Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
PANW Palo Alto Networks I | 2.44% |
AXP American Express Co | 2.35% |
MA Mastercard Inc | 2.14% |
HSY Hershey Company (The | 2.12% |
MSFT Microsoft Corp. | 2.11% |
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