BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PH PARKER-HANNIFIN CORP Industrials 804.0 $787K 0.14% -12.0 -1.5% $978.51 +2.7%
142 PG PROCTER & GAMBLE CO Consumer Defensive 5,360.0 $786K 0.14% -85.0 -1.6% $146.64 -0.5%
143 UDEC INNOVATOR ETFS TRUST 18,165.0 $757K 0.14% -673.0 -3.6% $41.68 +2.0%
144 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,833.0 $739K 0.14% $57.62 +16.2%
145 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,628.0 $718K 0.13% -182.0 -1.5% $61.76 -7.8%
146 RTX RTX CORPORATION Industrials 3,747.0 $711K 0.13% +78.0 +2.1% $189.71 +10.1%
147 AMGN AMGEN INC Healthcare 1,933.0 $700K 0.13% $362.06 +21.9%
148 UNOV INNOVATOR ETFS TRUST 17,036.0 $684K 0.12% $40.16 +2.0%
149 LRCX LAM RESEARCH CORP Technology 1,573.0 $682K 0.12% +40.0 +2.6% $433.33 -29.1%
150 IMAY INNOVATOR ETFS TRUST 20,772.0 $659K 0.12% NEW $31.73 +2.7%
151 PEP PEPSICO INC Consumer Defensive 4,814.0 $652K 0.12% -164.0 -3.3% $135.39 +7.2%
152 ESGU ISHARES TR 3,950.0 $646K 0.12% +87.0 +2.2% $163.67 +2.3%
153 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,875.0 $645K 0.12% +380.0 +6.9% $109.78 +1.5%
154 SPDW SPDR INDEX SHS FDS 12,741.0 $642K 0.12% $50.39 +2.7%
155 DE DEERE & CO Industrials 986.0 $626K 0.12% +17.0 +1.8% $634.58 +3.2%
156 EFAV ISHARES TR 7,095.0 $622K 0.11% +54.0 +0.8% $87.71 +7.7%
157 AMAT APPLIED MATLS INC Technology 858.0 $620K 0.11% -71.0 -7.6% $723.00 -33.1%
158 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 662.0 $619K 0.11% $935.00 +3.4%
159 AMD ADVANCED MICRO DEVICES INC Technology 1,049.0 $609K 0.11% $580.91 -20.6%
160 SNY SANOFI SA Healthcare 14,278.0 $609K 0.11% +1K +8.2% $42.66 +6.9%
Page 8 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%