LBMC INVESTMENT ADVISORS, LLC

CIK

1536924

Location

BRENTWOOD, TN

Portfolio Value

Micro $41,209,929

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

26 positions · $41,209,929 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	62,625	-1,209	$15,893,598	−8.4%	38.57%
MSFT	Microsoft Corp Technology	Added	17,303	+312	$6,405,051	−22.1%	15.54%
NVDA	Nvidia Corp Technology	Added	16,535	+966	$2,883,704	−0.7%	7.00%
ORCL	Oracle Corp Technology	Added	11,545	+576	$1,698,384	−20.6%	4.12%
AVGO	Broadcom Inc. Technology	Reduced	5,470	-1	$1,693,019	−10.6%	4.11%
AMD	Advanced Micro Devices Inc Technology	Held	6,911	0	$1,405,904	−5.0%	3.41%
IBM	International Business Machines Corp Technology	Reduced	5,688	-30	$1,378,714	−18.6%	3.35%
MU	Micron Technology Inc Technology	Held	3,246	0	$1,096,628	+18.4%	2.66%
SHOP	Shopify Inc. Technology	Held	8,950	0	$1,061,649	−26.3%	2.58%
CSCO	Cisco Systems, Inc. Technology	Added	11,943	+4	$926,657	+0.8%	2.25%
SMCI	Super Micro Computer, Inc. Technology	Held	39,418	0	$897,547	−22.2%	2.18%
SNOW	Snowflake Inc. Technology	Held	4,328	0	$652,748	−31.2%	1.58%
MDB	MongoDB, Inc. Technology	Held	2,500	0	$611,925	−41.7%	1.48%
ADI	Analog Devices Inc Technology	Reduced	1,892	-77	$601,920	+12.7%	1.46%
PLTR	Palantir Technologies Inc. Technology	Added	4,042	+750	$591,263	+1.0%	1.43%
SNPS	Synopsys Inc Technology	Held	1,048	0	$415,511	−15.6%	1.01%
STX	Seagate Technology Holdings plc Technology	Held	1,000	0	$391,760	+42.3%	0.95%
INTC	Intel Corp Technology	Held	8,571	0	$378,238	+19.6%	0.92%
PANW	Palo Alto Networks Inc Technology	Added	2,309	+200	$370,178	−4.7%	0.90%
AMAT	Applied Materials Inc /De Technology	Held	1,050	0	$358,879	+33.0%	0.87%
IIIV	i3 Verticals, Inc. Technology	Added	14,326	+3,876	$320,329	+21.7%	0.78%
APLD	Applied Digital Corp. Technology	Held	11,930	0	$283,218	−3.2%	0.69%
TXN	Texas Instruments Inc Technology	Added	1,286	+45	$249,664	+16.0%	0.61%
MSTR	Strategy Inc Technology	Added	1,858	+18	$231,878	−17.1%	0.56%
Q	Qnity Electronics, Inc. Technology	NEW	1,793	NEW	$206,876	NEW	0.50%
APH	Amphenol Corp /De/ Technology	Added	1,620	+28	$204,687	−4.9%	0.50%