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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 3 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THRO BLACKROCK ETF TRUST 80,488.0 $2.9M 0.60% +7K +9.9% $36.22 +17.0%
42 ADI ANALOG DEVICES INC Technology 9,045.0 $2.9M 0.59% -362.0 -3.9% $318.14 +28.0%
43 BSCS INVESCO EXCH TRD SLF IDX FD 139,734.0 $2.9M 0.59% +1K +0.8% $20.42 -0.5%
44 MTUM ISHARES TR 11,792.0 $2.8M 0.58% +1K +11.1% $239.98 +37.4%
45 RSG REPUBLIC SVCS INC Industrials 12,894.0 $2.8M 0.58% $219.02 -4.5%
46 CB CHUBB LTD SWITZ Financial Services 8,399.0 $2.7M 0.57% -493.0 -5.5% $325.93 +1.9%
47 LMT LOCKHEED MARTIN CORP Industrials 4,444.0 $2.7M 0.56% -45.0 -1.0% $604.38 -16.7%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 15,578.0 $2.6M 0.53% -203.0 -1.3% $165.34 +8.1%
49 CAT CATERPILLAR INC Industrials 3,581.0 $2.5M 0.53% -175.0 -4.7% $708.45 +38.9%
50 USB US BANCORP Financial Services 48,670.0 $2.5M 0.52% -690.0 -1.4% $52.01 +15.5%
51 SNA SNAP ON INC Industrials 6,918.0 $2.5M 0.52% -606.0 -8.1% $363.22 +6.2%
52 ENTERGY CORP NEW 22,311.0 $2.5M 0.52% -726.0 -3.1% $112.36
53 LIN LINDE PLC Basic Materials 4,918.0 $2.4M 0.50% -117.0 -2.3% $495.79 +3.3%
54 JPM JPMORGAN CHASE & CO Financial Services 8,083.0 $2.4M 0.49% -125.0 -1.5% $294.17 +13.6%
55 UJAN INNOVATOR ETFS TRUST 55,217.0 $2.3M 0.48% -595.0 -1.1% $42.51 +6.0%
56 GILD GILEAD SCIENCES INC Healthcare 16,744.0 $2.3M 0.48% -2K -10.3% $139.37 -10.3%
57 KMI KINDER MORGAN INC DEL Energy 67,280.0 $2.3M 0.47% -2K -2.7% $33.53 -3.0%
58 PAYX PAYCHEX INC Industrials 24,305.0 $2.2M 0.46% +3K +14.2% $92.12 +6.4%
59 BLACKROCK ETF TRUST 67,487.0 $2.2M 0.46% NEW $32.72
60 BLCR BLACKROCK ETF TRUST 52,410.0 $2.2M 0.45% NEW $41.06 +20.3%
Page 3 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%