Lantz Financial LLC

13F filer · CIK 0001766883

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$546MU.S. long equity reported on 13F

Positions17314 new · 3 closed

Net flow last quarter+$811KBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026173 positions
AAPLApple Inc.	$10.1M	1.84%	0.00%	-3.0%	Q1 2019
MSFTMicrosoft Corp	$9.34M	1.71%	0.00%	-2.7%	Q1 2019
WINNWinn Dixie Stores Inc	$8.9M	1.63%	Not reported	+6.6%	Q1 2023
NVDANvidia Corp	$8.49M	1.56%	0.00%	+0.7%	Q1 2019
AMZNAmazon Com Inc	$6.57M	1.20%	0.00%	+0.7%	Q1 2019
CSCOCisco Systems, Inc.	$5.76M	1.06%	0.00%	-17.9%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.8M	0.88%	Not reported	+0.9%	Q1 2019
CVXChevron Corp	$4.4M	0.81%	0.00%	-3.4%	Q1 2019
CATCaterpillar Inc	$3.87M	0.71%	0.00%	+1.6%	Q1 2019
INTCIntel Corp	$3.72M	0.68%	0.00%	-6.5%	Q1 2019
NTRSNorthern Trust Corp	$3.71M	0.68%	0.01%	-0.6%	Q1 2019
IBMInternational Business Machines Corp	$3.65M	0.67%	0.00%	-0.6%	Q1 2019
XOMExxonMobil Holdings Corp	$3.52M	0.64%	0.00%	-4.6%	Q1 2019
IBTGInternational Building Technologies Group, Inc.	$3.48M	0.64%	Not reported	+12.3%	Q4 2023
JNJJohnson & Johnson	$3.27M	0.60%	0.00%	-1.7%	Q1 2019
SOSouthern Co	$3.25M	0.60%	0.00%	+0.6%	Q1 2019
WECWec Energy Group, Inc.	$3.13M	0.57%	0.01%	+2.1%	Q1 2019
USBUS Bancorp \de\	$2.95M	0.54%	0.00%	+0.5%	Q1 2019
PMPhilip Morris International Inc.	$2.84M	0.52%	0.00%	+0.6%	Q1 2019
CBChubb Ltd	$2.83M	0.52%	0.00%	-1.2%	Q1 2019
THROTheron Resource Group	$2.78M	0.51%	0.82%	-19.8%	Q2 2025
SNASnap-on Inc	$2.76M	0.50%	0.01%	-1.0%	Q1 2020
RSGRepublic Services, Inc.	$2.67M	0.49%	0.00%	-2.9%	Q1 2019
GOOGLAlphabet Inc.	$2.67M	0.49%	0.00%	+3.4%	Q1 2019
JPMJPMorgan Chase & Co	$2.64M	0.48%	0.00%	-0.2%	Q1 2019
MUMicron Technology Inc	$2.56M	0.47%	0.00%	+2.7%	Q4 2025
LINLinde PLC	$2.55M	0.47%	0.00%	0.0%	Q1 2019
PAYXPaychex Inc	$2.45M	0.45%	0.01%	+2.5%	Q1 2019
LLYELI LILLY & Co	$2.4M	0.44%	0.00%	+0.9%	Q2 2020
ETREntergy Corp	$2.4M	0.44%	0.00%	-6.2%	Q1 2019
GOOGAlphabet Inc.	$2.39M	0.44%	Not reported	+4.3%	Q1 2019
MDLZMondelez International, Inc.	$2.33M	0.43%	0.00%	+10.3%	Q3 2025
LMTLockheed Martin Corp	$2.27M	0.42%	0.00%	+0.3%	Q1 2019
MRKMerck & Co., Inc.	$2.21M	0.41%	0.00%	-1.7%	Q1 2019
ADIAnalog Devices Inc	$2.18M	0.40%	0.00%	-39.2%	Q1 2019
GEGeneral Electric Co	$2.17M	0.40%	0.00%	-1.2%	Q1 2022
KMIKinder Morgan, Inc.	$2.14M	0.39%	0.00%	-0.6%	Q1 2019
