Reliant Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AEROVIRONMENT INC | 0 | 22,180 | +22,180 | 0 | 6,984,260 | 2.65% | +6,984,260 |
| PINNACLE FINL PARTNERS INC | 0 | 58,414 | +58,414 | 0 | 5,478,649 | 2.08% | +5,478,649 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 4,145 | 23,215 | +19,070 | 1,221,863 | 6,550,344 | 2.48% | +5,328,481 |
| WALMART INC(WMT) | 8,190 | 58,385 | +50,195 | 800,818 | 6,017,158 | 2.28% | +5,216,340 |
| ALPHABET INC(GOOG) | 51,787 | 50,860 | -927 | 9,126,423 | 12,364,066 | 4.69% | +3,237,643 |
| ORACLE CORP(ORCL) | 36,676 | 36,386 | -290 | 8,018,474 | 10,233,199 | 3.88% | +2,214,725 |
| APPLE INC(AAPL) | 45,562 | 44,705 | -857 | 9,347,869 | 11,383,196 | 4.32% | +2,035,327 |
| AMPHENOL CORP NEW | 75,277 | 75,372 | +95 | 7,433,604 | 9,327,285 | 3.54% | +1,893,681 |
| BROADCOM INC(AVGO) | 71,625 | 65,176 | -6,449 | 19,743,431 | 21,502,214 | 8.16% | +1,758,783 |
| CATERPILLAR INC(CAT) | 14,690 | 14,490 | -200 | 5,702,805 | 6,913,903 | 2.62% | +1,211,098 |
| QUANTA SVCS INC | 27,624 | 27,401 | -223 | 10,444,082 | 11,355,522 | 4.31% | +911,440 |
| HOME DEPOT INC(HD) | 19,313 | 19,556 | +243 | 7,080,918 | 7,923,896 | 3.01% | +842,978 |
| GOLDMAN SACHS GROUP INC(GS) | 9,575 | 9,550 | -25 | 6,776,706 | 7,605,142 | 2.88% | +828,436 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 13,196 | 12,705 | -491 | 5,350,450 | 6,162,198 | 2.34% | +811,748 |
| CBRE GROUP INC(CBRE) | 49,483 | 49,138 | -345 | 6,933,558 | 7,742,183 | 2.94% | +808,625 |
| BLACKROCK INC(BLK) | 4,844 | 4,991 | +147 | 5,082,567 | 5,818,857 | 2.21% | +736,290 |
| EATON CORP PLC(ETN) | 22,381 | 22,546 | +165 | 7,989,793 | 8,437,840 | 3.20% | +448,047 |
| AMERICAN EXPRESS CO(AXP) | 26,189 | 26,434 | +245 | 8,353,767 | 8,780,317 | 3.33% | +426,550 |
| HUBBELL INC(HUBB) | 12,660 | 12,959 | +299 | 5,170,471 | 5,576,387 | 2.12% | +405,916 |
| WELLS FARGO CO NEW(WFC) | 70,923 | 72,043 | +1,120 | 5,682,351 | 6,038,644 | 2.29% | +356,293 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 1,340 | +1,340 | 0 | 244,443 | 0.09% | +244,443 |
| DIAMONDBACK ENERGY INC(FANG) | 34,936 | 35,193 | +257 | 4,800,206 | 5,036,118 | 1.91% | +235,912 |
| REGIONS FINANCIAL CORP NEW(RF) | 0 | 8,000 | +8,000 | 0 | 210,960 | 0.08% | +210,960 |
| BLOOM ENERGY CORP | 0 | 2,466 | +2,466 | 0 | 208,550 | 0.08% | +208,550 |
| TESLA INC(TSLA) | 948 | 1,108 | +160 | 301,142 | 492,750 | 0.19% | +191,608 |
| PALO ALTO NETWORKS INC(PANW) | 34,020 | 35,055 | +1,035 | 6,961,853 | 7,137,899 | 2.71% | +176,046 |
| MASTERCARD INCORPORATED(MA) | 10,653 | 10,819 | +166 | 5,986,347 | 6,153,955 | 2.33% | +167,608 |
| LINDE PLC(LIN) | 17,666 | 17,766 | +100 | 8,288,534 | 8,438,850 | 3.20% | +150,316 |
| CAPITAL ONE FINL CORP(COF) | 26,616 | 27,076 | +460 | 5,662,820 | 5,755,816 | 2.18% | +92,996 |
