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:
0.17%
Gain
Monthly
0.01%
Yearly
0.11%
Drawdown
28.82%
$138.06M
Equity
Holdings
$138.06M
Investment
$104.78M
$33.46M
Profit -$395,446.04
Realized
$183,571.44
Unrealized
$33.28M
Dividends
$2.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$395,446.04
Win %
76%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$1.47M
Win %
76%
This Month
Compared to last month
Gain
-0.76%
Profit
-$1.05M
Win %
76%
This Year
Compared to last year
Gain
15.1%
Profit
$18.12M
Win %
74%
STX Seagate Technology Holdings plc
+4.71%
+$23,220.91 
MU Micron Technology, Inc.
+4.02%
+$49,891.94 
ROAD Construction Partners, Inc. Class A Common Stock
+3.92%
+$38,106.5 
CASY Casey's General Stores Inc.
+3.74%
+$12,666.95 
WDC Western Digital Corporation
+3.03%
+$15,073.24 
GE General Electric Company
+2.79%
+$25,215.45 
IRD Opus Genetics Inc.
+2.59%
+$850 
CSCO Cisco Systems, Inc.
+2.54%
+$29,691.18 
GEV GE Vernova Inc.
+2.44%
+$15,584.81 
CB Chubb Limited
+2.27%
+$8,794.06 
HWM Howmet Aerospace Inc.
+1.81%
+$6,063.85 
CAT Caterpillar Inc.
+1.65%
+$28,369.38 
MO Altria Group, Inc.
+1.64%
+$11,434.95 
XOM Exxon Mobil Corporation
+1.63%
+$29,514.38 
ABT Abbott Laboratories
+1.49%
+$7,305.9 
BMY Bristol-Myers Squibb Company
+1.45%
+$3,299.62 
MIRM Mirum Pharmaceuticals Inc.
+1.4%
+$9,843.22 
JNJ Johnson & Johnson
+1.38%
+$14,410.65 
AFL Aflac Inc.
+1.37%
+$3,545.62 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$49,341.92 
ABBV AbbVie Inc.
+1.34%
+$24,412 
CVS CVS Health Corporation
+1.28%
+$8,160 
CVX Chevron Corporation
+1.26%
+$7,038.85 
PM Philip Morris International Inc.
+1.21%
+$5,292.19 
GLD SPDR Gold Shares
+1.03%
+$10,915.28 
IAU iShares Gold Trust
+1.02%
+$1,814.12 
PWR Quanta Services Inc.
+0.93%
+$2,640.61 
MRK Merck & Co., Inc.
+0.85%
+$9,583.28 
PH Parker-Hannifin Corporation
+0.81%
+$6,556.81 
LLY Eli Lilly and Company
+0.74%
+$27,038.46 
MPC Marathon Petroleum Corporation
+0.7%
+$2,330.46 
VRT Vertiv Holdings Co
+0.67%
+$6,522.88 
TGT Target Corporation
+0.56%
+$1,396.22 
SLV iShares Silver Trust
+0.55%
+$1,729.47 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.54%
+$1,280.86 
JPM JPMorgan Chase & Co.
+0.5%
+$3,161.09 
SPMO Invesco S&P 500 Momentum ETF
+0.47%
+$6,567.44 
UNP Union Pacific Corporation
+0.47%
+$2,471 
DE Deere & Company
+0.42%
+$909.54 
RY Royal Bank of Canada
+0.42%
+$1,165.5 
DLR Digital Realty Trust, Inc.
+0.36%
+$905.93 
VZ Verizon Communications Inc.
+0.33%
+$2,631.32 
FTXL First Trust Nasdaq Semiconductor ETF
+0.27%
+$1,016.6 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$3,091.48 
T AT&T Inc.
+0.18%
+$771.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$355.46 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.09%
+$451.08 
NEE NextEra Energy, Inc.
+0.09%
+$510.08 
O Realty Income Corporation
+0.08%
+$283.03 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$395.34 
D Dominion Energy, Inc.
+0.06%
+$190.4 
XMMO Invesco S&P MidCap Momentum ETF
+0.05%
+$228.91 
XLU Utilities Select Sector SPDR Fund
+0.03%
+$171.21 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$140.25 
ARES Ares Management Corporation
+0.02%
+$44.06 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
OXSQ Oxford Square Capital Corp.