GILDGilead Sciences, Inc.	$2.1M	0.38%	0.00%	-0.9%	Q1 2019
HDHome Depot, Inc.	$2.07M	0.38%	0.00%	+1.5%	Q1 2021
ABBVAbbVie Inc.	$2.06M	0.38%	0.00%	+7.3%	Q1 2019
FASTFastenal Co	$2.05M	0.37%	0.00%	-0.1%	Q1 2019
SWKStanley Black & Decker, Inc.	$2.01M	0.37%	0.01%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$1.94M	0.36%	Not reported	-1.3%	Q1 2019
ORCLOracle Corp	$1.85M	0.34%	0.00%	-1.9%	Q1 2021
HSYHershey Co	$1.83M	0.34%	0.01%	+5.5%	Q2 2024
DUSADusa Pharmaceuticals Inc	$1.82M	0.33%	0.13%	+9.8%	Q1 2023
CLXClorox Co	$1.8M	0.33%	0.02%	+58.8%	Q2 2022
TROWPrice T Rowe Group Inc	$1.72M	0.31%	0.01%	+1.7%	Q2 2022
CLColgate Palmolive Co	$1.7M	0.31%	0.00%	+0.5%	Q1 2019
FNFFidelity National Financial, Inc.	$1.69M	0.31%	0.01%	+0.2%	Q1 2019

Q1 2026Reported Apr 9, 2026162 positions
MSFTMicrosoft Corp	$9.53M	1.97%	0.00%	-2.5%	Q1 2019
AAPLApple Inc.	$9.1M	1.88%	0.00%	+4.7%	Q1 2019
NVDANvidia Corp	$7.35M	1.52%	0.00%	-0.3%	Q1 2019
WINNWinn Dixie Stores Inc	$7.13M	1.47%	Not reported	+7.4%	Q1 2023
AMZNAmazon Com Inc	$5.7M	1.18%	0.00%	-0.2%	Q1 2019
CVXChevron Corp	$5.69M	1.18%	0.00%	+1.9%	Q1 2019
CSCOCisco Systems, Inc.	$4.64M	0.96%	0.00%	-0.8%	Q1 2019
XOMExxonMobil Holdings Corp	$4.58M	0.95%	0.00%	-6.3%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.56M	0.94%	Not reported	-0.1%	Q1 2019
SOSouthern Co	$3.26M	0.67%	0.00%	-0.3%	Q1 2019
JNJJohnson & Johnson	$3.2M	0.66%	0.00%	-9.3%	Q1 2019
IBMInternational Business Machines Corp	$3.17M	0.66%	0.00%	-0.5%	Q1 2019
IBTGInternational Building Technologies Group, Inc.	$3.1M	0.64%	Not reported	+15.1%	Q4 2023
WECWec Energy Group, Inc.	$3.04M	0.63%	0.01%	-0.2%	Q1 2019
NTRSNorthern Trust Corp	$3M	0.62%	0.01%	-18.3%	Q1 2019
THROTheron Resource Group	$2.92M	0.60%	1.02%	+9.9%	Q2 2025
ADIAnalog Devices Inc	$2.88M	0.59%	0.00%	-3.9%	Q1 2019
RSGRepublic Services, Inc.	$2.82M	0.58%	0.00%	+0.2%	Q1 2019
CBChubb Ltd	$2.74M	0.57%	0.00%	-5.5%	Q1 2019
LMTLockheed Martin Corp	$2.69M	0.56%	0.00%	-1.0%	Q1 2019
PMPhilip Morris International Inc.	$2.58M	0.53%	0.00%	-1.3%	Q1 2019
CATCaterpillar Inc	$2.54M	0.52%	0.00%	-4.7%	Q1 2019
USBUS Bancorp \de\	$2.53M	0.52%	0.00%	-1.4%	Q1 2019
SNASnap-on Inc	$2.51M	0.52%	0.01%	-8.1%	Q1 2020
ETREntergy Corp	$2.51M	0.52%	0.00%	-3.2%	Q1 2019
LINLinde PLC	$2.44M	0.50%	0.00%	-2.3%	Q1 2019
JPMJPMorgan Chase & Co	$2.38M	0.49%	0.00%	-1.5%	Q1 2019
GILDGilead Sciences, Inc.	$2.33M	0.48%	0.00%	-10.4%	Q1 2019
