Reliant Investment Partners LLC Portfolio
Invests via Reliant Investment Partners LLC | Managed by John Hutchinson, Robert Wagler, Lorin Wagler
Invests via Reliant Investment Partners LLC
Managed by John Hutchinson, Robert Wagler, Lorin Wagler
Automatically Tracked
Company Profile
Middle-market investment adviser focused on private equity and credit strategies for institutional and high-net-worth clients, Reliant Investment Partners LLC specializes in direct investments, secondary transactions and opportunistic credit across North American sectors. Portfolio emphasis on resilient cash-flow businesses and value-oriented deal sourcing.
Middle-market investment adviser focused on private equity and credit strategies for institutional and high-net-worth clients, Reliant Investment Partners LLC specializes in direct investments, secondary transactions and opportunistic credit across North American sectors. Portfolio emphasis on resilient cash-flow businesses and value-oriented deal sourcing.
Investment Philosophy & Strategy
Focuses on middle‑market private equity and credit strategies, deploying flexible capital into direct investments, secondary transactions and opportunistic credit across North America. Prefers resilient, cash‑generative businesses sourced through value‑oriented deal origination, combining disciplined underwriting, downside protection and active operational oversight to drive value. Portfolio construction emphasizes diversification by sector and vintage, a medium‑to‑long horizon for value realization, and opportunistic deployment during market dislocations to enhance risk‑adjusted returns.
Focuses on middle‑market private equity and credit strategies, deploying flexible capital into direct investments, secondary transactions and opportunistic credit across North America. Prefers resilient, cash‑generative businesses sourced through value‑oriented deal origination, combining disciplined underwriting, downside protection and active operational oversight to drive value. Portfolio construction emphasizes diversification by sector and vintage, a medium‑to‑long horizon for value realization, and opportunistic deployment during market dislocations to enhance risk‑adjusted returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.47%
Gain -0.63%
Monthly
1.26%
Yearly
16.23%
Drawdown
19.79%
$145.43M
Equity
Holdings
$145.43M
Investment
$112.1M
$31.09M
Profit -$862,814.25
Realized
-$2.23M
Unrealized
$33.32M
Dividends
$2.88M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$862,814.25
Win %
69%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$862,814.25
Win %
69%
This Month
Compared to last month
Gain
3.02%
Profit
$4.26M
Win %
69%
This Year
Compared to last year
Gain
-0.43%
Profit
-$624,028.95
Win %
70%
KLAC KLA Corporation
+4.01%
+$93,695.21 
ANET Arista Networks, Inc.
+3.31%
+$31,143.6 
SBUX Starbucks Corporation
+1.92%
+$6,602.85 
DUK Duke Energy Corporation
+1.65%
+$124,512 
LOW Lowe's Companies Inc.
+1.08%
+$32,656.23 
ABT Abbott Laboratories
+1.01%
+$5,456 
GLW Corning Incorporated
+0.91%
+$1,723.16 
CVX Chevron Corporation
+0.9%
+$5,407.5 
TFC Truist Financial Corporation
+0.87%
+$66,748.05 
META Meta Platforms Inc Class A
+0.71%
+$4,783.82 
TSLA Tesla, Inc.
+0.58%
+$4,892.55 
INTC Intel Corporation
+0.2%
+$547.77 
PM Philip Morris International Inc.
+0.12%
+$508.86 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ARES Ares Management Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
BMY Bristol-Myers Squibb Company
0%
$0 
BROS Dutch Bros Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.04 
CB Chubb Limited
0%
+$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
-$0.01 
DLR Digital Realty Trust, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GE General Electric Company
0%
-$0.03 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.01 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MIRM Mirum Pharmaceuticals Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.03 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PWR Quanta Services Inc.
0%
+$0.01 
ROAD Construction Partners, Inc. Class A Common Stock
0%
$0 
RPM RPM International Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SHOP Shopify Inc.
0%
+$0.02 
SLB Schlumberger Limited
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SO The Southern Company
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.02 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
-$0.01 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
+$0.02 
USFD US Foods Holding Corp
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.07 
VZ Verizon Communications Inc.
0%
+$0.02 
WM Waste Management, Inc.
0%
-$0.02 
XOM Exxon Mobil Corporation
0%
+$0.13 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BKGI BNY Mellon Global Infrastructure Income Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.09 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
-$0.01 
SKYY First Trust Cloud Computing ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
-$4.92 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.23 
VO Vanguard Mid-Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
VUG Vanguard Growth ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
THTA SoFi Enhanced Yield ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
OXSQ Oxford Square Capital Corp.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$8,177.11 
AMZN Amazon.com Inc
-2.09%
-$68,384.95 
LLY Eli Lilly and Company
-1.37%
-$52,417.97 
AAPL Apple Inc.
