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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 3 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAI BLACKROCK ETF TRUST 80,994.0 $2.7M 0.57% NEW $33.30 +50.6%
42 ISHARES TR 117,566.0 $2.7M 0.57% NEW $22.87
43 ISHARES TR 119,081.0 $2.7M 0.56% NEW $22.37
44 MTUM ISHARES TR 10,613.0 $2.7M 0.56% NEW $250.30 +25.7%
45 JPM JPMORGAN CHASE & CO. Financial Services 8,208.0 $2.6M 0.56% NEW $322.22 -7.9%
46 USB US BANCORP DEL Financial Services 49,360.0 $2.6M 0.56% NEW $53.36 +2.5%
47 ISHARES TR 116,801.0 $2.6M 0.55% NEW $22.47
48 SNA SNAP ON INC Industrials 7,524.0 $2.6M 0.55% NEW $344.60 +8.7%
49 ORCL ORACLE CORP Technology 13,276.0 $2.6M 0.55% NEW $194.91 +4.5%
50 ADI ANALOG DEVICES INC Technology 9,407.0 $2.6M 0.54% NEW $271.20 +54.5%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 15,781.0 $2.5M 0.53% NEW $160.40 +11.3%
52 UJAN INNOVATOR ETFS TRUST 55,812.0 $2.4M 0.51% NEW $43.26 +4.6%
53 PAYX PAYCHEX INC Industrials 21,275.0 $2.4M 0.50% NEW $112.18 -14.9%
54 GILD GILEAD SCIENCES INC Healthcare 18,677.0 $2.3M 0.48% NEW $122.74 +11.0%
55 LMT LOCKHEED MARTIN CORP Industrials 4,489.0 $2.2M 0.46% NEW $483.65 +11.1%
56 CAT CATERPILLAR INC Industrials 3,756.0 $2.2M 0.45% NEW $572.83 +55.0%
57 LIN LINDE PLC Basic Materials 5,035.0 $2.1M 0.45% NEW $426.39 +17.7%
58 LLY ELI LILLY & CO Healthcare 1,982.0 $2.1M 0.45% NEW $1074.91 +4.9%
59 ENTERGY CORP NEW 23,037.0 $2.1M 0.45% NEW $92.43
60 GOOGL ALPHABET INC Communication Services 6,706.0 $2.1M 0.44% NEW $312.99 +24.6%
Page 3 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%