Lanham O'Dell & Company, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Lanham O'Dell & Company, Inc. reported 40 stock positions worth $347.3 million. Its top holding was iShares Flex I A ETF-Usd (BINC) at 20.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 16.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.5%). Compared with Q3 2025, it opened 2 new positions, sold out of 7, added to 18 and reduced 11. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +57%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −17%).
- Most Recent 13F
- Q4 2025
- Location
- HURRICANE, WV
- CIK
- 0001926344
- Portfolio Value
- $347.3M (Q4 2025)
- SEC Filing
- 0001926344-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 40 stocks · $347.3M
| BINC iShares Flex I A ETF-Usd Inc. | 20.31% | 1,337,104 | $70.6M | Add +24.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 16.78% | 115,942 | $58.3M | Reduce -16.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 12.53% | 63,811 | $43.5M | Add +12.9% |
| VTI VG Morningstar TS MKT ETF-US | 12.24% | 126,778 | $42.5M | Add +57.3% |
| VEU Vanguard Ftse All-World Ex-U | 8.73% | 412,046 | $30.3M | Add +16.9% |
| SDY SS SPDR S&P Dividend ETF | 8.70% | 217,246 | $30.2M | Add +9.2% |
| VT Vanguard Tot World STK ETF | 7.46% | 183,744 | $25.9M | Add +28.8% |
| VOO Vanguard S&P 500 ETF | 5.73% | 31,723 | $19.9M | Reduce -5.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.06% | 55,738 | $10.6M | Reduce -1.0% |
| AAPL Apple Inc. | 0.85% | 17,454 | $3.0M | Add +271.4% |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.42% | 12,278 | $1.5M | No change |
| GLD SPDR Gold Shares | 0.34% | 2,957 | $1.2M | Reduce -25.5% |
| NVDA Nvidia Corp. | 0.29% | 5,482 | $1.0M | Reduce -6.1% |
| AEP American Electric Power | 0.25% | 7,664 | $884K | Add +0.5% |
| CVX Chevron Corp. | 0.17% | 3,816 | $582K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,777 | $573K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,426 | $560K | Reduce -6.6% |
| MSFT Microsoft Corp. | 0.14% | 987 | $477K | Add +5.5% |
| LLY Eli Lilly & Co. | 0.11% | 366 | $393K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,155 | $342K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.09% | 478 | $316K | Reduce -14.8% |
| LAMR Lamar Advertising Co. Class A | 0.09% | 2,442 | $309K | No change |
| JNJ Johnson & Johnson | 0.09% | 1,454 | $301K | No change |
| UNH Unitedhealth Group Inc. | 0.08% | 869 | $287K | No change |
| BND Vanguard Total Bond Market | 0.08% | 3,848 | $285K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.08% | 2,691 | $283K | Add +0.1% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.08% | 12,000 | $280K | Reduce -14.3% |
| GS Goldman Sachs Group Inc. | 0.08% | 316 | $278K | No change |
| CSCO Cisco Systems Inc. | 0.08% | 3,394 | $261K | Add +0.1% |
| AVGO Broadcom Inc. | 0.07% | 729 | $252K | Add +8.3% |
| XOM Exxon Mobil Corp. | 0.07% | 2,079 | $250K | No change |
| AGG iShares Core U.S. Aggregate | 0.07% | 2,500 | $250K | No change |
| AMGN Amgen Inc. | 0.07% | 745 | $244K | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 1,360 | $242K | Reduce -7.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 460 | $224K | Reduce -1.3% |
| MU Micron Technology Inc. | 0.06% | 774 | $221K | New |
| MA Mastercard Inc. Class A | 0.06% | 362 | $207K | No change |
| D Dominion Energy Inc. | 0.06% | 3,488 | $204K | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.06% | 525 | $203K | New |
| OCGN Ocugen Inc. | 0.04% | 100,000 | $135K | Reduce -28.6% |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.6% | 16.78% | −5.46 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.43 |
| VOO Vanguard S&P 500 ETF | Reduce -5.2% | 5.73% | −0.80 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 3.06% | −0.28 |
| GLD SPDR Gold Shares | Reduce -25.5% | 0.34% | −0.11 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.07 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.07 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.07 |
| NVDA Nvidia Corp. | Reduce -6.1% | 0.29% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -14.8% | 0.09% | −0.04 |
| OCGN Ocugen Inc. | Reduce -28.6% | 0.04% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -6.6% | 0.16% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.2% | 0.07% | −0.02 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -14.3% | 0.08% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Add +57.3% | 12.24% | +3.81 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +24.6% | 20.31% | +2.12 |
| VT Vanguard Tot World STK ETF | Add +28.8% | 7.46% | +1.20 |
| VEU Vanguard Ftse All-World Ex-U | Add +16.9% | 8.73% | +0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.9% | 12.53% | +0.54 |
| AAPL Apple Inc. | Add +271.4% | 0.85% | +0.47 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| IWV iShares Russell 3000 ETF | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +1.1% | 0.11% | +0.03 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.08% | +0.01 |
| AMGN Amgen Inc. | Add +0.1% | 0.07% | +0.00 |
| AVGO Broadcom Inc. | Add +8.3% | 0.07% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.08% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.10% | −0.01 |
| D Dominion Energy Inc. | Add +0.1% | 0.06% | −0.01 |
| BND Vanguard Total Bond Market | Add +0.1% | 0.08% | −0.01 |
| MSFT Microsoft Corp. | Add +5.5% | 0.14% | −0.02 |
| AEP American Electric Power | Add +0.5% | 0.25% | −0.02 |
| CVX Chevron Corp. | Add +0.5% | 0.17% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +9.2% | 8.70% | −0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 40 | $347.3M | BINC, BRK.B, SPY, VTI, VEU |
| Q3 2025 | 45 | $314.0M | BRK.B, BINC, SPY, SDY, VTI |
| Q2 2025 | 41 | $236.8M | BRK.B, SPY, VEU, VOO, VT |
| Q1 2025 | 32 | $172.6M | BRK.B, VOO, VTI, BINC, CHCO |
| Q4 2024 | 26 | $65.9M | SPY, VOO, VTI, CHCO, AAPL |
| Q3 2024 | 23 | $178.2M | BRK.B, VOO, VTI, SPY, RSP |
| Q2 2024 | 26 | $178.1M | BRK.B, SPY, VTI, VOO, ICE |
| Q1 2024 | 28 | $197.6M | BRK.B, VTV, SPYX, TCAF, VOO |