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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 7 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VZ VERIZON COMMUNICATIONS INC Communication Services 24,896.0 $1.1M 0.19% +2K +8.8% $42.34 +17.7%
122 ARCC ARES CAPITAL CORP Financial Services 56,382.0 $1.0M 0.19% +711.0 +1.3% $18.53 +7.6%
123 ACN ACCENTURE PLC IRELAND Technology 8,392.0 $1.0M 0.19% -508.0 -5.7% $124.44 +50.1%
124 TOTALENERGIES SE 13,390.0 $1.0M 0.19% -1K -9.8% $77.76
125 UFEB INNOVATOR ETFS TRUST 26,454.0 $1.0M 0.19% -155.0 -0.6% $38.65 +1.6%
126 DOW DOW HLDGS INC Basic Materials 37,264.0 $1.0M 0.19% $27.36 +15.3%
127 OEF ISHARES TR 2,730.0 $999K 0.18% -81.0 -2.9% $365.87 +3.0%
128 DUK DUKE ENERGY CORP NEW Utilities 7,442.0 $942K 0.17% +288.0 +4.0% $126.57 -4.5%
129 QQQ INVESCO QQQ TR Financial Services 1,237.0 $911K 0.17% -48.0 -3.7% $736.38 -4.3%
130 IYW ISHARES TR 3,496.0 $882K 0.16% -123.0 -3.4% $252.23 -3.4%
131 ENB ENBRIDGE INC Energy 16,200.0 $878K 0.16% +396.0 +2.5% $54.21 -7.5%
132 TSLA TESLA INC Consumer Cyclical 2,078.0 $874K 0.16% -50.0 -2.4% $420.60 -15.8%
133 IAU ISHARES GOLD TR Financial Services 11,471.0 $866K 0.16% +75.0 +0.7% $75.51 +16.2%
134 SPYV SPDR SERIES TRUST 14,000.0 $851K 0.16% $60.79 +4.7%
135 MA MASTERCARD INCORPORATED Financial Services 1,656.0 $850K 0.16% -49.0 -2.9% $513.50 +16.1%
136 WM WASTE MGMT INC DEL Industrials 3,813.0 $850K 0.16% $222.86 +1.9%
137 CEG CONSTELLATION ENERGY CORP Utilities 3,387.0 $841K 0.15% -240.0 -6.6% $248.37 +10.0%
138 SCHV SCHWAB STRATEGIC TR 23,971.0 $834K 0.15% $34.81 +0.1%
139 BA BOEING CO Industrials 3,677.0 $796K 0.15% -189.0 -4.9% $216.47 -2.4%
140 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,199.0 $791K 0.14% $188.34 -24.6%
Page 7 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%