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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 11 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FROG JFROG LTD Technology 7,536.0 $685K 0.05% +5K +177.2% $90.88 -0.3%
202 O REALTY INCOME CORP Real Estate 11,043.0 $684K 0.05% +737.0 +7.2% $61.96 +1.5%
203 MSA MSA SAFETY INC Industrials 3,915.0 $683K 0.05% +459.0 +13.3% $174.58 +8.4%
204 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,844.0 $683K 0.05% +246.0 +15.4% $370.59 -2.1%
205 F FORD MTR CO Consumer Cyclical 48,959.0 $681K 0.05% +903.0 +1.9% $13.90 +2.8%
206 HWM HOWMET AEROSPACE INC Industrials 2,528.0 $680K 0.05% +731.0 +40.7% $268.93 +6.5%
207 VTIP VANGUARD MALVERN FDS 13,487.0 $677K 0.05% +10K +338.5% $50.23 -0.9%
208 WSO WATSCO INC Industrials 1,623.0 $676K 0.05% +13.0 +0.8% $416.73 -22.7%
209 AMP AMERIPRISE FINL INC Financial Services 1,470.0 $674K 0.05% +89.0 +6.4% $458.76 +23.5%
210 BTAL AGF INVTS TR 60,086.0 $670K 0.04% +18K +41.9% $11.15 +7.5%
211 SBAR SIMPLIFY EXCHANGE TRADED FUN 26,149.0 $669K 0.04% +17K +194.4% $25.60 +1.0%
212 SCHB SCHWAB STRATEGIC TR 23,020.0 $667K 0.04% +757.0 +3.4% $28.96 +3.1%
213 IMTM ISHARES TR 12,378.0 $660K 0.04% +4K +51.0% $53.33 +0.8%
214 NUVEEN CR STRATEGIES INCOME 135,835.0 $660K 0.04% +14K +11.2% $4.86
215 WHR WHIRLPOOL CORP Consumer Cyclical 16,484.0 $650K 0.04% +8K +98.7% $39.42 +4.0%
216 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,763.0 $646K 0.04% +7K +165.4% $54.90 -14.5%
217 DG DOLLAR GEN CORP Consumer Defensive 5,562.0 $640K 0.04% +2K +49.8% $115.12 +7.1%
218 GEN GEN DIGITAL INC Technology 25,602.0 $637K 0.04% +6K +29.6% $24.89 +12.5%
219 NVO NOVO-NORDISK A S Healthcare 13,263.0 $636K 0.04% +11K +381.9% $47.94 -2.5%
220 SOUTHSTATE BK CORP 6,281.0 $627K 0.04% +404.0 +6.9% $99.90
Page 11 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%