13F Insight
DOSSIER · 13F-HR · Q4 2025

Lanham O'Dell & Company, Inc.

$347M in tracked AUM across 40 positions as of Q4 2025.

LO
CIK 0001926344 · last filed Dec 31, 2025
Total AUM
$347M
as of Q4 2025
Holdings
40
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Portfolio Overview

Lanham O'Dell & Company, Inc. has reported a substantial expansion in its investment portfolio, with total assets under management (AUM) growing by 349.8%, rising from $77.23M in the prior quarter to $347.33M as of the report date. This dramatic increase in capital deployment coincides with a significant strategic shift. While the number of holdings remains concentrated at 40, the composition of the portfolio has transitioned from a potentially more active...

The portfolio is currently top-heavy, with the top 10 holdings accounting for approximately 96.5% of the total value. This indicates a "core and satellite" approach where the vast majority of capital is deployed in broad market exposure, while a smaller fraction is allocated to specific individual stock picks. The concentration risk is high within the top five positions, which alone comprise over 70% of the portfolio's value.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
BINC
BLACKROCK ETF TRUST II
$71M1.3M20.3%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$58M116K16.8%03
SPY
SPDR S&P 500 ETF TR
$44M64K12.5%04
VTI
VANGUARD INDEX FDS
$43M127K12.2%05
VEU
VANGUARD INTL EQUITY INDEX F
$30M412K8.7%06
SDY
SPDR SERIES TRUST
$30M217K8.7%07
VT
VANGUARD INTL EQUITY INDEX F
$26M184K7.5%08
VOO
VANGUARD INDEX FDS
$20M32K5.7%09
VTV
VANGUARD INDEX FDS
$11M56K3.1%10
AAPL
APPLE INC
$3M17K0.9%

Filing history

2025Q4Dec 31
$347M▲ 10.6%
40 positionsView →2025Q3Sep 30
$314M▲ 32.6%
45 positionsView →2025Q2Jun 30
$237M▲ 37.2%
41 positionsLocked2025Q1Mar 31
$173M▼ 5.5%
32 positionsLocked2024Q4Dec 31
$183M▲ 2.5%
27 positionsLocked2024Q3Sep 30
$178M▲ 0.0%
23 positionsLocked2024Q2Jun 30
$178M▼ 9.9%
26 positionsLocked2024Q1Mar 31
$198M▲ 37.1%
28 positionsLocked2023Q4Dec 31
$144M▲ 18.6%
31 positionsLocked2023Q3Sep 30
$122M▲ 10.1%
17 positionsLocked2023Q2Jun 30
$110M▲ 21.4%
17 positionsLocked2023Q1Mar 31
$91M▲ 98.4%
18 positionsLocked
Showing 12 of 17