-1.09%
-$67,579.55 
MO Altria Group, Inc.
-0.78%
-$4,532.88 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$5,200.58 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,175.73 
WDC Western Digital Corporation
-0.09%
-$493.64 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$1,418.76 
CIEN Ciena Corporation
-0.04%
-$185.48 
NVDA NVIDIA Corporation
-0.02%
-$4,230.85 
RFV Invesco S&P MidCap 400 Pure Value ETF
0%
-$9.94 
IMTB iShares Core 5-10 Year USD Bond ETF
0%
-$3.39 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 411/629 65% | Profit Factor 5.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $353,518.78 |
| Average Win $94,255.48 | Best Trade (Aug 28) $7.93M | Sharpe Ratio -12.16 |
| Average Loss -$35,086.79 | Worst Trade (Sep 01) -$577,470.9 | Z-Score 6.22 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $49,427.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,149 | 3,734 | 3,320 | 2,905 | 2,490 | 2,075 | 1,660 | 1,245 | 830 | 415 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,173 | $5.06M | $6.15M | - | $1.09M | 21.53% | -1.087% |
| ABBV AbbVie Inc. | 7,057 | $1.26M | $1.75M | - | $489,944.83 | 38.89% | 0.0 |
| ABT Abbott Laboratories | 4,960 | $567,963.96 | $544,211.2 | - | -$23,752.76 | -4.18% | +1.013% |
| AFL Aflac Inc. | 2,078 | $214,948.4 | $253,391.32 | - | $38,442.92 | 17.88% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,864 | $248,378 | $228,228.16 | - | -$20,149.84 | -8.11% | 0.0 |
| AMAT Applied Materials, Inc. | 426 | $307,998 | $222,423.12 | - | -$85,574.88 | -27.78% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 541 | $314,272 | $254,031.96 | - | -$60,240.04 | -19.17% | 0.0 |
| AMGN Amgen Inc. | 609 | $214,379.2 | $254,074.8 | - | $39,695.6 | 18.52% | 0.0 |
| AMZN Amazon.com Inc | 11,750 | $2.58M | $3.2M | - | $619,604.28 | 24.02% | -2.093% |
| ANET Arista Networks, Inc. | 4,920 | $558,920.37 | $973,422 | - | $414,501.63 | 74.16% | +3.305% |
| APP AppLovin Corporation Class A Common Stock | 5,583 | $2.07M | $1.89M | - | -$180,196.5 | -8.69% | 0.0 |
| ARCC Ares Capital Corporation | 13,005 | $259,473.84 | $259,839.9 | - | $366.06 | 0.14% | 0.0 |
| ARES Ares Management Corporation | 2,203 | $389,997.42 | $303,264.98 | - | -$86,732.44 | -22.24% | 0.0 |
| AVGO Broadcom Inc. | 2,201 | $613,604.74 | $929,702.4 | - | $316,097.66 | 51.51% | 0.0 |
| BKGI BNY Mellon Global Infrastructure Income Fund | 5,830 | $259,926.93 | $259,901.4 | - | -$25.53 | -0.01% | 0.0 |
| BMY Bristol-Myers Squibb Company | 3,671 | $198,013.99 | $238,027.64 | - | $40,013.65 | 20.21% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 2,504 | $1.14M | $1.33M | - | $188,831.04 | 16.61% | 0.0 |
| BROS Dutch Bros Inc. | 2,960 | $212,558 | $151,818.4 | - | -$60,739.6 | -28.58% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 5,485 | $423,825.58 | $424,868.1 | - | $1,042.52 | 0.25% | 0.0 |
| BX Blackstone Inc. | 1,781 | $300,009.48 | $252,296.46 | - | -$47,713.02 | -15.9% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Reliant Investment Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Truist Financial Corporation - $609,024.53, Duke Energy Corporation - $581,036.59, Invesco QQQ Trust, Series 1 - $239,654.73, NVIDIA Corporation - $216,848, and Corcept Therapeutics Incorporated - $173,245.67. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $402,472.9, Blackstone Inc - $325,255.71, The Trade Desk, Inc. Class A - $310,470.04, Credo Technology Group Holding Ltd - $290,489.76, and Broadcom Inc - $240,743.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Reliant Investment Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.88M earned over time. The largest contributors to dividend income include Truist Financial Corporation - $564,994.04, Duke Energy Corporation - $408,395.97, Vanguard S&P 500 ETF - $117,302.24, Lowe's Companies Inc - $115,360.3, and Verizon Communications Inc - $92,941.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Reliant Investment Partners LLC's monthly returns?
Reliant Investment Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Reliant Investment Partners LLC's strategy be considered aggressive or moderate?
Reliant Investment Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Reliant Investment Partners LLC's strategy?
Reliant Investment Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
