Reliant Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARAMARK(ARMK) | 0 | 122,970 | +122,970 | 0 | 6,996,993 | 2.49% | +6,996,993 |
| CROWDSTRIKE HLDGS INC(CRWD) | 17,111 | 17,169 | +58 | 6,680,306 | 13,102,351 | 4.67% | +6,422,045 |
| CURTISS WRIGHT CORP(CW) | 0 | 7,652 | +7,652 | 0 | 5,798,380 | 2.07% | +5,798,380 |
| FIRST HORIZON CORPORATION(FHN) | 0 | 223,490 | +223,490 | 0 | 5,730,284 | 2.04% | +5,730,284 |
| QUEST DIAGNOSTICS INC(DGX) | 0 | 25,810 | +25,810 | 0 | 5,470,429 | 1.95% | +5,470,429 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 0 | 61,400 | +61,400 | 0 | 5,320,310 | 1.90% | +5,320,310 |
| CRH PLC ORD | 0 | 48,355 | +48,355 | 0 | 5,173,985 | 1.84% | +5,173,985 |
| CHEVRON CORPORATION(CVX) | 1,818 | 32,688 | +30,870 | 376,144 | 5,418,363 | 1.93% | +5,042,219 |
| NVIDIA CORPORATION(NVDA) | 2,507 | 26,612 | +24,105 | 437,221 | 5,324,795 | 1.90% | +4,887,574 |
| CATERPILLAR INC(CAT) | 14,420 | 14,074 | -346 | 10,215,993 | 14,987,403 | 5.34% | +4,771,410 |
| CONOCOPHILLIPS(COP) | 3,646 | 50,441 | +46,795 | 481,272 | 5,243,846 | 1.87% | +4,762,574 |
| SLB LIMITED(SLB) | 6,826 | 104,861 | +98,035 | 350,788 | 4,874,988 | 1.74% | +4,524,200 |
| AMPHENOL CORP | 74,892 | 74,728 | -164 | 9,462,604 | 13,176,041 | 4.70% | +3,713,437 |
| QUANTA SVCS INC | 26,227 | 24,950 | -1,277 | 14,399,148 | 17,964,998 | 6.40% | +3,565,850 |
| BROADCOM INC(AVGO) | 55,752 | 54,427 | -1,325 | 17,255,802 | 20,559,799 | 7.33% | +3,303,997 |
| ALPHABET INC(GOOG) | 47,945 | 47,312 | -633 | 13,787,064 | 16,907,889 | 6.03% | +3,120,825 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 24,238 | 27,352 | +3,114 | 5,875,049 | 7,691,656 | 2.74% | +1,816,607 |
| GOLDMAN SACHS GROUP INC(GS) | 9,551 | 9,596 | +45 | 8,080,050 | 9,705,107 | 3.46% | +1,625,057 |
| EATON CORP PLC(ETN) | 22,235 | 22,397 | +162 | 7,952,792 | 9,543,810 | 3.40% | +1,591,018 |
| APPLE INC(AAPL) | 43,715 | 43,367 | -348 | 11,094,323 | 12,548,554 | 4.47% | +1,454,231 |
| AMAZON COM INC(AMZN) | 37,277 | 37,340 | +63 | 7,763,681 | 8,899,616 | 3.17% | +1,135,935 |
| PINNACLE FINL PARTNERS INC(PNFP) | 60,757 | 61,435 | +678 | 5,233,608 | 6,197,563 | 2.21% | +963,955 |
| AMERICAN EXPRESS CO(AXP) | 26,551 | 26,535 | -16 | 8,031,147 | 8,975,464 | 3.20% | +944,317 |
| HUBBELL INC(HUBB) | 13,012 | 13,202 | +190 | 6,385,509 | 6,907,286 | 2.46% | +521,777 |
| HOME DEPOT INC(HD) | 18,911 | 19,095 | +184 | 6,219,639 | 6,734,425 | 2.40% | +514,786 |
| BLOOM ENERGY CORP | 2,586 | 2,586 | 0 | 350,377 | 782,782 | 0.28% | +432,405 |
| LINDE PLC(LIN) | 17,378 | 17,434 | +56 | 8,615,317 | 9,047,200 | 3.22% | +431,883 |
| COHERENT CORP(COHR) | 1,790 | 1,780 | -10 | 426,396 | 702,157 | 0.25% | +275,761 |
| CISCO SYS INC(CSCO) | 7,176 | 6,876 | -300 | 556,786 | 807,655 | 0.29% | +250,869 |
