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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 10 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RY ROYAL BK CDA Financial Services 2,254.0 $365K 0.02% $161.78 +17.3%
182 AMAT APPLIED MATLS INC Technology 1,050.0 $359K 0.02% $341.79 +26.4%
183 CHCO CITY HLDG CO Financial Services 3,000.0 $359K 0.02% $119.52 +4.3%
184 IWR ISHARES TR 3,649.0 $355K 0.02% $97.22 +8.9%
185 MCD MCDONALDS CORP Consumer Cyclical 1,134.0 $352K 0.02% +49.0 +4.5% $310.76 -9.2%
186 MAIN MAIN STR CAP CORP Financial Services 6,636.0 $351K 0.02% $52.96 -6.3%
187 GLD SPDR GOLD TR Financial Services 815.0 $351K 0.02% $430.29 -3.8%
188 CAH CARDINAL HEALTH INC Healthcare 1,638.0 $346K 0.02% $211.31 -5.0%
189 ALGN ALIGN TECHNOLOGY INC Healthcare 2,000.0 $343K 0.02% $171.43 -4.6%
190 IAU ISHARES GOLD TR Financial Services 3,878.0 $342K 0.02% $88.16 -3.8%
191 FNDE SCHWAB STRATEGIC TR 8,735.0 $334K 0.02% $38.26 +6.0%
192 FNDC SCHWAB STRATEGIC TR 7,061.0 $327K 0.02% $46.36 +7.5%
193 MPC MARATHON PETE CORP Energy 1,338.0 $327K 0.02% -71.0 -5.0% $244.22 +4.3%
194 KRE SPDR SERIES TRUST 5,000.0 $326K 0.02% $65.15 +6.5%
195 ISHARES TR 14,726.0 $322K 0.02% NEW $21.84
196 IIIV I3 VERTICALS INC Technology 14,326.0 $320K 0.02% +4K +37.1% $22.36 -10.5%
197 SLYG SPDR SERIES TRUST 3,310.0 $320K 0.02% $96.62 +11.9%
198 T AT&T INC Communication Services 10,738.0 $311K 0.02% -488.0 -4.3% $28.99 -12.9%
199 PG PROCTER & GAMBLE CO Consumer Defensive 2,132.0 $308K 0.02% -118.0 -5.2% $144.44 -0.0%
200 EPD ENTERPRISE PRODS PARTNERS L Energy 7,961.0 $301K 0.02% $37.84 +4.7%
Page 10 of 12  ·  230 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%