Lanham O'Dell & Company, Inc.

CIK

1926344

Location

HURRICANE, WV

Portfolio Value

Small $148,105,739

Diversification

Highly concentrated

Filing Date

Global Rank

#5,242 / 8,755 ▼ 190 · as of Dec 2025

Top Industry

Insurance - Diversified 79.7%

3Y Alpha vs SPY

-3.9%

Period ended 8 months ago

Filed Jan 12, 2026 · 8mo

17 quarters · since Dec 2021

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+53.5%

SPY

+68.5%

Annualised alpha

-3.9%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.Lanham O'Dell & Company, Inc. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

39.3%

−8.4 pts

Top 5

93.4%

+0.8 pts

Top 10

96.2%

+0.7 pts

HHI

2,844

Highly concentrated−392

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	50.6%	$74,995,988	3
Financial Services	41.1%	$60,798,789	5
Technology	5.1%	$7,563,283	8
Healthcare	1.1%	$1,643,201	7
Utilities	0.7%	$1,088,096	2
Energy	0.6%	$831,782	2
Consumer Cyclical	0.4%	$559,969	1
Communication Services	0.2%	$315,523	1
Real Estate	0.2%	$309,108	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	+59,617	412,046	$30,310,103
AAPL	Apple Inc.	+12,754	17,454	$4,745,044
SPY	Spdr S&P 500 ETF Trust	+7,304	63,811	$43,513,997
AVGO	Broadcom Inc.	+56	729	$252,306
MSFT	Microsoft Corp	+51	987	$477,332
AEP	American Electric Power Co Inc	+34	7,664	$883,735
CVX	Chevron Corp	+20	3,816	$581,596
LLY	ELI LILLY & Co	+4	366	$393,332
D	Dominion Energy, Inc	+3	3,488	$204,361
MRK	Merck & Co., Inc.	+2	2,691	$283,254
CSCO	Cisco Systems, Inc.	+2	3,394	$261,439
AMGN	Amgen Inc	+1	745	$243,845
IBM	International Business Machines Corp	+1	1,155	$342,122
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
OCGN	Ocugen, Inc.	−40,000	100,000	$135,000
BRK-B	Berkshire Hathaway Inc	−22,993	115,942	$58,278,246
—		−2,000	12,000	$0
GLD	Spdr Gold Trust	−1,012	2,957	$1,171,888
NVDA	Nvidia Corp	−357	5,482	$1,022,393
AMZN	Amazon Com Inc	−172	2,426	$559,969
PLTR	Palantir Technologies Inc.	−105	1,360	$241,740
META	Meta Platforms, Inc.	−83	478	$315,523
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MU	Micron Technology Inc	774	$220,907
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	960	$233,808
GPN	Global Payments Inc	2,787	$231,543
CZR	Caesars Entertainment, Inc.	8,234	$222,523
T	At&T Inc.	7,571	$213,805
PG	PROCTER & GAMBLE Co	1,358	$208,656
VZ	Verizon Communications Inc	4,724	$207,619
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $148,105,739 total · filing declares 40 positions · $347,325,610 · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	115,942	-22,993	$58,278,246	−16.6%	39.35%
SPY	Spdr S&P 500 ETF Trust	Added	63,811	+7,304	$43,513,997	+15.6%	29.38%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	412,046	+59,617	$30,310,103	+20.5%	20.47%
AAPL	Apple Inc. Technology	Added	17,454	+12,754	$4,745,044	+296.5%	3.20%
CHCO	City Holding Co Financial Services	Held	12,278	0	$1,463,537	−3.8%	0.99%
GLD	Spdr Gold Trust	Reduced	2,957	-1,012	$1,171,888	−16.9%	0.79%
NVDA	Nvidia Corp Technology	Reduced	5,482	-357	$1,022,393	−6.2%	0.69%
AEP	American Electric Power Co Inc Utilities	Added	7,664	+34	$883,735	+3.0%	0.60%
CVX	Chevron Corp Energy	Added	3,816	+20	$581,596	−1.3%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,777	0	$572,584	+2.2%	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,426	-172	$559,969	−1.8%	0.38%
MSFT	Microsoft Corp Technology	Added	987	+51	$477,332	−1.5%	0.32%
LLY	ELI LILLY & Co Healthcare	Added	366	+4	$393,332	+42.4%	0.27%
IBM	International Business Machines Corp Technology	Added	1,155	+1	$342,122	+5.1%	0.23%
META	Meta Platforms, Inc. Communication Services	Reduced	478	-83	$315,523	−23.4%	0.21%
LAMR	Lamar Advertising Co/New Real Estate	Held	2,442	0	$309,108	+3.4%	0.21%
JNJ	Johnson & Johnson Healthcare	Held	1,454	0	$300,905	+11.6%	0.20%
UNH	Unitedhealth Group Inc Healthcare	Held	869	0	$286,865	−4.4%	0.19%
MRK	Merck & Co., Inc. Healthcare	Added	2,691	+2	$283,254	+25.5%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Held	316	0	$277,764	+10.4%	0.19%
CSCO	Cisco Systems, Inc. Technology	Added	3,394	+2	$261,439	+12.7%	0.18%
AVGO	Broadcom Inc. Technology	Added	729	+56	$252,306	+13.6%	0.17%
XOM	ExxonMobil Holdings Corp Energy	Held	2,079	0	$250,186	+6.7%	0.17%
AMGN	Amgen Inc Healthcare	Added	745	+1	$243,845	+16.1%	0.16%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,360	-105	$241,740	−9.5%	0.16%
MU	Micron Technology Inc Technology	NEW	774	NEW	$220,907	NEW	0.15%
MA	Mastercard Inc Financial Services	Held	362	0	$206,658	+0.4%	0.14%
D	Dominion Energy, Inc Utilities	Added	3,488	+3	$204,361	−4.1%	0.14%
OCGN	Ocugen, Inc. Healthcare	Reduced	100,000	-40,000	$135,000	−40.8%	0.09%
		Reduced	12,000	-2,000	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.