Landaas & Company Portfolio
Invests via Landaas & Co | Managed by Landaas & Company LLC
Invests via Landaas & Co
Managed by Landaas & Company LLC
Automatically Tracked
Company Profile
A mid-sized investment management and advisory firm, Landaas & Company provides wealth management, institutional advisory and private markets investment services to family offices and small institutions. The firm is positioned to offer diversified asset allocation, opportunistic private equity and real estate exposure, and bespoke portfolio construction for long-term capital preservation and income generation.
A mid-sized investment management and advisory firm, Landaas & Company provides wealth management, institutional advisory and private markets investment services to family offices and small institutions. The firm is positioned to offer diversified asset allocation, opportunistic private equity and real estate exposure, and bespoke portfolio construction for long-term capital preservation and income generation.
Investment Philosophy & Strategy
Mid-sized investment manager that combines diversified asset allocation with opportunistic private equity and real estate to deliver long-term capital preservation and income. Portfolio construction emphasizes bespoke mandates, tax-aware structuring, and liability-aware sizing for family offices and small institutions. Strategic allocation favors durable income-generating assets, selective illiquid exposures to enhance yield, and a risk-aware glidepath balancing downside protection with patient growth.
Mid-sized investment manager that combines diversified asset allocation with opportunistic private equity and real estate to deliver long-term capital preservation and income. Portfolio construction emphasizes bespoke mandates, tax-aware structuring, and liability-aware sizing for family offices and small institutions. Strategic allocation favors durable income-generating assets, selective illiquid exposures to enhance yield, and a risk-aware glidepath balancing downside protection with patient growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-26.32%
Gain
Monthly
0.16%
Yearly
1.95%
Drawdown
65.87%
$518.3M
Equity
Holdings
$518.3M
Investment
$314.74M
$226.13M
Profit +$1.18M
Realized
$22.57M
Unrealized
$203.56M
Dividends
$35.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.18M
Win %
88%
This Week
Compared To Last Week
Gain
0.62%
Profit
$3.2M
Win %
88%
This Month
Compared to last month
Gain
0.77%
Profit
$3.97M
Win %
88%
This Year
Compared to last year
Gain
13.74%
Profit
$62.6M
Win %
87%
AAPL Apple Inc.
+3.63%
+$363,418.98 
GOOG Alphabet Inc
+3.56%
+$24,571.97 
GOOGL Alphabet Inc
+3.38%
+$50,820.06 
AN AutoNation Inc.
+3.38%
+$6,828.9 
BKNG Booking Holdings Inc.
+3.34%
+$9,052 
MSFT Microsoft Corp.
+3.22%
+$165,858.03 
ORCL Oracle Corporation
+3.13%
+$31,117.6 
AMZN Amazon.com Inc
+2.96%
+$62,656.84 
FIS Fidelity National Information Services, Inc.
+2.86%
+$5,996.04 
BNY BlackRock New York Municipal Income Trust
+2.84%
+$7,941.22 
FISV Fiserv, Inc.
+2.44%
+$8,577.69 
MRK Merck & Co., Inc.
+2.2%
+$5,226.9 
COF Capital One Financial Corporation
+2.03%
+$5,581.98 
JPM JPMorgan Chase & Co.
+1.81%
+$25,860.2 
DG Dollar General Corporation
+1.78%
+$4,275 
MMM 3M Company
+1.62%
+$3,625.49 
DIS The Walt Disney Company
+1.5%
+$8,353.44 
PM Philip Morris International Inc.
+1.4%
+$4,633.72 
USB U.S. Bancorp
+1.38%
+$6,405.66 
CVS CVS Health Corporation
+1.32%
+$5,330.57 
CCL Carnival Corporation Ltd.
+1.29%
+$3,352.44 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$3,577.14 
VZ Verizon Communications Inc.
+1.17%
+$2,614.09 
AMGN Amgen Inc.
+1.13%
+$4,404.29 
ABBV AbbVie Inc.
+1.06%
+$15,308.8 
XLF Financial Select Sector SPDR Fund
+0.98%
+$13,082.3 
PG Procter & Gamble Co
+0.86%
+$8,776.25 
BMO Bank of Montreal
+0.83%
+$2,877 
MOAT VanEck Morningstar Wide Moat Fund
+0.73%
+$3,410 
V Visa Inc. Class A
+0.67%
+$2,612.95 
MGK Vanguard Mega Cap Growth ETF
+0.54%
+$2,541.6 
JAVA JPMorgan Active Value ETF
+0.53%
+$7,462.56 
VUG Vanguard Growth ETF
+0.5%
+$1,610.37 
IQLT iShares MSCI International Quality Factor ETF
+0.48%
+$9,524.32 
GE General Electric Company
+0.47%
+$2,256.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.47%
+$6,691.2 
WMT Walmart Inc.
+0.46%
+$1,489.34 
IWD iShares Russell 1000 Value ETF
+0.45%
+$410,875.3 
FEOE First Eagle Overseas Equity ETF
+0.43%
+$1,069.5 
FDRR Fidelity Dividend ETF for Rising Rates
+0.42%
+$1,024.8 
KMB Kimberly-Clark Corporation
+0.37%
+$1,162.8 
ABT Abbott Laboratories
+0.37%
+$1,286.01 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.37%
+$1,892.45 
NUE Nucor Corporation
+0.36%
+$2,171 
RTX RTX Corporation
+0.35%
+$1,641.54 
XTIA XTI Aerospace Inc.
