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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 13 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JCI JOHNSON CONTROLS INTERNATION Industrials 1,601.0 $234K 0.04% NEW $146.11 -2.1%
242 UOCT INNOVATOR ETFS TRUST 5,679.0 $233K 0.04% -61.0 -1.1% $41.11 +2.0%
243 SHOP SHOPIFY INC Technology 2,026.0 $231K 0.04% -59.0 -2.8% $114.18 +30.7%
244 IWD ISHARES TR 949.0 $230K 0.04% -4K -82.1% $242.43 +6.1%
245 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 238.0 $230K 0.04% NEW $965.00 -11.9%
246 UJUL INNOVATOR ETFS TRUST 5,601.0 $228K 0.04% NEW $40.77 +1.4%
247 PLTR PALANTIR TECHNOLOGIES INC Technology 1,951.0 $228K 0.04% -258.0 -11.7% $116.67 +54.2%
248 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,055.0 $221K 0.04% NEW $107.78 +2.8%
249 VBR VANGUARD INDEX FDS 910.0 $221K 0.04% NEW $243.02 +2.5%
250 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 460.0 $220K 0.04% NEW $477.57 -12.3%
251 WRB BERKLEY W R CORP Financial Services 3,063.0 $216K 0.04% NEW $70.53 -2.7%
252 O REALTY INCOME CORP Real Estate 3,454.0 $214K 0.04% -911.0 -20.9% $61.96 +1.0%
253 GSK GSK PLC Healthcare 3,970.0 $208K 0.04% +98.0 +2.5% $52.42 -0.0%
254 NFLX NETFLIX INC. Communication Services 2,900.0 $207K 0.04% -1K -28.0% $71.40 +11.5%
255 INNOVATOR ETFS TRUST 7,650.0 $204K 0.04% NEW $26.64
256 VOO VANGUARD INDEX FDS 296.0 $204K 0.04% NEW $687.88 +2.3%
257 DOL WISDOMTREE TR 2,699.0 $201K 0.04% NEW $74.36 +3.9%
258 F FORD MTR CO Consumer Cyclical 14,000.0 $195K 0.04% +424.0 +3.1% $13.90 +3.7%
259 NZF NUVEEN MUN CR INCOME FD Financial Services 10,495.0 $133K 0.02% $12.68 -3.5%
Page 13 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%