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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 4 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON HONEYWELL INTL INC Industrials 9,471.0 $2.1M 0.44% -60.0 -0.6% $226.02 -2.2%
62 MRK MERCK & CO INC Healthcare 17,525.0 $2.1M 0.44% +761.0 +4.5% $120.29 -1.2%
63 MDLZ MONDELEZ INTL INC Consumer Defensive 36,572.0 $2.1M 0.44% -479.0 -1.3% $57.64 +5.9%
64 CGUS CAPITAL GROUP CORE EQUITY ET 54,685.0 $2.1M 0.43% +5K +10.1% $38.42 +13.2%
65 GOOGL ALPHABET INC Communication Services 7,212.0 $2.1M 0.43% +506.0 +7.5% $287.57 +20.6%
66 HSY HERSHEY CO Consumer Defensive 9,896.0 $2.1M 0.42% -488.0 -4.7% $207.89 -14.1%
67 FAST FASTENAL CO Industrials 42,649.0 $2.0M 0.41% -980.0 -2.2% $46.40 -1.4%
68 HD HOME DEPOT INC Consumer Cyclical 5,772.0 $1.9M 0.39% -39.0 -0.7% $328.88 -1.1%
69 BJUL INNOVATOR ETFS TRUST 38,174.0 $1.9M 0.39% $49.69 +8.8%
70 ORCL ORACLE CORP Technology 12,858.0 $1.9M 0.39% -418.0 -3.1% $147.11 +12.4%
71 GOOG ALPHABET INC Communication Services 6,477.0 $1.9M 0.38% +164.0 +2.6% $286.87 +20.6%
72 BMAR INNOVATOR ETFS TRUST 35,156.0 $1.8M 0.38% +7K +27.0% $52.49 +8.7%
73 LLY ELI LILLY & CO Healthcare 1,985.0 $1.8M 0.38% $919.73 +20.3%
74 CGDV CAPITAL GROUP DIVIDEND VALUE 42,833.0 $1.8M 0.38% $42.54 +13.6%
75 ACN ACCENTURE PLC IRELAND Technology 8,900.0 $1.8M 0.36% +2K +31.4% $198.29 -36.6%
76 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,637.0 $1.7M 0.35% $650.34 +12.9%
77 BFEB INNOVATOR ETFS TRUST 35,345.0 $1.7M 0.35% +19K +117.5% $47.70 +9.1%
78 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,277.0 $1.7M 0.34% -443.0 -3.5% $136.09 -7.1%
79 GE GE AEROSPACE Industrials 5,877.0 $1.7M 0.34% +279.0 +5.0% $283.77 +25.3%
80 ABBV ABBVIE INC Healthcare 7,647.0 $1.7M 0.34% +89.0 +1.2% $217.48 +7.3%
Page 4 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%