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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 858.0 $620K 0.11% -71.0 -7.6% $723.00 -32.6%
62 C CITIGROUP INC Financial Services 4,082.0 $571K 0.10% -139.0 -3.3% $139.97 -5.6%
63 PNC PNC FINL SVCS GROUP INC Financial Services 2,295.0 $565K 0.10% -397.0 -14.8% $246.22 -1.0%
64 KO COCA COLA CO Consumer Defensive 6,697.0 $544K 0.10% -2K -21.2% $81.27 +12.8%
65 T AT&T INC Communication Services 26,040.0 $539K 0.10% -738.0 -2.8% $20.70 +24.1%
66 MSI MOTOROLA SOLUTIONS INC Technology 1,216.0 $505K 0.09% -9.0 -0.7% $415.36 +15.9%
67 APH AMPHENOL CORP Technology 2,511.0 $443K 0.08% -268.0 -9.6% $176.32 -11.5%
68 DEO DIAGEO PLC Consumer Defensive 5,496.0 $442K 0.08% -4K -44.7% $80.38 +19.8%
69 SHEL SHELL PLC Energy 5,199.0 $403K 0.07% -145.0 -2.7% $77.54 +20.0%
70 USEP INNOVATOR ETFS TRUST 9,430.0 $390K 0.07% -51.0 -0.5% $41.33 +1.6%
71 MMM 3M CO Industrials 2,404.0 $389K 0.07% -21.0 -0.9% $161.92 +10.4%
72 BX BLACKSTONE INC Financial Services 3,290.0 $387K 0.07% -24.0 -0.7% $117.67 +22.0%
73 ABT ABBOTT LABORATORIES Healthcare 4,237.0 $384K 0.07% -377.0 -8.2% $90.73 +28.5%
74 XYL XYLEM INC Industrials 2,991.0 $354K 0.07% -263.0 -8.1% $118.21 -3.4%
75 IMAR INNOVATOR ETFS TRUST 10,086.0 $307K 0.06% -185.0 -1.8% $30.45 +2.7%
76 GGG GRACO INC Industrials 3,900.0 $295K 0.05% -641.0 -14.1% $75.61 +6.3%
77 CMCSA COMCAST CORP NEW Communication Services 11,758.0 $289K 0.05% -1K -9.5% $24.55 +10.4%
78 XEL XCEL ENERGY INC Utilities 3,590.0 $288K 0.05% -1K -28.9% $80.30 -3.9%
79 EEMV ISHARES INC 3,482.0 $262K 0.05% -355.0 -9.2% $75.28 -0.9%
80 MS MORGAN STANLEY Financial Services 1,248.0 $261K 0.05% -10.0 -0.8% $209.04 +2.8%
Page 4 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%