LANDAAS & CO /WI /ADV
Filing Date
Global Rank
#3,072
/ 4,286
▲ 3558
Top Industry
Consumer Electronics
15.1%
3Y Alpha vs SPY
-4.8%
Period ended 38 days ago
Filed Jul 21, 2026 · 17d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+60.0%
SPY
+77.0%
Annualised alpha
-4.0%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.3%
−2.1 pts
Top 5
31.9%
−5.1 pts
Top 10
45.0%
−5.7 pts
HHI
390
Diversified−115
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.6% | $22,352,570 |
| Industrials | 12.3% | $7,501,370 |
| Consumer Cyclical | 9.8% | $5,972,856 |
| Financial Services | 8.7% | $5,309,828 |
| Healthcare | 7.5% | $4,593,895 |
| Consumer Defensive | 7.1% | $4,327,970 |
| Unclassified | 5.1% | $3,124,362 |
| Utilities | 3.6% | $2,225,116 |
| Basic Materials | 3.6% | $2,192,795 |
| Communication Services | 3.6% | $2,178,566 |
| Energy | 1.8% | $1,080,704 |
| Real Estate | 0.3% | $212,631 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMO | Bank Of Montreal /Can/ | +2,721 | 4,639 | $819,711 | |
| ABT | Abbott Laboratories | +2,337 | 6,234 | $565,673 | |
| BKNG | Booking Holdings Inc. | +1,488 | 1,550 | $276,272 | |
| FIS | Fidelity National Information Services, Inc. | +1,367 | 6,536 | $254,119 | |
| XOM | ExxonMobil Holdings Corp | +1,339 | 5,841 | $798,581 | |
| WEC | Wec Energy Group, Inc. | +1,094 | 13,903 | $1,623,453 | |
| TSLA | Tesla, Inc. | +1,048 | 4,542 | $1,910,365 | |
| MRK | Merck & Co., Inc. | +619 | 2,584 | $332,044 | |
| APH | Amphenol Corp /De/ | +603 | 3,974 | $700,695 | |
| LMT | Lockheed Martin Corp | +569 | 1,119 | $570,085 | |
| NVDA | Nvidia Corp | +516 | 9,766 | $1,954,078 | |
| QQQ | Invesco Qqq Trust, Series 1 | +431 | 1,413 | $1,040,533 | |
| CL | Colgate Palmolive Co | +402 | 3,022 | $277,056 | |
| WMT | Walmart Inc. | +276 | 3,101 | $351,219 | |
| AMGN | Amgen Inc | +272 | 1,372 | $496,828 | |
| PM | Philip Morris International Inc. | +262 | 2,138 | $386,785 | |
| CSCO | Cisco Systems, Inc. | +70 | 3,506 | $411,814 | |
| ABBV | AbbVie Inc. | +66 | 5,954 | $1,498,264 | |
| AMZN | Amazon Com Inc | +63 | 8,611 | $2,052,345 | |
| MCD | Mcdonalds Corp | +53 | 3,262 | $881,751 | |
| DE | Deere & Co | +38 | 397 | $251,829 | |
| USB | US Bancorp De | +33 | 7,525 | $454,510 | |
| IBM | International Business Machines Corp | +3 | 1,836 | $516,301 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,162 | 3,950 | $1,411,611 | |
| AAPL | Apple Inc. | −1,571 | 30,252 | $8,753,718 | |
| GE | General Electric Co | −726 | 617 | $230,591 | |
| JPM | Jpmorgan Chase & Co | −707 | 3,464 | $1,133,871 | |
| FISV | Fiserv Inc | −630 | 6,459 | $316,813 | |
| MSFT | Microsoft Corp | −521 | 12,850 | $4,793,307 | |
| CAT | Caterpillar Inc | −396 | 1,608 | $1,712,359 | |
| VZ | Verizon Communications Inc | −354 | 4,927 | $208,609 | |
| KO | Coca Cola Co | −182 | 6,250 | $507,937 | |
| LLY | ELI LILLY & Co | −122 | 278 | $333,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JCI | Johnson Controls International plc | 11,824 | $1,727,604 | |
| AMAT | Applied Materials Inc /De | 1,071 | $774,333 | |
| INTC | Intel Corp | 4,146 | $578,905 | |
| UL | Unilever PLC | 7,032 | $422,763 | |
| SYY | Sysco Corp | 4,407 | $368,337 | |
| NOC | Northrop Grumman Corp /De/ | 641 | $326,467 | |
| LRCX | Lam Research Corp | 739 | $320,230 | |
| HD | Home Depot, Inc. | 877 | $309,300 | |
| ADP | Automatic Data Processing Inc | 1,367 | $306,139 | |
| GEV | GE Vernova Inc. | 259 | $304,288 | |
| MU | Micron Technology Inc | 250 | $288,572 | |
| UNH | Unitedhealth Group Inc | 653 | $271,406 | |
| MELI | Mercadolibre Inc | 155 | $263,095 | |
| FERG | Ferguson Enterprises Inc. /DE/ | 1,068 | $253,468 | |
| UAL | United Airlines Holdings, Inc. | 1,800 | $244,782 | |
| ADBE | Adobe Inc. | 1,147 | $235,157 | |
| TROW | Price T Rowe Group Inc | 2,053 | $233,405 | |
| BA | Boeing Co | 1,018 | $220,366 | |
| SHW | Sherwin Williams Co | 621 | $213,822 | |
| PSA | Public Storage | 668 | $212,631 | |
