Lanham O'Dell & Company, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Lanham O'Dell & Company, Inc. reported 26 stock positions worth $65.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 34.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 25.9%) and VG Morningstar TS MKT ETF-US (VTI, 24.0%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 13 and reduced 3. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +78%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).

Most Recent 13F
Q4 2025
Location
HURRICANE, WV
CIK
0001926344
Portfolio Value
$65.9M (Q4 2024)
SEC Filing
0001085146-25-000842 ↗ filed Feb 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $197.6M Q1 2024 Q2 2024: $178.1M Q2 2024 Q3 2024: $178.2M Q3 2024 Q4 2024: $65.9M $65.9M Q4 2024 Q1 2025: $172.6M Q1 2025 Q2 2025: $236.8M Q2 2025 Q3 2025: $314.0M Q3 2025 Q4 2025: $347.3M Q4 2025

Holdings 26 stocks · $65.9M

SPY SS SPDR S&P 500 ETF Trust-US 34.73% 39,066 $22.9M Add +77.6%
VOO Vanguard S&P 500 ETF 25.91% 31,700 $17.1M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 23.96% 54,507 $15.8M Add +2.3%
CHCO City Holding Co. filed as CITY HLDG CO 2.21% 12,278 $1.5M No change
AAPL Apple Inc. 1.75% 4,617 $1.2M Reduce -4.2%
NVDA Nvidia Corp. 1.28% 6,278 $843K Reduce -0.4%
AMZN Amazon.com Inc. 0.81% 2,427 $532K Add +12.7%
CVX Chevron Corp. 0.78% 3,543 $513K Add +0.5%
GLD SPDR Gold Shares 0.75% 2,032 $492K New
AEP American Electric Power 0.70% 5,021 $463K Add +0.8%
UNH Unitedhealth Group Inc. 0.67% 869 $440K No change
JPM JPMorgan Chase & Co. 0.64% 1,771 $424K Add +0.1%
MSFT Microsoft Corp. 0.51% 800 $337K No change
META Meta Platforms Inc. Class A 0.48% 538 $315K Add +10.3%
CPRX Catalyst Pharmaceuticals Inc. 0.47% 15,000 $313K Reduce -11.8%
GPN Global Payments Inc. 0.47% 2,767 $310K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.46% 1,381 $303K Add +0.1%
LAMR Lamar Advertising Co. Class A 0.45% 2,442 $297K New
BND Vanguard Total Bond Market 0.42% 3,842 $276K Add +0.1%
LLY Eli Lilly & Co. 0.42% 357 $276K Add +0.6%
CZR Caesars Entertainment Inc. 0.42% 8,234 $275K No change
MRK Merck & Co. Inc. 0.38% 2,548 $253K New
AGG iShares Core U.S. Aggregate 0.37% 2,500 $242K New
XOM Exxon Mobil Corp. 0.34% 2,108 $227K New
MMM 3M Co. 0.32% 1,618 $209K Add +0.1%
CSCO Cisco Systems Inc. 0.31% 3,459 $205K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $116.8M (not counted above)
SecurityClassShares / PrincipalValueChange
BRK.B Berkshire Hathaway Inc. Class B CL B NEW · principal 257,595$116.8MNew

Total filed on the 13F, all lines: $182.7M.

Portfolio Sells Q3 2024 → Q4 2024

BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −66.58
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −3.81
VZ Verizon Communications Inc. Sold out 0.00% −0.12
CPRX Catalyst Pharmaceuticals Inc. Reduce -11.8% 0.47% +0.29
NVDA Nvidia Corp. Reduce -0.4% 1.28% +0.85
AAPL Apple Inc. Reduce -4.2% 1.75% +1.12

Portfolio Buys Q3 2024 → Q4 2024

SPY SS SPDR S&P 500 ETF Trust-US Add +77.6% 34.73% +27.65
VOO Vanguard S&P 500 ETF Add +1.4% 25.91% +16.65
VTI VG Morningstar TS MKT ETF-US Add +2.3% 23.96% +15.49
GLD SPDR Gold Shares New 0.75% +0.75
AMZN Amazon.com Inc. Add +12.7% 0.81% +0.58
CVX Chevron Corp. Add +0.5% 0.78% +0.49
LAMR Lamar Advertising Co. Class A New 0.45% +0.45
JPM JPMorgan Chase & Co. Add +0.1% 0.64% +0.43
AEP American Electric Power Add +0.8% 0.70% +0.42
MRK Merck & Co. Inc. New 0.38% +0.38
AGG iShares Core U.S. Aggregate New 0.37% +0.37
XOM Exxon Mobil Corp. New 0.34% +0.34
META Meta Platforms Inc. Class A Add +10.3% 0.48% +0.32
GPN Global Payments Inc. Add +0.2% 0.47% +0.31
CSCO Cisco Systems Inc. New 0.31% +0.31
IBM Intl Business Machines Corp. Add +0.1% 0.46% +0.29
BND Vanguard Total Bond Market Add +0.1% 0.42% +0.26
LLY Eli Lilly & Co. Add +0.6% 0.42% +0.24
MMM 3M Co. Add +0.1% 0.32% +0.19

Notes & Other Activity Q3 2024 → Q4 2024

BRK.B Berkshire Hathaway Inc. Class B CL B NEW · principal New 257,595 $116.8M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 40$347.3MBINC, BRK.B, SPY, VTI, VEU
Q3 2025 45$314.0MBRK.B, BINC, SPY, SDY, VTI
Q2 2025 41$236.8MBRK.B, SPY, VEU, VOO, VT
Q1 2025 32$172.6MBRK.B, VOO, VTI, BINC, CHCO
Q4 2024 26$65.9MSPY, VOO, VTI, CHCO, AAPL
Q3 2024 23$178.2MBRK.B, VOO, VTI, SPY, RSP
Q2 2024 26$178.1MBRK.B, SPY, VTI, VOO, ICE
Q1 2024 28$197.6MBRK.B, VTV, SPYX, TCAF, VOO