Lanham O'Dell & Company

HURRICANE, WVfiles as Lanham O'Dell & Company, Inc.

$347m in 40 US stocks at the end of 31 December 2025. The top 10 are 96.4% of the money. It changed about 9.0% of the portfolio this quarter.

Value

$347m

Stocks

Top 10 share

96.4%

Turnover

9.0%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
<0.1% of the fund
Ishares TRIWV
<0.1% of the fund

Added

Bought more of a stock they already held.

Blackrock ETF Trust IIBINC
20.3% of the fund
+25%
State STR Spdr S&P 500 ETF TSPY
12.5% of the fund
+13%
Vanguard Index FDSVTI
12.2% of the fund
+57%
Vanguard Intl Equity Index FVEU
8.7% of the fund
+17%
Spdr Series TrustSDY
8.7% of the fund
+9%
Vanguard Intl Equity Index FVT
7.5% of the fund
+29%
AppleAAPL
0.9% of the fund
+271%
MicrosoftMSFT
0.1% of the fund
+5%
BroadcomAVGO
<0.1% of the fund
+8%

Cut

Sold some of their stake.

Berkshire HathawayBRK-B
16.8% of the fund
-17%
Vanguard Index FDSVOO
5.7% of the fund
-5%
Spdr Gold TRGLD
0.3% of the fund
-26%
NvidiaNVDA
0.3% of the fund
-6%
Amazon.comAMZN
0.2% of the fund
-7%
Meta PlatformsMETA
<0.1% of the fund
-15%
Catalyst Pharmaceuticals
<0.1% of the fund
-14%
Palantir TechnologiesPLTR
<0.1% of the fund
-7%
OcugenOCGN
<0.1% of the fund
-29%

Sold out

Sold their entire stake.

Select Sector Spdr TRXLK
-100%
AlphabetGOOG
-100%
Global PaymentsGPN
-100%
Caesars EntertainmentCZR
-100%
AT&TT
-100%
Procter & GamblePG
-100%
Verizon CommunicationsVZ
-100%

Holdings

Blackrock ETF Trust IIBINC
Share
20.3%
Value
$71m
Shares
1,337,104
+25%
Berkshire HathawayBRK-B
Share
16.8%
Value
$58m
Shares
115,942
-17%
State STR Spdr S&P 500 ETF TSPY
Share
12.5%
Value
$44m
Shares
63,811
+13%
Vanguard Index FDSVTI
Share
12.2%
Value
$43m
Shares
126,778
+57%
Vanguard Intl Equity Index FVEU
Share
8.7%
Value
$30m
Shares
412,046
+17%
Spdr Series TrustSDY
Share
8.7%
Value
$30m
Shares
217,246
+9%
Vanguard Intl Equity Index FVT
Share
7.5%
Value
$26m
Shares
183,744
+29%
Vanguard Index FDSVOO
Share
5.7%
Value
$20m
Shares
31,723
-5%
Vanguard Index FDSVTV
Share
3.1%
Value
$11m
Shares
55,738
Held
AppleAAPL
Share
0.9%
Value
$3m
Shares
17,454
+271%
City HoldingCHCO
Share
0.4%
Value
$1m
Shares
12,278
Held
Spdr Gold TRGLD
Share
0.3%
Value
$1m
Shares
2,957
-26%
NvidiaNVDA
Share
0.3%
Value
$1m
Shares
5,482
-6%
American Electric PowerAEP
Share
0.3%
Value
$883,748
Shares
7,664
Held
ChevronCVX
Share
0.2%
Value
$581,656
Shares
3,816
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$572,691
Shares
1,777
Held
Amazon.comAMZN
Share
0.2%
Value
$559,969
Shares
2,426
-7%
MicrosoftMSFT
Share
0.1%
Value
$477,334
Shares
987
+5%
Eli LillyLLY
Share
0.1%
Value
$393,333
Shares
366
Held
International Business MachinesIBM
Share
<0.1%
Value
$342,065
Shares
1,155
Held
Meta PlatformsMETA
Share
<0.1%
Value
$315,523
Shares
478
-15%
Lamar AdvertisingLAMR
Share
<0.1%
Value
$309,108
Shares
2,442
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$301,002
Shares
1,454
Held
UnitedHealth GroupUNH
Share
<0.1%
Value
$286,845
Shares
869
Held
Vanguard BD Index FDSBND
Share
<0.1%
Value
$285,042
Shares
3,848
Held
MerckMRK
Share
<0.1%
Value
$283,270
Shares
2,691
Held
Catalyst Pharmaceuticals
Share
<0.1%
Value
$280,080
Shares
12,000
-14%
Goldman Sachs GroupGS
Share
<0.1%
Value
$277,764
Shares
316
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$261,423
Shares
3,394
Held
BroadcomAVGO
Share
<0.1%
Value
$252,307
Shares
729
+8%
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$250,187
Shares
2,079
Held
Ishares TRAGG
Share
<0.1%
Value
$249,700
Shares
2,500
Held
AmgenAMGN
Share
<0.1%
Value
$243,734
Shares
745
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$241,740
Shares
1,360
-7%
Vanguard Index FDSVUG
Share
<0.1%
Value
$224,416
Shares
460
Held
Micron TechnologyMU
Share
<0.1%
Value
$220,924
Shares
774
New
MastercardMA
Share
<0.1%
Value
$206,659
Shares
362
Held
Dominion EnergyD
Share
<0.1%
Value
$204,385
Shares
3,488
Held
Ishares TRIWV
Share
<0.1%
Value
$203,096
Shares
525
New
OcugenOCGN
Share
<0.1%
Value
$135,000
Shares
100,000
-29%

