Lanham O'Dell & Company, Inc. In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Lanham O'Dell & Company, Inc. reported 32 stock positions worth $172.6 million . Its top holding was Berkshire Hathaway Class B (BRK.B) at 71.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.3% ) and VG Morningstar TS MKT ETF-US (VTI, 8.6% ). Compared with Q4 2024, it opened 7 new positions, sold out of 1, added to 7 and reduced 8. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −99% ).
Location HURRICANE, WV
CIK 0001926344
Portfolio Value $172.6M (Q1 2025) Holdings 32 stocks · $172.6M Holdings quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 BRK.B Berkshire Hathaway Inc. Class B 231,218 $123.1M New VOO Vanguard S&P 500 ETF 31,398 $16.1M Reduce -0.9% VTI VG Morningstar TS MKT ETF-US 53,771 $14.8M Reduce -1.4% BINC iShares Flex I A ETF-Usd Inc. 136,371 $7.1M New CHCO City Holding Co. filed as CITY HLDG CO 12,278 $1.4M No change AAPL Apple Inc. 4,417 $981K Reduce -4.3% GLD SPDR Gold Shares 3,295 $950K Add +62.2% NVDA Nvidia Corp. 6,158 $667K Reduce -1.9% CVX Chevron Corp. 3,664 $613K Add +3.4% AEP American Electric Power 5,055 $552K Add +0.7% UNH Unitedhealth Group Inc. 869 $455K No change AMZN Amazon.com Inc. 2,323 $442K Reduce -4.3% JPM JPMorgan Chase & Co. 1,771 $435K No change CPRX Catalyst Pharmaceuticals Inc. 15,000 $364K No change META Meta Platforms Inc. Class A 572 $330K Add +6.3% SPY SS SPDR S&P 500 ETF Trust-US 546 $306K Reduce -98.6% MSFT Microsoft Corp. 800 $300K No change IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1,202 $299K Reduce -13.0% LLY Eli Lilly & Co. 357 $295K No change BND Vanguard Total Bond Market 3,842 $282K No change LAMR Lamar Advertising Co. Class A 2,442 $278K No change GPN Global Payments Inc. 2,773 $271K Add +0.2% XOM Exxon Mobil Corp. 2,118 $252K Add +0.5% AGG iShares Core U.S. Aggregate 2,500 $247K No change MRK Merck & Co. Inc. 2,675 $240K Add +5.0% PG The Procter & Gamble Co. 1,358 $231K New AMGN Amgen Inc. 741 $231K New JNJ Johnson & Johnson 1,286 $213K New VZ Verizon Communications Inc. 4,680 $212K New CSCO Cisco Systems Inc. 3,379 $209K Reduce -2.3% CZR Caesars Entertainment Inc. 8,234 $206K No change OCGN Ocugen Inc. 116,000 $82K New
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ SPY SS SPDR S&P 500 ETF Trust-US Reduce -98.6% 0.18% −34.55 VOO Vanguard S&P 500 ETF Reduce -0.9% 9.35% −16.56 VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 8.56% −15.40 AAPL Apple Inc. Reduce -4.3% 0.57% −1.19 NVDA Nvidia Corp. Reduce -1.9% 0.39% −0.89 AMZN Amazon.com Inc. Reduce -4.3% 0.26% −0.55 MMM 3M Co. Sold out 0.00% −0.32 IBM Intl Business Machines Corp. Reduce -13.0% 0.17% −0.29 CSCO Cisco Systems Inc. Reduce -2.3% 0.12% −0.19
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ BRK.B Berkshire Hathaway Inc. Class B New 71.35% +71.35 BINC iShares Flex I A ETF-Usd Inc. New 4.14% +4.14 PG The Procter & Gamble Co. New 0.13% +0.13 AMGN Amgen Inc. New 0.13% +0.13 JNJ Johnson & Johnson New 0.12% +0.12 VZ Verizon Communications Inc. New 0.12% +0.12 OCGN Ocugen Inc. New 0.05% +0.05 GLD SPDR Gold Shares Add +62.2% 0.55% −0.20 XOM Exxon Mobil Corp. Add +0.5% 0.15% −0.20 MRK Merck & Co. Inc. Add +5.0% 0.14% −0.25 META Meta Platforms Inc. Class A Add +6.3% 0.19% −0.29 GPN Global Payments Inc. Add +0.2% 0.16% −0.31 AEP American Electric Power Add +0.7% 0.32% −0.38 CVX Chevron Corp. Add +3.4% 0.36% −0.42
Notes & Other Activity Q4 2024 → Q1 2025 Security Class Change vs Q4 2024 Shares / Principal Value ▼ BRK.B Berkshire Hathaway Inc. Class B CL B NEW · principal Sold out 257,595 $116.8Mbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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