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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 5 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BFEB INNOVATOR ETFS TRUST 35,179.0 $1.9M 0.34% $52.64 +2.1%
82 ORCL ORACLE CORP Technology 12,620.0 $1.8M 0.34% -238.0 -1.9% $146.54 -0.1%
83 HSY HERSHEY CO Consumer Defensive 10,437.0 $1.8M 0.34% +541.0 +5.5% $175.45 +6.3%
84 DUSA DAVIS FUNDAMENTAL ETF TR 32,443.0 $1.8M 0.33% +3K +9.8% $56.18 +1.7%
85 CLX CLOROX CO DEL Consumer Defensive 18,830.0 $1.8M 0.33% +7K +58.8% $95.44 +11.8%
86 BMAY INNOVATOR ETFS TRUST 37,903.0 $1.8M 0.33% +19K +99.4% $47.35 +2.2%
87 TROW PRICE T ROWE GROUP INC Financial Services 15,130.0 $1.7M 0.32% +255.0 +1.7% $113.69 -1.9%
88 CL COLGATE PALMOLIVE CO Consumer Defensive 18,566.0 $1.7M 0.31% +95.0 +0.5% $91.68 -0.7%
89 FNF FIDELITY NATL FINL INC Financial Services 35,924.0 $1.7M 0.31% $47.16 +0.3%
90 SBUX STARBUCKS CORP Consumer Cyclical 16,417.0 $1.7M 0.31% -937.0 -5.4% $102.19 +4.8%
91 GEV GE VERNOVA INC Utilities 1,420.0 $1.7M 0.30% -14.0 -1.0% $1174.86 -18.6%
92 MO ALTRIA GROUP INC Consumer Defensive 22,098.0 $1.6M 0.29% +1K +5.3% $71.95 -8.1%
93 PGR PROGRESSIVE CORP Financial Services 7,273.0 $1.6M 0.29% +190.0 +2.7% $218.45 +0.4%
94 AWK AMERICAN WTR WKS CO INC NEW Utilities 11,893.0 $1.6M 0.29% -384.0 -3.1% $131.58 +2.9%
95 BJAN INNOVATOR ETFS TRUST 25,161.0 $1.5M 0.27% -185.0 -0.7% $58.87 +2.2%
96 CGBL CAPITAL GROUP CORE BALANCED 37,952.0 $1.4M 0.26% +12K +49.1% $37.96 +0.7%
97 V VISA INC Financial Services 4,128.0 $1.4M 0.26% +144.0 +3.6% $343.08 +8.1%
98 BAUG INNOVATOR ETFS TRUST 25,589.0 $1.4M 0.25% $53.61 +2.9%
99 IBMO ISHARES TR 52,703.0 $1.4M 0.25% $25.64 -0.0%
100 AVGO BROADCOM INC Technology 3,482.0 $1.3M 0.24% -236.0 -6.3% $377.70 -2.4%
Page 5 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%