Lanham O'Dell & Company, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Lanham O'Dell & Company, Inc. reported 45 stock positions worth $314.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 22.2% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 18.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.0%). Compared with Q2 2025, it opened 5 new positions, sold out of 1, added to 25 and reduced 5. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +630%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −25%).

Most Recent 13F
Q4 2025
Location
HURRICANE, WV
CIK
0001926344
Portfolio Value
$314.0M (Q3 2025)
SEC Filing
0001926344-25-000002 ↗ filed Oct 30, 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 Q4 2024 Q1 2025: $172.6M Q1 2025 Q2 2025: $236.8M Q2 2025 Q3 2025: $314.0M $314.0M Q3 2025 Q4 2025: $347.3M Q4 2025

Holdings 45 stocks · $314.0M
BRK.B Berkshire Hathaway Inc. Class B 22.24% 138,935 $69.8M Reduce -24.9%
BINC iShares Flex I A ETF-Usd Inc. 18.19% 1,072,994 $57.1M Add +630.3%
SPY SS SPDR S&P 500 ETF Trust-US 11.99% 56,507 $37.6M Add +40.4%
SDY SS SPDR S&P Dividend ETF 8.87% 198,967 $27.9M Add +85.2%
VTI VG Morningstar TS MKT ETF-US 8.42% 80,598 $26.4M Add +40.5%
VEU Vanguard Ftse All-World Ex-U 8.01% 352,429 $25.2M Add +1.1%
VOO Vanguard S&P 500 ETF 6.53% 33,469 $20.5M Add +2.3%
VT Vanguard Tot World STK ETF 6.26% 142,622 $19.7M Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui 3.34% 56,285 $10.5M Reduce -0.2%
XLK SS Technology Select Sector 1.43% 15,890 $4.5M New
CHCO City Holding Co. filed as CITY HLDG CO 0.48% 12,278 $1.5M No change
GLD SPDR Gold Shares 0.45% 3,969 $1.4M Add +42.5%
AAPL Apple Inc. 0.38% 4,700 $1.2M Add +6.4%
NVDA Nvidia Corp. 0.35% 5,839 $1.1M Reduce -4.3%
AEP American Electric Power 0.27% 7,630 $858K Add +0.5%
CVX Chevron Corp. 0.19% 3,796 $589K Add +3.0%
AMZN Amazon.com Inc. 0.18% 2,598 $570K Add +8.1%
JPM JPMorgan Chase & Co. 0.18% 1,777 $560K Add +0.3%
MSFT Microsoft Corp. 0.15% 936 $485K Add +17.0%
META Meta Platforms Inc. Class A 0.13% 561 $412K Add +2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,154 $326K Add +0.1%
UNH Unitedhealth Group Inc. 0.10% 869 $300K Reduce -7.5%
LAMR Lamar Advertising Co. Class A 0.10% 2,442 $299K No change
BND Vanguard Total Bond Market 0.09% 3,846 $286K Add +0.1%
LLY Eli Lilly & Co. 0.09% 362 $276K Add +1.4%
CPRX Catalyst Pharmaceuticals Inc. 0.09% 14,000 $276K No change
JNJ Johnson & Johnson 0.09% 1,454 $270K No change
PLTR Palantir Technologies Inc. Class A 0.09% 1,465 $267K Reduce -2.3%
GS Goldman Sachs Group Inc. 0.08% 316 $252K No change
AGG iShares Core U.S. Aggregate 0.08% 2,500 $251K No change
XOM Exxon Mobil Corp. 0.07% 2,079 $234K No change
GOOG Alphabet Inc. Class C 0.07% 960 $234K New
CSCO Cisco Systems Inc. 0.07% 3,392 $232K Add +0.3%
GPN Global Payments Inc. 0.07% 2,787 $232K Add +0.3%
OCGN Ocugen Inc. 0.07% 140,000 $228K Add +7.7%
MRK Merck & Co. Inc. 0.07% 2,689 $226K Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 466 $223K New
CZR Caesars Entertainment Inc. 0.07% 8,234 $223K No change
AVGO Broadcom Inc. 0.07% 673 $222K New
T AT&T Inc. 0.07% 7,571 $214K Add +0.7%
D Dominion Energy Inc. 0.07% 3,485 $213K New
AMGN Amgen Inc. 0.07% 744 $210K Add +0.3%
PG The Procter & Gamble Co. 0.07% 1,358 $209K No change
VZ Verizon Communications Inc. 0.07% 4,724 $208K Add +0.6%
MA Mastercard Inc. Class A 0.07% 362 $206K No change

Portfolio Sells Q2 2025 → Q3 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -24.9% 22.24% −15.71
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.2% 3.34% −0.87
NVDA Nvidia Corp. Reduce -4.3% 0.35% −0.06
UNH Unitedhealth Group Inc. Reduce -7.5% 0.10% −0.03
WOLF Wolfspeed Inc. Sold out 0.00% −0.00
PLTR Palantir Technologies Inc. Class A Reduce -2.3% 0.09% −0.00

Portfolio Buys Q2 2025 → Q3 2025
BINC iShares Flex I A ETF-Usd Inc. Add +630.3% 18.19% +14.91
SDY SS SPDR S&P Dividend ETF Add +85.2% 8.87% +2.72
SPY SS SPDR S&P 500 ETF Trust-US Add +40.4% 11.99% +1.49
XLK SS Technology Select Sector New 1.43% +1.43
VTI VG Morningstar TS MKT ETF-US Add +40.5% 8.42% +1.06
GLD SPDR Gold Shares Add +42.5% 0.45% +0.09
GOOG Alphabet Inc. Class C New 0.07% +0.07
VUG Vanguard Mrngstar GR ETF-Sui New 0.07% +0.07
AVGO Broadcom Inc. New 0.07% +0.07
D Dominion Energy Inc. New 0.07% +0.07
OCGN Ocugen Inc. Add +7.7% 0.07% +0.02
AAPL Apple Inc. Add +6.4% 0.38% −0.00
MSFT Microsoft Corp. Add +17.0% 0.15% −0.01
MRK Merck & Co. Inc. Add +0.5% 0.07% −0.02
VZ Verizon Communications Inc. Add +0.6% 0.07% −0.02
GPN Global Payments Inc. Add +0.3% 0.07% −0.02
AMGN Amgen Inc. Add +0.3% 0.07% −0.02
T AT&T Inc. Add +0.7% 0.07% −0.02
CSCO Cisco Systems Inc. Add +0.3% 0.07% −0.03
BND Vanguard Total Bond Market Add +0.1% 0.09% −0.03
LLY Eli Lilly & Co. Add +1.4% 0.09% −0.03
CVX Chevron Corp. Add +3.0% 0.19% −0.04
JPM JPMorgan Chase & Co. Add +0.3% 0.18% −0.04
META Meta Platforms Inc. Class A Add +2.4% 0.13% −0.04
IBM Intl Business Machines Corp. Add +0.1% 0.10% −0.04
AMZN Amazon.com Inc. Add +8.1% 0.18% −0.04
AEP American Electric Power Add +0.5% 0.27% −0.06
VT Vanguard Tot World STK ETF Add +2.1% 6.26% −1.32
VOO Vanguard S&P 500 ETF Add +2.3% 6.53% −1.32
VEU Vanguard Ftse All-World Ex-U Add +1.1% 8.01% −1.88

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