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:
142.91%
Gain +0.28%
Monthly
1.21%
Yearly
15.58%
Drawdown
27.29%
$566.16M
Equity
Holdings
$566.16M
Investment
$351.47M
$238.84M
Profit +$754,022.6
Realized
$24.16M
Unrealized
$214.69M
Dividends
$37.3M
Goals
Avg. 81.33% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$754,022.6
Win %
86%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.25M
Win %
86%
This Month
Compared to last month
Gain
1.46%
Profit
$8.16M
Win %
86%
This Year
Compared to last year
Gain
3.05%
Profit
$16.76M
Win %
84%
NUE Nucor Corporation
+2.66%
+$17,602 
LMT Lockheed Martin Corporation
+2.3%
+$13,707.74 
GE General Electric Company
+2.29%
+$4,411.55 
RTX RTX Corporation
+2.27%
+$10,235.36 
USB U.S. Bancorp
+2.11%
+$9,105.25 
PM Philip Morris International Inc.
+2.09%
+$8,915.48 
COF Capital One Financial Corporation
+2.05%
+$5,461.65 
PNC The PNC Financial Services Group, Inc.
+1.98%
+$4,974.1 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$8,649.36 
JPM JPMorgan Chase & Co.
+1.8%
+$20,905.24 
NOC Northrop Grumman Corporation
+1.76%
+$5,634.39 
TSLA Tesla, Inc.
+1.67%
+$27,547.23 
ITA iShares U.S. Aerospace & Defense ETF
+1.61%
+$21,941.37 
PG Procter & Gamble Co
+1.47%
+$16,218.5 
FCX Freeport-McMoRan Inc.
+1.41%
+$15,271.77 
BA Boeing Company
+1.39%
+$2,672.25 
JNJ Johnson & Johnson
+1.37%
+$9,615.37 
KO The Coca-Cola Company
+1.37%
+$7,875 
NEE NextEra Energy, Inc.
+1.37%
+$7,403.4 
ASML ASML Holding N.V. New York Registry Shares
+1.34%
+$10,333.31 
FERG Ferguson Enterprises Inc
+1.31%
+$3,204.01 
MRK Merck & Co., Inc.
+1.3%
+$4,883.76 
PSA Public Storage Common Stock
+1.3%
+$2,568.46 
LIN Linde plc
+1.3%
+$5,294.73 
CVX Chevron Corporation
+1.26%
+$4,697.5 
WEC WEC Energy Group Inc.
+1.21%
+$17,865.34 
BNY BlackRock New York Municipal Income Trust
+1.18%
+$3,024.35 
IDV iShares International Select Dividend ETF
+1.17%
+$10,256.4 
HD The Home Depot, Inc.
+1.14%
+$3,069.51 
LLY Eli Lilly and Company
+1.12%
+$3,912.85 
DFIV Dimensional International Value ETF
+1.09%
+$461,245.4 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.07%
+$5,596.24 
KMB Kimberly-Clark Corporation
+1.03%
+$3,125.03 
BMO Bank of Montreal
+0.99%
+$7,607.95 
DVY iShares Select Dividend ETF
+0.98%
+$56,298.25 
WMT Walmart Inc.
+0.97%
+$3,535.14 
CL Colgate-Palmolive Company
+0.95%
+$2,659.36 
MMM 3M Company
+0.94%
+$2,235.48 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$11,289.6 
XLF Financial Select Sector SPDR Fund
+0.92%
+$12,130.86 
SCHY Schwab International Dividend Equity ETF
+0.9%
+$6,808.9 
AAPL Apple Inc.
+0.9%
+$93,176.16 
IQLT iShares MSCI International Quality Factor ETF
+0.88%
+$19,205.12 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.87%
+$3,789.75 
GEV GE Vernova Inc.
+0.85%
+$2,040.92 
COST Costco Wholesale Corporation
+0.8%
+$3,640.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$12,244.05 
SPLV Invesco S&P 500 Low Volatility ETF
+0.79%
+$7,473.3 
DG Dollar General Corporation
+0.74%
+$1,980 
XOM Exxon Mobil Corporation
+0.73%
+$7,447.33 
CGIE Capital Group International Equity ETF
+0.73%
+$1,853.94 
ABBV AbbVie Inc.
+0.72%
+$12,205.76 
V Visa Inc. Class A
+0.72%
+$3,136.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$4,035.5 
XLI Industrial Select Sector SPDR Fund
+0.69%
+$15,251.68 
VZ Verizon Communications Inc.
+0.69%
+$1,502.73 
TEQI T. Rowe Price Equity Income ETF
+0.66%
+$48,065.4 
SHW The Sherwin-Williams Company
+0.64%
+$1,347.56 
DIS The Walt Disney Company
+0.58%
+$3,741.64 
CGIC Capital Group International Core Equity ETF
+0.55%
+$4,628.52 
FEOE First Eagle Overseas Equity ETF
+0.54%
+$2,799.6 
MGV Vanguard Mega Cap Value ETF
+0.53%
+$4,511.82 
AMGN Amgen Inc.
