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Portfolio (Quarterly) Guide ↗

Lantz Financial LLC

· CIK 0001766883
13F Portfolio $474M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 247 New
Page 11 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PLTR PALANTIR TECHNOLOGIES INC Technology 1,846.0 $328K 0.07% NEW $177.75 -12.6%
202 O REALTY INCOME CORP Real Estate 5,801.0 $327K 0.07% NEW $56.37 +8.3%
203 NFLX NETFLIX INC Communication Services 3,460.0 $324K 0.07% NEW $93.76 -8.2%
204 SCHW SCHWAB CHARLES CORP Financial Services 3,243.0 $324K 0.07% NEW $99.90 -13.5%
205 IMAR INNOVATOR ETFS TRUST 10,834.0 $324K 0.07% NEW $29.87 +1.7%
206 SHOP SHOPIFY INC Technology 1,996.0 $321K 0.07% NEW $160.97 -28.0%
207 IAPR INNOVATOR ETFS TRUST 10,003.0 $308K 0.07% NEW $30.84 +7.7%
208 UAPR INNOVATOR ETFS TRUST 9,142.0 $300K 0.06% NEW $32.77 +6.9%
209 AXP AMERICAN EXPRESS CO Financial Services 808.0 $299K 0.06% NEW $369.95 -15.0%
210 BMO BANK MONTREAL QUE Financial Services 2,241.0 $291K 0.06% NEW $129.79 +24.3%
211 TXN TEXAS INSTRS INC Technology 1,665.0 $289K 0.06% NEW $173.49 +81.6%
212 AMAT APPLIED MATLS INC Technology 1,110.0 $285K 0.06% NEW $256.99 +75.8%
213 USMV ISHARES TR 3,009.0 $283K 0.06% NEW $94.16 +2.4%
214 COF CAPITAL ONE FINL CORP Financial Services 1,154.0 $280K 0.06% NEW $242.36 -22.5%
215 UNILEVER PLC 4,253.0 $278K 0.06% NEW $65.40
216 VTV VANGUARD INDEX FDS 1,448.0 $277K 0.06% NEW $190.99 +11.0%
217 ITOT ISHARES TR 1,849.0 $275K 0.06% NEW $148.71 +11.2%
218 MEAR ISHARES U S ETF TR 5,442.0 $274K 0.06% NEW $50.32 +0.0%
219 KKR KKR & CO INC Financial Services 2,121.0 $270K 0.06% NEW $127.48 -26.4%
220 QCOM QUALCOMM INC Technology 1,561.0 $267K 0.06% NEW $171.05 +47.5%
Page 11 of 13  ·  247 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 26.9%
Financial Services 18.7%
Industrials 12.0%
Healthcare 8.8%
Consumer Defensive 8.2%
Utilities 6.9%
Consumer Cyclical 6.6%
Energy 6.0%
Communication Services 3.9%
Basic Materials 1.5%