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:
27.56%
Gain +0.06%
Monthly
1.14%
Yearly
14.55%
Drawdown
19.79%
$144.49M
Equity
Holdings
$144.49M
Investment
$112.1M
$30.16M
Profit +$87,630.97
Realized
-$2.23M
Unrealized
$32.39M
Dividends
$3.18M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$87,630.97
Win %
67%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$2.89M
Win %
67%
This Month
Compared to last month
Gain
-0.38%
Profit
-$546,730.49
Win %
67%
This Year
Compared to last year
Gain
-1.07%
Profit
-$1.56M
Win %
68%
SLV iShares Silver Trust
+3.38%
+$10,436.3 
RPM RPM International Inc.
+2.19%
+$4,331.35 
SNOW Snowflake Inc.
+2.13%
+$27,881.67 
AMGN Amgen Inc.
+1.86%
+$4,823.29 
PNFP Pinnacle Financial Partners Inc.
+1.66%
+$6,622 
CVX Chevron Corporation
+1.57%
+$10,614.12 
TSCO Tractor Supply Company
+1.56%
+$4,035.2 
VB Vanguard Small-Cap ETF
+1.46%
+$2,909.14 
DON WisdomTree U.S. MidCap Dividend Fund
+1.44%
+$5,638.23 
TFC Truist Financial Corporation
+1.39%
+$95,672.21 
SLB Schlumberger Limited
+1.37%
+$5,070.62 
XOM Exxon Mobil Corporation
+1.36%
+$29,871.61 
BROS Dutch Bros Inc.
+1.33%
+$1,613.21 
XMHQ Invesco S&P MidCap Quality ETF
+1.28%
+$10,459.44 
AAPL Apple Inc.
+1.26%
+$86,844.76 
TGT Target Corporation
+1.19%
+$3,440.8 
PM Philip Morris International Inc.
+1.19%
+$5,481.83 
MPC Marathon Petroleum Corporation
+1.17%
+$6,076.61 
MO Altria Group, Inc.
+1.17%
+$7,643.68 
JPM JPMorgan Chase & Co.
+1.15%
+$7,068.6 
BX Blackstone Inc.
+1.08%
+$2,092.68 
PLTR Palantir Technologies Inc.
+1.07%
+$11,339.86 
RFV Invesco S&P MidCap 400 Pure Value ETF
+1.05%
+$3,357.68 
TSLA Tesla, Inc.
+1.04%
+$9,556.95 
VO Vanguard Mid-Cap ETF
+1.01%
+$21,784.09 
HWM Howmet Aerospace Inc.
+0.99%
+$2,684.89 
VZ Verizon Communications Inc.
+0.98%
+$7,872.63 
KO The Coca-Cola Company
+0.94%
+$3,536.12 
ROAD Construction Partners, Inc. Class A Common Stock
+0.92%
+$7,271.32 
USFD US Foods Holding Corp
+0.92%
+$9,025.65 
EFA iShares MSCI EAFE ETF
+0.9%
+$2,109.56 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.88%
+$1,640.32 
CSX CSX Corporation
+0.85%
+$13,762.06 
ET Energy Transfer L.P.
+0.81%
+$1,685.28 
PFE Pfizer Inc.
+0.8%
+$6,685.05 
DE Deere & Company
+0.78%
+$1,846.21 
T AT&T Inc.
+0.77%
+$3,316.86 
ARES Ares Management Corporation
+0.74%
+$1,872.55 
LLY Eli Lilly and Company
+0.73%
+$28,455.16 
ABT Abbott Laboratories
+0.73%
+$3,794.4 
MRK Merck & Co., Inc.
+0.71%
+$9,064 
JNJ Johnson & Johnson
+0.7%
+$7,446.39 
PG Procter & Gamble Co
+0.64%
+$2,421 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.63%
+$2,939.04 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$8,213.12 
MSFT Microsoft Corp.
+0.62%
+$25,704 
SAN Banco Santander S.A. Sponsored ADR
+0.59%
+$962.16 
MA Mastercard Incorporated
+0.57%
+$6,010.11 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$3,225.05 
SPHQ Invesco S&P 500 Quality ETF
+0.5%
+$1,053.36 
BMY Bristol-Myers Squibb Company
+0.48%
+$1,064.59 
GE General Electric Company
+0.47%
+$3,803.3 
LOW Lowe's Companies Inc.
