Lanham O'Dell & Company, Inc.

CIK

1926344

Location

HURRICANE, WV

Portfolio Value

Small $349,102,614

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,472 / 8,855 ▲ 148 · as of Dec 2025

Top Industry

Insurance - Diversified 79.4%

Period ended 10 months ago

Filed Jan 12, 2026 · 10mo

17 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.5% of the book (60%+)

Turnover

Medium turnover

45.0% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.6%; sector active share 71.1% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

21.0%

−1.3 pts

Top 5

86.5%

+1.4 pts

Top 10

97.5%

+0.9 pts

HHI

1,620

Moderately concentrated+28

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	79.0%	$275,712,783	13
Financial Services	17.4%	$60,798,789	5
Technology	2.2%	$7,563,283	8
Healthcare	0.6%	$1,923,281	7
Utilities	0.3%	$1,088,096	2
Energy	0.2%	$831,782	2
Consumer Cyclical	0.2%	$559,969	1
Communication Services	0.1%	$315,523	1
Real Estate	0.1%	$309,108	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
BINC		+264,110	1,337,104	$70,558,978
VEU	Vanguard International Equity Index Funds	+59,617	412,046	$30,310,103
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+46,180	126,778	$42,504,860
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+41,122	183,744	$25,918,928
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+18,279	217,246	$30,231,953
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
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2	3,848	$285,021
CSCO	Cisco Systems, Inc.	+2	3,394	$261,439
MRK	Merck & Co., Inc.	+2	2,691	$283,254
IBM	International Business Machines Corp	+1	1,155	$342,122
AMGN	Amgen Inc	+1	745	$243,845
No positions match the current search.

Trimmed

Positions the filer reduced

11 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	$280,080
VOO	VANGUARD 500 INDEX FUND	−1,746	31,723	$19,894,444
GLD	Spdr Gold Trust	−1,012	2,957	$1,171,888
VTV	VANGUARD VALUE INDEX FUND	−547	55,738	$10,645,400
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
VUG	VANGUARD GROWTH INDEX FUND	−6	460	$224,415
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	774	$220,907
IWV	iShares Russell 3000 ETF	525	$203,096
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	15,890	$4,478,755
GOOG	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

40 tracked positions · $349,102,614 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	Held (qtrs)	Est. cost/share	% of Portfolio
BINC		Added	1,337,104	+264,110	$70,558,978	+23.5%	4	$52.88	20.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	115,942	-22,993	$58,278,246	−16.6%	4	$486.15	16.69%
SPY	Spdr S&P 500 ETF Trust	Added	63,811	+7,304	$43,513,997	+15.6%	7	$601.10	12.46%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	126,778	+46,180	$42,504,860	+60.7%	17	before history	12.18%
VEU	Vanguard International Equity Index Funds	Added	412,046	+59,617	$30,310,103	+20.5%	3	$64.73	8.68%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	217,246	+18,279	$30,231,953	+8.5%	3	$136.06	8.66%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	183,744	+41,122	$25,918,928	+31.9%	3	$124.34	7.42%
VOO	VANGUARD 500 INDEX FUND	Reduced	31,723	-1,746	$19,894,444	−2.9%	17	before history	5.70%
VTV	VANGUARD VALUE INDEX FUND	Reduced	55,738	-547	$10,645,400	+1.4%	3	unpriced	3.05%
AAPL	Apple Inc. Technology	Added	17,454	+12,754	$4,745,044	+296.5%	17	before history	1.36%
CHCO	City Holding Co Financial Services	Held	12,278	0	$1,463,537	−3.8%	17	before history	0.42%
GLD	Spdr Gold Trust	Reduced	2,957	-1,012	$1,171,888	−16.9%	5	$272.51	0.34%
NVDA	Nvidia Corp Technology	Reduced	5,482	-357	$1,022,393	−6.2%	10	$48.86	0.29%
AEP	American Electric Power Co Inc Utilities	Added	7,664	+34	$883,735	+3.0%	17	before history	0.25%
CVX	Chevron Corp Energy	Added	3,816	+20	$581,596	−1.3%	14	$152.61	0.17%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,777	0	$572,584	+2.2%	17	before history	0.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,426	-172	$559,969	−1.8%	11	$142.47	0.16%
MSFT	Microsoft Corp Technology	Added	987	+51	$477,332	−1.5%	11	$364.71	0.14%
LLY	ELI LILLY & Co Healthcare	Added	366	+4	$393,332	+42.4%	9	$591.30	0.11%
IBM	International Business Machines Corp Technology	Added	1,155	+1	$342,122	+5.1%	13	$139.45	0.10%
META	Meta Platforms, Inc. Communication Services	Reduced	478	-83	$315,523	−23.4%	8	$478.91	0.09%
LAMR	Lamar Advertising Co Real Estate	Held	2,442	0	$309,108	+3.4%	5	$130.70	0.09%
JNJ	Johnson & Johnson Healthcare	Held	1,454	0	$300,905	+11.6%	4	$156.15	0.09%
UNH	Unitedhealth Group Inc Healthcare	Held	869	0	$286,865	−4.4%	17	before history	0.08%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	3,848	+2	$285,021	−0.4%	9	$72.41	0.08%
MRK	Merck & Co., Inc. Healthcare	Added	2,691	+2	$283,254	+25.5%	5	$102.52	0.08%
		Reduced	12,000	-2,000	$280,080	+1.6%	14	unpriced	0.08%
GS	Goldman Sachs Group Inc Financial Services	Held	316	0	$277,764	+10.4%	3	$579.46	0.08%
CSCO	Cisco Systems, Inc. Technology	Added	3,394	+2	$261,439	+12.7%	5	$57.16	0.07%
AVGO	Broadcom Inc. Technology	Added	729	+56	$252,306	+13.6%	2	$310.69	0.07%
XOM	ExxonMobil Holdings Corp Energy	Held	2,079	0	$250,186	+6.7%	5	$116.94	0.07%
AGG	iShares Core U.S. Aggregate Bond ETF	Held	2,500	0	$249,700	−0.4%	5	unpriced	0.07%
AMGN	Amgen Inc Healthcare	Added	745	+1	$243,845	+16.1%	4	$295.29	0.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,360	-105	$241,740	−9.5%	3	$117.28	0.07%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	460	-6	$224,415	+0.4%	2	unpriced	0.06%
MU	Micron Technology Inc Technology	NEW	774	NEW	$220,907	NEW	1	$229.44	0.06%
MA	Mastercard Inc Financial Services	Held	362	0	$206,658	+0.4%	3	$553.02	0.06%
D	Dominion Energy, Inc Utilities	Added	3,488	+3	$204,361	−4.1%	2	$59.45	0.06%
IWV	iShares Russell 3000 ETF	NEW	525	NEW	$203,096	NEW	1	unpriced	0.06%
OCGN	Ocugen, Inc. Healthcare	Reduced	100,000	-40,000	$135,000	−40.8%	4	$0.74	0.04%

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.