+0.51%
+$3,059.56 
VTV Vanguard Value ETF
+0.51%
+$3,393.39 
JAVA JPMorgan Active Value ETF
+0.47%
+$8,361.99 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.47%
+$2,672.14 
SCHV Schwab U.S. Large-Cap Value ETF
+0.45%
+$1,178 
SYY Sysco Corporation
+0.45%
+$1,630.59 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$1,693.88 
CAT Caterpillar Inc.
+0.43%
+$5,105.38 
CVS CVS Health Corporation
+0.43%
+$1,517.6 
IAU iShares Gold Trust
+0.42%
+$1,423.62 
IWD iShares Russell 1000 Value ETF
+0.42%
+$410,213.51 
MS Morgan Stanley
+0.41%
+$1,167.21 
ADP Automatic Data Processing Inc.
+0.39%
+$1,531.05 
RWL Invesco S&P 500 Revenue ETF
+0.36%
+$3,894.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$1,265.97 
ABT Abbott Laboratories
+0.33%
+$2,181.9 
UNP Union Pacific Corporation
+0.33%
+$904.33 
CMI Cummins Inc.
+0.31%
+$624.17 
PGX Invesco Preferred ETF
+0.3%
+$779.61 
UAL United Airlines Holdings, Inc.
+0.3%
+$540 
ILCB iShares Morningstar U.S. Equity ETF
+0.28%
+$1,321.49 
FDRR Fidelity Dividend ETF for Rising Rates
+0.28%
+$1,548.69 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.26%
+$1,103.7 
JCI Johnson Controls International plc
+0.26%
+$4,493.12 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$2,587.97 
MCD McDonald's Corporation
+0.15%
+$1,190.63 
CGGE Capital Group Global Equity ETF
+0.14%
+$1,933.2 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$17,146.44 
MOAT VanEck Morningstar Wide Moat Fund
+0.11%
+$528 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.11%
+$1,029.15 
AVUS Avantis U.S. Equity ETF
+0.08%
+$214.2 
VSGX Vanguard ESG International Stock ETF
+0.07%
+$148.02 
ACWI iShares MSCI ACWI ETF
+0.06%
+$167.4 
NEAR iShares Short Maturity Bond ETF
+0.06%
+$1,793.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$227.53 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$247.63 
FISV Fiserv, Inc.
+0.04%
+$125.95 
BKNG Booking Holdings Inc.
+0.03%
+$77.5 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$118.31 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$146.96 
QUAL iShares MSCI USA Quality Factor ETF
+0.01%
+$9,324.48 
TROW T. Rowe Price Group, Inc.
+0.01%
+$20.53 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$1,126.37 
CGDV Capital Group Dividend Value ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 G200
G2004J103
0%
$0 
MU Micron Technology, Inc.
-3.68%
-$8,560 
INTC Intel Corporation
-2.59%
-$10,240.62 
LRCX Lam Research Corporation
-2.37%
-$4,851.53 
XTIA XTI Aerospace Inc.
-2.25%
-$333 
UNH UnitedHealth Group Incorporated
-1.96%
-$5,197.89 
QCOM QUALCOMM Incorporated
-1.8%
-$7,055 
ORCL Oracle Corporation
-1.8%
-$18,779.2 
AMAT Applied Materials, Inc.
-1.74%
-$7,989.67 
GOOGL Alphabet Inc
-1.31%
-$18,130.5 
CSCO Cisco Systems, Inc.
-1.24%
-$4,768.16 
GOOG Alphabet Inc
-1.18%
-$7,859.17 
ADBE Adobe Inc.
-1.14%
-$3,303.36 
VGT Vanguard Information Technology ETF
-1.14%
-$2,465.86 
GARP iShares MSCI USA Quality GARP ETF
-0.99%
-$421,181.01 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$8,859.51 
FIS Fidelity National Information Services, Inc.
-0.75%
-$1,764.72 
IWF iShares Russell 1000 Growth ETF
-0.72%
-$71,750.91 
MELI MercadoLibre, Inc.
-0.7%
-$2,018.1 
CGGR Capital Group Growth ETF
-0.65%
-$1,696.94 
MGK Vanguard Mega Cap Growth ETF
-0.63%
-$10,083.88 
ETN Eaton Corporation plc
-0.59%
-$2,308.75 
MSFT Microsoft Corp.
