Stock Taper

LBMC INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Energy Transfer LPET15.41K$294.56K
Exxon Mobil CorporationXOM14.47K$1.98M
i3 Verticals, Inc.IIIV14.33K$306K
The Walt Disney CompanyDIS12.88K$1.24M
Berkshire Hathaway Inc.BRK-B12.03K$6.02M
Ford Motor CompanyF11.96K$166.18K
Wells Fargo & CompanyWFC11.63K$960.81K
Oracle CorporationORCL11.57K$1.7M
Pfizer Inc.PFE10.92K$263K
Shopify Inc.SHOP9.62K$1.1M
Blackstone Inc.BX9.49K$1.12M
Aon plcAON9.13K$3.03M
The Home Depot, Inc.HD9.04K$3.19M
Enterprise Products Partners L.P.EPD8.89K$326.73K
JPMorgan Chase & Co.JPM8.72K$2.85M
Intel Corp.INTC8.57K$1.2M
Citigroup Inc.C8.48K$1.19M
Truist Financial CorporationTFC8.16K$406.53K
Fifth Third BancorpFITB8K$450.96K
U.S. BancorpUSB7.72K$466.31K