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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lantz Financial LLC

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001766883-26-000002

Total Value
$473.9M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720042,333$29.0M6.12%
2CAPITAL GROUP INTL FOCUS EQT14019W109591,770$17.5M3.69%
3ISHARES TR46429B663109,545$13.3M2.81%
4VANGUARD INDEX FDS92290876938,099$12.8M2.70%
5MICROSOFT CORPMSFT26,388$12.8M2.69%
6INNOVATOR ETFS TRUSTINHD279,869$12.4M2.63%
7FEDERATED HERMES ETF TRUSTFHI393,055$11.2M2.37%
8APPLE INCAAPL34,260$9.3M1.97%
9INVESCO EXCH TRD SLF IDX FDIVZ453,812$8.9M1.87%
10ISHARES TR46428740838,608$8.2M1.73%
11BLACKROCK ETF TRUSTBLK134,000$8.1M1.72%
12NVIDIA CORPORATIONNVDA42,257$7.9M1.66%
13INNOVATOR ETFS TRUSTINHD193,935$7.7M1.63%
14HARBOR ETF TRUST41151J406239,358$7.4M1.57%
15ISHARES TR46428730960,274$7.4M1.57%
16INVESCO EXCH TRD SLF IDX FDIVZ366,578$7.2M1.53%
17AMAZON COM INCAMZN27,447$6.3M1.34%
18ISHARES TR46428887787,595$6.3M1.32%
19CAPITAL GROUP GROWTH ETF14020G101139,893$6.2M1.31%
20ISHARES INC46434G10391,726$6.2M1.30%
21ISHARES TR46428710116,322$5.6M1.18%
22DIMENSIONAL ETF TRUST25434V815156,489$5.1M1.09%
23ISHARES TR46432F33925,408$5.0M1.06%
24T ROWE PRICE ETF INC87283Q206110,219$5.0M1.05%
25BERKSHIRE HATHAWAY INC DELBRK-A9,516$4.8M1.01%
26CISCO SYS INCCSCO60,287$4.6M0.98%
27CHEVRON CORP NEWCVX26,973$4.1M0.87%
28INTERNATIONAL BUSINESS MACHSINTR13,144$3.9M0.82%
29WISDOMTREE TRWT43,426$3.9M0.82%
30NORTHERN TR CORPNTRSO26,297$3.6M0.76%
31EXXON MOBIL CORPXOM28,779$3.5M0.73%
32INNOVATOR ETFS TRUSTINHD63,545$3.1M0.66%
33CAPITAL GROUP NEW GEOGRAPHY14021N10594,046$3.0M0.63%
34JOHNSON & JOHNSONJNJ14,429$3.0M0.63%
35SOUTHERN COSOMN33,902$3.0M0.62%
36INVESCO EXCH TRD SLF IDX FDIVZ138,683$2.9M0.60%
37BLACKROCK ETF TRUSTBLK73,230$2.8M0.60%
38WEC ENERGY GROUP INCWEC26,322$2.8M0.59%
39CHUBB LIMITEDCB8,892$2.8M0.59%
40REPUBLIC SVCS INC76075910012,868$2.7M0.58%
41BLACKROCK ETF TRUSTBLK80,994$2.7M0.57%
42ISHARES TR46436E858117,566$2.7M0.57%
43ISHARES TR46436E833119,081$2.7M0.56%
44ISHARES TR46432F39610,613$2.7M0.56%
45JPMORGAN CHASE & CO.VYLD8,208$2.6M0.56%
46US BANCORP DELUSB-PS49,360$2.6M0.56%
47ISHARES TR46436E841116,801$2.6M0.55%
48SNAP ON INCSNA7,524$2.6M0.55%
49ORACLE CORPORCL-PD13,276$2.6M0.55%
50ANALOG DEVICES INCADI9,407$2.6M0.54%
51PHILIP MORRIS INTL INC71817210915,781$2.5M0.53%
52INNOVATOR ETFS TRUSTINHD55,812$2.4M0.51%
53PAYCHEX INCPAYX21,275$2.4M0.50%
54GILEAD SCIENCES INCGILD18,677$2.3M0.48%
55LOCKHEED MARTIN CORPLMT4,489$2.2M0.46%
56CATERPILLAR INCCAT3,756$2.2M0.45%
57LINDE PLCLIN5,035$2.1M0.45%
58ELI LILLY & COLLY1,982$2.1M0.45%
59ENTERGY CORP NEWENO23,037$2.1M0.45%
