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Portfolio (Quarterly) Guide ↗

LBMC INVESTMENT ADVISORS, LLC

· CIK 0001536924
13F Portfolio $1.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New
Page 3 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEM ISHARES TR 98,248.0 $5.4M 0.33% NEW $54.71 +20.4%
42 ISHARES TR 205,791.0 $5.4M 0.33% NEW $26.06
43 IBDV ISHARES TR 239,343.0 $5.3M 0.33% NEW $22.07 -1.5%
44 SPDW SPDR INDEX SHS FDS 118,770.0 $5.3M 0.33% NEW $44.41 +13.1%
45 IBDT ISHARES TR 206,658.0 $5.3M 0.32% NEW $25.45 -0.9%
46 IBDR ISHARES TR 212,738.0 $5.2M 0.32% NEW $24.23 +0.0%
47 GOOGL ALPHABET INC Communication Services 15,932.0 $5.0M 0.31% NEW $312.99 +22.4%
48 SPY SPDR S&P 500 ETF TR Financial Services 7,299.0 $5.0M 0.31% NEW $681.94 +9.3%
49 AOR ISHARES TR 72,654.0 $4.7M 0.29% NEW $65.01 +5.8%
50 META META PLATFORMS INC Communication Services 6,638.0 $4.4M 0.27% NEW $660.09 -7.5%
51 IJH ISHARES TR 65,830.0 $4.3M 0.27% NEW $66.00 +11.4%
52 COF CAPITAL ONE FINL CORP Financial Services 16,357.0 $4.0M 0.24% NEW $242.36 -22.5%
53 QQQ INVESCO QQQ TR Financial Services 6,375.0 $3.9M 0.24% NEW $614.27 +16.8%
54 LLY ELI LILLY & CO Healthcare 3,470.0 $3.7M 0.23% NEW $1074.68 -0.9%
55 SPYG SPDR SERIES TRUST 33,265.0 $3.5M 0.22% NEW $106.70 +10.9%
56 AOS SMITH A O CORP Industrials 52,918.0 $3.5M 0.22% NEW $66.88 -14.4%
57 AON AON PLC Financial Services 9,391.0 $3.3M 0.20% NEW $352.88 -8.0%
58 ISHARES TR 119,920.0 $3.1M 0.19% NEW $25.73
59 GRC GORMAN RUPP CO Industrials 61,116.0 $2.9M 0.18% NEW $47.75 +52.2%
60 NVDA NVIDIA CORPORATION Technology 15,569.0 $2.9M 0.18% NEW $186.50 +15.5%
Page 3 of 12  ·  224 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 24.7%
Financial Services 24.5%
Healthcare 16.6%
Communication Services 10.5%
Industrials 8.0%
Consumer Cyclical 6.8%
Consumer Defensive 3.6%
Utilities 2.3%
Energy 2.3%
Basic Materials 0.6%