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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 2 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 27,380.0 $5.7M 1.18% $208.27 +12.3%
22 CVX CHEVRON CORPORATION Energy 27,479.0 $5.7M 1.18% +506.0 +1.9% $206.90 -14.9%
23 TEQI T ROWE PRICE ETF INC 122,306.0 $5.5M 1.14% +12K +11.0% $45.02 +11.6%
24 QUAL ISHARES TR 25,642.0 $4.9M 1.02% +234.0 +0.9% $191.81 +11.5%
25 CSCO CISCO SYS INC Technology 59,803.0 $4.6M 0.96% -484.0 -0.8% $77.59 +57.5%
26 XOM EXXON MOBIL CORP Energy 26,977.0 $4.6M 0.95% -2K -6.3% $169.66 -17.4%
27 BERKSHIRE HATHAWAY INC DEL 9,508.0 $4.6M 0.94% $479.20
28 DGRW WISDOMTREE TR 43,497.0 $3.8M 0.79% $87.84 +8.3%
29 CGNG CAPITAL GROUP NEW GEOGRAPHY 110,168.0 $3.5M 0.72% +16K +17.1% $31.57 +16.2%
30 SO SOUTHERN CO Utilities 33,795.0 $3.3M 0.67% $96.52 -2.0%
31 JNJ JOHNSON & JOHNSON Healthcare 13,083.0 $3.2M 0.66% -1K -9.3% $244.45 -3.0%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 13,074.0 $3.2M 0.66% -70.0 -0.5% $242.39 +9.7%
33 ISHARES TR 135,293.0 $3.1M 0.64% +18K +15.1% $22.92
34 BSEP INNOVATOR ETFS TRUST 63,472.0 $3.1M 0.63% $48.08 +9.0%
35 EFG ISHARES TR 27,384.0 $3.0M 0.63% +19K +222.5% $111.37 +9.8%
36 WEC WEC ENERGY GROUP INC Utilities 26,273.0 $3.0M 0.63% $115.77 -1.2%
37 BAI BLACKROCK ETF TRUST 91,415.0 $3.0M 0.62% +10K +12.9% $32.95 +53.3%
38 ISHARES TR 134,796.0 $3.0M 0.62% +16K +13.2% $22.28
39 NTRS NORTHERN TR CORP Financial Services 21,486.0 $3.0M 0.62% -5K -18.3% $139.57 +27.0%
40 ISHARES TR 132,667.0 $3.0M 0.61% +16K +13.6% $22.43
Page 2 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%