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Latest Lanham O'Dell & Company, Inc. Stock Portfolio

$347Million | No. of Holdings #40

Lanham O'Dell & Company, Inc. Performance

2025 Q4+0.69%
YTD+12.20%
2024+18.22%

About Lanham O'Dell & Company, Inc. and 13F Hedge Fund Stock Holdings

On 2026-01-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lanham O'Dell & Company, Inc. reported an equity portfolio of $347.3 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of Lanham O'Dell & Company, Inc. are HYMU, , SPY. The fund has invested 20.3% of it's portfolio in BLACKROCK ETF TRUST II and 16.8% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), ALPHABET INC (GOOG) and GLOBAL PMTS INC (GPN) stocks. They significantly reduced their stock positions in OCUGEN INC (OCGN), SPDR GOLD TR (GLD) and BERKSHIRE HATHAWAY INC DEL. Lanham O'Dell & Company, Inc. opened new stock positions in MICRON TECHNOLOGY INC (MU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU).
Lanham O'Dell & Company, Inc. Equity Portfolio Value
Last Reported on: 12 Jan, 2026
$347Million
  as of Jan 12, 2026

Lanham O'Dell & Company, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Lanham O'Dell & Company, Inc. made a return of 0.69% in the last quarter. In trailing 12 months, it's portfolio return was 12.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc220,924
ishares tr203,096
New stocks bought by Lanham O'Dell & Company, Inc.

Additions

Ticker% Inc.
apple inc271
vanguard index fds57.3
vanguard intl equity index f28.83
blackrock etf trust ii24.61
vanguard intl equity index f16.92
spdr s&p 500 etf tr12.93
spdr series trust9.19
broadcom inc8.32
Additions to existing portfolio by Lanham O'Dell & Company, Inc.

Reductions

Ticker% Reduced
ocugen inc-28.57
spdr gold tr-25.5
berkshire hathaway inc del-16.55
meta platforms inc-14.8
catalyst pharmaceuticals inc-14.29
palantir technologies inc-7.17
amazon com inc-6.62
nvidia corporation-6.11
Lanham O'Dell & Company, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-4,478,760
caesars entertainment inc ne-222,524
at&t inc-213,805
verizon communications inc-207,609
global pmts inc-231,542
procter and gamble co-208,591
alphabet inc-233,808
Lanham O'Dell & Company, Inc. got rid off the above stocks

Sector Distribution

Lanham O'Dell & Company, Inc. has about 96.2% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others96.2
Technology1.7

Market Cap. Distribution

Lanham O'Dell & Company, Inc. has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.2
MEGA-CAP2.4

Stocks belong to which Index?

About 3.1% of the stocks held by Lanham O'Dell & Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.4
S&P 5003.1
Top 5 Winners (%)%
LLY
eli lilly & co
40.5 %
MRK
merck & co inc
25.4 %
CPRX
catalyst pharmaceuticals inc
17.2 %
AMGN
amgen inc
15.9 %
CSCO
cisco sys inc
12.6 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
0.9 M
VEU
vanguard intl equity index f
0.8 M
VB
vanguard index fds
0.7 M
VEU
vanguard intl equity index f
0.5 M
VB
vanguard index fds
0.5 M
Top 5 Losers (%)%
AAPL
apple inc
-24.0 %
OCGN
ocugen inc
-14.7 %
META
meta platforms inc
-9.4 %
MSFT
microsoft corp
-6.5 %
UNH
unitedhealth group inc
-4.4 %
Top 5 Losers ($)$
AAPL
apple inc
-0.9 M
HYMU
blackrock etf trust ii
-0.6 M
BIL
spdr series trust
-0.2 M
CHCO
city hldg co
-0.1 M
META
meta platforms inc
0.0 M

Lanham O'Dell & Company, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lanham O'Dell & Company, Inc.

Lanham O'Dell & Company, Inc. has 40 stocks in it's portfolio. About 96.4% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Lanham O'Dell & Company, Inc. last quarter.

$347.33MTotal Value
47.00Positions
12 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of Lanham O'Dell & Company, Inc., last reported on 12 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Lanham O'Dell & Company, Inc.'s holding in Spdr Series Trust over time
8.7%217,246
$30.23M
8.7%
increased 9.19 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Lanham O'Dell & Company, Inc.'s holding in Vanguard Bd Index Fds over time
0.08%3,848
$285.0K
0.08%
increased 0.05 percentadded
GLD
Spdr Gold Tr

Spdr Gold Tr

GLD
Lanham O'Dell & Company, Inc.'s holding in Spdr Gold Tr over time
0.34%2,957
$1.17M
0.34%
decreased 25.5 percentreduced
HYMU
Blackrock Etf Trust Ii

Blackrock Etf Trust Ii

HYMU
Lanham O'Dell & Company, Inc.'s holding in Blackrock Etf Trust Ii over time
20.32%1,337,100
$70.56M
20.32%
increased 24.61 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Lanham O'Dell & Company, Inc.'s holding in Ishares Tr over time
0.07%2,500
$249.7K
0.07%
unchanged 0 percentunchanged