Lanham O'Dell & Company, Inc.

Q3 2025 13F-HR Holdings

Location
Hurricane, WV
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
45
Total value ($000)
$314,019
Net value change ($000)
+77,172 (32.6%)
New positions
5
Sold out positions
1
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BINC 49,362 635.8%
SDY 13,283 91.1%
SPY 12,784 51.4%
VTI 9,011 51.7%
XLK 4,479 NEW
VOO 1,906 10.3%
VEU 1,719 7.3%
VT 1,709 9.5%
GLD 562 66.2%
VTV 525 5.3%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -20,035 -22.3%
CPRX -28 -9.2%
IBM -14 -4.1%
CZR -11 -4.7%
PG -7 -3.2%
T -4 -1.8%
WOLF -4 -100.0%
CSCO -3 -1.3%
LLY -2 -0.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type