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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 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALDS CORP Consumer Cyclical 4,858.0 $1.3M 0.24% -111.0 -2.2% $270.30 +0.7%
102 MRSH MARSH & MCLENNAN COS INC Financial Services 7,769.0 $1.3M 0.24% $166.67 +17.1%
103 NEE NEXTERA ENERGY INC Utilities 14,724.0 $1.3M 0.24% -325.0 -2.2% $87.77 -4.8%
104 GLW CORNING INC Technology 5,023.0 $1.3M 0.23% +32.0 +0.6% $255.44 -44.2%
105 IBMQ ISHARES TR 49,307.0 $1.3M 0.23% +2K +4.5% $25.58 -0.2%
106 SPYG SPDR SERIES TRUST 10,577.0 $1.3M 0.23% $118.99 +0.3%
107 BR BROADRIDGE FINL SOLUTIONS IN Technology 9,181.0 $1.3M 0.23% +374.0 +4.2% $136.95 +35.2%
108 WFC WELLS FARGO & CO Financial Services 14,912.0 $1.2M 0.23% -173.0 -1.1% $82.64 +3.0%
109 BAPR INNOVATOR ETFS TRUST 22,894.0 $1.2M 0.22% +4K +20.8% $53.26 +1.8%
110 BOCT INNOVATOR ETFS TRUST 22,899.0 $1.2M 0.22% $53.02 +2.4%
111 NVS NOVARTIS AG Healthcare 7,596.0 $1.2M 0.22% -304.0 -3.9% $156.72 +0.6%
112 WMT WALMART INC Consumer Defensive 10,431.0 $1.2M 0.22% -436.0 -4.0% $113.27 -7.5%
113 BDEC INNOVATOR ETFS TRUST 22,044.0 $1.2M 0.21% -681.0 -3.0% $53.20 +2.1%
114 CME CME GROUP INC Financial Services 5,291.0 $1.2M 0.21% -28.0 -0.5% $220.81 +25.3%
115 UMAY INNOVATOR ETFS TRUST 29,938.0 $1.1M 0.21% NEW $38.00 +1.4%
116 PFE PFIZER INC Healthcare 46,747.0 $1.1M 0.21% -454.0 -1.0% $24.08 +16.2%
117 BP BP PLC Energy 30,230.0 $1.1M 0.20% +332.0 +1.1% $36.95 +19.0%
118 BAC BANK OF AMER CORP Financial Services 19,267.0 $1.1M 0.20% +114.0 +0.6% $56.98 +9.4%
119 IBMP ISHARES TR 42,353.0 $1.1M 0.20% +2K +5.2% $25.42 -0.1%
120 META META PLATFORMS INC Communication Services 1,872.0 $1.1M 0.19% -24.0 -1.3% $563.36 -2.0%
Page 6 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%