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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 10 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UAUG INNOVATOR ETFS TRUST 10,584.0 $416K 0.09% $39.34 +6.5%
182 TFC TRUIST FINL CORP Financial Services 8,954.0 $412K 0.09% +318.0 +3.7% $45.97 +6.8%
183 XEL XCEL ENERGY INC Utilities 5,049.0 $401K 0.08% -1K -19.8% $79.44 +0.3%
184 AMT AMERICAN TOWER CORP Real Estate 2,322.0 $401K 0.08% NEW $172.58 +3.3%
185 XYL XYLEM INC Industrials 3,254.0 $389K 0.08% $119.50 -6.9%
186 NFLX NETFLIX INC. Communication Services 4,030.0 $387K 0.08% +570.0 +16.5% $96.15 -24.0%
187 GGG GRACO INC Industrials 4,541.0 $384K 0.08% -44.0 -1.0% $84.65 -11.2%
188 BX BLACKSTONE INC Financial Services 3,314.0 $381K 0.08% -119.0 -3.5% $114.99 +4.7%
189 CMCSA COMCAST CORP NEW Communication Services 12,997.0 $373K 0.08% +340.0 +2.7% $28.71 -20.3%
190 SPEM SPDR INDEX SHS FDS 7,891.0 $370K 0.08% $46.91 +10.3%
191 USEP INNOVATOR ETFS TRUST 9,481.0 $367K 0.08% $38.67 +6.4%
192 UNILEVER PLC 6,193.0 $353K 0.07% +2K +45.6% $56.97
193 MMM 3M CO Industrials 2,425.0 $352K 0.07% -16.0 -0.7% $145.23 +11.9%
194 UNH UNITEDHEALTH GROUP INC Healthcare 1,299.0 $351K 0.07% -46.0 -3.4% $270.53 +50.5%
195 APH AMPHENOL CORP Technology 2,779.0 $351K 0.07% -432.0 -13.4% $126.35 +27.8%
196 MDT MEDTRONIC PLC Healthcare 4,050.0 $351K 0.07% +2K +86.1% $86.65 -7.4%
197 CINF CINCINNATI FINL CORP Financial Services 2,216.0 $349K 0.07% $157.35 +10.9%
198 CVS CVS HEALTH CORP Healthcare 4,789.0 $344K 0.07% -44.0 -0.9% $71.82 +40.9%
199 ASML ASML HLDG NV Technology 258.0 $341K 0.07% NEW $1320.83 +35.1%
200 CGGO CAPITAL GROUP GBL GROWTH EQT 10,200.0 $340K 0.07% +179.0 +1.8% $33.37 +23.5%
Page 10 of 12  ·  239 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%