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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AON AON PLC Financial Services 9,113.0 $2.9M 0.18% -278.0 -3.0% $322.78 +0.6%
22 SO SOUTHERN CO Utilities 26,368.0 $2.5M 0.15% -1K -5.2% $96.52 -2.0%
23 JPM JPMORGAN CHASE & CO Financial Services 8,546.0 $2.5M 0.15% -192.0 -2.2% $294.16 +4.2%
24 XOM EXXON MOBIL CORP Energy 14,124.0 $2.4M 0.15% -282.0 -2.0% $169.66 -8.7%
25 QUS SPDR SERIES TRUST 12,145.0 $2.1M 0.13% -304.0 -2.4% $171.64 +8.6%
26 JNJ JOHNSON & JOHNSON Healthcare 6,864.0 $1.7M 0.10% -74.0 -1.1% $244.45 -4.1%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 5,688.0 $1.4M 0.08% -30.0 -0.5% $242.40 +4.7%
28 GE GE AEROSPACE Industrials 4,721.0 $1.3M 0.08% -99.0 -2.0% $283.75 +6.7%
29 WMT WALMART INC Consumer Defensive 9,385.0 $1.2M 0.07% -79.0 -0.8% $124.27 -3.2%
30 WFC WELLS FARGO & CO Financial Services 11,626.0 $926K 0.06% -101.0 -0.9% $79.61 -4.0%
31 BAC BANK AMERICA CORP Financial Services 17,647.0 $860K 0.05% -3K -14.2% $48.75 +6.3%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,786.0 $799K 0.05% -2K -8.2% $38.42 +11.8%
33 SPYV SPDR SERIES TRUST 13,050.0 $738K 0.04% -557.0 -4.1% $56.58 +8.0%
34 ETN EATON CORP PLC Industrials 1,884.0 $674K 0.04% -27.0 -1.4% $357.67 +9.4%
35 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 10,850.0 $640K 0.04% -2K -14.3% $59.03 +11.8%
36 ADI ANALOG DEVICES INC Technology 1,892.0 $602K 0.04% -77.0 -3.9% $318.14 +24.8%
37 IDV ISHARES TR 12,866.0 $548K 0.03% -531.0 -4.0% $42.56 +5.6%
38 ABT ABBOTT LABORATORIES Healthcare 5,152.0 $529K 0.03% -52.0 -1.0% $102.67 -14.9%
39 BSV VANGUARD BD INDEX FDS 6,552.0 $514K 0.03% -323.0 -4.7% $78.41 -0.7%
40 NEE NEXTERA ENERGY INC Utilities 5,269.0 $489K 0.03% -163.0 -3.0% $92.88 -4.7%
Page 2 of 3  ·  50 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%