KMIKinder Morgan, Inc.	$2.26M	0.47%	0.00%	-2.7%	Q1 2019
PAYXPaychex Inc	$2.24M	0.46%	0.01%	+14.2%	Q1 2019
HONHoneywell International Inc	$2.14M	0.44%	0.00%	-0.6%	Q3 2025
MRKMerck & Co., Inc.	$2.11M	0.44%	0.00%	+4.5%	Q1 2019
MDLZMondelez International, Inc.	$2.11M	0.44%	0.00%	-1.3%	Q3 2025
GOOGLAlphabet Inc.	$2.07M	0.43%	0.00%	+7.6%	Q1 2019
HSYHershey Co	$2.06M	0.43%	0.00%	-4.7%	Q2 2024
FASTFastenal Co	$1.98M	0.41%	0.00%	-2.3%	Q1 2019
HDHome Depot, Inc.	$1.9M	0.39%	0.00%	-0.7%	Q1 2021
ORCLOracle Corp	$1.89M	0.39%	0.00%	-3.2%	Q1 2021
GOOGAlphabet Inc.	$1.86M	0.38%	Not reported	+2.6%	Q1 2019
LLYELI LILLY & Co	$1.83M	0.38%	0.00%	+0.2%	Q2 2020
ACNAccenture plc	$1.76M	0.36%	0.00%	+31.4%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$1.71M	0.35%	Not reported	+0.2%	Q1 2019
AWKAmerican Water Works Company, Inc.	$1.67M	0.35%	0.01%	-3.5%	Q4 2024
GEGeneral Electric Co	$1.67M	0.34%	0.00%	+5.0%	Q1 2022
ABBVAbbVie Inc.	$1.66M	0.34%	0.00%	+1.2%	Q1 2019
FNFFidelity National Financial, Inc.	$1.66M	0.34%	0.01%	-2.9%	Q1 2019
CLColgate Palmolive Co	$1.57M	0.33%	0.00%	-4.6%	Q1 2019
CMECme Group Inc.	$1.57M	0.32%	0.00%	+11.2%	Q1 2019
SBUXStarbucks Corp	$1.55M	0.32%	0.00%	+0.9%	Q4 2020
DOWDow Inc.	$1.55M	0.32%	0.01%	+42.8%	Q1 2022

Q4 2025Reported Jan 14, 2026167 positions
MSFTMicrosoft Corp	$12.8M	2.69%	0.00%	+1.7%	Q1 2019
AAPLApple Inc.	$9.31M	1.97%	0.00%	+0.1%	Q1 2019
NVDANvidia Corp	$7.88M	1.66%	0.00%	-0.8%	Q1 2019
WINNWinn Dixie Stores Inc	$7.45M	1.57%	Not reported	+110.2%	Q1 2023
AMZNAmazon Com Inc	$6.34M	1.34%	0.00%	-5.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.78M	1.01%	Not reported	+0.9%	Q1 2019
CSCOCisco Systems, Inc.	$4.64M	0.98%	0.00%	-0.9%	Q1 2019
CVXChevron Corp	$4.11M	0.87%	0.00%	-0.8%	Q1 2019
IBMInternational Business Machines Corp	$3.89M	0.82%	0.00%	-2.9%	Q1 2019
NTRSNorthern Trust Corp	$3.59M	0.76%	0.01%	-1.7%	Q1 2019
XOMExxonMobil Holdings Corp	$3.46M	0.73%	0.00%	-3.4%	Q1 2019
JNJJohnson & Johnson	$2.99M	0.63%	0.00%	-5.3%	Q1 2019
SOSouthern Co	$2.96M	0.62%	0.00%	-0.8%	Q1 2019
THROTheron Resource Group	$2.82M	0.60%	0.93%	+17.2%	Q2 2025
WECWec Energy Group, Inc.	$2.78M	0.59%	0.01%	-3.9%	Q1 2019
CBChubb Ltd	$2.78M	0.59%	0.00%	-2.0%	Q1 2019
RSGRepublic Services, Inc.	$2.73M	0.58%	0.00%	0.0%	Q1 2019
IBTGInternational Building Technologies Group, Inc.	$2.69M	0.57%	Not reported	-4.8%	Q4 2023
JPMJPMorgan Chase & Co	$2.64M	0.56%	0.00%	-1.5%	Q1 2019
