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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 9 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TT TRANE TECHNOLOGIES PLC Industrials 1,000.0 $417K 0.03% $416.74 +8.2%
162 SNPS SYNOPSYS INC Technology 1,048.0 $416K 0.03% $396.48 +32.3%
163 ATO ATMOS ENERGY CORP Utilities 2,247.0 $415K 0.03% -22.0 -1.0% $184.72 -3.7%
164 VMC VULCAN MATLS CO Basic Materials 1,500.0 $408K 0.03% $272.30 -4.3%
165 CSWC CAPITAL SOUTHWEST CORP Financial Services 18,250.0 $404K 0.03% $22.12 +2.9%
166 USB US BANCORP Financial Services 7,720.0 $402K 0.02% -291.0 -3.6% $52.01 +5.4%
167 UAL UNITED AIRLS HLDGS INC Industrials 4,267.0 $393K 0.02% $92.07 +8.6%
168 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,000.0 $392K 0.02% $391.76 +107.5%
169 SPHQ INVESCO EXCHANGE TRADED FD T 5,205.0 $391K 0.02% $75.19 +12.6%
170 PFE PFIZER INC Healthcare 13,922.0 $391K 0.02% $28.08 -7.8%
171 SDY SPDR SERIES TRUST 2,661.0 $388K 0.02% $145.96 +2.7%
172 FDX FEDEX CORP Industrials 1,090.0 $388K 0.02% $356.18 +10.7%
173 IBDZ ISHARES TR 14,600.0 $380K 0.02% $26.06 -0.6%
174 INTC INTEL CORP Technology 8,571.0 $378K 0.02% $44.13 +171.5%
175 HON HONEYWELL INTL INC Industrials 1,654.0 $374K 0.02% $226.03 +0.8%
176 TFC TRUIST FINL CORP Financial Services 8,098.0 $372K 0.02% $45.97 +5.2%
177 MCK MCKESSON CORP Healthcare 430.0 $372K 0.02% $865.36 -11.5%
178 FITB FIFTH THIRD BANCORP Financial Services 8,000.0 $372K 0.02% $46.46 +6.5%
179 PANW PALO ALTO NETWORKS INC Technology 2,309.0 $370K 0.02% +200.0 +9.5% $160.32 +62.5%
180 GM GENERAL MTRS CO Consumer Cyclical 4,900.0 $365K 0.02% -2K -23.5% $74.50 +5.8%
Page 9 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%