60ALPHABET INCGOOG6,706$2.1M0.44%
61BROADRIDGE FINL SOLUTIONS IN11133T1039,195$2.1M0.43%
62FIDELITY NATIONAL FINANCIALFNF36,907$2.0M0.43%
63HOME DEPOT INCHD5,811$2.0M0.42%
64CAPITAL GROUP CORE EQUITY ET14020V10849,686$2.0M0.42%
65MONDELEZ INTL INC60920710537,051$2.0M0.42%
66ALPHABET INCGOOG6,313$2.0M0.42%
67INNOVATOR ETFS TRUSTINHD38,351$1.9M0.41%
68INNOVATOR ETFS TRUSTINHD57,087$1.9M0.40%
69KINDER MORGAN INC DELEP-PC69,118$1.9M0.40%
70HERSHEY COHSY10,384$1.9M0.40%
71CAPITAL GROUP DIVIDEND VALUE14020W10642,751$1.9M0.39%
72HONEYWELL INTL INC4385161069,531$1.9M0.39%
73INNOVATOR ETFS TRUSTINHD52,590$1.8M0.39%
74VANGUARD INDEX FDS9229087363,750$1.8M0.39%
75ACCENTURE PLC IRELANDACN6,776$1.8M0.38%
76SPDR S&P 500 ETF TRSPY2,633$1.8M0.38%
77MERCK & CO INCMRK16,764$1.8M0.37%
78FASTENAL COFAST43,629$1.8M0.37%
79ABBVIE INCABBV7,558$1.7M0.36%
80GE AEROSPACE3696043015,598$1.7M0.36%
81ISHARES TR4642875987,959$1.7M0.35%
82AMERICAN WTR WKS CO INC NEW03042010312,720$1.7M0.35%
83PRICE T ROWE GROUP INCTROW15,953$1.6M0.34%
84PROGRESSIVE CORP7433151037,076$1.6M0.34%
85COLGATE PALMOLIVE COCL19,354$1.5M0.32%
86MCDONALDS CORPMCD4,928$1.5M0.32%
87ISHARES TR4642887606,844$1.5M0.31%
88INNOVATOR ETFS TRUSTINHD27,673$1.5M0.31%
89STARBUCKS CORPSBUX17,206$1.4M0.31%
90MARSH & MCLENNAN COS INC5717481027,763$1.4M0.30%
91VISA INCV4,023$1.4M0.30%
92INNOVATOR ETFS TRUSTINHD25,427$1.4M0.30%
93WELLS FARGO CO NEW94974610114,981$1.4M0.29%
94DAVIS FUNDAMENTAL ETF TR23908L20727,192$1.4M0.29%
95ISHARES GOLD TRIAU16,526$1.3M0.28%
96BROADCOM INCAVGO3,788$1.3M0.28%
97CME GROUP INCCME4,782$1.3M0.28%
98CONSTELLATION ENERGY CORPCEG3,666$1.3M0.27%
99INNOVATOR ETFS TRUSTINHD25,666$1.3M0.27%
100ISHARES TR46436E71812,249$1.2M0.26%
101META PLATFORMS INCMETA1,859$1.2M0.26%
102ALTRIA GROUP INCMO20,386$1.2M0.25%
103WALMART INCWMT10,483$1.2M0.25%
104PFIZER INCPFE46,382$1.2M0.24%
105ARES CAPITAL CORPARCC57,069$1.2M0.24%
106NEXTERA ENERGY INCNEE-PW14,203$1.1M0.24%
107INNOVATOR ETFS TRUSTINHD23,011$1.1M0.24%
108SPDR SERIES TRUST78464A40910,577$1.1M0.24%
109ISHARES TR46435U32543,248$1.1M0.23%
110ISHARES TR46435U25942,604$1.1M0.23%
111BANK AMERICA CORP06050510419,032$1.0M0.22%
112BP PLCBPPFF29,739$1.0M0.22%
113DIAGEO PLCDGEAF11,832$1.0M0.22%
114INTEL CORPINTC27,181$1.0M0.21%
115MASTERCARD INCORPORATEDMA1,754$1.0M0.21%
116CLOROX CO DELCLX9,837$991,8440.21%
117ISHARES TR4642888858,492$967,4090.20%
118GE VERNOVA INCGEV1,470$960,7480.20%
119TESLA INCTSLA2,068$930,0210.20%
120ISHARES TR46435U28335,770$908,2000.19%
121NOVARTIS AGNVSEF6,542$901,9460.19%
122INNOVATOR ETFS TRUSTINHD18,503$887,7740.19%
123INVESCO QQQ TRIVZ1,406$863,7040.18%
124INNOVATOR ETFS TRUSTINHD19,036$853,1060.18%
125WASTE MGMT INC DEL94106L1093,796$833,9280.18%
