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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 5 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 6,864.0 $1.7M 0.10% -74.0 -1.1% $244.45 -4.1%
82 PINNACLE FINL PARTNERS INC 19,410.0 $1.7M 0.10% NEW $86.14
83 FNDX SCHWAB STRATEGIC TR 58,923.0 $1.6M 0.10% $27.85 +10.7%
84 SPYM SPDR SERIES TRUST 21,177.0 $1.6M 0.10% $76.54 +14.6%
85 BSJR INVESCO EXCH TRD SLF IDX FD 71,054.0 $1.6M 0.10% NEW $22.37 +0.2%
86 MA MASTERCARD INCORPORATED Financial Services 3,141.0 $1.6M 0.10% $499.71 -0.2%
87 IBDX ISHARES TR 59,808.0 $1.5M 0.09% +11K +21.7% $25.27 -0.8%
88 IJK ISHARES TR 14,515.0 $1.5M 0.09% $100.62 +11.1%
89 RTX RTX CORPORATION Industrials 7,311.0 $1.4M 0.09% +70.0 +1.0% $192.90 -8.2%
90 AMD ADVANCED MICRO DEVICES INC Technology 6,911.0 $1.4M 0.09% $203.43 +129.8%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 5,688.0 $1.4M 0.08% -30.0 -0.5% $242.40 +4.7%
92 CVX CHEVRON CORPORATION Energy 6,511.0 $1.3M 0.08% +530.0 +8.9% $206.90 -7.5%
93 GE GE AEROSPACE Industrials 4,721.0 $1.3M 0.08% -99.0 -2.0% $283.75 +6.7%
94 BSJV INVESCO EXCH TRD SLF IDX FD 49,726.0 $1.3M 0.08% NEW $26.00 +0.7%
95 ABBV ABBVIE INC Healthcare 5,907.0 $1.3M 0.08% $217.50 -0.8%
96 DFUV DIMENSIONAL ETF TRUST 26,371.0 $1.3M 0.08% $48.46 +9.6%
97 DIS DISNEY WALT CO Communication Services 12,722.0 $1.2M 0.07% $96.38 +6.9%
98 WMT WALMART INC Consumer Defensive 9,385.0 $1.2M 0.07% -79.0 -0.8% $124.27 -3.2%
99 V VISA INC Financial Services 3,805.0 $1.2M 0.07% +58.0 +1.6% $302.24 +8.8%
100 VIOO VANGUARD ADMIRAL FDS INC 9,872.0 $1.1M 0.07% NEW $114.83 +10.6%
Page 5 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%