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Latest LBMC INVESTMENT ADVISORS, LLC Stock Portfolio

$1.85Billion | No. of Holdings #243

LBMC INVESTMENT ADVISORS, LLC Performance

2026 Q2-1.09%
YTD-1.72%
2025+12.28%

About LBMC INVESTMENT ADVISORS, LLC and 13F Hedge Fund Stock Holdings

LBMC INVESTMENT ADVISORS, LLC is a hedge fund based in Brentwood, TN. On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, LBMC INVESTMENT ADVISORS, LLC reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of LBMC INVESTMENT ADVISORS, LLC are IJR, CSD, IJR. The fund has invested 16.9% of it's portfolio in ISHARES TR and 15.2% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), SNOWFLAKE INC (SNOW) and FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), ELI LILLY & CO (LLY) and MICRON TECHNOLOGY INC (MU). LBMC INVESTMENT ADVISORS, LLC opened new stock positions in ISHARES TR, VERTIV HOLDINGS CO (VRT) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (VAW) and VANGUARD ADMIRAL FDS INC (IVOG).
LBMC INVESTMENT ADVISORS, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$1.85Billion
  as of Aug 10, 2026

LBMC INVESTMENT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LBMC INVESTMENT ADVISORS, LLC made a return of -1.09% in the last quarter. In trailing 12 months, it's portfolio return was 5.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,255,350
ishares tr500,577
vertiv holdings co478,152
vanguard index fds457,767
etf ser solutions394,719
space exploration techn corp394,394
ishares tr307,699
lumentum hldgs inc305,470
New stocks bought by LBMC INVESTMENT ADVISORS, LLC

Additions

Ticker% Inc.
vanguard index fds1,184
vanguard world fd700
vanguard admiral fds inc501
ishares tr403
ishares tr310
vanguard index fds300
cisco sys inc141
tjx cos inc new70.36
Additions to existing portfolio by LBMC INVESTMENT ADVISORS, LLC

Reductions

Ticker% Reduced
advanced micro devices inc-73.16
eli lilly & co-51.12
micron technology inc-38.08
pepsico inc-32.1
chevron corporation-31.02
southern co-30.41
phillips 66-27.53
walmart inc-25.56
LBMC INVESTMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
super micro computer inc-897,548
listed fds tr-156,589
applied digital corp-283,219
fidelity wise origin bitcoin-640,476
at&t inc-311,289
ishares tr-236,984
verizon communications inc-283,118
fb finl corp-291,605
LBMC INVESTMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

LBMC INVESTMENT ADVISORS, LLC has about 87% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
Sector%
Others87
Utilities3.6
Technology2.6
Financial Services1.7
Healthcare1.4
Communication Services1.2
Industrials1.1

Market Cap. Distribution

LBMC INVESTMENT ADVISORS, LLC has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87
MEGA-CAP9.4
LARGE-CAP2.9

Stocks belong to which Index?

About 12.7% of the stocks held by LBMC INVESTMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.3
S&P 5008.8
RUSSELL 20003.9
Top 5 Winners (%)%
INTC
intel corp
216.4 %
MU
micron technology inc
195.7 %
YNDX
nebius group n.v.
166.2 %
AMD
advanced micro devices inc
117.7 %
PANW
palo alto networks inc
111.4 %
Top 5 Winners ($)$
IJR
ishares tr
40.0 M
IJR
ishares tr
36.9 M
CSD
invesco exchange traded fd t
27.5 M
IJR
ishares tr
4.4 M
IBCE
ishares tr
3.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
AMPS
ishares tr
-70.3 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-68.7 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
AMPS
ishares tr
-149.8 M
VB
vanguard index fds
-22.1 M
VAW
vanguard world fd
-10.1 M
HCA
hca healthcare inc
-3.6 M
IJR
ishares tr
-1.6 M

LBMC INVESTMENT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS, LLC has 243 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for LBMC INVESTMENT ADVISORS, LLC last quarter.

$1.85BTotal Value
263Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LBMC INVESTMENT ADVISORS, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.03%13,095
$542.5K
0.03%
increased 1.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.02%1,994
$307.7K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.06%15,000
$1.14M
0.06%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Inc over time
0.16%25,067
$2.86M
0.16%
increased 0.2 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
LBMC INVESTMENT ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.01%400
$262.4K
0.01%
new position
AGNG
Global X Fds

Global X Fds

AGNG
LBMC INVESTMENT ADVISORS, LLC's holding in Global X Fds over time
0.01%6,250
$273.1K
0.01%
increased 1.82 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.29%222,321
$5.39M
0.29%
increased 5.15 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
LBMC INVESTMENT ADVISORS, LLC's holding in Ishares Tr over time
0.66%125,330
$12.23M
0.66%
decreased 0.86 percentreduced