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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 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,518.0 $207K 0.01% NEW $82.03 -21.7%
222 RVTY REVVITY INC Healthcare 2,133.0 $206K 0.01% NEW $96.75 +0.2%
223 PYPL PAYPAL HLDGS INC Financial Services 3,500.0 $204K 0.01% NEW $58.38 -24.2%
224 F FORD MTR CO Consumer Cyclical 11,856.0 $156K 0.01% NEW $13.12 +13.8%
Page 12 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%