LANDAAS & CO /WI /ADV

CIK

913990

Location

MILWAUKEE, WI

Portfolio Value

Micro $47,201,597

Diversification

Diversified

Filing Date

Global Rank

#6,907 / 8,603 ▲ 126 · as of Mar 2026

Top Industry

Consumer Electronics 18.1%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.8%

SPY

+76.5%

Annualised alpha

-5.9%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.1%

+0.8 pts

Top 5

37.9%

−1.2 pts

Top 10

51.7%

−1.7 pts

HHI

535

Diversified−12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$18,054,997	10
Consumer Cyclical	9.6%	$4,541,459	6
Financial Services	9.0%	$4,266,428	9
Industrials	8.6%	$4,044,995	11
Healthcare	7.7%	$3,621,825	7
Consumer Defensive	7.6%	$3,586,789	9
Unclassified	5.5%	$2,597,834	4
Utilities	4.5%	$2,119,589	2
Communication Services	4.3%	$2,026,494	3
Basic Materials	4.2%	$1,989,044	4
Energy	0.7%	$352,143	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,724	31,823	$8,076,359
MSFT	Microsoft Corp	+1,510	13,371	$4,949,543
ABBV	AbbVie Inc.	+983	5,888	$1,280,581
AMZN	Amazon Com Inc	+872	8,548	$1,780,291
ABT	Abbott Laboratories	+623	3,897	$400,104
GE	General Electric Co	+500	1,343	$381,103
TSLA	Tesla, Inc.	+493	3,494	$1,298,894
PG	PROCTER & GAMBLE Co	+246	7,021	$1,014,113
V	Visa Inc.	+223	1,091	$329,743
DIS	Walt Disney Co	+166	5,801	$559,100
JNJ	Johnson & Johnson	+157	2,771	$677,343
CVX	Chevron Corp	+138	1,702	$352,143
CAT	Caterpillar Inc	+133	2,004	$1,419,753
NVDA	Nvidia Corp	+65	9,250	$1,613,200
IBM	International Business Machines Corp	+45	1,833	$444,300
QQQ	Invesco Qqq Trust, Series 1	+42	982	$566,790
USB	US Bancorp De	+35	7,492	$389,658
MRK	Merck & Co., Inc.	+7	1,965	$236,369
CSCO	Cisco Systems, Inc.	+2	3,436	$266,599
WMT	Walmart Inc.	+1	2,825	$351,091
WEC	Wec Energy Group, Inc.	+1	12,809	$1,482,897
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−712	7,089	$395,566
FCX	Freeport-Mcmoran Inc	−64	15,426	$906,740
PEP	Pepsico Inc	−56	1,402	$217,716
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	4,314	$380,322
KMB	Kimberly Clark Corp	2,907	$280,438
VZ	Verizon Communications Inc	5,281	$265,106
CCL	Carnival Corp Ltd.	9,791	$253,391
AA	Alcoa Corp	3,500	$232,155
TRI	Thomson Reuters Corp /Can/	2,457	$221,080
CMI	Cummins Inc	376	$202,295
DE	Deere & Co	359	$202,224
XTIA	XTI Aerospace, Inc.	18,500	$38,295
BKNG	Booking Holdings Inc.	62	$10,441
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	910	$234,079
UNH	Unitedhealth Group Inc	653	$215,561
MKC	Mccormick & Co Inc	3,150	$214,546
PYPL	PayPal Holdings, Inc.	3,602	$210,284
TROW	Price T Rowe Group Inc	2,053	$210,186
COR	Cencora, Inc.	617	$208,391
LOW	Lowes Companies Inc	842	$203,056
HD	Home Depot, Inc.	587	$201,986
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $47,201,597 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	31,823	+3,724	$8,076,359	+5.7%	17.11%
MSFT	Microsoft Corp Technology	Added	13,371	+1,510	$4,949,543	−13.7%	10.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,548	+872	$1,780,291	+0.5%	3.77%
NVDA	Nvidia Corp Technology	Added	9,250	+65	$1,613,200	−5.8%	3.42%
WEC	Wec Energy Group, Inc. Utilities	Added	12,809	+1	$1,482,897	+9.8%	3.14%
