Lanham O'Dell & Company, Inc.
RIA/Wealth
Lanham O'Dell & Company, Inc. is a RIA/Wealth based in Hillsboro, OH led by Rick Claude O'Dell, managing $314.0M across 45 long positions as of Q3 2025 with 73% ETF concentration, 95% concentrated in top 10 holdings, and 22% allocation to BRK.B.
PresidentRick Claude O'Dell
- Portfolio Value
- $314.0M
- Positions
- 45
- Top Holding
- BRK.B at 22.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lanham O'Dell & Company, Inc.'s portfolio (95.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $69.8M | 22.24% | -$23.2M Sold | 0.01% 138.9K shares | |
ETF ETF | $57.1M | 18.19% | +$49.3M Bought | — 1.1M shares | |
ETF ETF | $37.6M | 11.99% | +$10.8M Bought | — 56.5K shares | |
ETF ETF | $27.9M | 8.87% | +$12.8M Bought | — 199.0K shares | |
ETF ETF | $26.4M | 8.42% | +$7.6M Bought | — 80.6K shares | |
ETF ETF | $25.2M | 8.01% | +$272.0K Bought | — 352.4K shares | |
ETF ETF | $20.5M | 6.53% | +$455.0K Bought | — 33.5K shares | |
ETF ETF | $19.7M | 6.26% | +$414.1K Bought | — 142.6K shares | |
ETF ETF | $10.5M | 3.34% | -$25.4K Sold | — 56.3K shares | |
ETF ETF | $4.5M | 1.43% | +$4.5M New | — 15.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lanham O'Dell & Company, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-24.91% | |
-7.55% | |
-4.31% | |
-2.33% |
Analytics
Portfolio insights and performance metrics for Lanham O'Dell & Company, Inc.
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