USBUS Bancorp \de\	$2.63M	0.56%	0.00%	+0.4%	Q1 2019
SNASnap-on Inc	$2.59M	0.55%	0.01%	-4.0%	Q1 2020
ORCLOracle Corp	$2.59M	0.55%	0.00%	-2.2%	Q1 2021
ADIAnalog Devices Inc	$2.55M	0.54%	0.00%	-2.1%	Q1 2019
PMPhilip Morris International Inc.	$2.53M	0.53%	0.00%	+6.9%	Q1 2019
PAYXPaychex Inc	$2.39M	0.50%	0.01%	+9.7%	Q1 2019
GILDGilead Sciences, Inc.	$2.29M	0.48%	0.00%	-8.8%	Q1 2019
LMTLockheed Martin Corp	$2.17M	0.46%	0.00%	-1.0%	Q1 2019
CATCaterpillar Inc	$2.15M	0.45%	0.00%	-0.5%	Q1 2019
LINLinde PLC	$2.15M	0.45%	0.00%	-3.4%	Q1 2019
LLYELI LILLY & Co	$2.13M	0.45%	0.00%	+5.5%	Q2 2020
ETREntergy Corp	$2.13M	0.45%	0.01%	-2.9%	Q1 2019
GOOGLAlphabet Inc.	$2.1M	0.44%	0.00%	+5.5%	Q1 2019
BRBroadridge Financial Solutions, Inc.	$2.05M	0.43%	0.01%	-3.1%	Q1 2019
FNFFidelity National Financial, Inc.	$2.01M	0.43%	0.01%	-2.6%	Q1 2019
HDHome Depot, Inc.	$2M	0.42%	0.00%	-2.8%	Q1 2021
MDLZMondelez International, Inc.	$1.99M	0.42%	0.00%	-5.7%	Q3 2025
GOOGAlphabet Inc.	$1.98M	0.42%	Not reported	-1.5%	Q1 2019
KMIKinder Morgan, Inc.	$1.9M	0.40%	0.00%	-2.3%	Q1 2019
HSYHershey Co	$1.89M	0.40%	0.01%	-1.8%	Q2 2024
HONHoneywell International Inc	$1.86M	0.39%	0.00%	+544.0%	Q3 2025
ACNAccenture plc	$1.82M	0.38%	0.00%	+37.0%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$1.8M	0.38%	Not reported	-10.8%	Q1 2019
MRKMerck & Co., Inc.	$1.76M	0.37%	0.00%	+9.3%	Q1 2019
FASTFastenal Co	$1.75M	0.37%	0.00%	-2.4%	Q1 2019
ABBVAbbVie Inc.	$1.73M	0.36%	0.00%	-2.3%	Q1 2019
GEGeneral Electric Co	$1.72M	0.36%	0.00%	-3.0%	Q1 2022
AWKAmerican Water Works Company, Inc.	$1.66M	0.35%	0.01%	-4.4%	Q4 2024
TROWPrice T Rowe Group Inc	$1.63M	0.34%	0.01%	+0.1%	Q2 2022
PGRProgressive Corp	$1.61M	0.34%	0.00%	-0.3%	Q1 2019
CLColgate Palmolive Co	$1.53M	0.32%	0.00%	+0.8%	Q1 2019

Q3 2025Reported Nov 6, 2025166 positions
MSFTMicrosoft Corp	$13.4M	2.97%	0.00%	+7.2%	Q1 2019
AAPLApple Inc.	$8.71M	1.93%	0.00%	+4.9%	Q1 2019
NVDANvidia Corp	$7.95M	1.76%	0.00%	+4.9%	Q1 2019
AMZNAmazon Com Inc	$6.36M	1.41%	0.00%	-0.7%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.74M	1.05%	Not reported	-3.0%	Q1 2019
CVXChevron Corp	$4.22M	0.93%	0.00%	+3.7%	Q1 2019
CSCOCisco Systems, Inc.	$4.16M	0.92%	0.00%	+2.3%	Q1 2019
IBMInternational Business Machines Corp	$3.82M	0.85%	0.00%	+19.9%	Q1 2019
ORCLOracle Corp	$3.82M	0.84%	0.00%	-2.7%	Q1 2021
NTRSNorthern Trust Corp	$3.6M	0.80%	0.01%	+13.4%	Q1 2019
