Reliant Investment Management, LLC logo

Reliant Investment Management, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Reliant Investment Management, LLC with $263.6M in long positions as of Q3 2025, 32% allocated to Technology, and 42% concentrated in top 10 positions.

Portfolio Value
$263.6M
Top 10 Concentration
42%
Top Sector
Technology (32%)
US Exposure
94%
Market Cap Focus
Mega Cap
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 31.90%TechnologyFinancial Services: 18.20%Financial ServicesIndustrials: 15.20%IndustrialsCommunication Services: 9.40%Communication ServicesConsumer Cyclical: 8.30%Healthcare: 4.80%Consumer Defensive: 3.30%Basic Materials: 3.20%Real Estate: 2.90%Energy: 2.70%
Technology
31.90%
Financial Services
18.20%
Industrials
15.20%
Communication Services
9.40%
Consumer Cyclical
8.30%
Healthcare
4.80%
Consumer Defensive
3.30%
Basic Materials
3.20%
Real Estate
2.90%
Energy
2.70%

Industry Breakdown

39 industries across all sectors

Software - Infrastructure: 10.45%Software - InfrastructureSemiconductors: 8.31%SemiconductorsFinancial - Credit Services: 7.94%Entertainment: 4.71%Internet Content & Information: 4.69%Consumer Electronics: 4.32%Engineering & Construction: 4.31%Hardware, Equipment & Parts: 3.54%Chemicals - Specialty: 3.20%Industrial - Machinery: 3.20%Specialty Retail: 3.14%Home Improvement: 3.01%Real Estate - Services: 2.94%Financial - Capital Markets: 2.88%Aerospace & Defense: 2.65%Software - Application: 2.63%Agricultural - Machinery: 2.62%Information Technology Services: 2.48%Banks - Diversified: 2.40%20 more: 20.59%20 more
Software - Infrastructure
Technology
10.45%
Semiconductors
Technology
8.31%
Financial - Credit Services
Financial Services
7.94%
Entertainment
Communication Services
4.71%
Internet Content & Information
Communication Services
4.69%
Consumer Electronics
Technology
4.32%
Engineering & Construction
Industrials
4.31%
Hardware, Equipment & Parts
Technology
3.54%
Chemicals - Specialty
Basic Materials
3.20%
Industrial - Machinery
Industrials
3.20%
Specialty Retail
Consumer Cyclical
3.14%
Home Improvement
Consumer Cyclical
3.01%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 56.19%Mega Cap (> $200B)Large Cap ($10B - $200B): 41.63%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.18%
Mega Cap (> $200B)
56.19%
Large Cap ($10B - $200B)
41.63%
Mid Cap ($2B - $10B)
2.18%

Portfolio Concentration

Top 10 Holdings %
41.87%
Top 20 Holdings %
69.72%
Top 50 Holdings %
99.2%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
93.6%
International
6.4%
Countries
3
Largest Int'l Market
United Kingdom - 3.20%
United States of America
93.60% ($246.8M)
57 holdings
United Kingdom
3.20% ($8.4M)
1 holdings
Ireland
3.20% ($8.4M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
20.4 quarters
Avg. Top 20
18.5 quarters
Avg. All Positions
16.3 quarters
Median Holding Period
9 quarters
Persistence Rate
74.58%
Persistent Holdings Weight
77.39%
Persistent Positions
44
Longest Held
PepsiCo, Inc. logo
PepsiCo, Inc.PEP - 47 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
1.22%
Avg. Position Weight
1.69%
Largest Position
Broadcom Inc. Common Stock logo
Broadcom Inc. Common StockAVGO - 8.16%
Largest Ownership Stake
Pinnacle Financial Partners, Inc. logo
Pinnacle Financial Partners, Inc.PNFP - 0.08%
Avg. Ownership Stake
0.008%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2013)

Avg. New Position
1.76%
Avg. Ownership Stake
0.009%
Largest Position
Broadcom Inc. Common Stock logo
Broadcom Inc. Common StockAVGO - 8.55% (Q2 2025)
Largest Ownership Stake
Nabors Industries Ltd. logo
Nabors Industries Ltd.NBR - 0.31% (Q1 2015)

Portfolio Turnover

Current Quarter

Turnover Ratio
6.2%
Value Traded
$16.34M
Positions Added
4
Positions Exited
2

Historical (Since Q4 2013)

Avg. Turnover Ratio
10.8%
Avg. Positions Added
5
Avg. Positions Exited
6
Highest Turnover
50.0%
Q4 2013
Lowest Turnover
2.4%
Q1 2015

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