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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 12 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AXP AMERICAN EXPRESS CO Financial Services 816.0 $276K 0.05% +19.0 +2.4% $338.25 -0.7%
222 DELL DELL TECHNOLOGIES INC Technology 634.0 $273K 0.05% NEW $431.25 +2.5%
223 GD GENERAL DYNAMICS CORP Industrials 751.0 $266K 0.05% $354.24 +8.5%
224 NTSK NETSKOPE INC Technology 24,200.0 $265K 0.05% NEW $10.94 +32.6%
225 PPL PPL CORP Utilities 7,260.0 $264K 0.05% +2K +26.6% $36.35 -5.4%
226 EEMV ISHARES INC 3,482.0 $262K 0.05% -355.0 -9.2% $75.28 -0.8%
227 MS MORGAN STANLEY Financial Services 1,248.0 $261K 0.05% -10.0 -0.8% $209.04 +2.5%
228 ECL ECOLAB INC Basic Materials 934.0 $260K 0.05% +162.0 +21.0% $278.61 +1.1%
229 IWR ISHARES TR 2,354.0 $260K 0.05% $110.32 +2.8%
230 QCOM QUALCOMM INC Technology 1,393.0 $257K 0.05% NEW $184.79 -13.0%
231 MEAR ISHARES U S ETF TR 5,068.0 $255K 0.05% $50.38 -0.3%
232 USMV ISHARES TR 2,606.0 $251K 0.05% -216.0 -7.7% $96.46 +4.9%
233 COF CAPITAL ONE FINL CORP Financial Services 1,249.0 $251K 0.05% $200.62 +8.6%
234 THG HANOVER INS GROUP INC Financial Services 1,164.0 $249K 0.05% $214.12 +4.2%
235 DFAS DIMENSIONAL ETF TRUST 3,004.0 $247K 0.04% $82.34 +0.8%
236 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 21,063.0 $247K 0.04% +4K +26.4% $11.74 -4.4%
237 TJX TJX COS INC NEW Consumer Cyclical 1,628.0 $247K 0.04% -105.0 -6.1% $151.50 -7.3%
238 TFC TRUIST FINL CORP Financial Services 4,836.0 $241K 0.04% -4K -46.0% $49.82 +1.2%
239 UJUN INNOVATOR ETFS TRUST 6,115.0 $236K 0.04% NEW $38.54 +1.5%
240 IYE ISHARES TR 4,140.0 $234K 0.04% -53.0 -1.3% $56.59 +19.0%
Page 12 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%