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RELIANT INVESTMENT MANAGEMENT, LLC

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MEMPHIS TN Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Reliant Investment Management is based out of Memphis. Reliant Investment Management is a hedge fund with 262 clients and discretionary assets under management (AUM) of $1,411,880,464 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $196,402,760 in managed 13F securities and a top 10 holdings concentration of 37.03%. Reliant Investment Management's largest holding is Broadcom Ltd. (Avago Technologies) with shares held of 9,461. Whalewisdom has at least 42 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
EOG EOG Resources Inc 2.14%
HRI Herc Holdings Inc 2.04%
SCHW Charles Schwab Corp 2.04%
SLB Schlumberger Ltd. 1.04%
HAL Halliburton Co. 0.73%

2023-12-31

13F Holdings Summary

Name $ Change
AVGO Broadcom Ltd. (Avago 5.38%
AAPL Apple Inc 4.38%
GOOGL Alphabet Inc. Class 3.73%
LIN Linde Plc. 3.68%
SLB Schlumberger Ltd. 3.38%

2023-12-31

13F Activity

Market Value $196m, Prior: $172m
New Purchases 6 stocks
Added To 19 stocks
Sold out of 3 stocks
Reduced holdings in 27 stocks
Top 10 Holdings % 37.03%
Turnover %[1] 14.52%
Turnover Alt %[2] 7.2%
Time Held Top 20 12 quarters
Time Held Top 10 12.5 quarters
Time Held All 12.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance