LBMC INVESTMENT ADVISORS, LLC

CIK

1536924

Location

BRENTWOOD, TN

Portfolio Value

Small $177,726,341

Diversification

Diversified

Filing Date

Global Rank

#4,136 / 8,232 ▲ 139

Top Industry

Medical Care Facilities 12.3%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.3%

Annualised alpha

-3.2%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

122 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

+0.4 pts

Top 5

31.4%

−1.2 pts

Top 10

44.2%

−1.5 pts

HHI

338

Diversified−7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.2%	$41,209,929	26
Financial Services	20.5%	$36,455,095	29
Healthcare	17.4%	$30,930,104	13
Industrials	9.7%	$17,156,132	14
Consumer Cyclical	6.6%	$11,733,617	7
Unclassified	6.4%	$11,316,202	7
Communication Services	6.2%	$10,960,843	6
Consumer Defensive	4.0%	$7,101,562	5
Energy	3.4%	$5,965,589	7
Utilities	2.1%	$3,651,266	4
Basic Materials	0.7%	$1,246,002	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IIIV	i3 Verticals, Inc.	+3,876	14,326	$320,329
UNH	Unitedhealth Group Inc	+1,083	2,222	$601,250
NVDA	Nvidia Corp	+966	16,535	$2,883,704
HD	Home Depot, Inc.	+858	8,764	$2,882,391
PLTR	Palantir Technologies Inc.	+750	4,042	$591,263
ORCL	Oracle Corp	+576	11,545	$1,698,384
CVX	Chevron Corp	+530	6,511	$1,347,125
QQQ	Invesco Qqq Trust, Series 1	+328	6,703	$3,868,837
MSFT	Microsoft Corp	+312	17,303	$6,405,051
TSLA	Tesla, Inc.	+207	2,226	$827,515
PANW	Palo Alto Networks Inc	+200	2,309	$370,178
RF	Regions Financial Corp	+185	28,075	$733,319
BX	Blackstone Inc.	+116	9,381	$1,078,721
BMY	Bristol Myers Squibb Co	+97	7,455	$452,145
PEP	Pepsico Inc	+94	3,922	$609,047
SCHW	Schwab Charles Corp	+84	4,472	$420,278
COP	Conocophillips	+78	6,549	$864,468
RTX	RTX Corp	+70	7,311	$1,410,291
ET	Energy Transfer LP	+69	13,845	$267,208
META	Meta Platforms, Inc.	+68	6,706	$3,836,703
PSX	Phillips 66	+65	2,539	$462,555
MRK	Merck & Co., Inc.	+59	8,999	$1,082,489
V	Visa Inc.	+58	3,805	$1,150,023
F	Ford Motor Co	+55	11,911	$137,452
MCD	Mcdonalds Corp	+49	1,134	$352,435
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−2,910	17,647	$860,291
IBIT	iShares Bitcoin Trust ETF	−1,845	20,786	$798,598
FBTC	Fidelity Wise Origin Bitcoin Fund	−1,805	10,850	$640,475
GM	General Motors Co	−1,504	4,900	$365,050
SO	Southern Co	−1,450	26,368	$2,545,039
AAPL	Apple Inc.	−1,209	62,625	$15,893,598
DUK	Duke Energy CORP	−1,154	1,541	$201,778
HCA	HCA Healthcare, Inc.	−699	43,300	$20,491,292
T	At&T Inc.	−488	10,738	$311,294
AMZN	Amazon Com Inc	−326	33,298	$6,934,974
USB	US Bancorp De	−291	7,720	$401,517
XOM	Exxon Mobil Corp	−282	14,124	$2,396,277
AON	Aon plc	−278	9,113	$2,941,494
VZ	Verizon Communications Inc	−237	5,640	$283,128
JPM	Jpmorgan Chase & Co	−192	8,546	$2,513,891
NEE	Nextera Energy Inc	−163	5,269	$489,384
KO	Coca Cola Co	−127	38,759	$2,947,621
PG	PROCTER & GAMBLE Co	−118	2,132	$307,946
WFC	Wells Fargo & Company/Mn	−101	11,626	$925,545
GE	General Electric Co	−99	4,721	$1,339,678
GOOGL	Alphabet Inc.	−83	15,849	$4,557,538
WMT	Walmart Inc.	−79	9,385	$1,166,367
ADI	Analog Devices Inc	−77	1,892	$601,920
JNJ	Johnson & Johnson	−74	6,864	$1,677,836
MPC	Marathon Petroleum Corp	−71	1,338	$326,712
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	19,410	$1,671,977
Q	Qnity Electronics, Inc.	1,793	$206,876
IBRX	ImmunityBio, Inc.	19,000	$145,730
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PM	Philip Morris International Inc.	2,318	$371,807
CRM	Salesforce, Inc.	1,028	$272,327
LUV	Southwest Airlines Co	6,336	$261,866
HRB	H&R Block Inc	5,000	$217,900
GEHC	GE HealthCare Technologies Inc.	2,518	$206,526
RVTY	Revvity, Inc.	2,133	$206,367
PYPL	PayPal Holdings, Inc.	3,500	$204,330
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 positions · $177,726,341 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HCA	HCA Healthcare, Inc. Healthcare	Reduced	43,300	-699	$20,491,292	−0.2%	11.53%
