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Portfolio (Quarterly) Guide ↗

LANARK FINANCIAL, INC.

· CIK 0000791540
13F Portfolio $1.5B AUM 2,420 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 214 New 664 Added 693 Reduced 340 Exited
Page 10 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LOB LIVE OAK BANCSHARES INC Financial Services 19,145.0 $782K 0.05% +322.0 +1.7% $40.84 +0.1%
182 SMTC SEMTECH CORP Technology 4,774.0 $773K 0.05% +406.0 +9.3% $161.85 -22.5%
183 BOE BLACKROCK ENHANCED GLOBAL Financial Services 62,756.0 $759K 0.05% +4K +7.7% $12.09 +2.0%
184 DFAE DIMENSIONAL ETF TRUST 18,729.0 $753K 0.05% +7K +54.3% $40.21 -2.8%
185 RALLIANT CORP 10,205.0 $751K 0.05% +3K +42.5% $73.63
186 GSY INVESCO ACTIVELY MANAGED EXC 14,889.0 $747K 0.05% +5K +56.1% $50.15 +0.2%
187 ROE EA SERIES TRUST 17,497.0 $746K 0.05% +2K +13.6% $42.63 +2.4%
188 CGMU CAPITAL GRP FIXED INCM ETF T 27,142.0 $746K 0.05% +4K +18.8% $27.47 -1.3%
189 UPS UNITED PARCEL SVCS INC Industrials 6,919.0 $744K 0.05% +92.0 +1.4% $107.51 -4.3%
190 BKD BROOKDALE SR LIVING INC Healthcare 46,115.0 $742K 0.05% +3K +6.4% $16.09 -24.7%
191 MRVL MARVELL TECHNOLOGY INC Technology 2,487.0 $741K 0.05% +2K +185.9% $297.89 -20.3%
192 JEPQ J P MORGAN EXCHANGE TRADED F 12,020.0 $739K 0.05% +324.0 +2.8% $61.46 -2.6%
193 CME CME GROUP INC Financial Services 3,325.0 $734K 0.05% +124.0 +3.9% $220.85 +20.9%
194 VWOB VANGUARD WHITEHALL FDS 10,875.0 $731K 0.05% +2K +21.1% $67.25 -1.7%
195 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 70,046.0 $729K 0.05% +12K +20.3% $10.41 -3.6%
196 AGCO AGCO CORP Industrials 5,998.0 $718K 0.05% +2K +36.4% $119.70 -16.9%
197 JVAL J P MORGAN EXCHANGE TRADED F 12,219.0 $717K 0.05% +11K +647.3% $58.64 +1.7%
198 PGR PROGRESSIVE CORP Financial Services 3,260.0 $712K 0.05% +188.0 +6.1% $218.47 -0.5%
199 KDP KEURIG DR PEPPER INC Consumer Defensive 21,458.0 $702K 0.05% +2K +11.2% $32.73 -5.1%
200 BOTZ GLOBAL X FDS 18,194.0 $690K 0.05% +117.0 +0.7% $37.94 -4.1%
Page 10 of 34  ·  664 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 24.2%
Financial Services 18.6%
Industrials 12.9%
Utilities 8.2%
Consumer Cyclical 7.7%
Healthcare 7.3%
Energy 6.0%
Communication Services 5.9%
Consumer Defensive 4.8%
Real Estate 2.8%