LBMC INVESTMENT ADVISORS, LLC
Filing Date
Global Rank
#4,433
/ 8,517
▼ 304
Top Industry
Internet Content & Information
11.6%
3Y Alpha vs SPY
-0.5%
Period ended 46 days ago
Filed Aug 10, 2026 · 5d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+73.8%
SPY
+75.3%
Annualised alpha
-0.4%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
125 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.9%
−3.3 pts
Top 5
32.9%
−5.9 pts
Top 10
46.9%
−5.1 pts
HHI
329
Diversified−81
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.2% | $48,853,717 |
| Financial Services | 19.5% | $39,468,307 |
| Healthcare | 13.2% | $26,686,636 |
| Communication Services | 11.5% | $23,181,261 |
| Industrials | 11.1% | $22,472,700 |
| Consumer Cyclical | 7.0% | $14,057,108 |
| Unclassified | 6.2% | $12,532,094 |
| Consumer Defensive | 3.1% | $6,326,028 |
| Energy | 2.1% | $4,310,011 |
| Utilities | 1.3% | $2,607,381 |
| Basic Materials | 0.7% | $1,491,936 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | +16,955 | 28,898 | $3,394,359 | |
| GOOGL | Alphabet Inc. | +2,511 | 45,495 | $16,143,278 | |
| PLTR | Palantir Technologies Inc. | +2,251 | 6,293 | $734,204 | |
| MSFT | Microsoft Corp | +1,856 | 19,159 | $7,146,690 | |
| FCX | Freeport-Mcmoran Inc | +1,585 | 5,835 | $366,963 | |
| ET | Energy Transfer LP | +1,561 | 15,406 | $294,562 | |
| AMZN | Amazon Com Inc | +1,280 | 34,578 | $8,241,320 | |
| IAU | Ishares Gold Trust | +1,200 | 5,078 | $383,439 | |
| AVGO | Broadcom Inc. | +1,147 | 6,617 | $2,499,571 | |
| TJX | Tjx Companies Inc /De/ | +1,030 | 2,494 | $377,841 | |
| EPD | Enterprise Products Partners L.P. | +927 | 8,888 | $326,722 | |
| SHOP | Shopify Inc. | +668 | 9,618 | $1,098,183 | |
| TSLA | Tesla, Inc. | +407 | 2,633 | $1,107,439 | |
| XOM | ExxonMobil Holdings Corp | +348 | 14,472 | $1,978,611 | |
| GE | General Electric Co | +342 | 5,063 | $1,892,194 | |
| V | Visa Inc. | +288 | 4,093 | $1,404,267 | |
| NVDA | Nvidia Corp | +285 | 16,820 | $3,365,513 | |
| HD | Home Depot, Inc. | +279 | 9,043 | $3,189,285 | |
| GEV | GE Vernova Inc. | +258 | 1,425 | $1,674,175 | |
| SCHW | Schwab Charles Corp | +256 | 4,728 | $436,252 | |
| GS | Goldman Sachs Group Inc | +205 | 1,099 | $1,111,495 | |
| ABBV | AbbVie Inc. | +185 | 6,092 | $1,532,990 | |
| JPM | Jpmorgan Chase & Co | +170 | 8,716 | $2,853,008 | |
| DIS | Walt Disney Co | +155 | 12,877 | $1,239,411 | |
| QQQ | Invesco Qqq Trust, Series 1 | +140 | 6,843 | $5,039,185 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SO | Southern Co | −8,018 | 18,350 | $1,756,278 | |
| AMD | Advanced Micro Devices Inc | −5,056 | 1,855 | $1,077,588 | |
| IBIT | iShares Bitcoin Trust ETF | −4,166 | 16,620 | $553,279 | |
| PNFP | Pinnacle Financial Partners, Inc. | −3,400 | 16,010 | $1,615,088 | |
| PFE | Pfizer Inc | −3,000 | 10,922 | $263,001 | |
| WMT | Walmart Inc. | −2,399 | 6,986 | $791,234 | |
| MRK | Merck & Co., Inc. | −2,032 | 6,967 | $895,259 | |
| CVX | Chevron Corp | −2,020 | 4,491 | $744,428 | |
| LLY | ELI LILLY & Co | −1,786 | 1,708 | $2,048,626 | |
| BMY | Bristol Myers Squibb Co | −1,700 | 5,755 | $331,603 | |
| C | Citigroup Inc | −1,500 | 8,479 | $1,186,720 | |
| BAC | Bank Of America Corp /De/ | −1,367 | 16,280 | $927,634 | |
| PEP | Pepsico Inc | −1,259 | 2,663 | $360,570 | |
| MU | Micron Technology Inc | −1,236 | 2,010 | $2,320,122 | |
| PSX | Phillips 66 | −699 | 1,840 | $311,052 | |
| BRK-B | Berkshire Hathaway Inc | −525 | 12,026 | $6,017,690 | |
| COST | Costco Wholesale Corp /New | −444 | 1,634 | $1,528,557 | |
| BA | Boeing Co | −350 | 4,365 | $944,891 | |
| RF | Regions Financial Corp | −310 | 27,765 | $838,503 | |
| KO | Coca Cola Co | −269 | 38,490 | $3,128,082 | |
| AAPL | Apple Inc. | −265 | 62,360 | $18,044,489 | |
| COP | Conocophillips | −252 | 6,297 | $654,636 | |
| ETN | Eaton Corp plc | −200 | 1,684 | $717,586 | |
| PG | PROCTER & GAMBLE Co | −163 | 1,969 | $288,734 | |
| RTX | RTX Corp | −154 | 7,157 | $1,357,897 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VRT | Vertiv Holdings Co | 1,428 | $478,122 | |
| SPCX | Space Exploration Technologies Corp | 2,308 | $394,344 | |
| LITE | Lumentum Holdings Inc. | 356 | $305,469 | |
| CRWD | CrowdStrike Holdings, Inc. | 399 | $304,492 | |
| CRDO | Credo Technology Group Holding Ltd | 1,101 | $299,416 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 622 | $297,048 | |
| ABNB | Airbnb, Inc. | 2,038 | $291,637 | |
| ALAB | Astera Labs, Inc. | 568 | $274,355 | |
| ASML | Asml Holding NV | 134 | $266,584 | |
| BWXT | BWX Technologies, Inc. | 1,261 | $245,453 | |
| RVTY | Revvity, Inc. | 2,133 | $237,317 | |
| PM | Philip Morris International Inc. | 1,265 | $228,851 | |
| WSBC | Wesbanco Inc | 5,768 | $225,125 | |
| MRVL | Marvell Technology, Inc. | 724 | $215,672 | |
| UCB | United Community Banks Inc | 6,107 | $214,294 | |
| UPS | United Parcel Service Inc | 1,863 | $200,272 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 12,000 | $178,560 | |
| TSUI | 21Shares Sui ETF | 11,302 | $157,097 | |
| ARDT | Ardent Health, Inc. | 10,000 | $98,400 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 431,796 | $27,669,487 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 126,421 | $11,186,994 | |
