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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 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CTVA CORTEVA INC Basic Materials 3,587.0 $300K 0.02% $83.71 -5.0%
202 URA GLOBAL X FDS 6,138.0 $297K 0.02% +462.0 +8.1% $48.43 +1.1%
203 FBK FB FINL CORP Financial Services 5,614.0 $292K 0.02% $51.94 +1.4%
204 NUE NUCOR CORP Basic Materials 1,700.0 $287K 0.02% $169.10 +37.2%
205 XLY SELECT SECTOR SPDR TR 2,634.0 $287K 0.02% $108.98 +9.4%
206 SHLD GLOBAL X FDS 4,008.0 $284K 0.02% $70.85 -8.0%
207 APLD APPLIED DIGITAL CORP Technology 11,930.0 $283K 0.02% $23.74 +93.2%
208 VZ VERIZON COMMUNICATIONS INC Communication Services 5,640.0 $283K 0.02% -237.0 -4.0% $50.20 -3.7%
209 ET ENERGY TRANSFER L P Energy 13,845.0 $267K 0.02% +69.0 +0.5% $19.30 +4.0%
210 FCX FREEPORT MCMORAN INC Basic Materials 4,250.0 $250K 0.01% $58.78 +5.4%
211 TXN TEXAS INSTRS INC Technology 1,286.0 $250K 0.01% +45.0 +3.6% $194.14 +59.3%
212 PFF ISHARES TR 7,816.0 $237K 0.01% -3K -29.0% $30.32 +3.0%
213 URI UNITED RENTALS INC Industrials 325.0 $237K 0.01% $728.56 +28.8%
214 TJX TJX COS INC NEW Consumer Cyclical 1,464.0 $234K 0.01% $159.70 -0.9%
215 VUG VANGUARD INDEX FDS 531.0 $232K 0.01% -10.0 -1.9% $436.79 -80.0%
216 MSTR STRATEGY INC Technology 1,858.0 $232K 0.01% +18.0 +1.0% $124.80 +28.1%
217 AXP AMERICAN EXPRESS CO Financial Services 750.0 $227K 0.01% $302.48 +3.1%
218 PRU PRUDENTIAL FINL INC Financial Services 2,297.0 $224K 0.01% $97.70 +6.6%
219 TMFC RBB FD INC 3,364.0 $222K 0.01% $65.97 +17.5%
220 OEF ISHARES TR 697.0 $222K 0.01% $317.88 +16.8%
Page 11 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%