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Portfolio (Quarterly) Guide ↗

Lantz Financial LLC

· CIK 0001766883
13F Portfolio $484M AUM 239 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 110 Added 74 Reduced 20 Exited
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 25,742.0 $9.5M 1.97% -646.0 -2.5% $370.17 +0.5%
2 DYNF BLACKROCK ETF TRUST 128,235.0 $7.5M 1.54% -6K -4.3% $58.18 +15.1%
3 IEMG ISHARES INC 89,282.0 $6.2M 1.29% -2K -2.7% $69.75 +17.8%
4 CSCO CISCO SYS INC Technology 59,803.0 $4.6M 0.96% -484.0 -0.8% $77.59 +56.3%
5 XOM EXXON MOBIL CORP Energy 26,977.0 $4.6M 0.95% -2K -6.3% $169.66 -17.7%
6 JNJ JOHNSON & JOHNSON Healthcare 13,083.0 $3.2M 0.66% -1K -9.3% $244.45 -3.5%
7 IBM INTERNATIONAL BUSINESS MACHS Technology 13,074.0 $3.2M 0.66% -70.0 -0.5% $242.39 +9.4%
8 NTRS NORTHERN TR CORP Financial Services 21,486.0 $3.0M 0.62% -5K -18.3% $139.57 +27.1%
9 ADI ANALOG DEVICES INC Technology 9,045.0 $2.9M 0.59% -362.0 -3.9% $318.14 +29.7%
10 CB CHUBB LTD SWITZ Financial Services 8,399.0 $2.7M 0.57% -493.0 -5.5% $325.93 +1.6%
11 LMT LOCKHEED MARTIN CORP Industrials 4,444.0 $2.7M 0.56% -45.0 -1.0% $604.38 -17.2%
12 PM PHILIP MORRIS INTL INC Consumer Defensive 15,578.0 $2.6M 0.53% -203.0 -1.3% $165.34 +7.7%
13 CAT CATERPILLAR INC Industrials 3,581.0 $2.5M 0.53% -175.0 -4.7% $708.45 +40.2%
14 USB US BANCORP Financial Services 48,670.0 $2.5M 0.52% -690.0 -1.4% $52.01 +14.8%
15 SNA SNAP ON INC Industrials 6,918.0 $2.5M 0.52% -606.0 -8.1% $363.22 +7.6%
16 ENTERGY CORP NEW 22,311.0 $2.5M 0.52% -726.0 -3.1% $112.36
17 LIN LINDE PLC Basic Materials 4,918.0 $2.4M 0.50% -117.0 -2.3% $495.79 +4.3%
18 JPM JPMORGAN CHASE & CO Financial Services 8,083.0 $2.4M 0.49% -125.0 -1.5% $294.17 +13.6%
19 UJAN INNOVATOR ETFS TRUST 55,217.0 $2.3M 0.48% -595.0 -1.1% $42.51 +6.1%
20 GILD GILEAD SCIENCES INC Healthcare 16,744.0 $2.3M 0.48% -2K -10.3% $139.37 -9.7%
Page 1 of 4  ·  74 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 24.3%
Financial Services 16.8%
Industrials 12.5%
Healthcare 8.9%
Consumer Defensive 8.8%
Energy 8.0%
Utilities 7.4%
Consumer Cyclical 6.2%
Communication Services 4.1%
Basic Materials 2.1%