Lanham O'Dell & Company, Inc.
CIK: 0001926344SEC EDGAR →
Portfolio Value
$347.3M
Holdings
40
As of
Q4 2025
New Positions
40
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST II | 1,337,104 | $70.6M | 20.31% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 115,942 | $58.3M | 16.78% |
| 3 | SPDR S&P 500 ETF TR | 63,811 | $43.5M | 12.53% |
| 4 | VANGUARD INDEX FDS | 126,778 | $42.5M | 12.24% |
| 5 | VANGUARD INTL EQUITY INDEX F | 412,046 | $30.3M | 8.73% |
| 6 | SPDR SERIES TRUST | 217,246 | $30.2M | 8.70% |
| 7 | VANGUARD INTL EQUITY INDEX F | 183,744 | $25.9M | 7.46% |
| 8 | VANGUARD INDEX FDS | 31,723 | $19.9M | 5.73% |
| 9 | VANGUARD INDEX FDS | 55,738 | $10.6M | 3.06% |
| 10 | APPLE INC | 17,454 | $3.0M | 0.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (40)
$70.6M · 1.3M shares
$58.3M · 116K shares
$43.5M · 64K shares
$42.5M · 127K shares
$30.3M · 412K shares
$30.2M · 217K shares
$25.9M · 184K shares
$19.9M · 32K shares
$10.6M · 56K shares
$3.0M · 17K shares
$1.5M · 12K shares
$1.2M · 3K shares
$1.0M · 5K shares
$883K · 8K shares
$581K · 4K shares
$572K · 2K shares
$559K · 2K shares
$477K · 987 shares
$393K · 366 shares
$342K · 1K shares
$315K · 478 shares
$309K · 2K shares
$301K · 1K shares
$286K · 869 shares
$285K · 4K shares
$283K · 3K shares
$280K · 12K shares
$277K · 316 shares
$261K · 3K shares
$252K · 729 shares
$250K · 2K shares
$249K · 3K shares
$243K · 745 shares
$241K · 1K shares
$224K · 460 shares
$220K · 774 shares
$206K · 362 shares
$204K · 3K shares
$203K · 525 shares
$135K · 100K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $277.1M | 79.8% |
| Unknown | 2 | $59.4M | 17.1% |
| Technology | 8 | $5.8M | 1.7% |
| Healthcare | 7 | $1.9M | 0.6% |
| Utilities | 2 | $1.1M | 0.3% |
| Energy | 2 | $831K | 0.2% |
| Consumer Cyclical | 1 | $559K | 0.2% |
| Communication Services | 1 | $315K | 0.1% |
| Real Estate | 1 | $309K | 0.1% |