Company	Share of fund	Value	Shares	Change
Blackrock ETF Trust IIBINC	20.3%	$71m	1,337,104	+25%
Berkshire HathawayBRK-B	16.8%	$58m	115,942	-17%
State STR Spdr S&P 500 ETF TSPY	12.5%	$44m	63,811	+13%
Vanguard Index FDSVTI	12.2%	$43m	126,778	+57%
Vanguard Intl Equity Index FVEU	8.7%	$30m	412,046	+17%
Spdr Series TrustSDY	8.7%	$30m	217,246	+9%
Vanguard Intl Equity Index FVT	7.5%	$26m	183,744	+29%
Vanguard Index FDSVOO	5.7%	$20m	31,723	-5%
Vanguard Index FDSVTV	3.1%	$11m	55,738	Held
AppleAAPL	0.9%	$3m	17,454	+271%
City HoldingCHCO	0.4%	$1m	12,278	Held
Spdr Gold TRGLD	0.3%	$1m	2,957	-26%
NvidiaNVDA	0.3%	$1m	5,482	-6%
American Electric PowerAEP	0.3%	$883,748	7,664	Held
ChevronCVX	0.2%	$581,656	3,816	Held
JPMorgan ChaseJPM	0.2%	$572,691	1,777	Held
Amazon.comAMZN	0.2%	$559,969	2,426	-7%
MicrosoftMSFT	0.1%	$477,334	987	+5%
Eli LillyLLY	0.1%	$393,333	366	Held
International Business MachinesIBM	<0.1%	$342,065	1,155	Held
Meta PlatformsMETA	<0.1%	$315,523	478	-15%
Lamar AdvertisingLAMR	<0.1%	$309,108	2,442	Held
Johnson & JohnsonJNJ	<0.1%	$301,002	1,454	Held
UnitedHealth GroupUNH	<0.1%	$286,845	869	Held
Vanguard BD Index FDSBND	<0.1%	$285,042	3,848	Held
MerckMRK	<0.1%	$283,270	2,691	Held
Catalyst Pharmaceuticals	<0.1%	$280,080	12,000	-14%
Goldman Sachs GroupGS	<0.1%	$277,764	316	Held
Cisco SystemsCSCO	<0.1%	$261,423	3,394	Held
BroadcomAVGO	<0.1%	$252,307	729	+8%
ExxonMobil HoldingsXOM	<0.1%	$250,187	2,079	Held
Ishares TRAGG	<0.1%	$249,700	2,500	Held
AmgenAMGN	<0.1%	$243,734	745	Held
Palantir TechnologiesPLTR	<0.1%	$241,740	1,360	-7%
Vanguard Index FDSVUG	<0.1%	$224,416	460	Held
Micron TechnologyMU	<0.1%	$220,924	774	New
MastercardMA	<0.1%	$206,659	362	Held
Dominion EnergyD	<0.1%	$204,385	3,488	Held
Ishares TRIWV	<0.1%	$203,096	525	New
OcugenOCGN	<0.1%	$135,000	100,000	-29%

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 46.6% since 30 June 2025.

Where the money is

Financial services17.5%

Technology1.7%

Health care0.5%

Utilities0.3%

Energy0.2%

Retail & consumer0.2%

Media & telecom0.1%

Real estate0.1%

Other79.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.