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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLACKROCK ETF TRUST 61,472.0 $2.2M 0.41% NEW $36.60
2 SWK STANLEY BLACK & DECKER INC Industrials 21,316.0 $2.0M 0.37% NEW $94.12 +6.3%
3 UMAY INNOVATOR ETFS TRUST 29,938.0 $1.1M 0.21% NEW $38.00 +1.6%
4 IMAY INNOVATOR ETFS TRUST 20,772.0 $659K 0.12% NEW $31.73 +2.8%
5 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,633.0 $366K 0.07% NEW $223.95 +25.4%
6 RF REGIONS FINANCIAL CORP NEW Financial Services 10,352.0 $313K 0.06% NEW $30.20 +0.7%
7 TXN TEXAS INSTRS INC Technology 994.0 $296K 0.05% NEW $298.07 -11.3%
8 KLAC KLA CORP Technology 946.0 $285K 0.05% NEW $301.71 -39.0%
9 AZN ASTRAZENECA PLC Healthcare 1,467.0 $278K 0.05% NEW $189.62 -12.5%
10 DELL DELL TECHNOLOGIES INC Technology 634.0 $273K 0.05% NEW $431.25 +2.5%
11 NTSK NETSKOPE INC Technology 24,200.0 $265K 0.05% NEW $10.94 +32.6%
12 QCOM QUALCOMM INC Technology 1,393.0 $257K 0.05% NEW $184.79 -13.0%
13 UJUN INNOVATOR ETFS TRUST 6,115.0 $236K 0.04% NEW $38.54 +1.5%
14 JCI JOHNSON CONTROLS INTERNATION Industrials 1,601.0 $234K 0.04% NEW $146.11 -2.1%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 238.0 $230K 0.04% NEW $965.00 -11.9%
16 UJUL INNOVATOR ETFS TRUST 5,601.0 $228K 0.04% NEW $40.77 +1.4%
17 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,055.0 $221K 0.04% NEW $107.78 +2.8%
18 VBR VANGUARD INDEX FDS 910.0 $221K 0.04% NEW $243.02 +2.5%
19 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 460.0 $220K 0.04% NEW $477.57 -12.3%
20 WRB BERKLEY W R CORP Financial Services 3,063.0 $216K 0.04% NEW $70.53 -2.7%
Page 1 of 2  ·  23 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%