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Portfolio (Quarterly) Guide ↗

Lantz Financial LLC

· CIK 0001766883
13F Portfolio $484M AUM 239 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 110 Added 74 Reduced 20 Exited
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFG ISHARES TR 27,384.0 $3.0M 0.63% +19K +222.5% $111.37 +9.4%
22 BAI BLACKROCK ETF TRUST 91,415.0 $3.0M 0.62% +10K +12.9% $32.95 +51.5%
23 ISHARES TR 134,796.0 $3.0M 0.62% +16K +13.2% $22.28
24 ISHARES TR 132,667.0 $3.0M 0.61% +16K +13.6% $22.43
25 THRO BLACKROCK ETF TRUST 80,488.0 $2.9M 0.60% +7K +9.9% $36.22 +17.0%
26 BSCS INVESCO EXCH TRD SLF IDX FD 139,734.0 $2.9M 0.59% +1K +0.8% $20.42 -0.5%
27 MTUM ISHARES TR 11,792.0 $2.8M 0.58% +1K +11.1% $239.98 +37.4%
28 PAYX PAYCHEX INC Industrials 24,305.0 $2.2M 0.46% +3K +14.2% $92.12 +6.4%
29 MRK MERCK & CO INC Healthcare 17,525.0 $2.1M 0.44% +761.0 +4.5% $120.29 -0.6%
30 CGUS CAPITAL GROUP CORE EQUITY ET 54,685.0 $2.1M 0.43% +5K +10.1% $38.42 +13.3%
31 GOOGL ALPHABET INC Communication Services 7,212.0 $2.1M 0.43% +506.0 +7.5% $287.57 +20.3%
32 GOOG ALPHABET INC Communication Services 6,477.0 $1.9M 0.38% +164.0 +2.6% $286.87 +20.6%
33 BMAR INNOVATOR ETFS TRUST 35,156.0 $1.8M 0.38% +7K +27.0% $52.49 +8.8%
34 ACN ACCENTURE PLC IRELAND Technology 8,900.0 $1.8M 0.36% +2K +31.4% $198.29 -35.9%
35 BFEB INNOVATOR ETFS TRUST 35,345.0 $1.7M 0.35% +19K +117.5% $47.70 +9.2%
36 GE GE AEROSPACE Industrials 5,877.0 $1.7M 0.34% +279.0 +5.0% $283.77 +25.6%
37 ABBV ABBVIE INC Healthcare 7,647.0 $1.7M 0.34% +89.0 +1.2% $217.48 +7.9%
38 CME CME GROUP INC Financial Services 5,319.0 $1.6M 0.33% +537.0 +11.2% $295.32 -18.0%
39 SBUX STARBUCKS CORP Consumer Cyclical 17,354.0 $1.6M 0.32% +148.0 +0.9% $89.59 +12.8%
40 DOW DOW HLDGS INC Basic Materials 37,279.0 $1.6M 0.32% +11K +42.8% $41.65 -27.2%
Page 2 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Financial Services 16.8%
Industrials 12.5%
Healthcare 8.9%
Consumer Defensive 8.8%
Energy 8.0%
Utilities 7.4%
Consumer Cyclical 6.2%
Communication Services 4.1%
Basic Materials 2.1%