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:
129.79%
Gain -0.36%
Monthly
1.23%
Yearly
15.76%
Drawdown
27.29%
$566.37M
Equity
Holdings
$566.37M
Investment
$351.47M
$239.06M
Profit -$267,479.7
Realized
$24.16M
Unrealized
$214.9M
Dividends
$35.77M
Goals
Avg. 81.33% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$267,479.7
Win %
87%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$267,479.7
Win %
87%
This Month
Compared to last month
Gain
2.27%
Profit
$12.58M
Win %
87%
This Year
Compared to last year
Gain
3.09%
Profit
$16.97M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$310,684.79 
ETN Eaton Corporation plc
+7.32%
+$27,347.46 
GOOG Alphabet Inc
+6.88%
+$44,355.07 
GOOGL Alphabet Inc
+6.73%
+$88,756.5 
FERG Ferguson Enterprises Inc
+3.52%
+$8,511.96 
MSFT Microsoft Corp.
+3.02%
+$175,016.87 
NVDA NVIDIA Corporation
+2.93%
+$55,763.93 
CVX Chevron Corporation
+2.35%
+$7,693.04 
CSCO Cisco Systems, Inc.
+2.14%
+$8,519.58 
PSA Public Storage Common Stock
+2.12%
+$4,488.96 
JCI Johnson Controls International plc
+1.93%
+$32,870.72 
ORCL Oracle Corporation
+1.81%
+$17,925.6 
VZ Verizon Communications Inc.
+1.52%
+$3,448.9 
LMT Lockheed Martin Corporation
+1.5%
+$9,656.97 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$15,643.44 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$5,833.55 
NOC Northrop Grumman Corporation
+1.43%
+$4,890.83 
GE General Electric Company
+1.42%
+$3,103.51 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$6,750.91 
CGUS Capital Group Core Equity ETF
+1.29%
+$29,819.55 
AMAT Applied Materials, Inc.
+1.18%
+$6,318.92 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$16,516.7 
VUG Vanguard Growth ETF
+1.1%
+$3,442.86 
ADBE Adobe Inc.
+1.01%
+$2,878.98 
ADP Automatic Data Processing Inc.
+0.98%
+$3,540.52 
UNP Union Pacific Corporation
+0.92%
+$2,515.15 
JAVA JPMorgan Active Value ETF
+0.87%
+$15,008.7 
IBM International Business Machines Corporation
+0.86%
+$3,506.72 
GEV GE Vernova Inc.
+0.85%
+$2,152.29 
MCD McDonald's Corporation
+0.82%
+$7,176.43 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$19,064.6 
TSLA Tesla, Inc.
+0.76%
+$10,719.03 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$71,750.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,306.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$96,491.23 
CAT Caterpillar Inc.
+0.7%
+$9,117.34 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$3,083.5 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$7,675.39 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$263,872.44 
CGGR Capital Group Growth ETF
+0.65%
+$1,587.46 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,273.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$10,081.17 
IWB iShares Russell 1000 ETF
+0.64%
+$16,708.14 
CGDV Capital Group Dividend Value ETF
+0.63%
+$31,039.68 
SYY Sysco Corporation
+0.63%
+$2,335.71 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,787.6 
TEQI T. Rowe Price Equity Income ETF
+0.57%
+$41,378.32 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,542.24 
APH Amphenol Corporation
+0.55%
+$3,497.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$647,317.86 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$2,771.34 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,288.96 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,356.03 
BMO Bank of Montreal
+0.47%
+$3,850.37 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$4,948.93 
IWD iShares Russell 1000 Value ETF
+0.44%
+$427,546.47 
RTX RTX Corporation
+0.39%
+$2,027.76 
CGGE Capital Group Global Equity ETF
+0.37%
+$5,026.32 
PG Procter & Gamble Co
+0.37%
+$3,721.13 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,285.44 
MRK Merck & Co., Inc.
+0.32%
+$1,059.47 
JPM JPMorgan Chase & Co.
