Lanham O'Dell & Company, Inc.
CIK 1926344 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $347.3M
- 持仓
- 40
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 4749（共 9443） · 前 50.3%
投资组合价值同比（季度）：+10.6% 13F不披露现金
- 前十大持仓权重
- 96.40%
- 前二十五大持仓权重
- 98.98%
- 持仓高于 1%
- 9
- 有效持仓数量
- 8.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 5.82% 估计买入 $49779518 · 卖出 $19237925
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q4 2025 · 81.6% 仍持有
- 新仓位
- 2
- 增加
- 18
- 减少
- 11
- 已结清
- 7
本页内容
行业细分
Technology
1.6%
Financials
0.6%
Healthcare
0.6%
Utilities
0.3%
Energy
0.2%
Retail
0.2%
Communication Services
0.1%
Real Estate
0.1%
Financial Services
0.1%
Communications
0.1%
其他/未映射
96.2%
完整投资组合 40 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BINC | $70558978 | 20.31% | 1337104 | $13432777 | 上涨 ×3 | ||
| BRKB | $58278246 | 16.78% | 115942 | $-11569936 | 下跌 ×4 | ||
| SPY SPY | $43513997 | 12.53% | 63811 | $5870164 | 上涨 ×3 | ||
| VTI | $42504982 | 12.24% | 126778 | $16055136 | 上涨 ×3 | ||
| VEU | $30310091 | 8.73% | 412046 | $5157233 | 上涨 ×2 | ||
| SDY | $30231953 | 8.70% | 217246 | $2366625 | 上涨 ×2 | ||
| VT | $25918864 | 7.46% | 183744 | $6265552 | 上涨 ×2 | ||
| VOO | $19894575 | 5.73% | 31723 | $-601156 | 下跌 ×1 | ||
| VTV | $10645419 | 3.06% | 55738 | $148829 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2967543 | 0.85% | 17454 | $1770754 | 上涨 ×2 | ||
| CHCO City Holding Company - Common Stock | $1463588 | 0.42% | 12278 | $-57340 | |||
| GLD | $1171889 | 0.34% | 2957 | $-238971 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1022484 | 0.29% | 5482 | $-67047 | 下跌 ×4 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $883748 | 0.25% | 7664 | $25347 | 上涨 ×4 | ||
| CVX Chevron Corporation Common Stock | $581656 | 0.17% | 3816 | $-7833 | 上涨 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $572691 | 0.16% | 1777 | $12266 | |||
| AMZN Amazon.com, Inc. - Common Stock | $559969 | 0.16% | 2426 | $-10474 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $477334 | 0.14% | 987 | $-7464 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $393333 | 0.11% | 366 | $117127 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $342065 | 0.10% | 1155 | $16470 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $315523 | 0.09% | 478 | $-96464 | 下跌 ×1 | ||
| LAMR Lamar Advertising Company - Class A Common Stock | $309108 | 0.09% | 2442 | $10158 | |||
| JNJ Johnson & Johnson Common Stock | $301002 | 0.09% | 1454 | $31315 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $286845 | 0.08% | 869 | $-13200 | |||
| BND Vanguard Total Bond Market ETF | $285042 | 0.08% | 3848 | $-984 | 上涨 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $283270 | 0.08% | 2691 | $57593 | 上涨 ×4 | ||
| CPRX Catalyst Pharmaceuticals, Inc. - Common Stock | $280080 | 0.08% | 12000 | $4280 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $277764 | 0.08% | 316 | $26117 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $261423 | 0.08% | 3394 | $29377 | 上涨 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $252307 | 0.07% | 729 | $30278 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $250187 | 0.07% | 2079 | $15780 | |||
| AGG | $249700 | 0.07% | 2500 | $-925 | |||
| AMGN Amgen Inc. - Common Stock | $243734 | 0.07% | 745 | $33758 | 上涨 ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $241740 | 0.07% | 1360 | $-25505 | 下跌 ×2 | ||
| VUG | $224416 | 0.06% | 460 | $918 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $220924 | 0.06% | 774 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $206659 | 0.06% | 362 | $750 | |||
| D Dominion Energy, Inc. Common Stock | $204385 | 0.06% | 3488 | $-8812 | 上涨 ×1 | ||
| IWV | $203096 | 0.06% | 525 | 上涨 ×1 | |||
| OCGN Ocugen, Inc. - Common Stock | $135000 | 0.04% | 100000 | $-93200 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MU | $220924 | 774 | 0.06% |
| IWV | $203096 | 525 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VTI | 增持 | +46K | +$16.1M |
| BINC | 增持 | +264K | +$13.4M |
| BRKB | 削减 | -23K | -$11.6M |
| VT | 增持 | +41K | +$6.3M |
| SPY | 增持 | +7K | +$5.9M |
| VEU | 增持 | +60K | +$5.2M |
| SDY | 增持 | +18K | +$2.4M |
| AAPL | 增持 | +13K | +$1.8M |
| VOO | 削减 | -2K | -$601K |
| GLD | 削减 | -1K | -$239K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XLK | 2025年12月31日 | 15890 | $4478755 | 不再跟踪 |
| GOOG | 2025年12月31日 | 960 | $233808 | 8.1% |
| GPN | 2025年12月31日 | 2787 | $231542 | 19.6% |
| CZR | 2025年12月31日 | 8234 | $222524 | 26.9% |
| T | 2025年12月31日 | 7571 | $213805 | 2.1% |
| MMM | 2025年3月31日 | 1618 | $208931 | 22.4% |
| PG | 2025年12月31日 | 1358 | $208591 | 0.0% |
| VZ | 2025年12月31日 | 4724 | $207609 | 21.4% |
| WOLF | 2025年9月30日 | 10000 | $3988 | -4.1% |