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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 5 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FNF FIDELITY NATL FINL INC Financial Services 35,844.0 $1.7M 0.34% -1K -2.9% $46.38 +3.4%
82 VUG VANGUARD INDEX FDS 3,750.0 $1.6M 0.34% $436.76 -80.7%
83 CL COLGATE PALMOLIVE CO Consumer Defensive 18,471.0 $1.6M 0.33% -883.0 -4.6% $85.23 +7.3%
84 CME CME GROUP INC Financial Services 5,319.0 $1.6M 0.33% +537.0 +11.2% $295.32 -18.0%
85 SBUX STARBUCKS CORP Consumer Cyclical 17,354.0 $1.6M 0.32% +148.0 +0.9% $89.59 +12.8%
86 DOW DOW HLDGS INC Basic Materials 37,279.0 $1.6M 0.32% +11K +42.8% $41.65 -27.2%
87 MCD MCDONALDS CORP Consumer Cyclical 4,969.0 $1.5M 0.32% +41.0 +0.8% $310.76 -12.6%
88 DUSA DAVIS FUNDAMENTAL ETF TR 29,543.0 $1.5M 0.31% +2K +8.7% $50.74 +9.7%
89 SGOV ISHARES TR 14,386.0 $1.4M 0.30% +2K +17.4% $100.66 -0.0%
90 BR BROADRIDGE FINL SOLUTIONS IN Technology 8,807.0 $1.4M 0.30% -388.0 -4.2% $162.48 -16.1%
91 BP BP PLC Energy 29,898.0 $1.4M 0.29% +159.0 +0.5% $47.00 -16.3%
92 PGR PROGRESSIVE CORP Financial Services 7,083.0 $1.4M 0.29% $198.24 +8.8%
93 NEE NEXTERA ENERGY INC Utilities 15,049.0 $1.4M 0.29% +846.0 +6.0% $92.88 -6.9%
94 MO ALTRIA GROUP INC Consumer Defensive 20,982.0 $1.4M 0.29% +596.0 +2.9% $65.99 +8.5%
95 IBMO ISHARES TR 52,844.0 $1.4M 0.28% +10K +24.0% $25.63 +0.1%
96 BJAN INNOVATOR ETFS TRUST 25,346.0 $1.4M 0.28% $53.33 +9.3%
97 TOTALENERGIES SE 14,852.0 $1.4M 0.28% NEW $90.98
98 WMT WALMART INC Consumer Defensive 10,867.0 $1.4M 0.28% +384.0 +3.7% $124.29 -5.7%
99 MRSH MARSH & MCLENNAN COS INC Financial Services 7,784.0 $1.4M 0.28% $173.45 -5.5%
100 TROW PRICE T ROWE GROUP INC Financial Services 14,875.0 $1.3M 0.28% -1K -6.8% $90.14 +17.6%
Page 5 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%