+0.46%
+$12,401.1 
FTNT Fortinet Inc.
+0.43%
+$1,187.16 
ARCC Ares Capital Corporation
+0.42%
+$1,040.4 
RY Royal Bank of Canada
+0.42%
+$1,061.91 
SKYY First Trust Cloud Computing ETF
+0.41%
+$3,218.09 
SBUX Starbucks Corporation
+0.38%
+$1,215.45 
WM Waste Management, Inc.
+0.35%
+$1,643.99 
XLV Health Care Select Sector SPDR Fund
+0.34%
+$1,522.8 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.3%
+$728.75 
UNP Union Pacific Corporation
+0.28%
+$1,308.17 
PH Parker-Hannifin Corporation
+0.28%
+$2,204.12 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$822.75 
NEE NextEra Energy, Inc.
+0.17%
+$828.88 
DUK Duke Energy Corporation
+0.16%
+$12,139.92 
HD The Home Depot, Inc.
+0.16%
+$590.51 
O Realty Income Corporation
+0.15%
+$440.3 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$528.37 
CB Chubb Limited
+0.14%
+$548.79 
META Meta Platforms Inc Class A
+0.13%
+$1,070.69 
IVV iShares Core S&P 500 ETF
+0.12%
+$822.63 
DLR Digital Realty Trust, Inc.
+0.12%
+$282.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$944.46 
VOO Vanguard S&P 500 ETF
+0.09%
+$7,579.77 
ABBV AbbVie Inc.
+0.06%
+$1,270.33 
CSCO Cisco Systems, Inc.
+0.03%
+$319.26 
AMZN Amazon.com Inc
+0.01%
+$293.87 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
THTA SoFi Enhanced Yield ETF
0%
$0 
ANET Arista Networks, Inc.
-5.04%
-$48,412.8 
SNDK SanDisk Corporation
-3.92%
-$9,561.99 
WDC Western Digital Corporation
-3.45%
-$14,821.24 
MU Micron Technology, Inc.
-3.32%
-$51,436.57 
OXSQ Oxford Square Capital Corp.
-3.21%
-$605.79 
MRVL Marvell Technology, Inc.
-2.77%
-$12,518.32 
KLAC KLA Corporation
-2.42%
-$51,150.74 
TER Teradyne, Inc.
-2.39%
-$3,981.85 
VRT Vertiv Holdings Co
-2.26%
-$33,906.35 
AMD Advanced Micro Devices, Inc.
-2.25%
-$6,843.64 
GLW Corning Incorporated
-2.24%
-$3,735.49 
FTXL First Trust Nasdaq Semiconductor ETF
-2.23%
-$35,599.36 
JBL Jabil Inc.
-2.1%
-$3,160.5 
AVGO Broadcom Inc.
-1.98%
-$14,988.79 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$86,318.99 
AMAT Applied Materials, Inc.
-1.8%
-$3,297.24 
STX Seagate Technology Holdings plc
-1.8%
-$9,637.92 
CIEN Ciena Corporation
-1.63%
-$6,327.79 
INTC Intel Corporation
-1.59%
-$4,382.16 
MTZ MasTec, Inc. Common Stock
-1.46%
-$7,451.42 
MIRM Mirum Pharmaceuticals Inc.
-1.14%
-$5,616.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.05%
-$3,872.7 
XMMO Invesco S&P MidCap Momentum ETF
-0.91%
-$3,890.84 
FIX Comfort Systems USA, Inc.
-0.9%
-$3,525.84 
PWR Quanta Services Inc.
-0.87%
-$2,846.73 
SPMO Invesco S&P 500 Momentum ETF
-0.69%
-$10,134 
PEP PepsiCo, Inc.
-0.69%
-$1,616.24 
GEV GE Vernova Inc.
-0.58%
-$3,429.35 
FTEC Fidelity MSCI Information Technology Index ETF
-0.45%
-$21,685.74 
NVDA NVIDIA Corporation
-0.43%
-$78,693.81 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$11,890.71 
APP AppLovin Corporation Class A Common Stock
-0.39%
-$6,085.53 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$5,866.77 
GLD SPDR Gold Shares
-0.36%
-$3,869.52 
CAT Caterpillar Inc.
-0.28%
-$4,146.8 
SO The Southern Company
-0.22%
-$1,178.2 
SHOP Shopify Inc.
