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Home > Institutional Investor > Lanham O'dell & Company, Inc. > Profile

Instuitional Investor - Lanham O'dell & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Lanham O'dell & Company, Inc.
Portfolio Value $144,119,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 227,845 $81,263,198 56.38%
2.
Spdr S & P 500 Etf Trust
 SPY 32,854 $15,615,919 10.83%
3.
Vanguard Index Fds
 26,522 $11,584,614 8.03%
4.
Vanguard Index Fds
 46,589 $11,051,799 7.66%
5.
Vanguard Index Fds
 50,641 $7,570,829 5.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)