LBMC INVESTMENT ADVISORS, LLC
Top Portfolio Positions
122 positions ·
$177,726,341 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HCA |
HCA Healthcare, Inc.
Healthcare
|
43,300 | $20,491,292 | 11.53% | |
| AAPL |
Apple Inc.
Technology
|
62,625 | $15,893,598 | 8.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,298 | $6,934,974 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
17,303 | $6,405,051 | 3.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,551 | $6,014,439 | 3.38% | |
| AFL |
Aflac Inc
Financial Services
|
52,655 | $5,776,780 | 3.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,250 | $4,714,965 | 2.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,849 | $4,557,538 | 2.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,703 | $3,868,837 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,706 | $3,836,703 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,690 | 18,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $404,237 | 18,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $398,945 | 18,250 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $402,230 | 18,250 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $407,340 | 18,250 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $398,215 | 18,250 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $461,542 | 18,250 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $476,142 | 18,250 | Shares | Sole | 2024-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||