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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 10,431.0 $1.2M 0.22% -436.0 -4.0% $113.27 -6.0%
42 BDEC INNOVATOR ETFS TRUST 22,044.0 $1.2M 0.21% -681.0 -3.0% $53.20 +2.1%
43 CME CME GROUP INC Financial Services 5,291.0 $1.2M 0.21% -28.0 -0.5% $220.81 +26.4%
44 PFE PFIZER INC Healthcare 46,747.0 $1.1M 0.21% -454.0 -1.0% $24.08 +16.2%
45 META META PLATFORMS INC Communication Services 1,872.0 $1.1M 0.19% -24.0 -1.3% $563.36 -0.8%
46 ACN ACCENTURE PLC IRELAND Technology 8,392.0 $1.0M 0.19% -508.0 -5.7% $124.44 +49.9%
47 TOTALENERGIES SE 13,390.0 $1.0M 0.19% -1K -9.8% $77.76
48 UFEB INNOVATOR ETFS TRUST 26,454.0 $1.0M 0.19% -155.0 -0.6% $38.65 +1.7%
49 OEF ISHARES TR 2,730.0 $999K 0.18% -81.0 -2.9% $365.87 +3.0%
50 QQQ INVESCO QQQ TR Financial Services 1,237.0 $911K 0.17% -48.0 -3.7% $736.38 -4.1%
51 IYW ISHARES TR 3,496.0 $882K 0.16% -123.0 -3.4% $252.23 -3.2%
52 TSLA TESLA INC Consumer Cyclical 2,078.0 $874K 0.16% -50.0 -2.4% $420.60 -17.0%
53 MA MASTERCARD INCORPORATED Financial Services 1,656.0 $850K 0.16% -49.0 -2.9% $513.50 +16.8%
54 CEG CONSTELLATION ENERGY CORP Utilities 3,387.0 $841K 0.15% -240.0 -6.6% $248.37 +10.1%
55 BA BOEING CO Industrials 3,677.0 $796K 0.15% -189.0 -4.9% $216.47 -2.8%
56 PH PARKER-HANNIFIN CORP Industrials 804.0 $787K 0.14% -12.0 -1.5% $978.51 +3.7%
57 PG PROCTER & GAMBLE CO Consumer Defensive 5,360.0 $786K 0.14% -85.0 -1.6% $146.64 -0.0%
58 UDEC INNOVATOR ETFS TRUST 18,165.0 $757K 0.14% -673.0 -3.6% $41.68 +1.9%
59 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,628.0 $718K 0.13% -182.0 -1.5% $61.76 -8.2%
60 PEP PEPSICO INC Consumer Defensive 4,814.0 $652K 0.12% -164.0 -3.3% $135.39 +6.9%
Page 3 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%