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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 3 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 33,998.0 $3.3M 0.60% +203.0 +0.6% $95.71 -7.1%
42 WEC WEC ENERGY GROUP INC Utilities 26,829.0 $3.1M 0.57% +556.0 +2.1% $116.77 -9.2%
43 SGOV ISHARES TR 30,808.0 $3.1M 0.57% +16K +114.2% $100.67 -0.0%
44 USB US BANCORP Financial Services 48,919.0 $3.0M 0.54% +249.0 +0.5% $60.40 +2.7%
45 BLCR BLACKROCK ETF TRUST 56,774.0 $2.9M 0.52% +4K +8.3% $50.37 -2.5%
46 BSCS INVESCO EXCH TRD SLF IDX FD 139,777.0 $2.8M 0.52% $20.37 +0.1%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 15,672.0 $2.8M 0.52% +94.0 +0.6% $180.91 +4.0%
48 CB CHUBB LIMITED Financial Services 8,298.0 $2.8M 0.52% -101.0 -1.2% $340.74 +0.1%
49 THRO BLACKROCK ETF TRUST 64,555.0 $2.8M 0.51% -16K -19.8% $43.11 +1.2%
50 SNA SNAP ON INC Industrials 6,849.0 $2.8M 0.51% -69.0 -1.0% $402.40 -2.2%
51 RSG REPUBLIC SVCS INC Industrials 12,520.0 $2.7M 0.49% -374.0 -2.9% $213.08 +3.6%
52 GOOGL ALPHABET INC Communication Services 7,460.0 $2.7M 0.49% +248.0 +3.4% $357.39 -3.5%
53 QUAL ISHARES TR 12,085.0 $2.7M 0.49% -14K -52.9% $219.43 +1.7%
54 JPM JPMORGAN CHASE & CO Financial Services 8,068.0 $2.6M 0.48% $327.34 +7.4%
55 CGUS CAPITAL GROUP CORE EQUITY ET 58,966.0 $2.6M 0.48% +4K +7.8% $44.48 +1.5%
56 MU MICRON TECHNOLOGY INC Technology 2,219.0 $2.6M 0.47% +59.0 +2.7% $1154.48 -16.3%
57 LIN LINDE PLC Basic Materials 4,916.0 $2.6M 0.47% $518.90 -6.0%
58 BLACKROCK ETF TRUST 80,121.0 $2.5M 0.47% +13K +18.7% $31.78
59 UJAN INNOVATOR ETFS TRUST 54,822.0 $2.5M 0.46% -395.0 -0.7% $45.33 +1.7%
60 PAYX PAYCHEX INC Industrials 24,922.0 $2.5M 0.45% +617.0 +2.5% $98.33 +26.6%
Page 3 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%