(DIS) | 41,875 | 0 | -41,875 | 4,764,119 | 0 | — | -4,764,119 |
| DIAMONDBACK ENERGY INC(FANG) | 34,678 | 1,310 | -33,368 | 5,213,144 | 259,105 | 0.12% | -4,954,039 |
| PINNACLE FINL PARTNERS INC | 54,470 | 0 | -54,470 | 5,196,983 | 0 | — | -5,196,983 |
| TYLER TECHNOLOGIES INC(TYL) | 13,022 | 0 | -13,022 | 5,911,337 | 0 | — | -5,911,337 |
| MASTERCARD INCORPORATED(MA) | 10,438 | 0 | -10,438 | 5,958,845 | 0 | — | -5,958,845 |
| PALO ALTO NETWORKS INC(PANW) | 34,759 | 0 | -34,759 | 6,402,608 | 0 | — | -6,402,608 |
| WELLS FARGO CO NEW(WFC) | 71,344 | 0 | -71,344 | 6,649,261 | 0 | — | -6,649,261 |