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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 4 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 2,003.0 $2.4M 0.44% +18.0 +0.9% $1199.65 +4.6%
62 ENTERGY CORP NEW 20,920.0 $2.4M 0.44% -1K -6.2% $114.86
63 GOOG ALPHABET INC 6,754.0 $2.4M 0.44% +277.0 +4.3% $353.34
64 MDLZ MONDELEZ INTL INC Consumer Defensive 40,351.0 $2.3M 0.43% +4K +10.3% $57.84 +11.4%
65 LMT LOCKHEED MARTIN CORP Industrials 4,456.0 $2.3M 0.42% $509.46 +10.6%
66 BLACKROCK ETF TRUST 61,472.0 $2.2M 0.41% NEW $36.60
67 MRK MERCK & CO INC Healthcare 17,221.0 $2.2M 0.41% -304.0 -1.7% $128.50 +18.7%
68 ADI ANALOG DEVICES INC Technology 5,500.0 $2.2M 0.40% -4K -39.2% $397.17 -6.1%
69 CGDV CAPITAL GROUP DIVIDEND VALUE 44,190.0 $2.2M 0.40% +1K +3.2% $49.28 +1.9%
70 GE GE AEROSPACE Industrials 5,808.0 $2.2M 0.40% -69.0 -1.2% $373.73 -6.8%
71 KMI KINDER MORGAN INC DEL Energy 66,862.0 $2.1M 0.39% -418.0 -0.6% $31.97 -3.1%
72 GILD GILEAD SCIENCES INC Healthcare 16,595.0 $2.1M 0.38% -149.0 -0.9% $126.34 +15.7%
73 HD HOME DEPOT INC Consumer Cyclical 5,861.0 $2.1M 0.38% +89.0 +1.5% $352.66 -4.8%
74 BJUL INNOVATOR ETFS TRUST 38,045.0 $2.1M 0.38% $54.31 +1.9%
75 ABBV ABBVIE INC Healthcare 8,202.0 $2.1M 0.38% +555.0 +7.3% $251.63 +5.3%
76 FAST FASTENAL CO Industrials 42,601.0 $2.0M 0.38% $48.03 +6.7%
77 SWK STANLEY BLACK & DECKER INC Industrials 21,316.0 $2.0M 0.37% NEW $94.12 +6.3%
78 BMAR INNOVATOR ETFS TRUST 34,316.0 $2.0M 0.36% -840.0 -2.4% $57.63 +2.0%
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,604.0 $1.9M 0.36% -33.0 -1.2% $746.77 +2.5%
80 VUG VANGUARD INDEX FDS 22,487.0 $1.9M 0.35% +19K +499.6% $86.14 +1.6%
Page 4 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%