1y return+19.5%S&P 500 +20.9%
3y return+48.5%S&P 500 +68.5%
5y return+41.1%S&P 500 +74.5%
10y return+139.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $239 against $357 in the S&P 500.2
Lbmc Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $311.2M | 17.0% | −1.1% |
| RSPInvesco Exchange Traded Fd T | $280.6M | 15.3% | |
| IWMIshares Tr | $211.2M | 11.5% | |
| HDVIshares Tr | $63.2M | 3.5% | |
| IEFAIshares Tr | $60.1M | 3.3% | +4.6% |
| EFAIshares Tr | $50.5M | 2.8% | |
| IBHHIshares Tr | $45.5M | 2.5% | +11.3% |
| IBHIIshares Tr | $40.0M | 2.2% | +16.5% |
| IBHGIshares Tr | $39.1M | 2.1% | +9.6% |
| DVYIshares Tr | $36.1M | 2.0% | |
| IBHJIshares Tr | $31.5M | 1.7% | +27.5% |
| VEAVanguard Tax-managed Fds | $31.0M | 1.7% | |
| VYMVanguard Whitehall Fds | $29.1M | 1.6% | +4.9% |
| IJRIshares Tr | $28.1M | 1.5% | +6.1% |
| IBHFIshares Tr | $26.3M | 1.4% | +3.4% |
| VTWOVanguard Scottsdale Fds | $18.1M | 1.0% | |
| AAPLApple Inc | $18.0M | 1.0% | |
| VOOVanguard Index Fds | $17.3M | 0.9% | |
| IBHKIshares Tr | $17.2M | 0.9% | +37.1% |
| HCAHca Healthcare Inc | $16.9M | 0.9% | |
| ICFIshares Tr | $16.1M | 0.9% | |
| IVWIshares Tr | $15.5M | 0.8% | −4.6% |
| IBMPIshares Tr | $14.9M | 0.8% | +3.2% |
| IBMQIshares Tr | $14.8M | 0.8% | +3.3% |
| VOVanguard Index Fds | $13.8M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $10.1M |
| HCAHca Healthcare Inc | June 30, 2020 | +301.7% | $16.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.0M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $15.5M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $17.3M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $311.2M |
| IJRIshares Tr | June 30, 2020 | +117.2% | $28.1M |
| VTWOVanguard Scottsdale Fds | June 30, 2020 | +110.4% | $18.1M |
| IWMIshares Tr | June 30, 2020 | +109.8% | $211.2M |
| IVEIshares Tr | June 30, 2020 | +109.8% | $9.5M |
Sold off last quarter
- IBDSIshares Tr was $6.3M
- IBDRIshares Tr was $5.1M
- SMCISuper Micro Computer Inc was $898K
- SNOWSnowflake Inc was $653K
- FBTCFidelity Wise Origin Bitcoin was $640K
- ADIAnalog Devices Inc was $602K
- Seagate Technology Hldngs PlCUSIP G7997R103 was $392K
- Honeywell Intl IncCUSIP 438516106 was $374K
- AMATApplied Matls Inc was $359K
- MPCMarathon Pete Corp was $327K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lbmc Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1536924&type=13F-HR&dateb=&owner=include&count=40CIK 1536924
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1536924/000117266126003190/Filed August 10, 2026 · accession 0001172661-26-003190