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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,705.0 $852K 0.18% -49.0 -2.8% $499.63 -2.3%
42 SPYV SPDR SERIES TRUST 14,008.0 $793K 0.16% -133.0 -0.9% $56.58 +7.3%
43 PEP PEPSICO INC Consumer Defensive 4,978.0 $773K 0.16% -62.0 -1.2% $155.29 -9.0%
44 QQQ INVESCO QQQ TR Financial Services 1,285.0 $742K 0.15% -121.0 -8.6% $577.17 +24.4%
45 DEO DIAGEO PLC Consumer Defensive 9,936.0 $740K 0.15% -2K -16.0% $74.45 +10.0%
46 AMGN AMGEN INC Healthcare 1,937.0 $681K 0.14% -380.0 -16.4% $351.78 -1.2%
47 IYW ISHARES TR 3,619.0 $657K 0.14% -251.0 -6.5% $181.42 +35.3%
48 SPDW SPDR INDEX SHS FDS 12,742.0 $582K 0.12% -448.0 -3.4% $45.65 +9.1%
49 SCHC SCHWAB STRATEGIC TR 11,333.0 $530K 0.11% -75.0 -0.7% $46.74 +3.3%
50 NGG NATIONAL GRID PLC Utilities 6,190.0 $524K 0.11% -2K -22.4% $84.60 -3.4%
51 AON AON PLC Financial Services 1,492.0 $482K 0.10% -93.0 -5.9% $322.78 -1.0%
52 ABT ABBOTT LABORATORIES Healthcare 4,614.0 $474K 0.10% -164.0 -3.4% $102.68 -11.6%
53 PLD PROLOGIS INC. Real Estate 3,282.0 $434K 0.09% -231.0 -6.6% $132.18 +10.3%
54 LNC LINCOLN NATL CORP IND Financial Services 12,025.0 $427K 0.09% -131.0 -1.1% $35.50 +7.1%
55 TGT TARGET CORP Consumer Defensive 3,512.0 $426K 0.09% -20.0 -0.6% $121.20 +11.1%
56 XEL XCEL ENERGY INC Utilities 5,049.0 $401K 0.08% -1K -19.8% $79.44 +0.4%
57 GGG GRACO INC Industrials 4,541.0 $384K 0.08% -44.0 -1.0% $84.65 -11.3%
58 BX BLACKSTONE INC Financial Services 3,314.0 $381K 0.08% -119.0 -3.5% $114.99 +4.7%
59 MMM 3M CO Industrials 2,425.0 $352K 0.07% -16.0 -0.7% $145.23 +11.8%
60 UNH UNITEDHEALTH GROUP INC Healthcare 1,299.0 $351K 0.07% -46.0 -3.4% $270.53 +50.6%
Page 3 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%