Lantz Financial LLC
Top Portfolio Positions
154 positions ·
$201,158,240 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
25,742 | $9,528,916 | 4.74% |
| AAPL |
Apple Inc.
Technology
|
35,859 | $9,100,655 | 4.52% |
| NVDA |
Nvidia Corp
Technology
|
42,148 | $7,350,611 | 3.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,380 | $5,702,432 | 2.83% |
| CVX |
Chevron Corp
Energy
|
27,479 | $5,685,405 | 2.83% |
| CSCO |
Cisco Systems, Inc.
Technology
|
59,803 | $4,640,114 | 2.31% |
| XOM |
Exxon Mobil Corp
Energy
|
26,977 | $4,576,917 | 2.28% |
| SO |
Southern Co
Utilities
|
33,795 | $3,261,893 | 1.62% |
| JNJ |
Johnson & Johnson
Healthcare
|
13,083 | $3,198,008 | 1.59% |
| IBM |
International Business Machines Corp
Technology
|
13,074 | $3,169,006 | 1.58% |
Holdings in KIM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,642 | 10,665 | Shares | Sole | 2026-04-09 | |
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