-0.2%
-$836.5 
GOOGL Alphabet Inc
-0.17%
-$351.64 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$753.13 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.14%
-$463.65 
AFL Aflac Inc.
-0.14%
-$332.47 
GOOG Alphabet Inc
-0.07%
-$801.25 
VUG Vanguard Growth ETF
-0.03%
-$83.46 
CVS CVS Health Corporation
-0.03%
-$180 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
-$14.76 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 404/629 64% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,838.09 |
| Average Win $95,957.04 | Best Trade (Oct 14) $7.38M | Sharpe Ratio -12.16 |
| Average Loss -$38,273.87 | Worst Trade (Oct 14) -$802,895.07 | Z-Score 2.91 (99.64%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $47,941.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,774 | 3,396 | 3,019 | 2,642 | 2,264 | 1,887 | 1,509 | 1,132 | 755 | 377 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,173 | $5.06M | $6.99M | - | $1.92M | 38.03% | +1.259% |
| ABBV AbbVie Inc. | 7,057 | $1.26M | $2M | - | $741,244.6 | 58.83% | +0.064% |
| ABT Abbott Laboratories | 4,960 | $567,963.96 | $523,007.2 | - | -$44,956.76 | -7.92% | +0.731% |
| AFL Aflac Inc. | 2,078 | $214,948.4 | $245,307.91 | - | $30,359.51 | 14.12% | -0.135% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,864 | $248,378 | $187,164.24 | - | -$61,213.76 | -24.65% | +0.884% |
| AMAT Applied Materials, Inc. | 426 | $307,998 | $179,887.02 | - | -$128,110.98 | -41.59% | -1.8% |
| AMD Advanced Micro Devices, Inc. | 541 | $314,272 | $297,322.78 | - | -$16,949.22 | -5.39% | -2.25% |
| AMGN Amgen Inc. | 609 | $214,379.2 | $264,324.27 | - | $49,945.07 | 23.3% | +1.859% |
| AMZN Amazon.com Inc | 11,750 | $2.58M | $2.99M | - | $414,155.53 | 16.06% | +0.01% |
| ANET Arista Networks, Inc. | 4,920 | $558,920.37 | $913,053.6 | - | $354,133.23 | 63.36% | -5.035% |
| APP AppLovin Corporation Class A Common Stock | 5,583 | $2.07M | $1.55M | - | -$519,642.9 | -25.07% | -0.39% |
| ARCC Ares Capital Corporation | 13,005 | $259,473.84 | $247,095 | - | -$12,378.84 | -4.77% | +0.423% |
| ARES Ares Management Corporation | 2,203 | $389,997.42 | $253,080.64 | - | -$136,916.78 | -35.11% | +0.745% |
| AVGO Broadcom Inc. | 2,201 | $613,604.74 | $742,881.52 | - | $129,276.78 | 21.07% | -1.978% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 5,830 | $259,926.93 | $242,207.35 | - | -$17,719.58 | -6.82% | +0.302% |
| BMY Bristol-Myers Squibb Company | 3,671 | $198,013.99 | $223,417.06 | - | $25,403.07 | 12.83% | +0.479% |
| BRK-B Berkshire Hathaway Inc. | 2,504 | $1.14M | $1.32M | - | $187,679.2 | 16.51% | +0.624% |
| BROS Dutch Bros Inc. | 2,960 | $212,558 | $123,269.2 | - | -$89,288.8 | -42.01% | +1.326% |
| BSV Vanguard Short-Term Bond ETF | 5,485 | $423,825.58 | $419,931.6 | - | -$3,893.98 | -0.92% | +0.196% |
| BX Blackstone Inc. | 1,781 | $300,009.48 | $196,577.87 | - | -$103,431.61 | -34.48% | +1.076% |
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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: Duke Energy Corporation - $648,584.35, Truist Financial Corporation - $609,024.53, Invesco QQQ Trust, Series 1 - $241,269.55, NVIDIA Corporation - $238,002.25, 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 - $239,313.3. 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 $3.18M earned over time. The largest contributors to dividend income include Truist Financial Corporation - $564,994.04, Duke Energy Corporation - $475,943.73, Vanguard S&P 500 ETF - $138,555.58, Lowe's Companies Inc - $115,360.3, and Verizon Communications Inc - $105,745.53. 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.
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