CAT	Caterpillar Inc Industrials	Added	2,004	+133	$1,419,753	+32.5%	3.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,494	+493	$1,298,894	−3.8%	2.75%
ABBV	AbbVie Inc. Healthcare	Added	5,888	+983	$1,280,581	+14.3%	2.71%
SPY	Spdr S&P 500 ETF Trust	Held	1,930	0	$1,255,156	−4.6%	2.66%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,171	0	$1,226,941	−8.7%	2.60%
GOOGL	Alphabet Inc. Communication Services	Held	4,181	0	$1,202,288	−8.1%	2.55%
ORCL	Oracle Corp Technology	Held	7,760	0	$1,141,573	−24.5%	2.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,304	0	$1,104,076	−4.7%	2.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,021	+246	$1,014,113	+4.4%	2.15%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,209	0	$997,325	+1.7%	2.11%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	15,426	-64	$906,740	+15.3%	1.92%
JNJ	Johnson & Johnson Healthcare	Added	2,771	+157	$677,343	+25.2%	1.44%
NEE	Nextera Energy Inc Utilities	Held	6,855	0	$636,692	+15.7%	1.35%
ASML	Asml Holding NV Technology	Held	464	0	$612,865	+23.5%	1.30%
QQQ	Invesco Qqq Trust, Series 1	Added	982	+42	$566,790	−1.8%	1.20%
DIS	Walt Disney Co Communication Services	Added	5,801	+166	$559,100	−12.8%	1.18%
KO	Coca Cola Co Consumer Defensive	Held	6,432	0	$489,153	+8.8%	1.04%
RTX	RTX Corp Industrials	Held	2,414	0	$465,660	+5.2%	0.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	465	0	$463,339	+15.5%	0.98%
IBM	International Business Machines Corp Technology	Added	1,833	+45	$444,300	−16.1%	0.94%
NUE	Nucor Corp Basic Materials	Held	2,600	0	$439,660	+3.7%	0.93%
APH	Amphenol Corp /De/ Technology	Held	3,371	0	$425,925	−6.5%	0.90%
LIN	Linde PLC Basic Materials	Held	828	0	$410,489	+16.3%	0.87%
ABT	Abbott Laboratories Healthcare	Added	3,897	+623	$400,104	−2.5%	0.85%
FISV	Fiserv Inc	Reduced	7,089	-712	$395,566	−24.5%	0.84%
USB	US Bancorp De Financial Services	Added	7,492	+35	$389,658	−2.1%	0.83%
AMGN	Amgen Inc Healthcare	Held	1,100	0	$387,035	+7.5%	0.82%
GE	General Electric Co Industrials	Added	1,343	+500	$381,103	+46.8%	0.81%
IAU	Ishares Gold Trust	NEW	4,314	NEW	$380,322	NEW	0.81%
LLY	ELI LILLY & Co Healthcare	Held	400	0	$367,908	−14.4%	0.78%
CVX	Chevron Corp Energy	Added	1,702	+138	$352,143	+47.7%	0.75%
WMT	Walmart Inc. Consumer Defensive	Added	2,825	+1	$351,091	+11.6%	0.74%
ETN	Eaton Corp plc Industrials	Held	966	0	$345,509	+12.3%	0.73%
LMT	Lockheed Martin Corp Industrials	Held	550	0	$332,414	+25.0%	0.70%
V	Visa Inc. Financial Services	Added	1,091	+223	$329,743	+8.3%	0.70%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,876	0	$310,177	+3.1%	0.66%
QCOM	Qualcomm Inc/De Technology	Held	2,191	0	$282,156	−24.7%	0.60%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	2,907	NEW	$280,438	NEW	0.59%
CVS	CVS HEALTH Corp Healthcare	Held	3,794	0	$272,485	−9.5%	0.58%
CSCO	Cisco Systems, Inc. Technology	Added	3,436	+2	$266,599	+0.8%	0.56%
VZ	Verizon Communications Inc Communication Services	NEW	5,281	NEW	$265,106	NEW	0.56%
BMO	Bank Of Montreal /Can/ Financial Services	Held	1,918	0	$259,582	+4.3%	0.55%
MS	Morgan Stanley Financial Services	Held	1,546	0	$254,425	−7.3%	0.54%
CCL	Carnival Corp Ltd. Consumer Cyclical	NEW	9,791	NEW	$253,391	NEW	0.54%
COF	Capital One Financial Corp Financial Services	Held	1,337	0	$243,908	−24.7%	0.52%