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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 3,805.0 $1.2M 0.07% +58.0 +1.6% $302.24 +8.8%
42 MRK MERCK & CO INC Healthcare 8,999.0 $1.1M 0.07% +59.0 +0.7% $120.29 +1.8%
43 BX BLACKSTONE INC Financial Services 9,381.0 $1.1M 0.07% +116.0 +1.2% $114.99 +3.1%
44 COP CONOCOPHILLIPS Energy 6,549.0 $864K 0.05% +78.0 +1.2% $132.00 -8.7%
45 VIG VANGUARD SPECIALIZED FUNDS 3,849.0 $828K 0.05% +188.0 +5.1% $215.03 +8.4%
46 TSLA TESLA INC Consumer Cyclical 2,226.0 $828K 0.05% +207.0 +10.2% $371.75 +14.6%
47 GS GOLDMAN SACHS GROUP INC Financial Services 894.0 $757K 0.05% +19.0 +2.2% $846.31 +17.8%
48 ISHARES TR 33,298.0 $742K 0.04% +9K +37.1% $22.28
49 RF REGIONS FINANCIAL CORP NEW Financial Services 28,075.0 $733K 0.04% +185.0 +0.7% $26.12 +6.5%
50 SPEM SPDR INDEX SHS FDS 14,429.0 $677K 0.04% +840.0 +6.2% $46.91 +9.5%
51 PEP PEPSICO INC Consumer Defensive 3,922.0 $609K 0.04% +94.0 +2.5% $155.28 -3.0%
52 UNH UNITEDHEALTH GROUP INC Healthcare 2,222.0 $601K 0.04% +1K +95.1% $270.55 +43.6%
53 ISHARES TR 26,400.0 $592K 0.04% +9K +50.8% $22.43
54 PLTR PALANTIR TECHNOLOGIES INC Technology 4,042.0 $591K 0.04% +750.0 +22.8% $146.28 -6.4%
55 QQQM INVESCO EXCH TRADED FD TR II 2,474.0 $588K 0.04% +991.0 +66.8% $237.62 +24.3%
56 SCHF SCHWAB STRATEGIC TR 23,346.0 $578K 0.04% +862.0 +3.8% $24.75 +10.1%
57 ISHARES TR 23,920.0 $548K 0.03% +9K +57.5% $22.92
58 PSX PHILLIPS 66 Energy 2,539.0 $463K 0.03% +65.0 +2.6% $182.17 -2.5%
59 MS MORGAN STANLEY Financial Services 2,807.0 $462K 0.03% +43.0 +1.6% $164.57 +22.2%
60 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,455.0 $452K 0.03% +97.0 +1.3% $60.65 -2.0%
Page 3 of 4  ·  69 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%