126INNOVATOR ETFS TRUSTINHD16,528$819,1280.17%
127DUKE ENERGY CORP NEWDUKB6,969$816,8010.17%
128BOEING COBA-PA3,702$803,7780.17%
129SPDR SERIES TRUST78464A50814,141$803,3500.17%
130INNOVATOR ETFS TRUSTINHD16,248$790,7090.17%
131VERIZON COMMUNICATIONS INCVZ19,229$783,1800.17%
132PROCTER AND GAMBLE CO7427181095,395$773,1020.16%
133ISHARES TR4642877213,870$772,7620.16%
134AMGEN INCAMGN2,317$758,2250.16%
135PEPSICO INCPEP5,040$723,3060.15%
136ENBRIDGE INCENNPF15,034$719,0760.15%
137SCHWAB STRATEGIC TR80852440923,610$699,0920.15%
138PARKER-HANNIFIN CORPPH764$671,8950.14%
139RTX CORPORATIONRTX3,573$655,2550.14%
140INNOVATOR ETFS TRUSTINHD17,087$650,2560.14%
141BRISTOL-MYERS SQUIBB COCELG-RI12,036$649,2430.14%
142C H ROBINSON WORLDWIDE INCCHRW3,962$636,9310.13%
143AT&T INCT-PC25,571$635,1950.13%
144NATIONAL GRID PLCNMPWP7,975$616,8660.13%
145DOW INCDOW26,098$610,1710.13%
146ISHARES TR46429B6897,041$607,2860.13%
147ABBOTT LABSABLZF4,778$598,6630.13%
148COCA COLA COKO8,495$593,9030.13%
149BRITISH AMERN TOB PLC11044810710,390$588,2820.12%
150SPDR INDEX SHS FDS78463X88913,190$585,7680.12%
151AON PLCAON1,585$559,3150.12%
152ISHARES TR46435G4253,740$557,1850.12%
153COSTCO WHSL CORP NEW22160K105637$548,9490.12%
154LINCOLN NATL CORP IND53418710912,156$541,3230.11%
155PNC FINL SVCS GROUP INC6934751052,583$539,1500.11%
156GALLAGHER ARTHUR J & CO3635761092,077$537,5070.11%
157BLACKSTONE INCBX3,433$529,1580.11%
158CAPITAL GROUP CORE BALANCED14021D10714,871$525,3920.11%
159SCHWAB STRATEGIC TR80852430016,052$523,6160.11%
160SCHWAB STRATEGIC TR80852488811,408$519,4060.11%
161UNITED PARCEL SERVICE INCUPS5,184$514,2010.11%
162KIMBERLY-CLARK CORPKMB4,971$501,5240.11%
163SANOFI SASNYNF10,304$499,3320.11%
164INNOVATOR ETFS TRUSTINHD13,554$490,1130.10%
165CITIGROUP INCC-PR4,155$484,8990.10%
166ISHARES TR4642878043,891$467,6430.10%
167XCEL ENERGY INCXELLL6,294$464,8750.10%
168MOTOROLA SOLUTIONS INCMSI1,206$462,1240.10%
169GENERAL MTRS CO37045V1005,574$453,2780.10%
170OLD NATL BANCORP IND68003310720,302$452,9380.10%
171PROLOGIS INC.PLDGP3,513$448,4700.09%
172XYLEM INCXYL3,267$444,9000.09%
173UNITEDHEALTH GROUP INCUNH1,345$443,9980.09%
174SPDR GOLD TRGLD1,120$443,8670.09%
175INNOVATOR ETFS TRUSTINHD12,808$442,3880.09%
176DEERE & CODE946$440,3390.09%
177TC ENERGY CORPTRPRF7,896$434,3590.09%
178EXELON CORPEXC9,955$433,9380.09%
179AMPHENOL CORP NEW0320951013,211$433,9350.09%
180CORNING INCGLW4,955$433,8320.09%
181DISNEY WALT CO2546871063,793$431,4780.09%
182TRUIST FINL CORP89832Q1098,636$424,9780.09%
183INNOVATOR ETFS TRUSTINHD10,584$422,5130.09%
184AMCOR PLCAMCCF49,220$410,4950.09%
185GSK PLCGLAXF8,358$409,8590.09%
1863M COMMM2,441$390,8170.08%
