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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 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EEMV ISHARES INC 3,837.0 $248K 0.05% -47.0 -1.2% $64.73 +15.5%
222 SHOP SHOPIFY INC Technology 2,085.0 $247K 0.05% +89.0 +4.5% $118.62 -9.0%
223 AXP AMERICAN EXPRESS CO Financial Services 797.0 $241K 0.05% -11.0 -1.4% $302.48 +11.9%
224 KIM KIMCO REALTY CORP Real Estate 10,665.0 $240K 0.05% NEW $22.47 +11.2%
225 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 13,538.0 $232K 0.05% $17.12 +18.4%
226 IWR ISHARES TR 2,354.0 $229K 0.05% $97.23 +11.3%
227 COF CAPITAL ONE FINL CORP Financial Services 1,253.0 $229K 0.05% +99.0 +8.6% $182.43 +9.7%
228 UOCT INNOVATOR ETFS TRUST 5,740.0 $219K 0.04% -164.0 -2.8% $38.24 +7.0%
229 PPL PPL CORP Utilities 5,733.0 $219K 0.04% NEW $38.20 -6.0%
230 IDXX IDEXX LABS INC Healthcare 385.0 $216K 0.04% $561.89 -3.0%
231 DFAS DIMENSIONAL ETF TRUST 3,004.0 $214K 0.04% $71.13 +12.6%
232 GSK GSK PLC Healthcare 3,872.0 $214K 0.04% -4K -53.7% $55.18 -6.2%
233 AMD ADVANCED MICRO DEVICES INC Technology 1,046.0 $213K 0.04% NEW $203.43 +157.1%
234 MS MORGAN STANLEY Financial Services 1,258.0 $207K 0.04% NEW $164.57 +37.9%
235 ECL ECOLAB INC Basic Materials 772.0 $205K 0.04% -9.0 -1.1% $266.02 +2.3%
236 THG HANOVER INS GROUP INC Financial Services 1,161.0 $201K 0.04% +14.0 +1.2% $173.35 +18.7%
237 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 16,663.0 $187K 0.04% $11.23 +2.7%
238 F FORD MTR CO Consumer Cyclical 13,576.0 $157K 0.03% +82.0 +0.6% $11.54 +21.1%
239 NZF NUVEEN MUN CR INCOME FD Financial Services 10,495.0 $128K 0.03% $12.18 +3.8%
Page 12 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%