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LBMC Investment Advisors, LLC

13F filer · CIK 0001536924
Reported Aug 10, 2026
Net seller this quarter
13F portfolio value$1.85BU.S. long equity reported on 13F
Positions13522 new · 17 closed
Net flow last quarter-$5.01MBuys minus sells
Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 10, 2026135 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$29.1M1.58%Not reported+4.9%Q2 2020
AAPLApple Inc.$18M0.98%0.00%-0.4%Q2 2013
HCAHCA Healthcare, Inc.$16.9M0.91%0.02%0.0%Q2 2013
ICFICF International, Inc.$16.1M0.87%Not reported-0.4%Q2 2015
GOOGAlphabet Inc.$10.1M0.55%Not reported+5.2%Q4 2017
AMZNAmazon Com Inc$8.24M0.45%0.00%+3.8%Q2 2017
MSFTMicrosoft Corp$7.15M0.39%0.00%+10.7%Q1 2016
AFLAflac Inc$6.17M0.33%0.01%Not reportedQ2 2016
GOOGLAlphabet Inc.$6.06M0.33%0.00%+7.0%Q3 2017
BRK.BBerkshire Hathaway Inc$6.02M0.33%Not reported-4.2%Q2 2013
GRCGorman Rupp Co$5.61M0.30%0.23%Not reportedQ3 2014
SPYSPDR S&P 500 ETF Trust$5.42M0.29%Not reported+0.1%Q1 2014
QQQInvesco QQQ Trust, Series 1$5.04M0.27%Not reported+2.1%Q2 2020
METAMeta Platforms, Inc.$3.81M0.21%Not reported+0.9%Q3 2016
CSCOCisco Systems, Inc.$3.39M0.18%0.00%+142.0%Q2 2019
CATCaterpillar Inc$3.38M0.18%0.00%-0.4%Q1 2024
NVDANvidia Corp$3.37M0.18%0.00%+1.7%Q1 2022
AOSSmith A O Corp$3.32M0.18%0.03%Not reportedQ2 2013
COFCapital One Financial Corp$3.28M0.18%0.00%Not reportedQ3 2025
HDHome Depot, Inc.$3.19M0.17%0.00%+3.2%Q4 2015
KOCoca Cola Co$3.13M0.17%0.00%-0.7%Q2 2013
AONAon plc$3.03M0.16%0.00%+0.2%Q4 2024
JPMJPMorgan Chase & Co$2.85M0.15%0.00%+2.0%Q2 2017
AVGOBroadcom Inc.$2.5M0.14%0.00%+21.0%Q4 2024
MUMicron Technology Inc$2.32M0.13%0.00%-38.1%Q4 2021
LLYELI LILLY & Co$2.05M0.11%0.00%-51.1%Q2 2021
NBISNebius Group N.V.$1.99M0.11%0.00%Not reportedQ2 2025
XOMExxonMobil Holdings Corp$1.98M0.11%0.00%+2.5%Q2 2013
GEGeneral Electric Co$1.89M0.10%0.00%+7.2%Q3 2021
JNJJohnson & Johnson$1.78M0.10%0.00%+2.0%Q2 2013
SOSouthern Co$1.76M0.10%0.00%-30.4%Q3 2013
ORCLOracle Corp$1.7M0.09%0.00%+0.2%Q2 2017
GEVGE Vernova Inc.$1.67M0.09%0.00%+22.1%Q2 2024
MAMastercard Inc$1.64M0.09%0.00%+1.5%Q4 2019
PNFPPinnacle Financial Partners, Inc.$1.62M0.09%0.01%-17.5%Q3 2015
IBMInternational Business Machines Corp$1.61M0.09%0.00%+1.0%Q2 2013
ABBVAbbVie Inc.$1.53M0.08%0.00%+3.1%Q4 2020
COSTCostco Wholesale Corp$1.53M0.08%0.00%-21.4%Q2 2021
VVisa Inc.$1.4M0.08%0.00%+7.6%Q4 2020
RTXRTX Corp$1.36M0.07%0.00%-2.1%Q2 2020
DISWalt Disney Co$1.24M0.07%0.00%+1.2%Q4 2017
INTCIntel Corp$1.2M0.06%0.00%Not reportedQ2 2018
CCitigroup Inc$1.19M0.06%0.00%-15.0%Q3 2025
BXBlackstone Inc.$1.12M0.06%0.00%+1.1%Q2 2021
GSGoldman Sachs Group Inc$1.11M0.06%0.00%+22.9%Q3 2025
TSLATesla, Inc.$1.11M0.06%0.00%+18.3%Q2 2022
