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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 12 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FNV FRANCO NEV CORP Basic Materials 3,006.0 $627K 0.04% +76.0 +2.6% $208.46 +23.8%
222 BX BLACKSTONE INC Financial Services 5,307.0 $624K 0.04% +27.0 +0.5% $117.67 +20.1%
223 IHI ISHARES TR 12,611.0 $623K 0.04% +5K +70.1% $49.41 +12.2%
224 GRID FIRST TR EXCHANGE-TRADED FD 3,203.0 $614K 0.04% +594.0 +22.8% $191.75 -5.5%
225 COWZ PACER FDS TR 9,715.0 $604K 0.04% +55.0 +0.6% $62.20 +14.5%
226 ACGL ARCH CAP GROUP LTD Financial Services 6,112.0 $593K 0.04% +1K +20.1% $97.07 +2.3%
227 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,028.0 $589K 0.04% +16.0 +0.8% $290.59 -6.9%
228 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 53,135.0 $588K 0.04% +734.0 +1.4% $11.06 -4.8%
229 WPC WP CAREY INC Real Estate 8,219.0 $588K 0.04% +49.0 +0.6% $71.50 +0.7%
230 VIGI VANGUARD WHITEHALL FDS 6,293.0 $588K 0.04% +203.0 +3.3% $93.38 +4.7%
231 EQH EQUITABLE HLDGS INC Financial Services 13,221.0 $580K 0.04% +3K +28.4% $43.88 +11.1%
232 PHG KONINKLIJKE PHILIPS N V Healthcare 21,271.0 $578K 0.04% +655.0 +3.2% $27.19 +1.1%
233 CHE CHEMED CORP NEW Healthcare 1,229.0 $572K 0.04% +274.0 +28.7% $465.74 +14.8%
234 SNN SMITH & NEPHEW PLC Healthcare 19,577.0 $564K 0.04% +9K +76.8% $28.81 +0.8%
235 EMBJ EMBRAER S.A. Industrials 8,751.0 $558K 0.04% +1K +19.7% $63.80 +17.7%
236 BC BRUNSWICK CORP Consumer Cyclical 6,526.0 $550K 0.04% +637.0 +10.8% $84.24 -3.8%
237 NKE NIKE INC Consumer Cyclical 13,364.0 $549K 0.04% +9K +225.9% $41.05 -2.0%
238 MBB ISHARES TR 5,770.0 $545K 0.04% +179.0 +3.2% $94.53 -1.3%
239 STAG STAG INDUSTRIAL INC Real Estate 14,311.0 $545K 0.04% +131.0 +0.9% $38.06 -4.4%
240 FMS FRESENIUS MEDICAL CARE AG Healthcare 24,007.0 $543K 0.04% +3K +13.8% $22.61 +3.6%
Page 12 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%