-0.56%
-$39,192.5 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.55%
-$6,083.56 
VUG Vanguard Growth ETF
-0.55%
-$1,813.98 
AMZN Amazon.com Inc
-0.52%
-$11,495.6 
CGNG Capital Group New Geography Equity ETF
-0.51%
-$972.01 
APH Amphenol Corporation
-0.48%
-$6,199.44 
NVDA NVIDIA Corporation
-0.34%
-$7,226.84 
ESGV Vanguard ESG U.S. Stock ETF
-0.29%
-$3,406.48 
CGXU Capital Group International Focus Equity ETF
-0.29%
-$9,166.26 
CGGO Capital Group Global Growth Equity ETF
-0.26%
-$8,512 
IBM International Business Machines Corporation
-0.23%
-$973.08 
DSI iShares MSCI KLD 400 Social ETF
-0.22%
-$1,198.92 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$1,114 
CGUS Capital Group Core Equity ETF
-0.17%
-$3,923.73 
DE Deere & Company
-0.13%
-$343.4 
SUSL iShares ESG MSCI USA Leaders ETF
-0.12%
-$479.13 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$120,721.44 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$1,418.51 
VOO Vanguard S&P 500 ETF
-0.07%
-$9,628.99 
IWB iShares Russell 1000 ETF
-0.04%
-$1,165.68 Events
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Dividends
Dividend Analysis
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| Trades 2340 | Longs Won 1631/2340 69% | Profit Factor 32.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $151,098.73 | Best Trade (Oct 16) $61.77M | Sharpe Ratio -9.68 |
| Average Loss -$10,718.82 | Worst Trade (Oct 16) -$321,781.95 | Z-Score 10.24 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 6d | Expectancy $102,069.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,252 | $3.79M | $10.44M | - | $6.65M | 175.22% | +0.901% |
| ABBV AbbVie Inc. | 5,954 | $765,170.82 | $1.7M | - | $934,398.48 | 122.12% | +0.723% |
| ABT Abbott Laboratories | 6,234 | $601,126.7 | $654,757.02 | - | $53,630.32 | 8.92% | +0.334% |
| ACWI iShares MSCI ACWI ETF | 1,674 | $236,058.66 | $266,718.42 | - | $30,659.76 | 12.99% | +0.063% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,491 | $419,956.49 | $574,106.98 | - | $154,150.49 | 36.71% | +0.468% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,660 | $379,955.8 | $423,566.1 | - | $43,610.3 | 11.48% | +0.261% |
| ADBE Adobe Inc. | 1,147 | $235,157.94 | $285,362.13 | - | $50,204.19 | 21.35% | -1.144% |
| ADP Automatic Data Processing Inc. | 1,367 | $306,139.65 | $392,014.59 | - | $85,874.94 | 28.05% | +0.392% |
| AMAT Applied Materials, Inc. | 1,071 | $774,333 | $452,551.05 | - | -$321,781.95 | -41.56% | -1.735% |
| AMGN Amgen Inc. | 1,372 | $364,998.01 | $598,548.72 | - | $233,550.71 | 63.99% | +0.514% |
| AMZN Amazon.com Inc | 8,611 | $1.18M | $2.18M | - | $1M | 85.19% | -0.524% |
| APH Amphenol Corporation | 15,896 | $244,219.09 | $1.29M | - | $1.04M | 427.87% | -0.479% |
| ASML ASML Holding N.V. New York Registry Shares | 464 | $496,415.04 | $779,385.44 | - | $282,970.4 | 57% | +1.344% |
| AVUS Avantis U.S. Equity ETF | 2,142 | $215,956.44 | $278,181.54 | - | $62,225.1 | 28.81% | +0.077% |
| BA Boeing Company | 1,018 | $220,366.46 | $194,799.39 | - | -$25,567.07 | -11.6% | +1.391% |
| BKNG Booking Holdings Inc. | 1,550 | $261,035.5 | $257,067.5 | - | -$3,968 | -1.52% | +0.03% |
| BMO Bank of Montreal | 4,639 | $691,674.8 | $777,913.91 | - | $86,239.11 | 12.47% | +0.988% |
| BNY BlackRock New York Municipal Income Trust | 1,811 | $210,238.99 | $260,349.34 | - | $50,110.35 | 23.83% | +1.175% |
| BRK-B Berkshire Hathaway Inc. | 2,304 | $568,676.07 | $1.22M | - | $653,780.25 | 114.97% | +0.932% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 24,763 | $503,927.05 | $500,831.67 | - | -$3,095.38 | -0.61% | +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 - $17.75M, iShares Russell 1000 Value ETF - $9.71M, iShares Treasury Floating Rate Bond ETF - $5.37M, iShares MSCI USA Quality Factor ETF - $4.98M, 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 - $247,709.78, 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 $37.3M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $9.8M, iShares Russell 1000 Value ETF - $8.75M, iShares Treasury Floating Rate Bond ETF - $5.37M, iShares MSCI USA Quality Factor ETF - $1.66M, and iShares Select Dividend ETF - $1.12M. 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.
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