| SMCI | Super Micro Computer, Inc. | 39,418 | $897,547 | |
| VIG | Vanguard Dividend Appreciation ETF | 3,849 | $827,765 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 21,854 | $708,725 | |
| SNOW | Snowflake Inc. | 4,328 | $652,748 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 10,850 | $640,475 | |
| ADI | Analog Devices Inc | 1,892 | $601,920 | |
| STX | Seagate Technology Holdings plc | 1,000 | $391,760 | |
| HON | Honeywell International Inc | 1,654 | $373,853 | |
| AMAT | Applied Materials Inc /De | 1,050 | $358,879 | |
| MPC | Marathon Petroleum Corp | 1,338 | $326,712 | |
| T | At&T Inc. | 10,738 | $311,294 | |
| FBK | FB Financial Corp | 5,614 | $291,591 | |
| APLD | Applied Digital Corp. | 11,930 | $283,218 | |
| VZ | Verizon Communications Inc | 5,640 | $283,128 | |
| TXN | Texas Instruments Inc | 1,286 | $249,664 | |
| MSTR | Strategy Inc | 1,858 | $231,878 | |
| PRU | Prudential Financial Inc | 2,297 | $224,393 | |
| DUK | Duke Energy CORP | 1,541 | $201,778 | |
| No positions match the current search. | ||||
125 tracked positions ·
$201,987,179 total
· filing declares
245 positions · $1,845,290,357
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 125 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 62,360 | $18,044,489 | 8.93% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 43,301 | $16,882,626 | 8.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 45,495 | $16,143,278 | 7.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 34,578 | $8,241,320 | 4.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,159 | $7,146,690 | 3.54% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 52,655 | $6,173,798 | 3.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 12,026 | $6,017,690 | 2.98% | |
| GRC |
Gorman Rupp Co
Industrials
|
Held | 61,116 | $5,606,781 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,259 | $5,420,803 | 2.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,843 | $5,039,185 | 2.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,769 | $3,812,910 | 1.89% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 28,898 | $3,394,359 | 1.68% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,172 | $3,377,862 | 1.67% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 16,820 | $3,365,513 | 1.67% | |
| AOS |
Smith A O Corp
Industrials
|
Held | 52,918 | $3,319,016 | 1.64% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 16,357 | $3,281,541 | 1.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 9,043 | $3,189,285 | 1.58% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 38,490 | $3,128,082 | 1.55% | |
| AON |
Aon plc
Financial Services
|
Added | 9,127 | $3,027,334 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,716 | $2,853,008 | 1.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,617 | $2,499,571 | 1.24% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,010 | $2,320,122 | 1.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,708 | $2,048,626 | 1.01% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Held | 7,190 | $1,985,662 | 0.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,472 | $1,978,611 | 0.98% | |
| GE |
General Electric Co
Industrials
|
Added | 5,063 | $1,892,194 | 0.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,998 | $1,777,282 | 0.88% | |
| SO |
Southern Co
Utilities
|
Reduced | 18,350 | $1,756,278 | 0.87% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,572 | $1,695,876 | 0.84% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,425 | $1,674,175 | 0.83% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,188 | $1,637,356 | 0.81% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
Reduced | 16,010 | $1,615,088 | 0.80% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,743 | $1,614,989 | 0.80% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,092 | $1,532,990 | 0.76% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,634 | $1,528,557 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,093 | $1,404,267 | 0.70% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 7,157 | $1,357,897 | 0.67% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 12,877 | $1,239,411 | 0.61% | |
| INTC |
Intel Corp
Technology
|
Held | 8,571 | $1,196,768 | 0.59% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 8,479 | $1,186,720 | 0.59% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 9,487 | $1,116,335 | 0.55% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,099 | $1,111,495 | 0.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,633 | $1,107,439 | 0.55% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 9,618 | $1,098,183 | 0.54% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Held | 23,048 | $1,081,412 | 0.54% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,855 | $1,077,588 | 0.53% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 11,626 | $960,772 | 0.48% | |
| BA |
Boeing Co
Industrials
|
Reduced | 4,365 | $944,891 | 0.47% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,235 | $928,933 | 0.46% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 16,280 | $927,634 | 0.46% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.