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Lanham O'Dell & Company, Inc.

Period ended Dec 31, 2025 · Latest filing Jan 12, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Dec 31, 2025: $347,325,610

More quarters will appear as history becomes available.

Top holdings

Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. BLACKROCK ETF TRUST II · ISHARES FLEXIBLE · 092528603 · shares: $70,558,978
  2. BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $58,278,246
  3. SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $43,513,997
  4. VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $42,504,982
  5. VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $30,310,091
  6. SPDR SERIES TRUST · STATE STREET SPD · 78464A763 · shares: $30,231,953
  7. VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF · 922042742 · shares: $25,918,864
  8. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $19,894,575
  9. VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $10,645,419
  10. APPLE INC · COM · 037833100 · shares: $2,967,543

Reported holdings

40 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
BLACKROCK ETF TRUST IIISHARES FLEXIBLE092528603 — 1,337,104 shares $70,558,978
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 115,942 shares $58,278,246
SPDR S&P 500 ETF TRTR UNIT78462F103 — 63,811 shares $43,513,997
VANGUARD INDEX FDSTOTAL STK MKT922908769 — 126,778 shares $42,504,982
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775 — 412,046 shares $30,310,091
SPDR SERIES TRUSTSTATE STREET SPD78464A763 — 217,246 shares $30,231,953
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 183,744 shares $25,918,864
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 31,723 shares $19,894,575
VANGUARD INDEX FDSVALUE ETF922908744 — 55,738 shares $10,645,419
APPLE INCCOM037833100 — 17,454 shares $2,967,543
CITY HLDG COCOM177835105 — 12,278 shares $1,463,588
SPDR GOLD TRGOLD SHS78463V107 — 2,957 shares $1,171,889
NVIDIA CORPORATIONCOM67066G104 — 5,482 shares $1,022,484
AMERICAN ELEC PWR CO INCCOM025537101 — 7,664 shares $883,748
CHEVRON CORP NEWCOM166764100 — 3,816 shares $581,656
JPMORGAN CHASE & CO.COM46625H100 — 1,777 shares $572,691
AMAZON COM INCCOM023135106 — 2,426 shares $559,969
MICROSOFT CORPCOM594918104 — 987 shares $477,334
ELI LILLY & COCOM532457108 — 366 shares $393,333
INTERNATIONAL BUSINESS MACHSCOM459200101 — 1,155 shares $342,065
META PLATFORMS INCCL A30303M102 — 478 shares $315,523
LAMAR ADVERTISING CO NEWCL A512816109 — 2,442 shares $309,108
JOHNSON & JOHNSONCOM478160104 — 1,454 shares $301,002
UNITEDHEALTH GROUP INCCOM91324P102 — 869 shares $286,845
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 3,848 shares $285,042
MERCK & CO INCCOM58933Y105 — 2,691 shares $283,270
CATALYST PHARMACEUTICALS INCCOM14888U101 — 12,000 shares $280,080
GOLDMAN SACHS GROUP INCCOM38141G104 — 316 shares $277,764
CISCO SYS INCCOM17275R102 — 3,394 shares $261,423
BROADCOM INCCOM11135F101 — 729 shares $252,307
EXXON MOBIL CORPCOM30231G102 — 2,079 shares $250,187
ISHARES TRCORE US AGGBD ET464287226 — 2,500 shares $249,700
AMGEN INCCOM031162100 — 745 shares $243,734
PALANTIR TECHNOLOGIES INCCL A69608A108 — 1,360 shares $241,740
VANGUARD INDEX FDSGROWTH ETF922908736 — 460 shares $224,416
MICRON TECHNOLOGY INCCOM595112103 — 774 shares $220,924
MASTERCARD INCORPORATEDCL A57636Q104 — 362 shares $206,659
DOMINION ENERGY INCCOM25746U109 — 3,488 shares $204,385
ISHARES TRRUSSELL 3000 ETF464287689 — 525 shares $203,096
OCUGEN INCCOM67577C105 — 100,000 shares $135,000