You're signed outSign in or to get full access.
Reliant Investment Management, LLC
Reliant Investment Management, LLC is a Memphis, Tennessee-based independent registered investment adviser founded in 2001. The firm is led by principal owners including Susan L. Huffman and provides customized portfolio management and comprehensive financial planning services for individual and institutional investors. Reliant serves 556 accounts, including individuals, pension plans, charitable organizations, and municipal government entities. As of 2025, it employs 12 people, most of whom are investment professionals.
Investment Strategy
Reliant Investment Management, LLC focuses on personalized portfolio management and financial planning tailored to each client's needs. The firm manages discretionary portfolios for a diverse client base, emphasizing risk management and asset allocation to achieve long-term objectives. Reliant invests in sectors including technology, financials, and industrials, and serves a mix of individuals, pension plans, charitable organizations, and municipal entities. Their philosophy stresses the importance of customized strategies, diversification, and ongoing client relationships to deliver reliable investment results while responding to changing market conditions.
Latest 13F Filing Activity
Reliant Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $231M. The fund increased holdings in Broadcom Inc., Wells Fargo Co. New, Capital One Finl Corp. among other positions. Reliant Investment Management, LLC reduced exposure to T-mobile Us Inc., Marsh & Mclennan Cos Inc., Motorola Solutions Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 8.55% | $19.7M | 71,625 | $28.04 | $275.65 | +$7.7M |
P PWR | QUANTA SVCS INC | 4.52% | $10.4M | 27,624 | $131.01 | $378.08 | +$3.4M |
A AAPL | APPLE INC | 4.05% | $9.3M | 45,562 | $33.51 | $205.17 | -$447.7K |
| ALPHABET INC | 3.95% | $9.1M | 51,787 | $54.92 | $176.23 | +$1.2M | |
C CRWD | CROWDSTRIKE HLDGS INC | 3.88% | $9.0M | 17,583 | $158.39 | $509.31 | +$2.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more