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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 14 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COLB COLUMBIA BKG SYS INC Financial Services 14,733.0 $472K 0.03% +3K +23.0% $32.05 -2.7%
262 IHF ISHARES TR 8,526.0 $472K 0.03% +1K +16.3% $55.33 +2.4%
263 IVW ISHARES TR 3,428.0 $471K 0.03% +25.0 +0.7% $137.54 +1.3%
264 PINNACLE FINL PARTNERS INC 4,664.0 $471K 0.03% +577.0 +14.1% $100.88
265 ENSG ENSIGN GROUP INC Healthcare 2,929.0 $470K 0.03% +39.0 +1.4% $160.30 +14.3%
266 VOYA VOYA FINANCIAL INC Financial Services 5,149.0 $466K 0.03% +761.0 +17.3% $90.53 +9.0%
267 TWST TWIST BIOSCIENCE CORP Healthcare 4,512.0 $464K 0.03% +2K +93.3% $102.88 +32.5%
268 USIG ISHARES TR 8,983.0 $461K 0.03% +7K +474.0% $51.29 -1.8%
269 SAM BOSTON BEER INC Consumer Defensive 2,602.0 $461K 0.03% +2K +237.9% $177.03 +5.7%
270 AOR ISHARES TR 6,587.0 $458K 0.03% +1K +20.9% $69.50 +0.6%
271 RPM RPM INTL INC Basic Materials 4,105.0 $456K 0.03% +1K +43.1% $111.15 +0.8%
272 QQQM INVESCO EXCH TRADED FD TR II 1,502.0 $455K 0.03% +586.0 +64.0% $303.04 -2.7%
273 VIV TELEFONICA BRASIL SA Communication Services 33,876.0 $446K 0.03% +12K +56.8% $13.16 -12.3%
274 OMC OMNICOM GROUP INC Communication Services 6,092.0 $444K 0.03% +2K +32.7% $72.83 +20.9%
275 CLX CLOROX CO DEL Consumer Defensive 4,633.0 $442K 0.03% +1K +47.5% $95.44 +12.5%
276 HDV ISHARES TR 16,081.0 $441K 0.03% +10K +173.1% $27.41 +9.3%
277 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,409.0 $440K 0.03% +110.0 +1.5% $59.36 -2.7%
278 GRFS GRIFOLS S A Healthcare 61,372.0 $435K 0.03% +16K +35.5% $7.08 +16.4%
279 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 33,362.0 $427K 0.03% +2K +7.5% $12.80 -3.2%
280 NOV NOV INC Energy 22,470.0 $417K 0.03% +707.0 +3.2% $18.55 +11.0%
Page 14 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%