Lanham O'Dell & Company, Inc. — 13F Holdings & Portfolio

CIK 1926344 · latest 13F-HR filed 2026-01-12

Lanham O'Dell & Company, Inc. manages $347.3M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are BINC (20.31%), BRK.B (16.78%), SPY (12.53%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 2 new positions, exited 7, added to 16, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$347.3M

Long-equity book

Holdings

40

Distinct positions

Period

2025-12-31

Filed 2026-01-12

Q/Q Activity

+2 / −7 / ↑16 / ↓6

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$16.1M +60.7%
  • BLACKROCK ETF TRUST II$13.4M +23.5%
  • VANGUARD INTL EQUITY INDEX F$6.3M +31.9%
  • SPDR S&P 500 ETF TR$5.9M +15.6%
  • VANGUARD INTL EQUITY INDEX F$5.2M +20.5%
Show all 16

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$11.6M -16.6%
  • SPDR GOLD TR-$239.0K -16.9%
  • META PLATFORMS INC-$96.5K -23.4%
  • OCUGEN INC-$93.2K -40.8%
  • NVIDIA CORPORATION-$67.0K -6.2%
Show all 6

New Positions

  • MICRON TECHNOLOGY INC$220.9K
  • ISHARES TR$203.1K
Show all 2

Exited Positions

  • SELECT SECTOR SPDR TR$4.5M
  • ALPHABET INC$233.8K
  • GLOBAL PMTS INC$231.5K
  • CAESARS ENTERTAINMENT INC NE$222.5K
  • AT&T INC$213.8K
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BLACKROCK ETF TRUST II BINC 092528603 $70.6M 20.31% 1,337,104 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $58.3M 16.78% 115,942 SH
3 SPDR S&P 500 ETF TR SPY 78462F103 $43.5M 12.53% 63,811 SH
4 VANGUARD INDEX FDS VTI 922908769 $42.5M 12.24% 126,778 SH
5 VANGUARD INTL EQUITY INDEX F VEU 922042775 $30.3M 8.73% 412,046 SH
6 SPDR SERIES TRUST SDY 78464A763 $30.2M 8.70% 217,246 SH
7 VANGUARD INTL EQUITY INDEX F VT 922042742 $25.9M 7.46% 183,744 SH
8 VANGUARD INDEX FDS VOO 922908363 $19.9M 5.73% 31,723 SH
9 VANGUARD INDEX FDS VTV 922908744 $10.6M 3.06% 55,738 SH
10 APPLE INC AAPL 037833100 $3.0M 0.85% 17,454 SH
11 CITY HLDG CO CHCO 177835105 $1.5M 0.42% 12,278 SH
12 SPDR GOLD TR GLD 78463V107 $1.2M 0.34% 2,957 SH
13 NVIDIA CORPORATION NVDA 67066G104 $1.0M 0.29% 5,482 SH
14 AMERICAN ELEC PWR CO INC AEP 025537101 $883.7K 0.25% 7,664 SH
15 CHEVRON CORP NEW CVX 166764100 $581.7K 0.17% 3,816 SH
16 JPMORGAN CHASE & CO. JPM 46625H100 $572.7K 0.16% 1,777 SH
17 AMAZON COM INC AMZN 023135106 $560.0K 0.16% 2,426 SH
18 MICROSOFT CORP MSFT 594918104 $477.3K 0.14% 987 SH
19 ELI LILLY & CO LLY 532457108 $393.3K 0.11% 366 SH
20 INTERNATIONAL BUSINESS MACHS IBM 459200101 $342.1K 0.10% 1,155 SH
21 META PLATFORMS INC META 30303M102 $315.5K 0.09% 478 SH
22 LAMAR ADVERTISING CO NEW LAMR 512816109 $309.1K 0.09% 2,442 SH
23 JOHNSON & JOHNSON JNJ 478160104 $301.0K 0.09% 1,454 SH
24 UNITEDHEALTH GROUP INC UNH 91324P102 $286.8K 0.08% 869 SH
25 VANGUARD BD INDEX FDS BND 921937835 $285.0K 0.08% 3,848 SH
26 MERCK & CO INC MRK 58933Y105 $283.3K 0.08% 2,691 SH
27 CATALYST PHARMACEUTICALS INC CPRX 14888U101 $280.1K 0.08% 12,000 SH
28 GOLDMAN SACHS GROUP INC GS 38141G104 $277.8K 0.08% 316 SH
29 CISCO SYS INC CSCO 17275R102 $261.4K 0.08% 3,394 SH
30 BROADCOM INC AVGO 11135F101 $252.3K 0.07% 729 SH
31 EXXON MOBIL CORP XOM 30231G102 $250.2K 0.07% 2,079 SH
32 ISHARES TR AGG 464287226 $249.7K 0.07% 2,500 SH
33 AMGEN INC AMGN 031162100 $243.7K 0.07% 745 SH
34 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $241.7K 0.07% 1,360 SH
35 VANGUARD INDEX FDS VUG 922908736 $224.4K 0.06% 460 SH
36 MICRON TECHNOLOGY INC MU 595112103 $220.9K 0.06% 774 SH
37 MASTERCARD INCORPORATED MA 57636Q104 $206.7K 0.06% 362 SH
38 DOMINION ENERGY INC D 25746U109 $204.4K 0.06% 3,488 SH
39 ISHARES TR IWV 464287689 $203.1K 0.06% 525 SH
40 OCUGEN INC OCGN 67577C105 $135.0K 0.04% 100,000 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-12 $347.3M 40 0001926344-26-000001
2025-09-30 2025-10-30 $314.0M 45 0001926344-25-000002