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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORP Technology 2,779.0 $351K 0.07% -432.0 -13.4% $126.35 +27.8%
62 CVS CVS HEALTH CORP Healthcare 4,789.0 $344K 0.07% -44.0 -0.9% $71.82 +40.9%
63 AMAT APPLIED MATLS INC Technology 929.0 $318K 0.07% -181.0 -16.3% $341.79 +72.4%
64 NUV NUVEEN MUN VALUE FD INC Financial Services 34,647.0 $311K 0.06% -2K -6.7% $8.99 +1.6%
65 IMAR INNOVATOR ETFS TRUST 10,271.0 $298K 0.06% -563.0 -5.2% $29.03 +4.4%
66 O REALTY INCOME CORP Real Estate 4,365.0 $267K 0.06% -1K -24.8% $61.18 +0.6%
67 USMV ISHARES TR 2,822.0 $262K 0.05% -187.0 -6.2% $92.74 +2.1%
68 MEAR ISHARES U S ETF TR 5,068.0 $255K 0.05% -374.0 -6.9% $50.34 -0.0%
69 BMO BANK MONTREAL MEDIUM Financial Services 1,844.0 $250K 0.05% -397.0 -17.7% $135.34 +28.6%
70 EEMV ISHARES INC 3,837.0 $248K 0.05% -47.0 -1.2% $64.73 +15.0%
71 AXP AMERICAN EXPRESS CO Financial Services 797.0 $241K 0.05% -11.0 -1.4% $302.48 +11.4%
72 UOCT INNOVATOR ETFS TRUST 5,740.0 $219K 0.04% -164.0 -2.8% $38.24 +7.0%
73 GSK GSK PLC Healthcare 3,872.0 $214K 0.04% -4K -53.7% $55.18 -6.0%
74 ECL ECOLAB INC Basic Materials 772.0 $205K 0.04% -9.0 -1.1% $266.02 +1.1%
Page 4 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%