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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 13 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IQVIA HLDGS INC 2,794.0 $540K 0.04% +311.0 +12.5% $193.22
242 PLD PROLOGIS INC. Real Estate 3,974.0 $538K 0.04% +249.0 +6.7% $135.48 +3.8%
243 AZN ASTRAZENECA PLC Healthcare 2,826.0 $536K 0.04% +1K +67.4% $189.68 -13.3%
244 VICR VICOR CORP Technology 1,407.0 $534K 0.04% +78.0 +5.9% $379.78 -45.3%
245 A AGILENT TECHNOLOGIES INC Healthcare 4,018.0 $534K 0.04% +2K +70.4% $132.83 +17.7%
246 BCO BRINKS CO Industrials 5,586.0 $528K 0.04% +83.0 +1.5% $94.49 +19.7%
247 QAI NEW YORK LIFE INVESTMENTS ET 14,416.0 $528K 0.04% +756.0 +5.5% $36.60 -0.4%
248 LPLA LPL FINL HLDGS INC Financial Services 1,855.0 $523K 0.04% +12.0 +0.7% $281.68 +25.7%
249 CNH INDL N V 45,857.0 $515K 0.04% +44K +2273.6% $11.23
250 BLW BLACKROCK LTD DURATION INCOM Financial Services 41,027.0 $512K 0.04% +5K +14.6% $12.49 +1.6%
251 RSPA INVESCO ACTIVELY MANAGED EXC 9,416.0 $502K 0.03% +2K +35.4% $53.35 +2.6%
252 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,628.0 $499K 0.03% +193.0 +3.5% $88.60 -36.1%
253 LASR NLIGHT INC Technology 7,125.0 $496K 0.03% +3K +95.0% $69.62 -32.2%
254 GLD SPDR GOLD TR Financial Services 1,346.0 $496K 0.03% +26.0 +2.0% $368.38 +12.7%
255 ISRG INTUITIVE SURGICAL INC Healthcare 1,243.0 $494K 0.03% +203.0 +19.5% $397.68 -5.8%
256 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,531.0 $486K 0.03% +174.0 +12.8% $317.53 -9.4%
257 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,513.0 $486K 0.03% +389.0 +4.3% $51.05 +23.9%
258 EHC ENCOMPASS HEALTH CORP Healthcare 4,785.0 $484K 0.03% +687.0 +16.8% $101.08 +19.6%
259 CAE CAE INC Industrials 19,244.0 $482K 0.03% +2K +13.5% $25.06 -0.3%
260 PGX INVESCO EXCH TRADED FD TR II 43,632.0 $473K 0.03% +4K +8.9% $10.84 -1.9%
Page 13 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%