+0.27%
+$3,256.16 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,056.01 
JNJ Johnson & Johnson
+0.21%
+$1,468.63 
CMI Cummins Inc.
+0.19%
+$458.73 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$124,329.51 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,720.88 
USB U.S. Bancorp
+0.17%
+$827.74 
MS Morgan Stanley
+0.17%
+$556.56 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$452.75 
MMM 3M Company
+0.12%
+$300.92 
NUE Nucor Corporation
+0.1%
+$650 
WMT Walmart Inc.
+0.09%
+$310.11 
ABT Abbott Laboratories
+0.09%
+$561.06 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$354.94 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$1,702.4 
DIS The Walt Disney Company
+0.03%
+$174.03 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$54 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$597.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$411.75 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$741,779.04 
TROW T. Rowe Price Group, Inc.
-6.31%
-$15,459.09 
LIN Linde plc
-5.95%
-$25,055.29 
MU Micron Technology, Inc.
-5.9%
-$12,907.49 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,079.52 
FIS Fidelity National Information Services, Inc.
-2.67%
-$8,039.28 
QCOM QUALCOMM Incorporated
-2.63%
-$8,742.11 
XTIA XTI Aerospace Inc.
-2.61%
-$740 
ABBV AbbVie Inc.
-2.51%
-$38,522.38 
BA Boeing Company
-2.15%
-$4,845.67 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,014 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,616.72 
LRCX Lam Research Corporation
-1.58%
-$3,473.31 
IAU iShares Gold Trust
-1.46%
-$4,874.82 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$10,412.13 
FCX Freeport-McMoRan Inc.
-1.28%
-$12,495.06 
SHW The Sherwin-Williams Company
-1.16%
-$2,477.78 
NEE NextEra Energy, Inc.
-1.15%
-$6,923.55 
DE Deere & Company
-1.13%
-$2,699.6 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$4,743 
INTC Intel Corporation
-1.02%
-$3,855.78 
KO The Coca-Cola Company
-1.02%
-$5,625 
XOM Exxon Mobil Corporation
-0.97%
-$8,936.73 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$4,852.64 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$4,379.69 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$17,895.68 
KMB Kimberly-Clark Corporation
-0.8%
-$2,558.16 
CVS CVS Health Corporation
-0.75%
-$2,997.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,793.34 
AMGN Amgen Inc.
-0.64%
-$3,402.57 
PM Philip Morris International Inc.
-0.61%
-$2,522.82 
WEC WEC Energy Group Inc.
-0.57%
-$8,758.93 
COF Capital One Financial Corporation
-0.54%
-$1,510.82 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$17,367.66 
LLY Eli Lilly and Company
-0.53%
-$1,704.14 
CGIC Capital Group International Core Equity ETF
-0.53%
-$4,509.84 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$3,692.96 
DFIV Dimensional International Value ETF
-0.47%
-$204,157.8 
DVY iShares Select Dividend ETF
-0.45%
-$26,235.35 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$62,870.28 
HD The Home Depot, Inc.
-0.42%
-$1,219.05 
MELI MercadoLibre, Inc.
-0.41%
-$1,205.9 
VGT Vanguard Information Technology ETF
-0.38%
-$762.82 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,422.22 
DG Dollar General Corporation
-0.35%
-$899.99 
CL Colgate-Palmolive Company
-0.33%
-$906.6 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,841.31 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$2,351.36 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,777.8 
VTV Vanguard Value ETF
-0.27%
-$1,771.74 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$684 
FISV Fiserv, Inc.
-0.24%
-$839.67 
COST Costco Wholesale Corporation
-0.24%
-$1,060.19 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,970.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$799.56 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,932.75 
BKNG Booking Holdings Inc.
