Lanham-Odell--Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  "LAMR",
  null,
  "META",
  null,
  "MSFT",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "GLD",
  "IBM",
  "GPN",
  "AEP",
  "AMZN",
  "BND",
  "VOO",
  "BRK-B",
  "CZR",
  "CPRX",
  "CVX",
  "CSCO",
  "CHCO",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 32
Total Value: 172586405
Accession Number: 0001085146-25-003280
Form Type: 13F-HR
CIK: lanham-odell--company
Manager Name: Lanham-Odell--Company

Data Enrichment

94% identified

30 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $172.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:231.2K

Value:$123.1M

% of Portfolio:71.4% ($123.1M/$172.6M)

922908363

VOO|922908363

Shares:31.4K

Value:$16.1M

% of Portfolio:9.3% ($16.1M/$172.6M)

922908769

VTI|922908769

Shares:53.8K

Value:$14.8M

% of Portfolio:8.6% ($14.8M/$172.6M)

092528603

Shares:136.4K

Value:$7.1M

% of Portfolio:4.1% ($7.1M/$172.6M)

CITY HOLDING CO

CHCO|177835105

Shares:12.3K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$172.6M)

Apple Inc.

AAPL|037833100

Shares:4.4K

Value:$981.2K

% of Portfolio:0.6% ($981.2K/$172.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.3K

Value:$949.7K

% of Portfolio:0.6% ($949.7K/$172.6M)

NVIDIA CORP

NVDA|67066G104

Shares:6.2K

Value:$667.5K

% of Portfolio:0.4% ($667.5K/$172.6M)

CHEVRON CORP

CVX|166764100

Shares:3.7K

Value:$613.0K

% of Portfolio:0.4% ($613.0K/$172.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.1K

Value:$552.4K

% of Portfolio:0.3% ($552.4K/$172.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:869

Value:$455.1K

% of Portfolio:0.3% ($455.1K/$172.6M)

AMAZON COM INC

AMZN|023135106

Shares:2.3K

Value:$442.0K

% of Portfolio:0.3% ($442.0K/$172.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.8K

Value:$434.5K

% of Portfolio:0.3% ($434.5K/$172.6M)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:15.0K

Value:$363.8K

% of Portfolio:0.2% ($363.8K/$172.6M)

Meta Platforms, Inc.

META|30303M102

Shares:572

Value:$330.3K

% of Portfolio:0.2% ($330.3K/$172.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:546

Value:$306.0K

% of Portfolio:0.2% ($306.0K/$172.6M)

MICROSOFT CORP

MSFT|594918104

Shares:800

Value:$300.3K

% of Portfolio:0.2% ($300.3K/$172.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.2K

Value:$299.0K

% of Portfolio:0.2% ($299.0K/$172.6M)

ELI LILLY & Co

LLY|532457108

Shares:357

Value:$294.9K

% of Portfolio:0.2% ($294.9K/$172.6M)

