2026 Q3 Portfolio Activity
In 2026 Q3, Reliant Investment Partners, LLC maintained a portfolio of 132 distinct positions. The most significant new addition was FIRST TR EXCHNG TRADED FD VI, now representing 0.26% of the total fund value. They heavily accumulated shares in TIDAL TRUST I, increasing the position by 995.8%. The fund also reduced its exposure to KLA CORP by 23.9%.
Position History
hover any row below to update
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Total Positions
132
Quarter
2026 Q3
Top Holding
NVDA (13.5%)
Top 10 Concentration
47.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 132
Reliant Investment Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 13.50% | 11.52% |
#1
Prev: #1
|
6.5 |
—
|
-771 | -0.9% |
P
S
|
83,846 | $19,148,814 |
$108.11
+53.7%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.83% | 5.45% |
#2
Prev: #2
|
4.3 |
—
|
131 | 1.1% |
P
S
|
11,792 | $8,264,564 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 4.88% | 5.36% |
#3
Prev: #3
|
3.5 |
—
|
-1,612 | -2.6% |
P
S
|
60,644 | $6,913,996 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 4.79% | 5.03% |
#4
Prev: #4
|
2.9 |
—
|
-1,625 | -1.1% |
P
S
|
146,704 | $6,792,395 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AAPL
APPLE INC
|
Technology | 4.73% | 3.97% |
#5
Prev: #5
|
2.9 |
—
|
-47 | -0.2% |
P
S
|
20,126 | $6,702,274 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 3.44% | 3.22% |
#6
Prev: #6
|
1.9 |
—
|
-275 | -1.7% |
P
S
|
16,279 | $4,884,677 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 3.41% | 2.37% |
#7
2
Prev: #9
|
4.4 |
—
|
13,670 | 299.0% |
P
S
|
18,242 | $4,829,570 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.74% | 1.94% |
#8
5
Prev: #13
|
1.6 |
—
|
-64 | -0.8% |
P
S
|
7,586 | $3,890,646 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.51% | 2.53% |
#9
2
Prev: #7
|
1.5 |
—
|
-21 | -0.7% |
P
S
|
3,077 | $3,560,335 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.06% | 1.91% |
#10
4
Prev: #14
|
1.3 |
—
|
-6 | -0.1% |
P
S
|
11,744 | $2,926,018 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 2.03% | 1.95% |
#11
1
Prev: #12
|
1.3 |
—
|
-6 | -0.1% |
P
S
|
9,431 | $2,873,060 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
THTA
TIDAL TRUST I
|
Unknown | 1.95% | 0.17% |
#12
90
Prev: #102
|
3.8 |
—
|
159,564 | 995.8% |
P
S
|
175,588 | $2,762,877 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.76% | 2.07% |
#13
3
Prev: #10
|
1.2 |
—
|
-224 | -1.6% |
P
S
|
13,555 | $2,497,995 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.48% | 1.47% |
#14
2
Prev: #16
|
1.1 |
—
|
-50 | -0.2% |
P
S
|
26,844 | $2,105,101 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.30% | 1.21% |
#15
5
Prev: #20
|
1.0 |
—
|
3 | 0.0% |
P
S
|
7,060 | $1,846,825 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
KLAC
KLA CORP
|
Technology | 1.27% | 2.49% |
#16
8
Prev: #8
|
0.5 |
—
|
-2,896 | -23.9% |
P
S
|
9,225 | $1,798,229 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
FTXL
FIRST TR EXCHAN...