+0.33%
+$92.5 
ESGV Vanguard ESG U.S. Stock ETF
+0.32%
+$3,622.08 
IDV iShares International Select Dividend ETF
+0.31%
+$2,461.94 
CGIE Capital Group International Equity ETF
+0.3%
+$769.56 
DFIV Dimensional International Value ETF
+0.3%
+$104,298.81 
DVY iShares Select Dividend ETF
+0.29%
+$17,147.95 
SCHY Schwab International Dividend Equity ETF
+0.29%
+$2,183.2 
CGDV Capital Group Dividend Value ETF
+0.24%
+$8,540.64 
DFCF Dimensional Core Fixed Income ETF
+0.23%
+$2,552.74 
RWL Invesco S&P 500 Revenue ETF
+0.18%
+$1,412.43 
COST Costco Wholesale Corporation
+0.17%
+$720.75 
PEP PepsiCo, Inc.
+0.16%
+$298.77 
CGSD Capital Group Short Duration Income ETF
+0.16%
+$23,272.64 
PGX Invesco Preferred ETF
+0.14%
+$389.81 
CGUS Capital Group Core Equity ETF
+0.12%
+$1,872.97 
SPY SPDR S&P 500 ETF Trust
+0.12%
+$1,794.9 
IWB iShares Russell 1000 ETF
+0.12%
+$3,270.38 
VOO Vanguard S&P 500 ETF
+0.12%
+$16,263.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$144,326.06 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$668.4 
CGGE Capital Group Global Equity ETF
+0.1%
+$1,065.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.09%
+$58,524.94 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.09%
+$560.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.07%
+$371.44 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.07%
+$607.85 
TEQI T. Rowe Price Equity Income ETF
+0.06%
+$3,277.19 
NEAR iShares Short Maturity Bond ETF
+0.05%
+$540.97 
ACWI iShares MSCI ACWI ETF
+0.04%
+$108.81 
ILCB iShares Morningstar U.S. Equity ETF
+0.03%
+$154 
VIG Vanguard Dividend Appreciation ETF
+0.02%
+$87.89 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$108.89 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$801.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$22.21 
TRI
0%
$0 
CSCO Cisco Systems, Inc.
-5.44%
-$21,887.32 
CAT Caterpillar Inc.
-3.47%
-$64,889.48 
CMI Cummins Inc.
-2.72%
-$6,914.63 
AA Alcoa Corporation
-2.5%
-$4,287.5 
FCX Freeport-McMoRan Inc.
-2.44%
-$23,293.26 
ETN Eaton Corporation plc
-2.35%
-$9,423.33 
LIN Linde plc
-1.61%
-$6,988.3 
NVDA NVIDIA Corporation
-1.45%
-$28,443.66 
XOM Exxon Mobil Corporation
-1.39%
-$9,093.99 
CVX Chevron Corporation
-1.34%
-$4,161.39 
APH Amphenol Corporation
-1.2%
-$6,421.76 
JNJ Johnson & Johnson
-1.16%
-$8,146.74 
QCOM QUALCOMM Incorporated
-1.15%
-$4,491.55 
XLI Industrial Select Sector SPDR Fund
-1.05%
-$24,307.29 
IBM International Business Machines Corporation
-0.99%
-$3,931.78 
SCHV Schwab U.S. Large-Cap Value ETF
-0.86%
-$2,242 
CGGO Capital Group Global Growth Equity ETF
-0.85%
-$21,063.28 
WEC WEC Energy Group Inc.
-0.75%
-$11,079.78 
ASML ASML Holding N.V. New York Registry Shares
-0.75%
-$6,182.97 
DE Deere & Company
-0.74%
-$1,543.7 
NEE NextEra Energy, Inc.
-0.67%
-$4,113 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$4,536.84 
MCD McDonald's Corporation
-0.62%
-$5,389.52 
MGV Vanguard Mega Cap Value ETF
-0.6%
-$5,082.28 
UNP Union Pacific Corporation
-0.6%
-$1,620.24 
LLY Eli Lilly and Company
-0.55%
-$2,516 
GARP iShares MSCI USA Quality GARP ETF
-0.5%
-$191,803.33 
VTV Vanguard Value ETF
-0.48%
-$3,123.12 
LMT Lockheed Martin Corporation
-0.34%
-$962.5 
KO The Coca-Cola Company
-0.33%
-$1,768.8 
MS Morgan Stanley
-0.33%
-$1,159.5 
CGXU Capital Group International Focus Equity ETF
-0.31%
-$7,968.56 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.26%
-$1,392.21 
BRK-B Berkshire Hathaway Inc.
-0.25%
-$2,856.94 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$22,057.86 
DSI iShares MSCI KLD 400 Social ETF
-0.22%
-$1,014.63 
IAU iShares Gold Trust
-0.2%
-$668.67 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,928.4 
CL Colgate-Palmolive Company
-0.13%
-$314.4 
TSLA Tesla, Inc.
-0.11%
-$1,572.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$605.33 
ITA iShares U.S. Aerospace & Defense ETF
-0.1%
-$1,513.75 
SUSL iShares ESG MSCI USA Leaders ETF
-0.09%
-$363.43 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.09%
-$309.66 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$439.67 
CGIC Capital Group International Core Equity ETF
-0.04%
-$356.04 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.02%
-$93 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$184.57 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.02%
-$84.9 
AVUS Avantis U.S. Equity ETF
-0.01%
-$32.13 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$195.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2245 | Longs Won 1367/2245 60% | Profit Factor 44.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.41M |
| Average Win $169,242.06 | Best Trade (Jul 10) $60.89M | Sharpe Ratio -9.58 |
| Average Loss -$5,952.16 | Worst Trade (Jul 15) -$292,487.28 | Z-Score -3.8 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 2d | Expectancy $100,725.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.39% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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