921937835

BND|921937835

Shares:3.8K

Value:$282.2K

% of Portfolio:0.2% ($282.2K/$172.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	231.2K	QoQ - YoY -1.54% (-3.6K)	All Managers (Combined)	$123.1M	71.4% ($123.1M/$172.6M)	QoQ +5.46% (+$6.4M) YoY +24.68% (-$24.4M)
(VOOcusip922908363)	31.4K	QoQ -0.95% (-302) YoY +8.23% (+2.4K)	All Managers (Combined)	$16.1M	9.3% ($16.1M/$172.6M)	QoQ -5.52% (-$944.5K) YoY +15.71% (+$2.2M)
(VTIcusip922908769)	53.8K	QoQ -1.35% (-736) YoY +9.21% (+4.5K)	All Managers (Combined)	$14.8M	8.6% ($14.8M/$172.6M)	QoQ -6.44% (-$1.0M) YoY +15.49% (+$2.0M)
(cusip092528603)✕	136.4K	QoQ NEW(+136.4K) YoY NEW(+136.4K)	All Managers (Combined)	$7.1M	4.1% ($7.1M/$172.6M)	QoQ NEW(+$7.1M) YoY NEW(+$7.1M)
CITY HOLDING CO(CHCOcusip177835105)	12.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$172.6M)	QoQ -0.85% (-$12.4K) YoY +12.71% (+$162.7K)
Apple Inc.(AAPLcusip037833100)	4.4K	QoQ -4.33% (-200) YoY -0.65% (-29)	All Managers (Combined)	$981.2K	0.6% ($981.2K/$172.6M)	QoQ -15.13% (-$175.0K) YoY +28.69% (-$218.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.3K	QoQ +62.15% (+1.3K) YoY NEW(+3.3K)	All Managers (Combined)	$949.7K	0.6% ($949.7K/$172.6M)	QoQ +93.02% (+$457.7K) YoY NEW(+$949.7K)
NVIDIA CORP(NVDAcusip67066G104)	6.2K	QoQ -1.91% (-120) YoY +743.56% (+5.4K)	All Managers (Combined)	$667.5K	0.4% ($667.5K/$172.6M)	QoQ -20.82% (-$175.6K) YoY +1.18% (+$7.8K)
CHEVRON CORP(CVXcusip166764100)	3.7K	QoQ +3.41% (+121) YoY +5.01% (+175)	All Managers (Combined)	$613.0K	0.4% ($613.0K/$172.6M)	QoQ +19.42% (+$99.7K) YoY +11.38% (+$62.7K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.1K	QoQ +0.67% (+34) YoY +2.95% (+145)	All Managers (Combined)	$552.4K	0.3% ($552.4K/$172.6M)	QoQ +19.29% (+$89.3K) YoY +30.67% (+$129.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	869	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$455.1K	0.3% ($455.1K/$172.6M)	QoQ +3.53% (+$15.5K) YoY +5.87% (+$25.2K)
AMAZON COM INC(AMZNcusip023135106)	2.3K	QoQ -4.28% (-104) YoY -3.36% (-81)	All Managers (Combined)	$442.0K	0.3% ($442.0K/$172.6M)	QoQ -16.99% (-$90.5K) YoY +1.92% (-$8.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.8K	QoQ 0.00% (+0) YoY -15.98% (-337)	All Managers (Combined)	$434.5K	0.3% ($434.5K/$172.6M)	QoQ +2.36% (+$10.0K) YoY +2.92% (-$12.4K)
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	15.0K	QoQ 0.00% (+0) YoY -25.00% (-5.0K)	All Managers (Combined)	$363.8K	0.2% ($363.8K/$172.6M)	QoQ +16.19% (+$50.7K) YoY +14.09% (-$45.0K)
Meta Platforms, Inc.(METAcusip30303M102)	572	QoQ +6.31% (+34) YoY -6.53% (-40)	All Managers (Combined)	$330.3K	0.2% ($330.3K/$172.6M)	QoQ +4.84% (+$15.3K) YoY +11.13% (-$33.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	546	QoQ -98.60% (-38.5K) YoY NEW(+546)	All Managers (Combined)	$306.0K	0.2% ($306.0K/$172.6M)	QoQ -98.66% (-$22.6M) YoY NEW(+$306.0K)
MICROSOFT CORP(MSFTcusip594918104)	800	QoQ 0.00% (-0) YoY -22.17% (-228)	All Managers (Combined)	$300.3K	0.2% ($300.3K/$172.6M)	QoQ -10.93% (-$36.9K) YoY -30.56% (-$132.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.2K	QoQ -12.96% (-179) YoY -13.21% (-183)	All Managers (Combined)	$299.0K	0.2% ($299.0K/$172.6M)	QoQ -1.49% (-$4.5K) YoY +13.03% (-$34.5K)
ELI LILLY & Co(LLYcusip532457108)	357	QoQ 0.00% (+0) YoY -17.55% (-76)	All Managers (Combined)	$294.9K	0.2% ($294.9K/$172.6M)	QoQ +6.98% (+$19.2K) YoY -12.47% (-$42.0K)
(BNDcusip921937835)	3.8K	QoQ 0.00% (+0) YoY -93.36% (-54.0K)	All Managers (Combined)	$282.2K	0.2% ($282.2K/$172.6M)	QoQ +2.16% (+$6.0K) YoY -67.30% (-$581.1K)