$90.9 Million is the total value of Lanham O'Dell & Company, Inc.'s 18 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 57.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CVX | Sell | CHEVRON CORP NEW | $537,066 | -18.3% | 3,292 | -10.1% | 0.59% | -58.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $404,035 | -17.2% | 855 | -7.1% | 0.44% | -58.3% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $214,347 | -19.8% | 1,635 | -13.8% | 0.24% | -59.5% |
OCGN | Exit | OCUGEN INC | $0 | – | -10,050 | -100.0% | -0.03% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,495 | -100.0% | -0.58% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -3,880 | -100.0% | -0.94% | – |
SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -103,035 | -100.0% | -3.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 78.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 62.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 30.3% |
CITY HLDG CO | 8 | Q3 2023 | 4.8% |
INTERCONTINENTAL EXCHANGE IN | 8 | Q3 2023 | 4.6% |
APPLE INC | 8 | Q3 2023 | 5.5% |
UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 2.3% |
AMERICAN ELEC PWR CO INC | 8 | Q3 2023 | 1.9% |
GLOBAL PMTS INC | 8 | Q3 2023 | 2.9% |
CAESARS ENTERTAINMENT INC NE | 8 | Q3 2023 | 1.6% |
View Lanham O'Dell & Company, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-12 |
13F-HR | 2022-05-12 |
View Lanham O'Dell & Company, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.