SHOPShopify Inc.$1.1M0.06%0.00%+7.5%Q2 2024
SMBKSmartfinancial Inc.$1.08M0.06%0.13%Not reportedQ4 2015
AMDAdvanced Micro Devices Inc$1.08M0.06%0.00%-73.2%Q1 2022
WFCWells Fargo & Company$961K0.05%0.00%Not reportedQ3 2022
Q1 2026Reported May 14, 2026129 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$26M1.58%Not reported+1.1%Q2 2020
HCAHCA Healthcare, Inc.$20.5M1.25%0.02%-1.6%Q2 2013
AAPLApple Inc.$15.9M0.97%0.00%-1.9%Q2 2013
ICFICF International, Inc.$14.8M0.90%Not reported-5.7%Q2 2015
GOOGAlphabet Inc.$7.78M0.47%Not reported+0.4%Q4 2017
AMZNAmazon Com Inc$6.93M0.42%0.00%-1.0%Q2 2017
MSFTMicrosoft Corp$6.4M0.39%0.00%+1.8%Q1 2016
BRK.BBerkshire Hathaway Inc$6.01M0.37%Not reported-0.2%Q2 2013
AFLAflac Inc$5.78M0.35%0.01%Not reportedQ2 2016
SPYSPDR S&P 500 ETF Trust$4.72M0.29%Not reported-0.7%Q1 2014
GOOGLAlphabet Inc.$4.56M0.28%0.00%-0.5%Q3 2017
QQQInvesco QQQ Trust, Series 1$3.87M0.24%Not reported+5.2%Q2 2020
METAMeta Platforms, Inc.$3.84M0.23%Not reported+1.0%Q3 2016
GRCGorman Rupp Co$3.8M0.23%0.23%Not reportedQ3 2014
AOSSmith A O Corp$3.49M0.21%0.03%Not reportedQ2 2013
LLYELI LILLY & Co$3.21M0.20%0.00%+0.7%Q2 2021
COFCapital One Financial Corp$2.98M0.18%0.00%Not reportedQ3 2025
KOCoca Cola Co$2.95M0.18%0.00%-0.3%Q2 2013
AONAon plc$2.94M0.18%0.00%-3.0%Q4 2024
NVDANvidia Corp$2.88M0.18%0.00%+6.2%Q1 2022
HDHome Depot, Inc.$2.88M0.18%0.00%+10.9%Q4 2015
SOSouthern Co$2.55M0.16%0.00%-5.2%Q3 2013
JPMJPMorgan Chase & Co$2.51M0.15%0.00%-2.2%Q2 2017
XOMExxonMobil Holdings Corp$2.4M0.15%0.00%-2.0%Q2 2013
CATCaterpillar Inc$2.26M0.14%0.00%+0.9%Q1 2024
COSTCostco Wholesale Corp$2.07M0.13%0.00%+1.8%Q2 2021
ORCLOracle Corp$1.7M0.10%0.00%+5.3%Q2 2017
AVGOBroadcom Inc.$1.69M0.10%0.00%0.0%Q4 2024
JNJJohnson & Johnson$1.68M0.10%0.00%-1.1%Q2 2013
PNFPPinnacle Financial Partners, Inc.$1.67M0.10%0.01%+5.1%Q3 2015
MAMastercard Inc$1.57M0.10%0.00%Not reportedQ4 2019
RTXRTX Corp$1.41M0.09%0.00%+1.0%Q2 2020
AMDAdvanced Micro Devices Inc$1.41M0.09%0.00%Not reportedQ1 2022
IBMInternational Business Machines Corp$1.38M0.08%0.00%-0.5%Q2 2013
CVXChevron Corp$1.35M0.08%0.00%+8.9%Q4 2017
GEGeneral Electric Co$1.34M0.08%0.00%-2.1%Q3 2021
ABBVAbbVie Inc.$1.28M0.08%0.00%0.0%Q4 2020
DISWalt Disney Co$1.23M0.07%0.00%0.0%Q4 2017
WMTWalmart Inc.$1.17M0.07%0.00%-0.8%Q2 2013
VVisa Inc.$1.15M0.07%0.00%+1.6%Q4 2020
CCitigroup Inc$1.13M0.07%0.00%Not reportedQ3 2025
MUMicron Technology Inc$1.1M0.07%0.00%Not reportedQ4 2021
MRKMerck & Co., Inc.$1.08M0.07%0.00%+0.7%Q2 2016
BXBlackstone Inc.$1.08M0.07%0.00%+1.3%Q2 2021
SHOPShopify Inc.$1.06M0.06%0.00%Not reportedQ2 2024
GEVGE Vernova Inc.$1.02M0.06%0.00%Not reportedQ2 2024
BABoeing Co$938K0.06%0.00%Not reportedQ2 2013
CSCOCisco Systems, Inc.$927K0.06%0.00%0.0%Q2 2019
WFCWells Fargo & Company$926K0.06%0.00%-0.9%Q3 2022