AAPL	Apple Inc. Technology	Reduced	62,625	-1,209	$15,893,598	−8.4%	8.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,298	-326	$6,934,974	−10.6%	3.90%
MSFT	Microsoft Corp Technology	Added	17,303	+312	$6,405,051	−22.1%	3.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	12,551	-20	$6,014,439	−4.8%	3.38%
AFL	Aflac Inc Financial Services	Held	52,655	0	$5,776,780	−0.5%	3.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,250	-49	$4,714,965	−5.3%	2.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,849	-83	$4,557,538	−8.6%	2.56%
QQQ	Invesco Qqq Trust, Series 1	Added	6,703	+328	$3,868,837	−1.2%	2.18%
META	Meta Platforms, Inc. Communication Services	Added	6,706	+68	$3,836,703	−12.4%	2.16%
GRC	Gorman Rupp Co Industrials	Held	61,116	0	$3,797,137	+30.1%	2.14%
AOS	Smith A O Corp Industrials	Held	52,918	0	$3,489,412	−1.4%	1.96%
LLY	ELI LILLY & Co Healthcare	Added	3,494	+24	$3,213,676	−13.8%	1.81%
COF	Capital One Financial Corp Financial Services	Held	16,357	0	$2,984,007	−24.7%	1.68%
KO	Coca Cola Co Consumer Defensive	Reduced	38,759	-127	$2,947,621	+8.4%	1.66%
AON	Aon plc Financial Services	Reduced	9,113	-278	$2,941,494	−11.2%	1.66%
NVDA	Nvidia Corp Technology	Added	16,535	+966	$2,883,704	−0.7%	1.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,764	+858	$2,882,391	+6.0%	1.62%
SO	Southern Co Utilities	Reduced	26,368	-1,450	$2,545,039	+4.9%	1.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,546	-192	$2,513,891	−10.7%	1.41%
XOM	Exxon Mobil Corp Energy	Reduced	14,124	-282	$2,396,277	+38.2%	1.35%
CAT	Caterpillar Inc Industrials	Added	3,186	+27	$2,257,153	+24.7%	1.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,078	+37	$2,070,581	+17.6%	1.17%
ORCL	Oracle Corp Technology	Added	11,545	+576	$1,698,384	−20.6%	0.96%
AVGO	Broadcom Inc. Technology	Reduced	5,470	-1	$1,693,019	−10.6%	0.95%
JNJ	Johnson & Johnson Healthcare	Reduced	6,864	-74	$1,677,836	+16.9%	0.94%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	19,410	NEW	$1,671,977	NEW	0.94%
MA	Mastercard Inc Financial Services	Held	3,141	0	$1,569,432	−12.5%	0.88%
RTX	RTX Corp Industrials	Added	7,311	+70	$1,410,291	+6.2%	0.79%
AMD	Advanced Micro Devices Inc Technology	Held	6,911	0	$1,405,904	−5.0%	0.79%
IBM	International Business Machines Corp Technology	Reduced	5,688	-30	$1,378,714	−18.6%	0.78%
CVX	Chevron Corp Energy	Added	6,511	+530	$1,347,125	+47.8%	0.76%
GE	General Electric Co Industrials	Reduced	4,721	-99	$1,339,678	−9.8%	0.75%
ABBV	AbbVie Inc. Healthcare	Added	5,907	+1	$1,284,713	−4.8%	0.72%
DIS	Walt Disney Co Communication Services	Added	12,722	+1	$1,226,146	−15.3%	0.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,385	-79	$1,166,367	+10.6%	0.66%
V	Visa Inc. Financial Services	Added	3,805	+58	$1,150,023	−12.5%	0.65%
C	Citigroup Inc Financial Services	Held	9,979	0	$1,131,718	−2.8%	0.64%
MU	Micron Technology Inc Technology	Held	3,246	0	$1,096,628	+18.4%	0.62%
MRK	Merck & Co., Inc. Healthcare	Added	8,999	+59	$1,082,489	+15.0%	0.61%
BX	Blackstone Inc. Financial Services	Added	9,381	+116	$1,078,721	−24.5%	0.61%
SHOP	Shopify Inc. Technology	Held	8,950	0	$1,061,649	−26.3%	0.60%
GEV	GE Vernova Inc. Industrials	Held	1,167	0	$1,018,674	+33.6%	0.57%
BA	Boeing Co Industrials	Held	4,715	0	$938,426	−8.3%	0.53%
CSCO	Cisco Systems, Inc. Technology	Added	11,943	+4	$926,657	+0.8%	0.52%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	11,626	-101	$925,545	−15.3%	0.52%
SMBK	Smartfinancial Inc. Financial Services	Held	23,048	0	$900,715	+5.7%	0.51%
SMCI	Super Micro Computer, Inc. Technology	Held	39,418	0	$897,547	−22.2%	0.51%
COP	Conocophillips Energy	Added	6,549	+78	$864,468	+42.7%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	17,647	-2,910	$860,291	−23.9%	0.48%