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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC Energy 16,200.0 $878K 0.16% +396.0 +2.5% $54.21 -7.6%
62 IAU ISHARES GOLD TR Financial Services 11,471.0 $866K 0.16% +75.0 +0.7% $75.51 +16.0%
63 RTX RTX CORPORATION Industrials 3,747.0 $711K 0.13% +78.0 +2.1% $189.71 +10.2%
64 LRCX LAM RESEARCH CORP Technology 1,573.0 $682K 0.12% +40.0 +2.6% $433.33 -29.5%
65 ESGU ISHARES TR 3,950.0 $646K 0.12% +87.0 +2.2% $163.67 +2.3%
66 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,875.0 $645K 0.12% +380.0 +6.9% $109.78 +1.0%
67 DE DEERE & CO Industrials 986.0 $626K 0.12% +17.0 +1.8% $634.58 +2.6%
68 EFAV ISHARES TR 7,095.0 $622K 0.11% +54.0 +0.8% $87.71 +7.8%
69 SNY SANOFI SA Healthcare 14,278.0 $609K 0.11% +1K +8.2% $42.66 +6.9%
70 UNH UNITEDHEALTH GROUP INC Healthcare 1,431.0 $595K 0.11% +132.0 +10.2% $415.69 -4.2%
71 NGG NATIONAL GRID PLC Utilities 6,896.0 $571K 0.10% +706.0 +11.4% $82.87 -3.2%
72 MDT MEDTRONIC PLC Healthcare 7,267.0 $568K 0.10% +3K +79.4% $78.23 +19.2%
73 UAPR INNOVATOR ETFS TRUST 15,865.0 $557K 0.10% +7K +73.5% $35.11 +1.5%
74 TRP TC ENERGY CORP Energy 8,383.0 $556K 0.10% +258.0 +3.2% $66.29 -6.5%
75 AMCOR PLC 12,570.0 $545K 0.10% +238.0 +1.9% $43.35
76 ASML ASML HLDG NV Technology 267.0 $531K 0.10% +9.0 +3.5% $1989.44 -12.2%
77 DIS DISNEY WALT CO Communication Services 5,508.0 $530K 0.10% +422.0 +8.3% $96.25 +14.2%
78 FE FIRSTENERGY CORP Utilities 11,132.0 $529K 0.10% +1K +10.6% $47.54 -2.4%
79 CVS CVS HEALTH CORP Healthcare 4,874.0 $504K 0.09% +85.0 +1.8% $103.45 -10.2%
80 AON AON PLC Financial Services 1,500.0 $498K 0.09% +8.0 +0.5% $331.69 +8.0%
Page 4 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%