LBMC INVESTMENT ADVISORS, LLC

Position in MA — Mastercard Inc

CIK 1536924 BRENTWOOD, TN

Position in MA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,637,356

+$67,924 QoQ

Shares Held

3,188

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,740

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $6,576,851 across 4 Credit Services names. MA ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	16,357	$3,281,541
2	MA	Mastercard Inc This page	3,188	$1,637,356
3	V	Visa Inc.	4,093	$1,404,267
4	AXP	American Express Co	750	$253,687

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,637,356	3,188	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$1,569,432	3,141	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,793,134	3,141	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,786,632	3,141	+80.9%	Shares	Sole	2025-10-07
2025-06-30	$975,527	1,736	0.0%	Shares	Sole	2025-07-09
2025-03-31	$951,536	1,736	0.0%	Shares	Sole	2025-04-09
2024-12-31	$914,125	1,736	0.0%	Shares	Sole	2025-01-16
2024-09-30	$857,236	1,736	0.0%	Shares	Sole	2024-10-08
2024-06-30	$765,853	1,736	0.0%	Shares	Sole	2024-07-11
2024-03-31	$836,005	1,736	0.0%	Shares	Sole	2024-04-12
2023-12-31	$740,421	1,736	-1.3%	Shares	Sole	2024-01-16
2023-09-30	$696,009	1,758	+1.3%	Shares	Sole	2023-10-05
2023-06-30	$682,768	1,736	0.0%	Shares	Sole	2023-07-17
2023-03-31	$630,879	1,736	0.0%	Shares	Sole	2023-04-10
2022-12-31	$603,659	1,736	0.0%	Shares	Sole	2023-01-10
2022-09-30	$493,614	1,736	+2.4%	Shares	Sole	2022-10-07
2022-06-30	$534,738	1,695	-21.7%	Shares	Sole	2022-07-07
2022-03-31	$773,370	2,164	0.0%	Shares	Sole	2022-04-11
2021-12-31	$777,568	2,164	+20.2%	Shares	Sole	2022-03-17
2021-09-30	$625,824	1,800	-25.7%	Shares	Sole	2021-11-15
2021-06-30	$884,978	2,424	+8.7%	Shares	Sole	2021-08-02
2021-03-31	$793,991	2,230	0.0%	Shares	Sole	2021-04-20
2020-12-31	$795,976	2,230	0.0%	Shares	Sole	2021-01-21
2020-09-30	$754,119	2,230	+25.7%	Shares	Sole	2020-10-20
2020-06-30	$524,571	1,774	0.0%	Shares	Sole	2020-07-14
2020-03-31	$428,527	1,774	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.