SEC 13F Intelligence

Managers / Q4 2025

Lanham O'Dell & Company, Inc.

CIK 0001926344 · 3981 TEAYS VALLEY ROAD, HURRICANE, WV, 25526 · 3047578131

Reported Value
$347M
Q4 2025
Positions
40
Filings on Record
17
2019–present window
Filed
Jan 12, 2026
original filing

Summary

Lanham O'dell & Company, Inc. reported $347M in U.S.-listed holdings across 40 positions for Q4 2025.

The portfolio is heavily concentrated: Blackrock Etf Trust II alone accounts for 20.3% of reported value.

Compared with Q3 2025, the fund opened 2 new positions and exited 7.

Portfolio Metrics

Turnover
+5.6%
vs prior filed quarter
Top-10 Concentration
+96.4%
share of reported value
Largest Position
+20.3%
Blackrock Etf Trust II
New / Exited
2 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $129MQ1 ’22Q2 ’22: $20MQ3 ’22: $28MQ3 ’22Q4 ’22: $46MQ1 ’23: $91MQ1 ’23Q2 ’23: $110MQ3 ’23: $122MQ3 ’23Q4 ’23: $144MQ1 ’24: $198MQ1 ’24Q2 ’24: $178MQ3 ’24: $178MQ3 ’24Q4 ’24: $183MQ1 ’25: $173MQ1 ’25Q2 ’25: $237MQ3 ’25: $314MQ3 ’25Q4 ’25: $347Mfilingsflow.com

Portfolio Composition

By security type
ETP: 79.4%Common Stock: 20.5%REIT: 0.1%
  • ETP · 79.4% · $276M
  • Common Stock · 20.5% · $71M
  • REIT · 0.1% · $309,108

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MUMICRON TECHNOLOGY INCNEW+774774+$220,924$220,924
ISHARES TRNEW+525525+$203,096$203,096
AAPLAPPLE INCADDED+12.8K17.5K+$2M$3M
SELECT SECTOR SPDR TRSOLD OUT15.9K0$4M$0
GOOGALPHABET INCSOLD OUT9600$233,808$0
GPNGLOBAL PMTS INCSOLD OUT2.8K0$231,542$0
CZRCAESARS ENTERTAINMENT INC NESOLD OUT8.2K0$222,524$0
TAT&T INCSOLD OUT7.6K0$213,805$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

35 positions
#IssuerClass% PortfolioValueShares
1VTVVANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · VALUE ETF · GROWTH ETF21.10%$73M214.7K
2BLACKROCK ETF TRUST IIISHARES FLEXIBLE20.31%$71M1.34M
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW16.78%$58M115.9K
4VANGUARD INTL EQUITY INDEX FALLWRLD EX US · TT WRLD ST ETF16.19%$56M595.8K
5SPDR S&P 500 ETF TRTR UNIT12.53%$44M63.8K
6SPDR SERIES TRUSTSTATE STREET SPD8.70%$30M217.2K
7AAPLAPPLE INCCOM0.85%$3M17.5K
8CHCOCITY HLDG COCOM0.42%$1M12.3K
9GQ9SPDR GOLD TRGOLD SHS0.34%$1M3.0K
10NVDANVIDIA CORPORATIONCOM0.29%$1M5.5K
11AEPAMERICAN ELEC PWR CO INCCOM0.25%$883,7487.7K
12CHVCHEVRON CORP NEWCOM0.17%$581,6563.8K
13JPMJPMORGAN CHASE & CO.COM0.16%$572,6911.8K
14AMZNAMAZON COM INCCOM0.16%$559,9692.4K
15MSFTMICROSOFT CORPCOM0.14%$477,334987
16ISHARES TRCORE US AGGBD ET · RUSSELL 3000 ETF0.13%$452,7963.0K
17LLYELI LILLY & COCOM0.11%$393,333366
18IBMINTERNATIONAL BUSINESS MACHSCOM0.10%$342,0651.2K
19METAMETA PLATFORMS INCCL A0.09%$315,523478
20LAMRLAMAR ADVERTISING CO NEWCL A0.09%$309,1082.4K
21JNJJOHNSON & JOHNSONCOM0.09%$301,0021.5K
22UNHUNITEDHEALTH GROUP INCCOM0.08%$286,845869
23VANGUARD BD INDEX FDSTOTAL BND MRKT0.08%$285,0423.8K
24MRKMERCK & CO INCCOM0.08%$283,2702.7K
25CN2CATALYST PHARMACEUTICALS INCCOM0.08%$280,08012.0K
26GSGOLDMAN SACHS GROUP INCCOM0.08%$277,764316
27CSCOCISCO SYS INCCOM0.08%$261,4233.4K
28AVGOBROADCOM INCCOM0.07%$252,307729
29EXMOCEXXON MOBIL CORPCOM0.07%$250,1872.1K
30AMGNAMGEN INCCOM0.07%$243,734745
31PLTRPALANTIR TECHNOLOGIES INCCL A0.07%$241,7401.4K
32MUMICRON TECHNOLOGY INCCOM0.06%$220,924774
33MAMASTERCARD INCORPORATEDCL A0.06%$206,659362
34DDOMINION ENERGY INCCOM0.06%$204,3853.5K
35OCGNOCUGEN INCCOM0.04%$135,000100.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$347M40Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$314M45Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$237M41Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$173M32May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$183M27Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$178M23Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$178M26Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$198M28May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$144M31Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$122M17Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M17Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$91M18May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$46M18Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$28M29Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$20M19Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$129M20May 12, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.