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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 11 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNILEVER PLC 6,318.0 $380K 0.07% +125.0 +2.0% $60.12
202 VTV VANGUARD INDEX FDS 1,706.0 $372K 0.07% $217.93 +3.9%
203 NUV NUVEEN MUN VALUE FD INC Financial Services 40,147.0 $370K 0.07% +6K +15.9% $9.22 -2.7%
204 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,633.0 $366K 0.07% NEW $223.95 +25.4%
205 ETN EATON CORP PLC Industrials 830.0 $354K 0.07% +21.0 +2.6% $426.12 -1.6%
206 XYL XYLEM INC Industrials 2,991.0 $354K 0.07% -263.0 -8.1% $118.21 -4.1%
207 ITOT ISHARES TR 2,040.0 $335K 0.06% +132.0 +6.9% $164.30 +2.2%
208 RF REGIONS FINANCIAL CORP NEW Financial Services 10,352.0 $313K 0.06% NEW $30.20 +0.7%
209 DFUV DIMENSIONAL ETF TRUST 5,656.0 $311K 0.06% $55.01 +4.4%
210 SCHW SCHWAB CHARLES CORP Financial Services 3,364.0 $310K 0.06% +23.0 +0.7% $92.26 +21.7%
211 IMAR INNOVATOR ETFS TRUST 10,086.0 $307K 0.06% -185.0 -1.8% $30.45 +3.0%
212 ITT ITT INC Industrials 1,525.0 $302K 0.06% $197.76 +5.2%
213 TXN TEXAS INSTRS INC Technology 994.0 $296K 0.05% NEW $298.07 -11.3%
214 GGG GRACO INC Industrials 3,900.0 $295K 0.05% -641.0 -14.1% $75.61 +6.7%
215 CMCSA COMCAST CORP NEW Communication Services 11,758.0 $289K 0.05% -1K -9.5% $24.55 +9.4%
216 XEL XCEL ENERGY INC Utilities 3,590.0 $288K 0.05% -1K -28.9% $80.30 -5.0%
217 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 14,000.0 $288K 0.05% +462.0 +3.4% $20.56 +0.9%
218 KLAC KLA CORP Technology 946.0 $285K 0.05% NEW $301.71 -39.0%
219 AZN ASTRAZENECA PLC Healthcare 1,467.0 $278K 0.05% NEW $189.62 -12.5%
220 KIM KIMCO REALTY CORP Real Estate 10,918.0 $277K 0.05% +253.0 +2.4% $25.35 -5.2%
Page 11 of 13  ·  259 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%