SMBKSmartfinancial Inc.$901K0.05%0.13%Not reportedQ4 2015
Q4 2025Reported Feb 12, 2026134 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$24.9M1.53%Not reported+8.0%Q2 2020
HCAHCA Healthcare, Inc.$20.5M1.26%0.02%-0.4%Q2 2013
AAPLApple Inc.$17.4M1.07%0.00%+0.2%Q2 2013
ICFICF International, Inc.$15.1M0.93%Not reported-0.1%Q2 2015
GOOGAlphabet Inc.$8.48M0.52%Not reported+1.9%Q4 2017
MSFTMicrosoft Corp$8.22M0.51%0.00%+0.3%Q1 2016
AMZNAmazon Com Inc$7.76M0.48%0.00%Not reportedQ2 2017
BRK.BBerkshire Hathaway Inc$6.32M0.39%Not reported+8.6%Q2 2013
AFLAflac Inc$5.81M0.36%0.01%Not reportedQ2 2016
GOOGLAlphabet Inc.$4.99M0.31%0.00%+2.4%Q3 2017
SPYSPDR S&P 500 ETF Trust$4.98M0.31%Not reported+0.2%Q1 2014
METAMeta Platforms, Inc.$4.38M0.27%Not reported+12.4%Q3 2016
COFCapital One Financial Corp$3.96M0.24%0.00%-0.6%Q3 2025
QQQInvesco QQQ Trust, Series 1$3.92M0.24%Not reported+1.3%Q2 2020
LLYELI LILLY & Co$3.73M0.23%0.00%Not reportedQ2 2021
AOSSmith A O Corp$3.54M0.22%0.03%Not reportedQ2 2013
AONAon plc$3.31M0.20%0.00%Not reportedQ4 2024
GRCGorman Rupp Co$2.92M0.18%0.23%Not reportedQ3 2014
NVDANvidia Corp$2.9M0.18%0.00%0.0%Q1 2022
JPMJPMorgan Chase & Co$2.82M0.17%0.00%+1.0%Q2 2017
HDHome Depot, Inc.$2.72M0.17%0.00%+2.8%Q4 2015
KOCoca Cola Co$2.72M0.17%0.00%+0.4%Q2 2013
SOSouthern Co$2.43M0.15%0.00%-2.0%Q3 2013
ORCLOracle Corp$2.14M0.13%0.00%+4.8%Q2 2017
AVGOBroadcom Inc.$1.89M0.12%0.00%+2.2%Q4 2024
CATCaterpillar Inc$1.81M0.11%0.00%Not reportedQ1 2024
MAMastercard Inc$1.79M0.11%0.00%Not reportedQ4 2019
PNFPPinnacle Financial Partners, Inc.$1.76M0.11%0.02%-3.5%Q3 2015
COSTCostco Wholesale Corp$1.76M0.11%0.00%+0.5%Q2 2021
XOMExxonMobil Holdings Corp$1.73M0.11%0.00%+1.8%Q2 2013
IBMInternational Business Machines Corp$1.69M0.10%0.00%-7.5%Q2 2013
GEGeneral Electric Co$1.48M0.09%0.00%Not reportedQ3 2021
AMDAdvanced Micro Devices Inc$1.48M0.09%0.00%-18.1%Q1 2022
DISWalt Disney Co$1.45M0.09%0.00%0.0%Q4 2017
SHOPShopify Inc.$1.44M0.09%0.00%Not reportedQ2 2024
JNJJohnson & Johnson$1.44M0.09%0.00%+2.1%Q2 2013
BXBlackstone Inc.$1.43M0.09%0.00%-2.4%Q2 2021
ABBVAbbVie Inc.$1.35M0.08%0.00%+1.0%Q4 2020
RTXRTX Corp$1.33M0.08%0.00%0.0%Q2 2020
VVisa Inc.$1.31M0.08%0.00%+1.5%Q4 2020
CCitigroup Inc$1.16M0.07%0.00%Not reportedQ3 2025
SMCISuper Micro Computer, Inc.$1.15M0.07%0.01%+57.8%Q4 2024
BACBank of America Corp$1.13M0.07%0.00%-9.8%Q2 2013
IBITiShares Bitcoin Trust ETF$1.12M0.07%0.00%+4.7%Q3 2024
WFCWells Fargo & Company$1.09M0.07%0.00%+0.9%Q3 2022
WMTWalmart Inc.$1.05M0.06%0.00%+2.5%Q2 2013
MDBMongoDB, Inc.$1.05M0.06%0.00%Not reportedQ1 2020
BABoeing Co$1.02M0.06%0.00%Not reportedQ2 2013
FBTCFidelity Wise Origin Bitcoin Fund$965K0.06%0.01%Not reportedQ3 2024
SNOWSnowflake Inc.$949K0.06%0.00%Not reportedQ4 2024
