Landaas & Co Portfolio Shifts: Key Holdings Adjustments in Q3 2026
Landaas & Co's portfolio saw significant changes in Q3 2026, with notable increases in holdings of TFLO, TEQI, USFR, DFIV, GARP, NEAR, CGGO, CGDV, and CGSD, while some positions like CGSD were reduced.
In Q3 2026, Landaas & Co's portfolio underwent several notable adjustments, reflecting strategic shifts in their investment focus. The firm's holdings saw significant changes across various holdings, with some positions increased substantially while others were trimmed.
Significant Increases
Landaas & Co demonstrated a clear preference for growth in certain sectors during the quarter, as evidenced by substantial increases in several holdings. The firm significantly boosted its position in TFLO (ISHARES TR (TFLO)), increasing shares by 96.56% from the previous quarter. Similarly, TEQI (T ROWE PRICE EXCHANGE-TRADED) saw a substantial 85.3% increase in holdings. Other notable additions included USFR (WISDOMTREE TR), DFIV (DIMENSIONAL ETF TRUST), GARP (ISHARES TR), NEAR (ISHARES U S ETF TR), CGGO (CAPITAL GROUP GBL GROWTH EQT), and CGDV (CAPITAL GROUP DIVIDEND VALUE).
Reductions and Portfolio Context
Conversely, the firm reduced its stake in CGSD (CAPITAL GRP FIXED INCM ETF T) by 5.93%, a decrease of 33,903 shares. This reduction was part of a broader portfolio that maintained a diverse allocation across various sectors, with Technology and Financial Services being particularly prominent. The portfolio's top holdings by value include TFLO, TEQI, USFR, DFIV, and GARP, which together account for a significant portion of the portfolio. Landaas & Co holds 159 positions, with the top five holdings representing 63.69% of the total portfolio value, indicating a concentrated focus on core holdings.
These changes suggest a dynamic investment strategy, with the firm favoring growth-oriented and innovative ETFs. The substantial buying in TFLO, TEQI, and others indicates confidence in certain market segments. The reduction in CGSD might signal a strategic rebalancing or a shift in outlook for fixed income ETFs. The overall portfolio allocation shows a strong tilt towards Technology and Financial Services, with other sectors like Consumer Defensive and Utilities also present but in smaller proportions.
Overall Portfolio Changes
The portfolio's sector allocation remains relatively balanced, with Technology holding a substantial 4.22% allocation and Financial Services at 1.02%. Other sectors such as Industrials, Consumer Cyclical, Consumer Defensive, and Healthcare contribute minimally to the allocation. The total portfolio value stood at approximately $605.8 million as of September 30, 2026. The changes in holdings indicate active management, with 107 positions experiencing changes during the quarter, reflecting the firm's responsiveness to market dynamics and investment opportunities.
The significant buying activity in multiple ETFs suggests a continued interest in exchange-traded products, particularly those focused on growth, quality, and innovative strategies. The lack of large sell activities indicates a focus on building positions rather than divesting major holdings during this period. Investors monitoring Landaas & Co's moves may look to these patterns for insights into the firm's current market sentiment and investment priorities.
Conclusion
In summary, Landaas & Co's Q3 2026 portfolio adjustments highlight a strategic approach to capital allocation. The firm increased its exposure to several ETFs, including TFLO, TEQI, and others, while reducing its position in CGSD. These moves reflect the firm's active management style and potential confidence in certain market segments. For more detailed analysis of Landaas & Co's investment patterns, visit Landaas & Co's profile.