-0.18%
-$527.03 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$735.8 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$296.04 
IDV iShares International Select Dividend ETF
-0.14%
-$1,243.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,427.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$455.05 
PGX Invesco Preferred ETF
-0.09%
-$259.87 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$247.63 
V Visa Inc. Class A
-0.04%
-$152.73 
CGIE Capital Group International Equity ETF
-0.03%
-$69.96 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$205.83 Events
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Dividends
Dividend Analysis
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| Trades 2340 | Longs Won 1639/2340 70% | Profit Factor 34.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $150,159.17 | Best Trade (Aug 14) $63.32M | Sharpe Ratio -9.35 |
| Average Loss -$10,059.92 | Worst Trade (Aug 13) -$287,946.32 | Z-Score 10.37 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 6d | Expectancy $102,161.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,252 | $3.79M | $9.35M | - | $5.55M | 146.38% | -7.354% |
| ABBV AbbVie Inc. | 5,954 | $765,170.82 | $1.49M | - | $728,925.94 | 95.26% | -2.513% |
| ABT Abbott Laboratories | 6,234 | $601,126.7 | $658,933.8 | - | $57,807.1 | 9.62% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 1,674 | $236,058.66 | $261,863.8 | - | $25,805.14 | 10.93% | +0.495% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,491 | $419,956.49 | $559,039.68 | - | $139,083.19 | 33.12% | -0.328% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,660 | $379,955.8 | $425,915 | - | $45,959.2 | 12.1% | -0.172% |
| ADBE Adobe Inc. | 1,147 | $235,157.94 | $287,220.27 | - | $52,062.33 | 22.14% | +1.013% |
| ADP Automatic Data Processing Inc. | 1,367 | $306,139.65 | $364,250.81 | - | $58,111.16 | 18.98% | +0.982% |
| AMAT Applied Materials, Inc. | 1,071 | $774,333 | $543,714.58 | - | -$230,618.42 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 1,372 | $364,998.01 | $528,439.52 | - | $163,441.51 | 44.78% | -0.64% |
| AMZN Amazon.com Inc | 8,611 | $1.18M | $2.34M | - | $1.16M | 98.46% | +15.321% |
| APH Amphenol Corporation | 7,948 | $244,219.08 | $638,621.8 | - | $394,402.72 | 161.5% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 464 | $496,415.04 | $755,856 | - | $259,440.96 | 52.26% | -1.359% |
| AVUS Avantis U.S. Equity ETF | 2,142 | $215,956.44 | $273,319.2 | - | $57,362.76 | 26.56% | +0.567% |
| BA Boeing Company | 1,018 | $220,366.46 | $220,030.52 | - | -$335.94 | -0.15% | -2.155% |
| BKNG Booking Holdings Inc. | 1,550 | $261,035.5 | $298,994.98 | - | $37,959.48 | 14.54% | -0.176% |
| BMO Bank of Montreal | 4,639 | $691,674.8 | $832,468.55 | - | $140,793.75 | 20.36% | +0.465% |
| BNY BlackRock New York Municipal Income Trust | 1,811 | $210,238.99 | $283,113.63 | - | $72,874.64 | 34.66% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 2,304 | $568,676.07 | $1.18M | - | $609,912.09 | 107.25% | +0.365% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 24,763 | $503,927.05 | $503,184.16 | - | -$742.89 | -0.15% | -0.049% |
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FAQ
Which stocks have generated the highest profits for Landaas & Company?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $17.43M, iShares Russell 1000 Value ETF - $9.35M, iShares Treasury Floating Rate Bond ETF - $5.3M, iShares MSCI USA Quality Factor ETF - $4.83M, and Apple Inc - $2.89M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Global Clean Energy ETF - $449,691.28, Pinstripes Holdings Inc - $254,385.96, 3M Company - $248,827.52, Walgreens Boots Alliance Inc - $141,020.49, and PayPal Holdings Inc - $110,862.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Landaas & Company's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.77M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $9.48M, iShares Russell 1000 Value ETF - $8.39M, iShares Treasury Floating Rate Bond ETF - $5.3M, iShares MSCI USA Quality Factor ETF - $1.51M, and iShares Select Dividend ETF - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Landaas & Company's monthly returns?
Landaas & Company's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Landaas & Company's strategy be considered aggressive or moderate?
Landaas & Company's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Landaas & Company's strategy?
Landaas & Company's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