WINNWinn Dixie Stores Inc	$3.55M	0.79%	Not reported	+7.3%	Q1 2023
XOMExxonMobil Holdings Corp	$3.36M	0.74%	0.00%	+21.0%	Q1 2019
SOSouthern Co	$3.24M	0.72%	0.00%	+1.3%	Q1 2019
WECWec Energy Group, Inc.	$3.14M	0.69%	0.01%	-0.1%	Q1 2019
RSGRepublic Services, Inc.	$2.95M	0.65%	0.00%	+4.9%	Q1 2019
IBTGInternational Building Technologies Group, Inc.	$2.83M	0.63%	Not reported	-0.2%	Q4 2023
JNJJohnson & Johnson	$2.83M	0.63%	0.00%	+28.2%	Q1 2019
SNASnap-on Inc	$2.72M	0.60%	0.02%	-0.4%	Q1 2020
JPMJPMorgan Chase & Co	$2.63M	0.58%	0.00%	+19.5%	Q1 2019
CBChubb Ltd	$2.56M	0.57%	0.00%	-0.4%	Q1 2019
LINLinde PLC	$2.47M	0.55%	0.00%	-0.7%	Q1 2019
PAYXPaychex Inc	$2.46M	0.54%	0.01%	+1.6%	Q1 2019
MDLZMondelez International, Inc.	$2.46M	0.54%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$2.42M	0.54%	0.00%	+1.1%	Q1 2021
PMPhilip Morris International Inc.	$2.39M	0.53%	0.00%	+365.2%	Q1 2019
USBUS Bancorp \de\	$2.38M	0.53%	0.00%	+0.5%	Q1 2019
THROTheron Resource Group	$2.37M	0.52%	0.79%	+14.5%	Q2 2025
ADIAnalog Devices Inc	$2.36M	0.52%	0.00%	+1.5%	Q1 2019
FNFFidelity National Financial, Inc.	$2.29M	0.51%	0.01%	-0.7%	Q1 2019
GILDGilead Sciences, Inc.	$2.27M	0.50%	0.00%	-2.4%	Q1 2019
LMTLockheed Martin Corp	$2.26M	0.50%	0.00%	-2.2%	Q1 2019
BRBroadridge Financial Solutions, Inc.	$2.26M	0.50%	0.01%	-0.3%	Q1 2019
ETREntergy Corp	$2.21M	0.49%	0.01%	+0.1%	Q1 2019
FASTFastenal Co	$2.19M	0.49%	0.00%	+0.3%	Q1 2019
KMIKinder Morgan, Inc.	$2M	0.44%	0.00%	-0.3%	Q1 2019
HSYHershey Co	$1.98M	0.44%	0.01%	+0.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.97M	0.44%	Not reported	+0.6%	Q1 2019
AWKAmerican Water Works Company, Inc.	$1.85M	0.41%	0.01%	0.0%	Q4 2024
CATCaterpillar Inc	$1.8M	0.40%	0.00%	+11.1%	Q1 2019
ABBVAbbVie Inc.	$1.79M	0.40%	0.00%	+6.4%	Q1 2019
PGRProgressive Corp	$1.75M	0.39%	0.00%	0.0%	Q1 2019
CLXClorox Co	$1.75M	0.39%	0.01%	+0.6%	Q2 2022
DEODiageo PLC	$1.74M	0.39%	0.00%	+0.4%	Q1 2019
GEGeneral Electric Co	$1.74M	0.38%	0.00%	+54.0%	Q1 2022
TROWPrice T Rowe Group Inc	$1.64M	0.36%	0.01%	+1.1%	Q2 2022
MCDMcdonalds Corp	$1.62M	0.36%	0.00%	+6.3%	Q1 2019
GOOGAlphabet Inc.	$1.56M	0.35%	Not reported	+12.0%	Q1 2019
MRSHMarsh & Mclennan Companies, Inc.	$1.56M	0.35%	0.00%	-0.2%	Q4 2019
GOOGLAlphabet Inc.	$1.54M	0.34%	0.00%	+9.0%	Q1 2019
CLColgate Palmolive Co	$1.54M	0.34%	0.00%	0.0%	Q1 2019

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