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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HSY HERSHEY CO Consumer Defensive 10,437.0 $1.8M 0.34% +541.0 +5.5% $175.45 +7.9%
42 DUSA DAVIS FUNDAMENTAL ETF TR 32,443.0 $1.8M 0.33% +3K +9.8% $56.18 +1.9%
43 CLX CLOROX CO DEL Consumer Defensive 18,830.0 $1.8M 0.33% +7K +58.8% $95.44 +14.0%
44 BMAY INNOVATOR ETFS TRUST 37,903.0 $1.8M 0.33% +19K +99.4% $47.35 +2.0%
45 TROW PRICE T ROWE GROUP INC Financial Services 15,130.0 $1.7M 0.32% +255.0 +1.7% $113.69 -1.9%
46 CL COLGATE PALMOLIVE CO Consumer Defensive 18,566.0 $1.7M 0.31% +95.0 +0.5% $91.68 +0.5%
47 MO ALTRIA GROUP INC Consumer Defensive 22,098.0 $1.6M 0.29% +1K +5.3% $71.95 -6.0%
48 PGR PROGRESSIVE CORP Financial Services 7,273.0 $1.6M 0.29% +190.0 +2.7% $218.45 +2.2%
49 CGBL CAPITAL GROUP CORE BALANCED 37,952.0 $1.4M 0.26% +12K +49.1% $37.96 +0.5%
50 V VISA INC Financial Services 4,128.0 $1.4M 0.26% +144.0 +3.6% $343.08 +10.6%
51 GLW CORNING INC Technology 5,023.0 $1.3M 0.23% +32.0 +0.6% $255.44 -44.2%
52 IBMQ ISHARES TR 49,307.0 $1.3M 0.23% +2K +4.5% $25.58 -0.2%
53 BR BROADRIDGE FINL SOLUTIONS IN Technology 9,181.0 $1.3M 0.23% +374.0 +4.2% $136.95 +35.2%
54 BAPR INNOVATOR ETFS TRUST 22,894.0 $1.2M 0.22% +4K +20.8% $53.26 +1.8%
55 BP BP PLC Energy 30,230.0 $1.1M 0.20% +332.0 +1.1% $36.95 +19.0%
56 BAC BANK OF AMER CORP Financial Services 19,267.0 $1.1M 0.20% +114.0 +0.6% $56.98 +9.4%
57 IBMP ISHARES TR 42,353.0 $1.1M 0.20% +2K +5.2% $25.42 -0.1%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 24,896.0 $1.1M 0.19% +2K +8.8% $42.34 +17.7%
59 ARCC ARES CAPITAL CORP Financial Services 56,382.0 $1.0M 0.19% +711.0 +1.3% $18.53 +7.6%
60 DUK DUKE ENERGY CORP NEW Utilities 7,442.0 $942K 0.17% +288.0 +4.0% $126.57 -4.5%
Page 3 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%