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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 11 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BJUN INNOVATOR ETFS TRUST 7,351.0 $340K 0.07% $46.25 +4.0%
202 VTV VANGUARD INDEX FDS 1,706.0 $335K 0.07% +258.0 +17.8% $196.20 +10.8%
203 LRCX LAM RESEARCH CORP Technology 1,533.0 $328K 0.07% +35.0 +2.3% $213.66 +73.8%
204 PLTR PALANTIR TECHNOLOGIES INC Technology 2,209.0 $323K 0.07% +363.0 +19.7% $146.28 -20.2%
205 AMAT APPLIED MATLS INC Technology 929.0 $318K 0.07% -181.0 -16.3% $341.79 +71.4%
206 SCHW SCHWAB CHARLES CORP Financial Services 3,341.0 $314K 0.07% +98.0 +3.0% $93.98 -0.9%
207 NUV NUVEEN MUN VALUE FD INC Financial Services 34,647.0 $311K 0.06% -2K -6.7% $8.99 +1.8%
208 UAPR INNOVATOR ETFS TRUST 9,142.0 $305K 0.06% $33.37 +4.5%
209 IMAR INNOVATOR ETFS TRUST 10,271.0 $298K 0.06% -563.0 -5.2% $29.03 +4.1%
210 ITT ITT INC Industrials 1,529.0 $291K 0.06% $190.53 +2.1%
211 ETN EATON CORP PLC Industrials 809.0 $289K 0.06% +33.0 +4.2% $357.67 +13.3%
212 TJX TJX COS INC NEW Consumer Cyclical 1,733.0 $277K 0.06% +36.0 +2.1% $159.70 +2.9%
213 DFUV DIMENSIONAL ETF TRUST 5,656.0 $274K 0.06% $48.46 +12.3%
214 ITOT ISHARES TR 1,908.0 $272K 0.06% +59.0 +3.2% $142.45 +13.2%
215 IYE ISHARES TR 4,193.0 $272K 0.06% NEW $64.77 -10.7%
216 O REALTY INCOME CORP Real Estate 4,365.0 $267K 0.06% -1K -24.8% $61.18 +0.6%
217 USMV ISHARES TR 2,822.0 $262K 0.05% -187.0 -6.2% $92.74 +2.0%
218 GD GENERAL DYNAMICS CORP Industrials 753.0 $258K 0.05% +6.0 +0.8% $343.22 +2.1%
219 MEAR ISHARES U S ETF TR 5,068.0 $255K 0.05% -374.0 -6.9% $50.34 -0.0%
220 BMO BANK MONTREAL MEDIUM Financial Services 1,844.0 $250K 0.05% -397.0 -17.7% $135.34 +28.1%
Page 11 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%