Reliant Investment Management, LLC Buys 1, Sells 4 in 2nd Quarter

Reliant Investment Management, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1715 AARON BRENNER DRIVE MEMPHIS, TN 38120

As of the latest 13F report, the guru’s equity portfolio contained 48 stocks valued at a total of $142.00Mil. The top holdings were TMO(5.22%), UNH(4.69%), and AVGO(4.53%).

According to GuruFocus data, these were Reliant Investment Management, LLC’s top five trades of the quarter.

Accenture PLC


The guru sold out of their 21,186-share investment in NYSE:ACN. Previously, the stock had a 3.67% weight in the equity portfolio. Shares traded for an average price of $301.06 during the quarter.

On 07/19/2022, Accenture PLC traded for a price of $268.65 per share and a market cap of $169.93Bil. The stock has returned -12.63% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Accenture PLC has a price-earnings ratio of 26.05, a price-book ratio of 7.95, a price-earnings-to-growth (PEG) ratio of 2.29, a EV-to-Ebitda ratio of 15.20 and a price-sales ratio of 2.90.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.

Cintas Corp


The guru sold out of their 16,151-share investment in NAS:CTAS. Previously, the stock had a 3.52% weight in the equity portfolio. Shares traded for an average price of $390.33 during the quarter.

On 07/19/2022, Cintas Corp traded for a price of $378.93 per share and a market cap of $38.54Bil. The stock has returned -0.90% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Cintas Corp has a price-earnings ratio of 32.52, a price-book ratio of 11.64, a price-earnings-to-growth (PEG) ratio of 2.18, a EV-to-Ebitda ratio of 20.84 and a price-sales ratio of 5.08.

The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 5.

PNC Financial Services Group Inc


The guru established a new position worth 28,760 shares in NYSE:PNC, giving the stock a 3.19% weight in the equity portfolio. Shares traded for an average price of $167.88 during the quarter.

On 07/19/2022, PNC Financial Services Group Inc traded for a price of $154.67 per share and a market cap of $63.57Bil. The stock has returned -12.68% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, PNC Financial Services Group Inc has a price-earnings ratio of 13.10, a price-book ratio of 1.31, a price-earnings-to-growth (PEG) ratio of 1.77 and a price-sales ratio of 3.34.

The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 9.

Advanced Micro Devices Inc


The guru sold out of their 55,675-share investment in NAS:AMD. Previously, the stock had a 3.12% weight in the equity portfolio. Shares traded for an average price of $93.86 during the quarter.

On 07/19/2022, Advanced Micro Devices Inc traded for a price of $81.43 per share and a market cap of $131.96Bil. The stock has returned -5.19% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Advanced Micro Devices Inc has a price-earnings ratio of 30.29, a price-book ratio of 2.38, a EV-to-Ebitda ratio of 25.78 and a price-sales ratio of 5.51.

The price-to-GF Value ratio is 0.54, earning the stock a GF Value rank of 4.

Intuit Inc


The guru sold out of their 10,736-share investment in NAS:INTU. Previously, the stock had a 2.65% weight in the equity portfolio. Shares traded for an average price of $415.14 during the quarter.

On 07/19/2022, Intuit Inc traded for a price of $388.25 per share and a market cap of $109.52Bil. The stock has returned -22.04% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Intuit Inc has a price-earnings ratio of 44.04, a price-book ratio of 6.47, a price-earnings-to-growth (PEG) ratio of 3.17, a EV-to-Ebitda ratio of 30.12 and a price-sales ratio of 8.56.

The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 9.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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