|
ETF | 1.20% | 1.35% |
#17
1
Prev: #18
|
1.0 |
—
|
-240 | -3.5% |
P
S
|
6,713 | $1,699,396 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.15% | 1.46% |
#18
1
Prev: #17
|
1.0 |
—
|
-10 | -0.5% |
P
S
|
2,003 | $1,624,012 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 1.14% | 1.96% |
#19
8
Prev: #11
|
1.0 |
—
|
-41 | -0.7% |
P
S
|
5,542 | $1,609,563 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.12% | 1.08% |
#20
4
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
2,149 | $1,589,973 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 1.09% | 1.11% |
#21
1
Prev: #22
|
0.9 |
—
|
101 | 1.0% |
P
S
|
10,235 | $1,551,421 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CSX
CSX CORP
|
Industrials | 1.06% | 1.09% |
#22
1
Prev: #23
|
0.9 |
—
|
-1,100 | -3.3% |
P
S
|
32,466 | $1,509,994 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.01% | 1.59% |
#23
8
Prev: #15
|
0.9 |
—
|
-1,054 | -15.1% |
P
S
|
5,937 | $1,432,657 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 0.98% | 0.96% |
#24
1
Prev: #25
|
0.9 |
—
|
-25 | -0.2% |
P
S
|
12,278 | $1,385,223 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.94% | 0.68% |
#25
10
Prev: #35
|
1.4 |
—
|
no change | no change |
P
S
|
3,905 | $1,325,982 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.92% | 1.31% |
#26
7
Prev: #19
|
0.4 |
—
|
-433 | -26.0% |
P
S
|
1,230 | $1,310,085 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.91% | 0.77% |
#27
2
Prev: #29
|
0.9 |
—
|
39 | 0.4% |
P
S
|
8,839 | $1,284,399 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.87% | 0.85% |
#28
2
Prev: #26
|
0.8 |
—
|
-15 | -0.6% |
P
S
|
2,489 | $1,239,398 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.80% | 0.85% |
#29
2
Prev: #27
|
0.8 |
—
|
-57 | -0.5% |
P
S
|
10,585 | $1,139,216 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.78% | 0.73% |
#30
2
Prev: #32
|
0.8 |
—
|
-25 | -0.6% |
P
S
|
4,182 | $1,107,107 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.77% | 0.77% |
#31
3
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
3,205 | $1,092,072 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.75% | 0.70% |
#32
2
Prev: #34
|
0.8 |
—
|
-29 | -1.0% |
P
S
|
2,775 | $1,056,831 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.70% | 0.42% |
#33
23
Prev: #56
|
1.3 |
—
|
no change | no change |
P
S
|
5,299 | $991,178 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.70% | 0.57% |
#34
6
Prev: #40
|
0.8 |
—
|
-58 | -1.2% |
P
S
|
4,862 | $989,855 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.68% | 0.35% |
#35
29
Prev: #64
|
3.3 |
—
|
1,629 | 52.7% |
P
S
|
4,719 | $963,720 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.66% | 0.63% |
#36
2
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
10,494 | $941,941 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.66% | 0.60% |
#37
2
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
1,705 | $940,256 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.63% | 0.73% |
#38
5
Prev: #33
|
0.8 |
—
|
-6 | -0.2% |
P
S
|
2,529 | $897,314 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
USFD
US FOODS HLDG C...
|
Consumer Defensive | 0.63% | 0.68% |
#39
3
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
9,705 | $894,898 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ROAD
CONSTRUCTION PA...
|
Industrials | 0.60% | 0.77% |
#40
10
Prev: #30
|
0.7 |
—
|
-15 | -0.2% |
P
S
|
9,490 | $854,385 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.58% | 0.52% |
#41
4
Prev: #45
|
0.7 |
—
|
-99 | -0.5% |
P
S
|
17,999 | $825,623 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.57% | 0.66% |
#42
5
Prev: #37
|
0.7 |
—
|
-21 | -0.8% |
P
S
|
2,584 | $806,878 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.56% | 0.47% |
#43
6
Prev: #49
|
0.7 |
—
|
-449 | -1.6% |
P
S
|
27,998 | $798,503 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.56% | 0.55% |
#44
2
Prev: #42
|
0.7 |
—
|
-6 | -0.7% |
P
S
|
827 | $790,132 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.56% | 0.44% |
#45
7
Prev: #52
|
0.7 |
—
|
-50 | -4.4% |
P
S
|
1,089 | $789,721 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 0.56% | 0.55% |
#46
3
Prev: #43
|
0.7 |
—
|
-104 | -1.5% |
P
S
|
7,060 | $788,249 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.55% | 0.57% |
#47
6
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
2,201 | $772,969 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SKYY
FIRST TR EXCHAN...
|
ETF | 0.54% | 0.43% |
#48
6
Prev: #54
|
0.7 |
—
|
-25 | -0.5% |
P
S
|
4,675 | $766,656 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IVV
ISHARES TR
|
ETF | 0.49% | 0.47% |
#49
1
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
914 | $699,987 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.49% | 0.19% |
#50
47
Prev: #97
|
3.2 |
—
|
673 | 61.8% |
P
S
|
1,762 | $696,730 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-50 of 132 holdings