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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USMV ISHARES TR 2,606.0 $251K 0.05% -216.0 -7.7% $96.46 +5.2%
82 TJX TJX COS INC NEW Consumer Cyclical 1,628.0 $247K 0.04% -105.0 -6.1% $151.50 -7.7%
83 TFC TRUIST FINL CORP Financial Services 4,836.0 $241K 0.04% -4K -46.0% $49.82 +1.6%
84 IYE ISHARES TR 4,140.0 $234K 0.04% -53.0 -1.3% $56.59 +17.5%
85 UOCT INNOVATOR ETFS TRUST 5,679.0 $233K 0.04% -61.0 -1.1% $41.11 +2.0%
86 SHOP SHOPIFY INC Technology 2,026.0 $231K 0.04% -59.0 -2.8% $114.18 +31.0%
87 IWD ISHARES TR 949.0 $230K 0.04% -4K -82.1% $242.43 +6.4%
88 PLTR PALANTIR TECHNOLOGIES INC Technology 1,951.0 $228K 0.04% -258.0 -11.7% $116.67 +52.2%
89 O REALTY INCOME CORP Real Estate 3,454.0 $214K 0.04% -911.0 -20.9% $61.96 +1.7%
90 NFLX NETFLIX INC. Communication Services 2,900.0 $207K 0.04% -1K -28.0% $71.40 +12.3%
Page 5 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%