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Portfolio (Quarterly) Guide ↗

Lantz Financial LLC

· CIK 0001766883
13F Portfolio $546M AUM 259 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 99 Added 90 Reduced 3 Exited
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 156,113.0 $3.5M 0.63% +21K +15.8% $22.14
22 ISHARES TR 153,534.0 $3.4M 0.63% +21K +15.7% $22.37
23 SO SOUTHERN CO Utilities 33,998.0 $3.3M 0.60% +203.0 +0.6% $95.71 -5.7%
24 WEC WEC ENERGY GROUP INC Utilities 26,829.0 $3.1M 0.57% +556.0 +2.1% $116.77 -7.8%
25 SGOV ISHARES TR 30,808.0 $3.1M 0.57% +16K +114.2% $100.67 -0.0%
26 USB US BANCORP Financial Services 48,919.0 $3.0M 0.54% +249.0 +0.5% $60.40 +3.3%
27 BLCR BLACKROCK ETF TRUST 56,774.0 $2.9M 0.52% +4K +8.3% $50.37 -3.0%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 15,672.0 $2.8M 0.52% +94.0 +0.6% $180.91 +5.3%
29 GOOGL ALPHABET INC Communication Services 7,460.0 $2.7M 0.49% +248.0 +3.4% $357.39 -2.3%
30 CGUS CAPITAL GROUP CORE EQUITY ET 58,966.0 $2.6M 0.48% +4K +7.8% $44.48 +1.2%
31 MU MICRON TECHNOLOGY INC Technology 2,219.0 $2.6M 0.47% +59.0 +2.7% $1154.48 -21.2%
32 BLACKROCK ETF TRUST 80,121.0 $2.5M 0.47% +13K +18.7% $31.78
33 PAYX PAYCHEX INC Industrials 24,922.0 $2.5M 0.45% +617.0 +2.5% $98.33 +28.1%
34 LLY ELI LILLY & CO Healthcare 2,003.0 $2.4M 0.44% +18.0 +0.9% $1199.65 +4.1%
35 GOOG ALPHABET INC 6,754.0 $2.4M 0.44% +277.0 +4.3% $353.34
36 MDLZ MONDELEZ INTL INC Consumer Defensive 40,351.0 $2.3M 0.43% +4K +10.3% $57.84 +11.4%
37 CGDV CAPITAL GROUP DIVIDEND VALUE 44,190.0 $2.2M 0.40% +1K +3.2% $49.28 +1.5%
38 HD HOME DEPOT INC Consumer Cyclical 5,861.0 $2.1M 0.38% +89.0 +1.5% $352.66 -4.4%
39 ABBV ABBVIE INC Healthcare 8,202.0 $2.1M 0.38% +555.0 +7.3% $251.63 +5.0%
40 VUG VANGUARD INDEX FDS 22,487.0 $1.9M 0.35% +19K +499.6% $86.14 +1.0%
Page 2 of 5  ·  99 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 27.5%
Financial Services 17.3%
Industrials 12.9%
Healthcare 8.9%
Consumer Defensive 8.6%
Utilities 7.0%
Consumer Cyclical 6.3%
Energy 6.1%
Communication Services 3.0%
Basic Materials 1.8%