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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 9 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 1,431.0 $595K 0.11% +132.0 +10.2% $415.69 -4.8%
162 IJR ISHARES TR 3,942.0 $585K 0.11% $148.32 -0.8%
163 NGG NATIONAL GRID PLC Utilities 6,896.0 $571K 0.10% +706.0 +11.4% $82.87 -3.3%
164 C CITIGROUP INC Financial Services 4,082.0 $571K 0.10% -139.0 -3.3% $139.97 -5.6%
165 MDT MEDTRONIC PLC Healthcare 7,267.0 $568K 0.10% +3K +79.4% $78.23 +20.0%
166 PNC PNC FINL SVCS GROUP INC Financial Services 2,295.0 $565K 0.10% -397.0 -14.8% $246.22 -0.0%
167 UAPR INNOVATOR ETFS TRUST 15,865.0 $557K 0.10% +7K +73.5% $35.11 +1.5%
168 TRP TC ENERGY CORP Energy 8,383.0 $556K 0.10% +258.0 +3.2% $66.29 -7.0%
169 SCHC SCHWAB STRATEGIC TR 11,333.0 $545K 0.10% $48.12 +6.4%
170 AMCOR PLC 12,570.0 $545K 0.10% +238.0 +1.9% $43.35
171 KO COCA COLA CO Consumer Defensive 6,697.0 $544K 0.10% -2K -21.2% $81.27 +13.4%
172 SCHG SCHWAB STRATEGIC TR 16,052.0 $543K 0.10% $33.84 +4.1%
173 T AT&T INC Communication Services 26,040.0 $539K 0.10% -738.0 -2.8% $20.70 +23.3%
174 ASML ASML HLDG NV Technology 267.0 $531K 0.10% +9.0 +3.5% $1989.44 -12.8%
175 DIS DISNEY WALT CO Communication Services 5,508.0 $530K 0.10% +422.0 +8.3% $96.25 +15.3%
176 FE FIRSTENERGY CORP Utilities 11,132.0 $529K 0.10% +1K +10.6% $47.54 -2.9%
177 ONB OLD NATL BANCORP IND Financial Services 20,292.0 $526K 0.10% $25.90 +0.4%
178 MSI MOTOROLA SOLUTIONS INC Technology 1,216.0 $505K 0.09% -9.0 -0.7% $415.36 +15.7%
179 CVS CVS HEALTH CORP Healthcare 4,874.0 $504K 0.09% +85.0 +1.8% $103.45 -9.8%
180 AON AON PLC Financial Services 1,500.0 $498K 0.09% +8.0 +0.5% $331.69 +8.8%
Page 9 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%