Landaas & CO Portfolio Holdings

Landaas & CO

  • $357 Million
  • Q3 2024

Landaas & CO has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $357 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $104M, Ishares Russell 1000 Val ETF with a value of $68M, Ishares Msci Usa Quality Facto with a value of $56.9M, Ishares Treasury Floating Rate with a value of $42.2M, and Ishares Factors Us Growth Styl with a value of $14.3M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $327M to 357M.

Landaas & CO is based out at Milwaukee, WI

Below you can find more details about Landaas & CO portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $320 Million
Technology: $15.5 Million
Consumer Cyclical: $5.43 Million
Consumer Defensive: $3.47 Million
Healthcare: $2.94 Million
Financial Services: $2.75 Million
Industrials: $2.49 Million
Utilities: $1.97 Million
Other: $3.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $357 Million
  • Prior Value $327 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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