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Portfolio (Quarterly) Guide ↗

LBMC INVESTMENT ADVISORS, LLC

· CIK 0001536924
13F Portfolio $1.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New
Page 9 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ATO ATMOS ENERGY CORP Utilities 2,269.0 $380K 0.02% NEW $167.63 +5.4%
162 UNH UNITEDHEALTH GROUP INC Healthcare 1,139.0 $376K 0.02% NEW $330.11 +14.5%
163 QQQM INVESCO EXCH TRADED FD TR II 1,483.0 $375K 0.02% NEW $252.92 +18.6%
164 FITB FIFTH THIRD BANCORP Financial Services 8,000.0 $374K 0.02% NEW $46.81 +6.9%
165 PM PHILIP MORRIS INTL INC Consumer Defensive 2,318.0 $372K 0.02% NEW $160.38 +14.9%
166 SDY SPDR SERIES TRUST 2,659.0 $370K 0.02% NEW $139.18 +7.8%
167 CHCO CITY HLDG CO Financial Services 3,000.0 $358K 0.02% NEW $119.20 +6.0%
168 MCK MCKESSON CORP Healthcare 430.0 $353K 0.02% NEW $820.29 -7.3%
169 IWR ISHARES TR 3,649.0 $351K 0.02% NEW $96.26 +11.0%
170 DE DEERE & CO Industrials 751.0 $350K 0.02% NEW $465.57 +13.6%
171 ISHARES TR 15,190.0 $347K 0.02% NEW $22.88
172 PFE PFIZER INC Healthcare 13,922.0 $347K 0.02% NEW $24.90 +3.5%
173 PFF ISHARES TR 11,006.0 $341K 0.02% NEW $30.96 +1.2%
174 CAH CARDINAL HEALTH INC Healthcare 1,638.0 $337K 0.02% NEW $205.50 -2.4%
175 MCD MCDONALDS CORP Consumer Cyclical 1,085.0 $332K 0.02% NEW $305.63 -8.3%
176 VXUS VANGUARD STAR FDS 4,307.0 $325K 0.02% NEW $75.44 +14.1%
177 KRE SPDR SERIES TRUST 5,000.0 $324K 0.02% NEW $64.81 +8.3%
178 GLD SPDR GOLD TR Financial Services 815.0 $323K 0.02% NEW $396.31 +4.6%
179 HON HONEYWELL INTL INC Industrials 1,654.0 $323K 0.02% NEW $195.09 +19.1%
180 PG PROCTER AND GAMBLE CO Consumer Defensive 2,250.0 $322K 0.02% NEW $143.31 +0.4%
Page 9 of 12  ·  224 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 24.7%
Financial Services 24.5%
Healthcare 16.6%
Communication Services 10.5%
Industrials 8.0%
Consumer Cyclical 6.8%
Consumer Defensive 3.6%
Utilities 2.3%
Energy 2.3%
Basic Materials 0.6%