Lon M. Magness
@Reliant Investment Management, Llc
Latest period2024 - Q4ReportedManaged Assets$226.332MTotal holdings61
Assets growth rate6.47%Assets growth rate (2-Q avg)3.3%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Reliant Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.
Assets under management
The assets under management (AUM) of Reliant Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 226.332M in assets, with a quarterly growth rate of 6.47% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Lon M. Magness, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVGOBroadcom Inc
| 7.67% | $17.357M 74,865 shares@ $231.85 avg price | Decreased -8.67% |
AAPLApple Inc
| 4.9% | $11.081M 44,251 shares@ $250.42 avg price | Decreased -1.19% |
TYLTyler Technologies Inc
| 3.34% | $7.538M 13,073 shares@ $576.65 avg price | Decreased -0.99% |
PEPPepsico Inc
| 0.81% | $1.825M 12,002 shares@ $152.06 avg price | Decreased -61.12% |
XOMExxon Mobil Corp
| 0.56% | $1.262M 11,734 shares@ $107.57 avg price | Decreased -1.74% |
PGProcter And Gamble Co
| 0.52% | $1.159M 6,913 shares@ $167.65 avg price | Decreased -7.98% |
LLYEli Lilly & Co
| 0.35% | $780,492 1,011 shares@ $772.0 avg price | Decreased -27.1% |
COSTCostco Whsl Corp New
| 0.16% | $350,015 382 shares@ $916.27 avg price | Decreased -8.61% |
NVDANvidia Corporation
| 0.11% | $245,079 1,825 shares@ $134.29 avg price | Decreased -2.09% |
UNHUnitedhealth Group Inc
| 0.1% | $214,485 424 shares@ $505.87 avg price | Decreased -5.77% |