Lbmc-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  "MAIN",
  "GOOGL",
  "AXP",
  null,
  "T",
  "CAT",
  "AVGO",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "FITB",
  "APLD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  "ICF",
  null,
  "MA",
  "MSFT",
  "GE",
  null,
  null,
  "BX",
  "IJR",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "FNDX",
  null,
  "IEFA",
  "RY",
  null,
  "SCHX",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SNPS",
  "TXN",
  "TFC",
  "UAL",
  "VNQ",
  "VO",
  "PNFP",
  "RCL",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  null,
  "CSWC",
  "VIG",
  null,
  "SMBK",
  null,
  "GRC",
  null,
  "VYM",
  "DD",
  "TT",
  "ATO",
  "ALGN",
  "AON",
  "GM",
  "AFL",
  "AMD",
  "SDY",
  "F",
  "IWR",
  "IIIV",
  "AOS",
  null,
  "AMZN",
  "IVE",
  "HCA",
  "LUV",
  null,
  null,
  "VGT",
  "USB",
  "VEA",
  "VTWO",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "ET",
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "SO",
  "PSX",
  "CRM",
  "RVTY",
  "DIA",
  null,
  null,
  "GEV",
  "MCK",
  "SPYV",
  "FDX",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CCL",
  "CVX",
  "CSCO",
  "CHCO",
  "KO",
  "COP",
  "COST",
  "CTVA",
  "DE",
  null,
  "RSP",
  null,
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 201
Total Value: 1279709239
Accession Number: 0001214659-25-005648
Form Type: 13F-HR
CIK: lbmc-investment-advisors
Manager Name: Lbmc-Investment-Advisors

Data Enrichment

72% identified

145 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:7.9K

Value:$480.6K

% of Portfolio:0.0% ($480.6K/$1.3B)

46438G687

Shares:18.7K

Value:$474.5K

% of Portfolio:0.0% ($474.5K/$1.3B)

SYNOPSYS INC

SNPS|871607107

Shares:1.1K

Value:$464.4K

% of Portfolio:0.0% ($464.4K/$1.3B)

Tesla, Inc.

TSLA|88160R101

Shares:1.8K

Value:$463.6K

% of Portfolio:0.0% ($463.6K/$1.3B)

ATMOS ENERGY CORP

ATO|049560105

Shares:3.0K

Value:$463.1K

% of Portfolio:0.0% ($463.1K/$1.3B)

808524607

SCHA|808524607

Shares:19.8K

Value:$463.1K

% of Portfolio:0.0% ($463.1K/$1.3B)

25434V609

Shares:8.5K

Value:$439.1K

% of Portfolio:0.0% ($439.1K/$1.3B)

MongoDB, Inc.

MDB|60937P106

Shares:2.5K

Value:$438.5K

% of Portfolio:0.0% ($438.5K/$1.3B)

CAPITAL SOUTHWEST CORP

CSWC|140501107

Shares:18.3K

Value:$407.3K

% of Portfolio:0.0% ($407.3K/$1.3B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:18.7K

Value:$406.4K

% of Portfolio:0.0% ($406.4K/$1.3B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:2.5K

Value:$397.1K

% of Portfolio:0.0% ($397.1K/$1.3B)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.3K

Value:$396.7K

% of Portfolio:0.0% ($396.7K/$1.3B)

Duke Energy CORP

DUK|26441C204

Shares:3.2K

Value:$395.5K

% of Portfolio:0.0% ($395.5K/$1.3B)

FEDEX CORP

FDX|31428X106

Shares:1.6K

Value:$388.4K

% of Portfolio:0.0% ($388.4K/$1.3B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.9K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$1.3B)

PFIZER INC

PFE|717081103

Shares:15.0K

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$1.3B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.3K

Value:$375.6K

% of Portfolio:0.0% ($375.6K/$1.3B)

Main Street Capital CORP

MAIN|56035L104

Shares:6.6K

Value:$374.7K

% of Portfolio:0.0% ($374.7K/$1.3B)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.7K

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$1.3B)