-6.05%
-$1,196.71 
META Meta Platforms Inc Class A
-4.67%
-$35,521.2 
KO The Coca-Cola Company
-2.88%
-$10,138.1 
APP AppLovin Corporation Class A Common Stock
-2.69%
-$65,730.6 
MSFT Microsoft Corp.
-2.29%
-$70,796.16 
GOOG Alphabet Inc
-2.27%
-$25,704.07 
TSLA Tesla, Inc.
-1.87%
-$18,352.2 
PLTR Palantir Technologies Inc.
-1.86%
-$17,955.84 
SHOP Shopify Inc.
-1.79%
-$5,297.6 
MA Mastercard Incorporated
-1.75%
-$18,904.85 
MTZ MasTec, Inc. Common Stock
-1.68%
-$14,483.07 
KLAC KLA Corporation
-1.62%
-$42,671 
LOW Lowe's Companies Inc.
-1.54%
-$46,067.22 
SBUX Starbucks Corporation
-1.53%
-$5,453.1 
PEP PepsiCo, Inc.
-1.28%
-$3,250.64 
NVDA NVIDIA Corporation
-1.11%
-$196,056.63 
HD The Home Depot, Inc.
-1.09%
-$4,475.99 
BX Blackstone Inc.
-1.07%
-$3,070.55 
CIEN Ciena Corporation
-0.98%
-$3,848.09 
TSCO Tractor Supply Company
-0.97%
-$2,319 
WM Waste Management, Inc.
-0.95%
-$4,824.36 
FIX Comfort Systems USA, Inc.
-0.92%
-$3,704.17 
AMGN Amgen Inc.
-0.9%
-$1,994.72 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$24,337.9 
AAPL Apple Inc.
-0.88%
-$60,012.15 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$13,179.5 
TFC Truist Financial Corporation
-0.81%
-$66,393.72 
SNOW Snowflake Inc.
-0.77%
-$7,928.06 
AMZN Amazon.com Inc
-0.75%
-$21,922.68 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$2,533.05 
SAN Banco Santander S.A. Sponsored ADR
-0.66%
-$1,082.43 
IVV iShares Core S&P 500 ETF
-0.61%
-$4,020.38 
VOO Vanguard S&P 500 ETF
-0.6%
-$46,528.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$5,456.88 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,065.84 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.54%
-$7,303.02 
RPM RPM International Inc.
-0.51%
-$1,103.08 
NRG NRG Energy, Inc.
-0.49%
-$1,671.8 
FTEC Fidelity MSCI Information Technology Index ETF
-0.46%
-$21,294.04 
CSX CSX Corporation
-0.43%
-$7,406.52 
DON WisdomTree U.S. MidCap Dividend Fund
-0.36%
-$1,504.65 
USFD US Foods Holding Corp
-0.35%
-$3,396.75 
EFA iShares MSCI EAFE ETF
-0.32%
-$756.69 
XMHQ Invesco S&P MidCap Quality ETF
-0.28%
-$2,286.56 
SLB Schlumberger Limited
-0.26%
-$921 
AVGO Broadcom Inc.
-0.25%
-$2,090.95 
ANET Arista Networks, Inc.
-0.21%
-$1,643.4 
PG Procter & Gamble Co
-0.19%
-$702.09 
RFV Invesco S&P MidCap 400 Pure Value ETF
-0.18%
-$604.71 
ARCC Ares Capital Corporation
-0.16%
-$374.79 
SKYY First Trust Cloud Computing ETF
-0.15%
-$945 
DUK Duke Energy Corporation
-0.09%
-$6,583.28 
PFE Pfizer Inc.
-0.06%
-$423.7 
VO Vanguard Mid-Cap ETF
-0.04%
-$971.6 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$38.38 Events
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Dividends
Dividend Analysis
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| Trades 527 | Longs Won 349/527 66% | Profit Factor 11.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,600.25 |
| Average Win $104,769.48 | Best Trade (Jul 15) $6.58M | Sharpe Ratio -12.11 |
| Average Loss -$17,440.35 | Worst Trade (Jul 15) -$539,648.39 | Z-Score 6.02 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $63,491.78 |
| 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 | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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