Lanham O'Dell & Company, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Lanham O'Dell & Company, Inc. reported 41 stock positions worth $236.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 38.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.5%) and Vanguard Ftse All-World Ex-U (VEU, 9.9%). Compared with Q1 2025, it opened 9 new positions, added to 17 and reduced 7. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +7269%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −20%).
- Most Recent 13F
- Q4 2025
- Location
- HURRICANE, WV
- CIK
- 0001926344
- Portfolio Value
- $236.8M (Q2 2025)
- SEC Filing
- 0001085146-25-004791 ↗ filed Aug 11, 2025
Holdings Value
Holdings 41 stocks · $236.8M
| BRK.B Berkshire Hathaway Inc. Class B | 37.95% | 185,033 | $89.9M | Reduce -20.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.50% | 40,237 | $24.9M | Add +7269.4% |
| VEU Vanguard Ftse All-World Ex-U | 9.89% | 348,618 | $23.4M | New |
| VOO Vanguard S&P 500 ETF | 7.85% | 32,726 | $18.6M | Add +4.2% |
| VT Vanguard Tot World STK ETF | 7.58% | 139,617 | $17.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 7.36% | 57,377 | $17.4M | Add +6.7% |
| SDY SS SPDR S&P Dividend ETF | 6.16% | 107,431 | $14.6M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.21% | 56,421 | $10.0M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 3.28% | 146,933 | $7.8M | Add +7.8% |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.63% | 12,278 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.41% | 6,102 | $964K | Reduce -0.9% |
| AAPL Apple Inc. | 0.38% | 4,417 | $906K | No change |
| GLD SPDR Gold Shares | 0.36% | 2,786 | $849K | Reduce -15.4% |
| AEP American Electric Power | 0.33% | 7,595 | $788K | Add +50.3% |
| CVX Chevron Corp. | 0.22% | 3,685 | $528K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.22% | 2,403 | $527K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,772 | $514K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.17% | 548 | $404K | Reduce -4.2% |
| MSFT Microsoft Corp. | 0.17% | 800 | $398K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,153 | $340K | Reduce -4.1% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.13% | 14,000 | $304K | Reduce -6.7% |
| LAMR Lamar Advertising Co. Class A | 0.13% | 2,442 | $296K | No change |
| UNH Unitedhealth Group Inc. | 0.12% | 940 | $293K | Add +8.2% |
| BND Vanguard Total Bond Market | 0.12% | 3,844 | $283K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.12% | 357 | $278K | No change |
| AGG iShares Core U.S. Aggregate | 0.10% | 2,500 | $248K | No change |
| CSCO Cisco Systems Inc. | 0.10% | 3,382 | $235K | Add +0.1% |
| CZR Caesars Entertainment Inc. | 0.10% | 8,234 | $234K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 2,079 | $224K | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.09% | 316 | $224K | New |
| GPN Global Payments Inc. | 0.09% | 2,780 | $223K | Add +0.3% |
| JNJ Johnson & Johnson | 0.09% | 1,454 | $222K | Add +13.1% |
| T AT&T Inc. | 0.09% | 7,519 | $218K | New |
| PG The Procter & Gamble Co. | 0.09% | 1,358 | $216K | No change |
| MRK Merck & Co. Inc. | 0.09% | 2,677 | $212K | Add +0.1% |
| AMGN Amgen Inc. | 0.09% | 742 | $207K | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 1,500 | $204K | New |
| MA Mastercard Inc. Class A | 0.09% | 362 | $203K | New |
| VZ Verizon Communications Inc. | 0.09% | 4,695 | $203K | Add +0.3% |
| OCGN Ocugen Inc. | 0.05% | 130,000 | $126K | Add +12.1% |
| WOLF Wolfspeed Inc. | 0.00% | 10,000 | $4K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.0% | 37.95% | −33.40 |
| GLD SPDR Gold Shares | Reduce -15.4% | 0.36% | −0.19 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -6.7% | 0.13% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.09% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -4.1% | 0.14% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 0.17% | −0.02 |
| NVDA Nvidia Corp. | Reduce -0.9% | 0.41% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7269.4% | 10.50% | +10.32 |
| VEU Vanguard Ftse All-World Ex-U | New | 9.89% | +9.89 |
| VT Vanguard Tot World STK ETF | New | 7.58% | +7.58 |
| SDY SS SPDR S&P Dividend ETF | New | 6.16% | +6.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 4.21% | +4.21 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| T AT&T Inc. | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | New | 0.09% | +0.09 |
| AEP American Electric Power | Add +50.3% | 0.33% | +0.01 |
| OCGN Ocugen Inc. | Add +12.1% | 0.05% | +0.01 |
| WOLF Wolfspeed Inc. | New | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.10% | −0.02 |
| JNJ Johnson & Johnson | Add +13.1% | 0.09% | −0.03 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.22% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.22% | −0.03 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.09% | −0.04 |
| BND Vanguard Total Bond Market | Add +0.1% | 0.12% | −0.04 |
| AMGN Amgen Inc. | Add +0.1% | 0.09% | −0.05 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.09% | −0.05 |
| GPN Global Payments Inc. | Add +0.3% | 0.09% | −0.06 |
| CVX Chevron Corp. | Add +0.6% | 0.22% | −0.13 |
| UNH Unitedhealth Group Inc. | Add +8.2% | 0.12% | −0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.8% | 3.28% | −0.86 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.7% | 7.36% | −1.20 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 7.85% | −1.50 |
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 |