78464A763

SDY|78464A763

Shares:2.7K

Value:$359.9K

% of Portfolio:0.0% ($359.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	7.9K	QoQ -0.06% (-5) YoY -1.40% (-112)	All Managers (Combined)	$480.6K	0.0% ($480.6K/$1.3B)	QoQ +7.76% (-$34.6K) YoY +10.89% (-$47.2K)
(cusip46438G687)✕	18.7K	QoQ NEW(+18.7K) YoY NEW(+18.7K)	All Managers (Combined)	$474.5K	0.0% ($474.5K/$1.3B)	QoQ NEW(+$474.5K) YoY NEW(+$474.5K)
SYNOPSYS INC(SNPScusip871607107)	1.1K	QoQ 0.00% (-0) YoY -19.41% (-261)	All Managers (Combined)	$464.4K	0.0% ($464.4K/$1.3B)	QoQ -11.64% (-$61.2K) YoY -39.53% (-$303.7K)
Tesla, Inc.(TSLAcusip88160R101)	1.8K	QoQ -2.07% (-38) YoY -19.01% (-420)	All Managers (Combined)	$463.6K	0.0% ($463.6K/$1.3B)	QoQ -37.16% (-$274.2K) YoY +19.39% (-$75.3K)
ATMOS ENERGY CORP(ATOcusip049560105)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$463.1K	0.0% ($463.1K/$1.3B)	QoQ +10.99% (+$45.9K) YoY +30.04% (+$107.0K)
(SCHAcusip808524607)	19.8K	QoQ -0.92% (-185) YoY +95.37% (-9.6K)	All Managers (Combined)	$463.1K	0.0% ($463.1K/$1.3B)	QoQ -10.23% (-$52.8K) YoY -7.03% (-$35.0K)
(cusip25434V609)✕	8.5K	QoQ +0.17% (-15) YoY +0.83% (-71)	All Managers (Combined)	$439.1K	0.0% ($439.1K/$1.3B)	QoQ -7.32% (-$34.7K) YoY -4.61% (-$21.2K)
MongoDB, Inc.(MDBcusip60937P106)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$438.5K	0.0% ($438.5K/$1.3B)	QoQ -24.65% (-$143.5K) YoY -51.09% (-$458.1K)
CAPITAL SOUTHWEST CORP(CSWCcusip140501107)	18.3K	QoQ 0.00% (+0) YoY NEW(+18.3K)	All Managers (Combined)	$407.3K	0.0% ($407.3K/$1.3B)	QoQ +2.29% (+$9.1K) YoY NEW(+$407.3K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	18.7K	QoQ +0.99% (-185) YoY +4.32% (+775)	All Managers (Combined)	$406.4K	0.0% ($406.4K/$1.3B)	QoQ -6.68% (-$29.1K) YoY +7.74% (+$29.2K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	2.5K	QoQ 0.00% (-0) YoY +25.00% (-500)	All Managers (Combined)	$397.1K	0.0% ($397.1K/$1.3B)	QoQ -23.81% (-$124.1K) YoY -39.44% (-$258.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.3K	QoQ +8.07% (+174) YoY +49.80% (+774)	All Managers (Combined)	$396.7K	0.0% ($396.7K/$1.3B)	QoQ +9.86% (+$35.6K) YoY +57.35% (+$144.6K)
Duke Energy CORP(DUKcusip26441C204)	3.2K	QoQ +0.03% (+1) YoY +0.12% (+4)	All Managers (Combined)	$395.5K	0.0% ($395.5K/$1.3B)	QoQ +13.24% (+$46.2K) YoY +26.28% (+$82.3K)
FEDEX CORP(FDXcusip31428X106)	1.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$388.4K	0.0% ($388.4K/$1.3B)	QoQ -13.34% (-$59.8K) YoY -15.86% (-$73.2K)
ANALOG DEVICES INC(ADIcusip032654105)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$1.3B)	QoQ -5.07% (-$20.4K) YoY +1.96% (+$7.3K)
PFIZER INC(PFEcusip717081103)	15.0K	QoQ +1.91% (-283) YoY -2.03% (-312)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$1.3B)	QoQ -2.65% (-$10.4K) YoY -10.54% (-$44.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.3K	QoQ +0.01% (-1) YoY +0.05% (+3)	All Managers (Combined)	$375.6K	0.0% ($375.6K/$1.3B)	QoQ -1.10% (-$4.2K) YoY +10.96% (+$37.1K)
Main Street Capital CORP(MAINcusip56035L104)	6.6K	QoQ +0.36% (-24) YoY NEW(+6.6K)	All Managers (Combined)	$374.7K	0.0% ($374.7K/$1.3B)	QoQ -3.09% (-$12.0K) YoY NEW(+$374.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.7K	QoQ +4.40% (+115) YoY +4.44% (+116)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$1.3B)	QoQ +22.45% (+$66.3K) YoY +21.90% (+$65.0K)
(SDYcusip78464A763)	2.7K	QoQ +0.07% (+2) YoY +0.34% (+9)	All Managers (Combined)	$359.9K	0.0% ($359.9K/$1.3B)	QoQ +2.78% (+$9.8K) YoY +3.71% (+$12.9K)