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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BNOV INNOVATOR ETFS TRUST 275,590.0 $13.2M 2.41% -3K -1.1% $47.81 +2.4%
2 AAPL APPLE INC Technology 34,799.0 $10.1M 1.84% -1K -3.0% $289.36 +6.9%
3 MSFT MICROSOFT CORP Technology 25,040.0 $9.3M 1.71% -702.0 -2.7% $373.02 +29.5%
4 UMAR INNOVATOR ETFS TRUST 202,575.0 $8.6M 1.57% -3K -1.4% $42.25 +1.7%
5 IVE ISHARES TR 35,348.0 $8.0M 1.47% -4K -9.6% $227.06 +4.5%
6 IEMG ISHARES INC 71,637.0 $5.9M 1.09% -18K -19.8% $82.84 -1.5%
7 CSCO CISCO SYS INC Technology 49,077.0 $5.8M 1.05% -11K -17.9% $117.46 -5.5%
8 EFV ISHARES TR 59,948.0 $4.6M 0.84% -30K -33.2% $76.55 +7.4%
9 CVX CHEVRON CORPORATION Energy 26,547.0 $4.4M 0.81% -932.0 -3.4% $165.76 +23.8%
10 BAI BLACKROCK ETF TRUST 81,318.0 $4.3M 0.79% -10K -11.1% $52.72 -16.0%
11 INTC INTEL CORP Technology 26,607.0 $3.7M 0.68% -2K -6.5% $139.63 -35.5%
12 NTRS NORTHERN TR CORP Financial Services 21,355.0 $3.7M 0.68% -131.0 -0.6% $173.84 +5.8%
13 IBM INTERNATIONAL BUSINESS MACHS Technology 12,990.0 $3.7M 0.67% -84.0 -0.6% $281.21 -16.2%
14 MTUM ISHARES TR 10,387.0 $3.6M 0.65% -1K -11.9% $342.82 -11.0%
15 XOM EXXON MOBIL CORP Energy 25,726.0 $3.5M 0.64% -1K -4.6% $136.72 +20.8%
16 JNJ JOHNSON & JOHNSON Healthcare 12,860.0 $3.3M 0.60% -223.0 -1.7% $253.97 +6.4%
17 CB CHUBB LIMITED Financial Services 8,298.0 $2.8M 0.52% -101.0 -1.2% $340.74 +0.1%
18 THRO BLACKROCK ETF TRUST 64,555.0 $2.8M 0.51% -16K -19.8% $43.11 +1.2%
19 SNA SNAP ON INC Industrials 6,849.0 $2.8M 0.51% -69.0 -1.0% $402.40 -2.2%
20 RSG REPUBLIC SVCS INC Industrials 12,520.0 $2.7M 0.49% -374.0 -2.9% $213.08 +3.6%
Page 1 of 5  ·  90 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%