187CVS HEALTH CORPCVS4,833$383,5470.08%
188COMCAST CORP NEWCCZ12,657$378,3220.08%
189GRACO INCGGG4,585$375,8320.08%
190INNOVATOR ETFS TRUSTINHD9,481$372,8950.08%
191SHELL PLCRYDAF5,048$370,9270.08%
192SPDR INDEX SHS FDS78463X5097,891$369,3780.08%
193CINCINNATI FINL CORP1720621012,210$360,9370.08%
194INNOVATOR ETFS TRUSTINHD8,822$349,7040.07%
195CAPITAL GROUP GBL GROWTH EQT14020X10410,021$347,2280.07%
196TARGET CORPTGT3,532$345,2530.07%
197INNOVATOR ETFS TRUSTINHD7,351$343,5860.07%
198NUVEEN MUN VALUE FD INCNU37,147$336,5520.07%
199AMERICAN ELEC PWR CO INC0255371012,877$331,7470.07%
200FIRSTENERGY CORPFE7,385$330,6260.07%
201PALANTIR TECHNOLOGIES INCPLTR1,846$328,1270.07%
202REALTY INCOME CORPO5,801$327,0020.07%
203NETFLIX INCNFLX3,460$324,4100.07%
204SCHWAB CHARLES CORPSCHW-PJ3,243$323,9650.07%
205INNOVATOR ETFS TRUSTINHD10,834$323,5960.07%
206SHOPIFY INCSHOP1,996$321,2960.07%
207INNOVATOR ETFS TRUSTINHD10,003$308,4930.07%
208INNOVATOR ETFS TRUSTINHD9,142$299,5830.06%
209AMERICAN EXPRESS COAXP808$298,9200.06%
210BANK MONTREAL QUE0636711012,241$290,8590.06%
211TEXAS INSTRS INC8825081041,665$288,8610.06%
212APPLIED MATLS INC0382221051,110$285,2590.06%
213ISHARES TR46429B6973,009$283,3270.06%
214CAPITAL ONE FINL CORP14040H1051,154$279,6830.06%
215UNILEVER PLCUNLYF4,253$278,1460.06%
216VANGUARD INDEX FDS9229087441,448$276,5540.06%
217ISHARES TR4642871501,849$274,9730.06%
218ISHARES U S ETF TR46431W8385,442$273,8410.06%
219KKR & CO INCKKRT2,121$270,3850.06%
220QUALCOMM INCQCOM1,561$267,0090.06%
221ITT INCITT1,529$265,2970.06%
222DIMENSIONAL ETF TRUST25434V7245,656$263,5130.06%
223IDEXX LABS INC45168D104386$261,1410.06%
224TJX COS INC NEW8725401091,697$260,6760.06%
225CALAMOS STRATEGIC TOTAL RETUCSQ13,538$259,9300.05%
226LAM RESEARCH CORPLRCX1,498$256,4280.05%
227GENERAL DYNAMICS CORPGD747$251,4850.05%
228ISHARES INC4642865333,884$248,7310.05%
229EATON CORP PLCETN776$247,1640.05%
230TRIMBLE INCTRMB3,068$240,3780.05%
231INNOVATOR ETFS TRUSTINHD7,413$239,3800.05%
232INTUITINTU357$236,4840.05%
233ASTRAZENECA PLCAZN2,550$234,4220.05%
234INNOVATOR ETFS TRUSTINHD7,083$230,8650.05%
235INNOVATOR ETFS TRUSTINHD5,904$230,5040.05%
236ISHARES TR4642874992,354$226,6200.05%
237MICRON TECHNOLOGY INCMU766$218,7290.05%
238THERMO FISHER SCIENTIFIC INCTMO375$217,2940.05%
239STRYKER CORPORATIONSYK614$215,8030.05%
240BERKLEY W R CORPWRB-PH3,034$212,7440.04%
241HANOVER INS GROUP INC4108671051,147$209,6370.04%
242DIMENSIONAL ETF TRUST25434V5003,004$209,2890.04%
243MEDTRONIC PLCMDT2,176$209,0270.04%
244ECOLAB INCECL781$205,0280.04%
245NUVEEN AMT FREE QLTY MUN INCNU16,663$193,7910.04%
246FORD MTR CO34537086013,494$177,0410.04%
247NUVEEN MUNICIPAL CREDIT INCNU10,495$132,0270.03%