Fund Universe

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☆Reliant Investment Management, LLC

CIK 0001517429 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.188
AUM ($M)
281
Positions
55
Turnover
0.21
Top-10 wt
49%
Herfindahl
0.037
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 61 positions · portfolio value $281M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AVGO funds › BROADCOM INC TRIM — 7.3% -1.0% 20.6 54,427 -1,325 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 6.4% -0.5% 18.0 24,950 -1,277 5 —
☆GOOGL funds › ALPHABET INC TRIM — 6.0% -0.6% 16.9 47,312 -633 5 —
☆CAT funds › CATERPILLAR INC TRIM — 5.3% +0.4% 15.0 14,074 -346 5 —
☆APH funds › AMPHENOL CORP TRIM — 4.7% +0.1% 13.2 74,728 -164 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 4.7% +1.5% 13.1 17,169 +58 5 —
☆AAPL funds › APPLE INC TRIM — 4.5% -0.9% 12.5 43,367 -348 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 3.5% -0.4% 9.7 9,596 +45 5 —
☆ETN funds › EATON CORP PLC ADD — 3.4% -0.4% 9.5 22,397 +162 5 —
☆LIN funds › LINDE PLC ADD — 3.2% -0.9% 9.0 17,434 +56 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 3.2% -0.7% 9.0 26,535 -16 5 —
☆AMZN funds › AMAZON COM INC ADD — 3.2% -0.6% 8.9 37,340 +63 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 2.7% -0.1% 7.7 27,352 +3,114 5 —
☆ARMK funds › ARAMARK NEW — 2.5% +2.5% 7.0 122,970 +122,970 1 —
☆HUBB funds › HUBBELL INC ADD — 2.5% -0.6% 6.9 13,202 +190 5 —
☆CBRE funds › CBRE GROUP INC ADD — 2.4% -0.8% 6.8 50,235 +404 5 —
☆HD funds › HOME DEPOT INC ADD — 2.4% -0.6% 6.7 19,095 +184 5 —
☆WMT funds › WALMART INC ADD — 2.4% -1.1% 6.6 58,484 +209 5 —
☆PNFP funds › PINNACLE FINL PARTNERS INC ADD — 2.2% -0.3% 6.2 61,435 +678 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 2.2% -0.7% 6.0 12,047 -48 5 —
☆CW funds › CURTISS WRIGHT CORP NEW — 2.1% +2.1% 5.8 7,652 +7,652 1 —
☆FHN funds › FIRST HORIZON CORPORATION NEW — 2.0% +2.0% 5.7 223,490 +223,490 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 2.0% -1.1% 5.6 19,355 +615 3 —
☆DGX funds › QUEST DIAGNOSTICS INC NEW — 1.9% +1.9% 5.5 25,810 +25,810 1 —
☆CVX funds › CHEVRON CORPORATION ADD — 1.9% +1.8% 5.4 32,688 +30,870 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.9% +1.7% 5.3 26,612 +24,105 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY NEW — 1.9% +1.9% 5.3 61,400 +61,400 1 —
☆COP funds › CONOCOPHILLIPS ADD — 1.9% +1.6% 5.2 50,441 +46,795 5 —
☆CRH funds › CRH PLC NEW — 1.8% +1.8% 5.2 48,355 +48,355 1 —
☆SYK funds › STRYKER CORPORATION ADD — 1.8% -0.7% 4.9 15,622 +20 5 —
☆SLB funds › SLB LIMITED ADD — 1.7% +1.6% 4.9 104,861 +98,035 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.6% -0.2% 1.6 10,643 -123 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.5% -0.4% 1.4 10,479 -261 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.1% 1.1 2,933 +403 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% +0.0% 0.8 6,876 -300 5 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.3% +0.1% 0.8 2,586 +0 4 —
☆COHR funds › COHERENT CORP TRIM — 0.3% +0.0% 0.7 1,780 -10 3 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% -0.0% 0.7 544 +8 5 —
☆CORZ funds › CORE SCIENTIFIC INC NEW TRIM — 0.2% -0.1% 0.5 21,000 -23,501 3 —
☆TSLA funds › TESLA INC ADD — 0.2% -0.0% 0.5 1,145 +32 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 0.4 845 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.1% -0.0% 0.3 3,800 +0 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 0.3 2,557 +502 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.1% -0.0% 0.3 2,066 +0 5 —
☆NHC funds › NATIONAL HEALTHCARE CORP HOLD — 0.1% -0.0% 0.3 1,400 +0 2 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.1% -0.0% 0.3 887 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% -0.0% 0.3 300 +0 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.3 2,089 -222 3 —
☆RF funds › REGIONS FINANCIAL CORP NEW HOLD — 0.1% -0.0% 0.2 8,000 +0 4 —
☆MCO funds › MOODYS CORP HOLD — 0.1% -0.0% 0.2 528 +0 5 —
☆TFC funds › TRUIST FINL CORP NEW — 0.1% +0.1% 0.2 4,760 +4,760 1 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.2 680 -177 5 —
☆NOW funds › SERVICENOW INC NEW — 0.1% +0.1% 0.2 2,295 +2,295 1 —
☆FANG funds › DIAMONDBACK ENERGY INC TRIM — 0.1% -0.0% 0.2 1,275 -35 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.1% -0.0% 0.2 1,000 -9 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -909 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.1% 0.0 0 -1,400 0 —
☆COF funds › CAPITAL ONE FINL CORP EXIT — 0.0% -2.4% 0.0 0 -27,586 0 —
☆SFNC funds › SIMMONS FIRST NATL CORP EXIT — 0.0% -0.1% 0.0 0 -12,554 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -3.1% 0.0 0 -67,740 0 —
☆AVAV funds › AEROVIRONMENT INC EXIT — 0.0% -2.0% 0.0 0 -22,985 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 281 55 0.21 49% 0.037 0.188 — in
2026Q1 207 53 0.17 52% 0.042 0.255 — in
2025Q4 247 57 0.11 45% 0.035 0.274 — in
2025Q3 264 59 0.11 42% 0.033 0.262 — in
2025Q2 231 56 0.19 43% 0.034 0.174 — entered
2025Q1 193 58 0.00 41% 0.033 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status