| AMAZON COM INC(AMZN) | 36,118 | 36,440 | +322 | 7,923,928 | 8,001,131 | 3.03% | +77,203 |
| CHEVRON CORP NEW(CVX) | 1,598 | 1,873 | +275 | 228,818 | 290,858 | 0.11% | +62,040 |
| MICROSOFT CORP(MSFT) | 2,667 | 2,658 | -9 | 1,326,592 | 1,376,711 | 0.52% | +50,119 |
| AUTOZONE INC(AZO) | 64 | 64 | 0 | 237,583 | 274,575 | 0.10% | +36,992 |
| JPMORGAN CHASE & CO.(JPM) | 911 | 911 | 0 | 264,108 | 287,357 | 0.11% | +23,249 |
| COSTCO WHSL CORP NEW(COST) | 277 | 317 | +40 | 274,213 | 293,425 | 0.11% | +19,212 |
| CONOCOPHILLIPS(COP) | 3,875 | 3,875 | 0 | 347,742 | 366,536 | 0.14% | +18,794 |
| SIMMONS 1ST NATL CORP(SFNC) | 13,613 | 13,613 | 0 | 258,102 | 260,961 | 0.10% | +2,859 |
| VISA INC(V) | 687 | 697 | +10 | 243,919 | 237,953 | 0.09% | -5,966 |
| KIMBERLY-CLARK CORP(KMB) | 1,720 | 1,720 | 0 | 221,742 | 213,865 | 0.08% | -7,877 |
| MOODYS CORP(MCO) | 528 | 528 | 0 | 264,840 | 251,581 | 0.10% | -13,259 |
| PEPSICO INC(PEP) | 2,470 | 2,221 | -249 | 326,139 | 311,917 | 0.12% | -14,222 |
| AUTOMATIC DATA PROCESSING IN | 1,009 | 1,009 | 0 | 311,176 | 296,141 | 0.11% | -15,035 |
| BERKSHIRE HATHAWAY INC DEL | 809 | 709 | -100 | 392,988 | 356,443 | 0.14% | -36,545 |
| SCHLUMBERGER LTD(SLB) | 8,906 | 7,658 | -1,248 | 301,023 | 263,205 | 0.10% | -37,818 |
| COLGATE PALMOLIVE CO(CL) | 3,800 | 3,800 | 0 | 345,420 | 303,772 | 0.12% | -41,648 |
| NVIDIA CORPORATION(NVDA) | 2,967 | 2,202 | -765 | 468,756 | 410,849 | 0.16% | -57,907 |
| MARSH & MCLENNAN COS INC(MRSH) | 2,411 | 2,236 | -175 | 527,141 | 450,621 | 0.17% | -76,520 |
| EXXON MOBIL CORP | 11,415 | 10,225 | -1,190 | 1,230,537 | 1,152,869 | 0.44% | -77,668 |
| HONEYWELL INTL INC(HON) | 1,325 | 1,076 | -249 | 308,566 | 226,498 | 0.09% | -82,068 |
| PROCTER AND GAMBLE CO(PG) | 11,473 | 10,887 | -586 | 1,827,878 | 1,672,788 | 0.63% | -155,090 |
| BOOKING HOLDINGS INC(BKNG) | 939 | 978 | +39 | 5,436,096 | 5,280,486 | 2.00% | -155,610 |
| STRYKER CORPORATION(SYK) | 15,533 | 16,152 | +619 | 6,145,321 | 5,970,910 | 2.26% | -174,411 |
| DISNEY WALT CO(DIS) | 40,040 | 41,655 | +1,615 | 4,965,360 | 4,769,497 | 1.81% | -195,863 |
| CISCO SYS INC(CSCO) | 10,645 | 7,775 | -2,870 | 738,550 | 531,965 | 0.20% | -206,585 |
| ELI LILLY & CO(LLY) | 979 | 613 | -366 | 763,160 | 467,719 | 0.18% | -295,441 |
| META PLATFORMS INC(META) | 426 | 0 | -426 | 314,426 | 0 | — | -314,426 |
| CROWDSTRIKE HLDGS INC(CRWD) | 17,583 | 17,440 | -143 | 8,955,198 | 8,552,227 | 3.24% | -402,971 |
| TYLER TECHNOLOGIES INC(TYL) | 13,128 | 13,244 | +116 | 7,782,804 | 6,928,731 | 2.63% | -854,073 |
| NETFLIX INC(NFLX) | 6,372 | 6,385 | +13 | 8,532,936 | 7,655,104 | 2.90% | -877,832 |
| GLOBANT S A | 22,256 | 0 | -22,256 | 2,021,735 | 0 | — | -2,021,735 |
| S&P GLOBAL INC(SPGI) | 10,343 | 640 | -9,703 | 5,453,760 | 311,494 | 0.12% | -5,142,266 |