Q3 2025Reported Oct 7, 2025138 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$22.7M1.44%Not reported+9.8%Q2 2020
HCAHCA Healthcare, Inc.$18.8M1.20%0.02%-2.1%Q2 2013
AAPLApple Inc.$16.2M1.03%0.00%-0.9%Q2 2013
ICFICF International, Inc.$15.6M1.00%Not reported-0.8%Q2 2015
MSFTMicrosoft Corp$8.77M0.56%0.00%+8.7%Q1 2016
AMZNAmazon Com Inc$7.38M0.47%0.00%+4.9%Q2 2017
GOOGAlphabet Inc.$6.46M0.41%Not reported-8.4%Q4 2017
AFLAflac Inc$5.88M0.37%0.01%Not reportedQ2 2016
BRK.BBerkshire Hathaway Inc$5.82M0.37%Not reported+5.7%Q2 2013
SPYSPDR S&P 500 ETF Trust$4.85M0.31%Not reported+0.2%Q1 2014
METAMeta Platforms, Inc.$4.34M0.28%Not reported-0.8%Q3 2016
AOSSmith A O Corp$3.88M0.25%0.03%Not reportedQ2 2013
GOOGLAlphabet Inc.$3.78M0.24%0.00%+13.6%Q3 2017
QQQInvesco QQQ Trust, Series 1$3.78M0.24%Not reportedNot reportedQ2 2020
COFCapital One Financial Corp$3.5M0.22%0.00%NewQ3 2025
AONAon plc$3.35M0.21%0.00%Not reportedQ4 2024
HDHome Depot, Inc.$3.12M0.20%0.00%-0.1%Q4 2015
ORCLOracle Corp$2.94M0.19%0.00%+44.1%Q2 2017
NVDANvidia Corp$2.91M0.19%0.00%+22.3%Q1 2022
GRCGorman Rupp Co$2.84M0.18%0.23%Not reportedQ3 2014
JPMJPMorgan Chase & Co$2.73M0.17%0.00%+27.6%Q2 2017
SOSouthern Co$2.69M0.17%0.00%-3.0%Q3 2013
LLYELI LILLY & Co$2.65M0.17%0.00%+92.8%Q2 2021
KOCoca Cola Co$2.57M0.16%0.00%-0.4%Q2 2013
COSTCostco Wholesale Corp$1.88M0.12%0.00%+37.1%Q2 2021
PNFPPinnacle Financial Partners, Inc.$1.79M0.11%0.02%+5.4%Q3 2015
MAMastercard Inc$1.79M0.11%0.00%+80.9%Q4 2019
AVGOBroadcom Inc.$1.77M0.11%0.00%+258.4%Q4 2024
IBMInternational Business Machines Corp$1.74M0.11%0.00%+15.8%Q2 2013
BXBlackstone Inc.$1.62M0.10%0.00%-1.7%Q2 2021
XOMExxonMobil Holdings Corp$1.59M0.10%0.00%-22.2%Q2 2013
SMBKSmartfinancial Inc.$1.57M0.10%0.26%Not reportedQ4 2015
CATCaterpillar Inc$1.51M0.10%0.00%+204.9%Q1 2024
DISWalt Disney Co$1.46M0.09%0.00%-0.4%Q4 2017
GEGeneral Electric Co$1.45M0.09%0.00%+2.7%Q3 2021
IBITiShares Bitcoin Trust ETF$1.4M0.09%0.00%+0.4%Q3 2024
AMDAdvanced Micro Devices Inc$1.37M0.09%0.00%+48.3%Q1 2022
ABBVAbbVie Inc.$1.35M0.09%0.00%+90.3%Q4 2020
SHOPShopify Inc.$1.33M0.08%0.00%Not reportedQ2 2024
FBTCFidelity Wise Origin Bitcoin Fund$1.26M0.08%0.01%Not reportedQ3 2024
VVisa Inc.$1.26M0.08%0.00%+13.8%Q4 2020
JNJJohnson & Johnson$1.26M0.08%0.00%-5.2%Q2 2013
RTXRTX Corp$1.21M0.08%0.00%+89.9%Q2 2020
SMCISuper Micro Computer, Inc.$1.2M0.08%0.00%Not reportedQ4 2024
BACBank of America Corp$1.18M0.07%0.00%+30.6%Q2 2013
BABoeing Co$1.02M0.06%0.00%Not reportedQ2 2013
CCitigroup Inc$1.01M0.06%0.00%NewQ3 2025
SNOWSnowflake Inc.$976K0.06%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$975K0.06%0.00%+63.0%Q3 2022
WMTWalmart Inc.$952K0.06%0.00%Not reportedQ2 2013
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