Lanham O'Dell & Company, Inc.

CIK

1926344

Location

HURRICANE, WV

Portfolio Value

Small $117,825,530

Diversification

Highly concentrated

Filing Date

Global Rank

#5,515 / 8,662 ▼ 279 · as of Dec 2025

Top Industry

Insurance - Diversified 79.7%

3Y Alpha vs SPY

-3.9%

Period ended 6 months ago

Filed Jan 12, 2026 · 6mo

17 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.7%

SPY

+76.5%

Annualised alpha

-4.5%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

49.5%

−8.2 pts

Top 5

92.7%

+0.5 pts

Top 10

95.7%

+0.5 pts

HHI

3,832

Highly concentrated−470

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	51.6%	$60,798,789	5
Unclassified	37.9%	$44,685,885	2
Technology	6.4%	$7,563,283	8
Healthcare	1.6%	$1,923,281	7
Utilities	0.9%	$1,088,096	2
Energy	0.5%	$581,596	1
Consumer Cyclical	0.5%	$559,969	1
Communication Services	0.3%	$315,523	1
Real Estate	0.3%	$309,108	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
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
CPRX	Catalyst Pharmaceuticals, Inc.	−2,000	12,000	$280,080
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

5 positions

Ticker	Company	Shares	Value
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

28 positions · $117,825,530 total · 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%	49.46%
SPY	Spdr S&P 500 ETF Trust	Added	63,811	+7,304	$43,513,997	+15.6%	36.93%
AAPL	Apple Inc. Technology	Added	17,454	+12,754	$4,745,044	+296.5%	4.03%
CHCO	City Holding Co Financial Services	Held	12,278	0	$1,463,537	−3.8%	1.24%
GLD	Spdr Gold Trust	Reduced	2,957	-1,012	$1,171,888	−16.9%	0.99%
NVDA	Nvidia Corp Technology	Reduced	5,482	-357	$1,022,393	−6.2%	0.87%
AEP	American Electric Power Co Inc Utilities	Added	7,664	+34	$883,735	+3.0%	0.75%
CVX	Chevron Corp Energy	Added	3,816	+20	$581,596	−1.3%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,777	0	$572,584	+2.2%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,426	-172	$559,969	−1.8%	0.48%
MSFT	Microsoft Corp Technology	Added	987	+51	$477,332	−1.5%	0.41%
LLY	ELI LILLY & Co Healthcare	Added	366	+4	$393,332	+42.4%	0.33%
IBM	International Business Machines Corp Technology	Added	1,155	+1	$342,122	+5.1%	0.29%
META	Meta Platforms, Inc. Communication Services	Reduced	478	-83	$315,523	−23.4%	0.27%
LAMR	Lamar Advertising Co/New Real Estate	Held	2,442	0	$309,108	+3.4%	0.26%
JNJ	Johnson & Johnson Healthcare	Held	1,454	0	$300,905	+11.6%	0.26%
UNH	Unitedhealth Group Inc Healthcare	Held	869	0	$286,865	−4.4%	0.24%
MRK	Merck & Co., Inc. Healthcare	Added	2,691	+2	$283,254	+25.5%	0.24%
CPRX	Catalyst Pharmaceuticals, Inc. Healthcare	Reduced	12,000	-2,000	$280,080	+1.6%	0.24%
GS	Goldman Sachs Group Inc Financial Services	Held	316	0	$277,764	+10.4%	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	3,394	+2	$261,439	+12.7%	0.22%
AVGO	Broadcom Inc. Technology	Added	729	+56	$252,306	+13.6%	0.21%
AMGN	Amgen Inc Healthcare	Added	745	+1	$243,845	+16.1%	0.21%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,360	-105	$241,740	−9.5%	0.21%
MU	Micron Technology Inc Technology	NEW	774	NEW	$220,907	NEW	0.19%
MA	Mastercard Inc Financial Services	Held	362	0	$206,658	+0.4%	0.18%
D	Dominion Energy, Inc Utilities	Added	3,488	+3	$204,361	−4.1%	0.17%
OCGN	Ocugen, Inc. Healthcare	Reduced	100,000	-40,000	$135,000	−40.8%	0.11%