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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 8 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHV SCHWAB STRATEGIC TR 23,971.0 $731K 0.15% +361.0 +1.5% $30.50 +12.9%
142 PH PARKER-HANNIFIN CORP Industrials 816.0 $730K 0.15% +52.0 +6.8% $894.98 +5.9%
143 MU MICRON TECHNOLOGY INC Technology 2,160.0 $730K 0.15% +1K +182.0% $337.90 +209.6%
144 RTX RTX CORPORATION Industrials 3,669.0 $708K 0.15% +96.0 +2.7% $192.90 -4.1%
145 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,208.0 $699K 0.14% +246.0 +6.2% $166.07 +8.5%
146 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,810.0 $691K 0.14% +1K +13.7% $58.47 +3.9%
147 AMGN AMGEN INC Healthcare 1,937.0 $681K 0.14% -380.0 -16.4% $351.78 -1.2%
148 GLW CORNING INC Technology 4,991.0 $679K 0.14% +36.0 +0.7% $135.97 +41.7%
149 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 665.0 $662K 0.14% +28.0 +4.4% $995.86 -3.7%
150 IYW ISHARES TR 3,619.0 $657K 0.14% -251.0 -6.5% $181.42 +34.2%
151 KO COCA COLA CO Consumer Defensive 8,499.0 $646K 0.13% $76.05 +5.6%
152 EFAV ISHARES TR 7,041.0 $643K 0.13% $91.37 -4.8%
153 UNOV INNOVATOR ETFS TRUST 17,087.0 $637K 0.13% $37.27 +7.0%
154 SNY SANOFI SA Healthcare 13,190.0 $635K 0.13% +3K +28.0% $48.18 -13.7%
155 SPDW SPDR INDEX SHS FDS 12,742.0 $582K 0.12% -448.0 -3.4% $45.65 +8.8%
156 PNC PNC FINL SVCS GROUP INC Financial Services 2,692.0 $560K 0.12% +109.0 +4.2% $208.09 +14.3%
157 ESGU ISHARES TR 3,863.0 $546K 0.11% +123.0 +3.3% $141.42 +13.7%
158 DE DEERE & CO Industrials 969.0 $546K 0.11% +23.0 +2.4% $563.36 +5.0%
159 MSI MOTOROLA SOLUTIONS INC Technology 1,225.0 $532K 0.11% +19.0 +1.6% $434.13 -10.1%
160 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,495.0 $530K 0.11% +524.0 +10.5% $96.47 +7.1%
Page 8 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%