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Portfolio (Quarterly) Guide ↗

LBMC INVESTMENT ADVISORS, LLC

· CIK 0001536924
13F Portfolio $1.6B AUM 230 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 69 Added 50 Reduced 9 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDS ISHARES TR 259,209.0 $6.3M 0.38% +16K +6.4% $24.24 -0.1%
22 IBDV ISHARES TR 281,756.0 $6.2M 0.38% +42K +17.7% $21.89 -0.7%
23 IBDT ISHARES TR 232,558.0 $5.9M 0.36% +26K +12.5% $25.33 -0.4%
24 QQQ INVESCO QQQ TR Financial Services 6,703.0 $3.9M 0.24% +328.0 +5.2% $577.16 +24.3%
25 META META PLATFORMS INC Communication Services 6,706.0 $3.8M 0.23% +68.0 +1.0% $572.09 +6.7%
26 ISHARES TR 141,351.0 $3.6M 0.22% +21K +17.9% $25.25
27 ISHARES TR 126,036.0 $3.2M 0.20% +28K +28.2% $25.67
28 LLY ELI LILLY & CO Healthcare 3,494.0 $3.2M 0.20% +24.0 +0.7% $919.77 +15.8%
29 NVDA NVIDIA CORPORATION Technology 16,535.0 $2.9M 0.18% +966.0 +6.2% $174.40 +23.5%
30 HD HOME DEPOT INC Consumer Cyclical 8,764.0 $2.9M 0.18% +858.0 +10.8% $328.89 -4.8%
31 VGT VANGUARD WORLD FD 3,888.0 $2.7M 0.17% +1K +35.7% $697.75 -83.4%
32 EUSA ISHARES INC 25,016.0 $2.5M 0.15% +14K +121.6% $101.77 +9.1%
33 CAT CATERPILLAR INC Industrials 3,186.0 $2.3M 0.14% +27.0 +0.8% $708.46 +24.2%
34 IBDW ISHARES TR 105,125.0 $2.2M 0.13% +23K +28.4% $20.93 -0.7%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,078.0 $2.1M 0.13% +37.0 +1.8% $996.43 +3.2%
36 ORCL ORACLE CORP Technology 11,545.0 $1.7M 0.10% +576.0 +5.2% $147.11 +30.6%
37 VT VANGUARD INTL EQUITY INDEX F 12,158.0 $1.7M 0.10% +104.0 +0.9% $138.32 +12.5%
38 IBDX ISHARES TR 59,808.0 $1.5M 0.09% +11K +21.7% $25.27 -0.8%
39 RTX RTX CORPORATION Industrials 7,311.0 $1.4M 0.09% +70.0 +1.0% $192.90 -8.2%
40 CVX CHEVRON CORPORATION Energy 6,511.0 $1.3M 0.08% +530.0 +8.9% $206.90 -7.5%
Page 2 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Financial Services 22.7%
Healthcare 17.4%
Communication Services 10.2%
Industrials 9.1%
Consumer Cyclical 6.6%
Consumer Defensive 4.0%
Energy 3.4%
Utilities 2.6%
Basic Materials 0.7%