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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AJG GALLAGHER ARTHUR J & CO Financial Services 2,101.0 $482K 0.09% +21.0 +1.0% $229.57 +18.5%
82 PLD PROLOGIS INC. Real Estate 3,410.0 $462K 0.09% +128.0 +3.9% $135.47 +5.8%
83 CGGO CAPITAL GROUP GBL GROWTH EQT 10,893.0 $461K 0.08% +693.0 +6.8% $42.33 -4.6%
84 GM GENERAL MTRS CO Consumer Cyclical 5,700.0 $439K 0.08% +76.0 +1.4% $77.08 +12.8%
85 BJUN INNOVATOR ETFS TRUST 8,441.0 $411K 0.07% +1K +14.8% $48.68 +1.9%
86 AMT AMERICAN TOWER CORP Real Estate 2,409.0 $394K 0.07% +87.0 +3.8% $163.57 +9.1%
87 UNILEVER PLC 6,318.0 $380K 0.07% +125.0 +2.0% $60.12
88 NUV NUVEEN MUN VALUE FD INC Financial Services 40,147.0 $370K 0.07% +6K +15.9% $9.22 -2.9%
89 ETN EATON CORP PLC Industrials 830.0 $354K 0.07% +21.0 +2.6% $426.12 -4.1%
90 ITOT ISHARES TR 2,040.0 $335K 0.06% +132.0 +6.9% $164.30 +1.9%
91 SCHW SCHWAB CHARLES CORP Financial Services 3,364.0 $310K 0.06% +23.0 +0.7% $92.26 +23.2%
92 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 14,000.0 $288K 0.05% +462.0 +3.4% $20.56 +0.3%
93 KIM KIMCO REALTY CORP Real Estate 10,918.0 $277K 0.05% +253.0 +2.4% $25.35 -4.5%
94 AXP AMERICAN EXPRESS CO Financial Services 816.0 $276K 0.05% +19.0 +2.4% $338.25 -0.3%
95 PPL PPL CORP Utilities 7,260.0 $264K 0.05% +2K +26.6% $36.35 -3.6%
96 ECL ECOLAB INC Basic Materials 934.0 $260K 0.05% +162.0 +21.0% $278.61 +3.0%
97 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 21,063.0 $247K 0.04% +4K +26.4% $11.74 -5.0%
98 GSK GSK PLC Healthcare 3,970.0 $208K 0.04% +98.0 +2.5% $52.42 -1.2%
99 F FORD MTR CO Consumer Cyclical 14,000.0 $195K 0.04% +424.0 +3.1% $13.90 +0.1%
Page 5 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%