| TRUIST FINL CORP(TFC) | 0 | 4,760 | +4,760 | 0 | 237,143 | 0.08% | +237,143 |
| SERVICENOW INC(NOW) | 0 | 2,295 | +2,295 | 0 | 227,848 | 0.08% | +227,848 |
| ELI LILLY & CO(LLY) | 536 | 544 | +8 | 492,997 | 652,490 | 0.23% | +159,493 |
| MICROSOFT CORP(MSFT) | 2,530 | 2,933 | +403 | 936,530 | 1,094,068 | 0.39% | +157,538 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 12,095 | 12,047 | -48 | 5,945,055 | 6,039,884 | 2.15% | +94,829 |
| NATIONAL HEALTHCARE CORP(NHC) | 1,400 | 1,400 | 0 | 223,580 | 295,904 | 0.11% | +72,324 |
| TESLA INC(TSLA) | 1,113 | 1,145 | +32 | 413,758 | 481,587 | 0.17% | +67,829 |
| REGIONS FINANCIAL CORP NEW(RF) | 8,000 | 8,000 | 0 | 208,960 | 241,600 | 0.09% | +32,640 |
| JPMORGAN CHASE & CO(JPM) | 887 | 887 | 0 | 260,920 | 290,342 | 0.10% | +29,422 |
| PEPSICO INC(PEP) | 2,055 | 2,557 | +502 | 319,121 | 346,218 | 0.12% | +27,097 |
| COLGATE PALMOLIVE CO(CL) | 3,800 | 3,800 | 0 | 323,874 | 348,384 | 0.12% | +24,510 |
| AUTOMATIC DATA PROCESSING IN | 1,009 | 1,000 | -9 | 205,009 | 223,950 | 0.08% | +18,941 |
| BERKSHIRE HATHAWAY INC DEL | 845 | 845 | 0 | 404,924 | 422,830 | 0.15% | +17,906 |
| CBRE GROUP INC(CBRE) | 49,831 | 50,235 | +404 | 6,750,107 | 6,766,152 | 2.41% | +16,045 |
| MOODYS CORP(MCO) | 528 | 528 | 0 | 230,340 | 239,142 | 0.09% | +8,802 |
| PROCTER & GAMBLE CO(PG) | 10,766 | 10,643 | -123 | 1,555,041 | 1,560,690 | 0.56% | +5,649 |
| MERCK & CO INC(MRK) | 2,311 | 2,089 | -222 | 277,990 | 268,436 | 0.10% | -9,554 |
| MARSH & MCLENNAN COS INC(MRSH) | 2,066 | 2,066 | 0 | 358,348 | 344,340 | 0.12% | -14,008 |
| COSTCO WHOLESALE CORPORATION(COST) | 300 | 300 | 0 | 298,929 | 280,641 | 0.10% | -18,288 |
| VISA INC(V) | 857 | 680 | -177 | 259,020 | 233,301 | 0.08% | -25,719 |
| DIAMONDBACK ENERGY INC(FANG) | 1,310 | 1,275 | -35 | 259,105 | 224,119 | 0.08% | -34,986 |
| CORE SCIENTIFIC INC NEW(CORZ) | 44,501 | 21,000 | -23,501 | 665,735 | 537,390 | 0.19% | -128,345 |
| HONEYWELL INTL INC(HON) | 909 | 0 | -909 | 205,461 | 0 | — | -205,461 |
| ORACLE CORP(ORCL) | 1,400 | 0 | -1,400 | 205,954 | 0 | — | -205,954 |
| STRYKER CORPORATION(SYK) | 15,602 | 15,622 | +20 | 5,126,661 | 4,918,430 | 1.75% | -208,231 |
| SIMMONS FIRST NATL CORP(SFNC) | 12,554 | 0 | -12,554 | 244,175 | 0 | — | -244,175 |
| EXXON MOBIL CORP | 10,740 | 10,479 | -261 | 1,822,148 | 1,432,689 | 0.51% | -389,459 |
| WALMART INC(WMT) | 58,275 | 58,484 | +209 | 7,242,417 | 6,623,898 | 2.36% | -618,519 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 18,740 | 19,355 | +615 | 6,468,111 | 5,624,369 | 2.00% | -843,742 |
| AEROVIRONMENT INC | 22,985 | 0 | -22,985 | 4,207,404 | 0 | — | -4,207,404 |
| CAPITAL ONE FINL CORP(COF) | 27,586 | 0 | -27,586 | 5,032,514 | 0 | — | -5,032,514 |
| NETFLIX INC.(NFLX) | 67,740 | 0 | -67,740 | 6,513,201 | 0 | — | -6,513,201 |