| No positions match the current search. | ||||
83 tracked positions ·
$61,072,663 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 30,252 | $8,753,718 | 14.33% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,850 | $4,793,307 | 7.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,611 | $2,052,345 | 3.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,766 | $1,954,078 | 3.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,542 | $1,910,365 | 3.13% | |
| JCI |
Johnson Controls International plc
Industrials
|
NEW | 11,824 | $1,727,604 | 2.83% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,608 | $1,712,359 | 2.80% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 13,903 | $1,623,453 | 2.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,954 | $1,498,264 | 2.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,930 | $1,441,266 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,950 | $1,411,611 | 2.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,304 | $1,152,898 | 1.89% | |
| ORCL |
Oracle Corp
Technology
|
Held | 7,760 | $1,137,228 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,464 | $1,133,871 | 1.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,413 | $1,040,533 | 1.70% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 7,021 | $1,029,559 | 1.69% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 15,426 | $970,141 | 1.59% | |
| ASML |
Asml Holding NV
Technology
|
Held | 464 | $923,100 | 1.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,262 | $881,751 | 1.44% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Added | 4,639 | $819,711 | 1.34% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,841 | $798,581 | 1.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 1,071 | $774,333 | 1.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,771 | $703,750 | 1.15% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 3,974 | $700,695 | 1.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 6,855 | $601,663 | 0.99% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 2,600 | $579,150 | 0.95% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,146 | $578,905 | 0.95% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,119 | $570,085 | 0.93% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,234 | $565,673 | 0.93% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 5,801 | $558,346 | 0.91% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,836 | $516,301 | 0.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 6,250 | $507,937 | 0.83% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,372 | $496,828 | 0.81% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,414 | $458,008 | 0.75% | |
| USB |
US Bancorp De
Financial Services
|
Added | 7,525 | $454,510 | 0.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 465 | $434,993 | 0.71% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 828 | $429,682 | 0.70% | |
| UL |
Unilever PLC
Consumer Defensive
|
NEW | 7,032 | $422,763 | 0.69% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,506 | $411,814 | 0.67% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 966 | $411,631 | 0.67% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 2,191 | $404,874 | 0.66% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 3,794 | $392,489 | 0.64% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,138 | $386,785 | 0.63% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,091 | $374,311 | 0.61% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 4,407 | $368,337 | 0.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,101 | $351,219 | 0.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 278 | $333,441 | 0.55% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,584 | $332,044 | 0.54% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 641 | $326,467 | 0.53% | |
| IAU |
Ishares Gold Trust
|
Held | 4,314 | $325,750 | 0.53% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.