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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 4 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON AON PLC Financial Services 9,113.0 $2.9M 0.18% -278.0 -3.0% $322.78 +0.6%
62 NVDA NVIDIA CORPORATION Technology 16,535.0 $2.9M 0.18% +966.0 +6.2% $174.40 +23.5%
63 HD HOME DEPOT INC Consumer Cyclical 8,764.0 $2.9M 0.18% +858.0 +10.8% $328.89 -4.8%
64 VGT VANGUARD WORLD FD 3,888.0 $2.7M 0.17% +1K +35.7% $697.75 -83.4%
65 EUSA ISHARES INC 25,016.0 $2.5M 0.15% +14K +121.6% $101.77 +9.1%
66 SO SOUTHERN CO Utilities 26,368.0 $2.5M 0.15% -1K -5.2% $96.52 -2.0%
67 JPM JPMORGAN CHASE & CO Financial Services 8,546.0 $2.5M 0.15% -192.0 -2.2% $294.16 +4.2%
68 BSJT INVESCO EXCH TRD SLF IDX FD 115,497.0 $2.4M 0.15% NEW $21.04 +0.4%
69 BSJS INVESCO EXCH TRD SLF IDX FD 111,907.0 $2.4M 0.15% NEW $21.69 +0.5%
70 XOM EXXON MOBIL CORP Energy 14,124.0 $2.4M 0.15% -282.0 -2.0% $169.66 -8.7%
71 BSJU INVESCO EXCH TRD SLF IDX FD 91,089.0 $2.3M 0.14% NEW $25.59 +0.5%
72 CAT CATERPILLAR INC Industrials 3,186.0 $2.3M 0.14% +27.0 +0.8% $708.46 +24.2%
73 IBDW ISHARES TR 105,125.0 $2.2M 0.13% +23K +28.4% $20.93 -0.7%
74 QUS SPDR SERIES TRUST 12,145.0 $2.1M 0.13% -304.0 -2.4% $171.64 +8.6%
75 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,078.0 $2.1M 0.13% +37.0 +1.8% $996.43 +3.2%
76 SCHX SCHWAB STRATEGIC TR 70,093.0 $1.8M 0.11% $25.64 +14.4%
77 DSPY TEMA ETF TRUST 29,999.0 $1.7M 0.10% NEW $57.05 +12.7%
78 ORCL ORACLE CORP Technology 11,545.0 $1.7M 0.10% +576.0 +5.2% $147.11 +30.6%
79 AVGO BROADCOM INC Technology 5,470.0 $1.7M 0.10% $309.54 +33.8%
80 VT VANGUARD INTL EQUITY INDEX F 12,158.0 $1.7M 0.10% +104.0 +0.9% $138.32 +12.5%
Page 4 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%