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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 6 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 C CITIGROUP INC Financial Services 9,979.0 $1.1M 0.07% $113.41 +10.3%
102 MU MICRON TECHNOLOGY INC Technology 3,246.0 $1.1M 0.07% $337.84 +122.3%
103 MRK MERCK & CO INC Healthcare 8,999.0 $1.1M 0.07% +59.0 +0.7% $120.29 +1.8%
104 BX BLACKSTONE INC Financial Services 9,381.0 $1.1M 0.07% +116.0 +1.2% $114.99 +3.1%
105 SHOP SHOPIFY INC Technology 8,950.0 $1.1M 0.07% $118.62 -13.2%
106 DGRO ISHARES TR 15,000.0 $1.1M 0.06% $70.18 +6.7%
107 GEV GE VERNOVA INC Utilities 1,167.0 $1.0M 0.06% $872.92 +19.0%
108 BA BOEING CO Industrials 4,715.0 $938K 0.06% $199.03 +10.0%
109 CSCO CISCO SYS INC Technology 11,943.0 $927K 0.06% $77.59 +55.2%
110 WFC WELLS FARGO & CO Financial Services 11,626.0 $926K 0.06% -101.0 -0.9% $79.61 -4.0%
111 VTI VANGUARD INDEX FDS 2,866.0 $919K 0.06% $320.79 +14.3%
112 SMBK SMARTFINANCIAL INC Financial Services 23,048.0 $901K 0.06% $39.08 +6.6%
113 SMCI SUPER MICRO COMPUTER INC Technology 39,418.0 $898K 0.06% $22.77 +56.3%
114 IWF ISHARES TR 2,038.0 $869K 0.05% $426.38 -70.7%
115 COP CONOCOPHILLIPS Energy 6,549.0 $864K 0.05% +78.0 +1.2% $132.00 -8.7%
116 BAC BANK AMERICA CORP Financial Services 17,647.0 $860K 0.05% -3K -14.2% $48.75 +6.3%
117 XLV SELECT SECTOR SPDR TR 5,687.0 $834K 0.05% $146.62 +2.2%
118 FDEC FIRST TR EXCHNG TRADED FD VI 16,748.0 $833K 0.05% $49.72 +8.7%
119 VIG VANGUARD SPECIALIZED FUNDS 3,849.0 $828K 0.05% +188.0 +5.1% $215.03 +8.4%
120 TSLA TESLA INC Consumer Cyclical 2,226.0 $828K 0.05% +207.0 +10.2% $371.75 +14.6%
Page 6 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%