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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 15 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VLTO VERALTO CORP Industrials 4,700.0 $417K 0.03% +2K +64.0% $88.68 +12.4%
282 VECO VEECO INSTRS INC DEL Technology 5,435.0 $412K 0.03% +4K +297.0% $75.80 -37.0%
283 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,479.0 $408K 0.03% +1K +14.0% $38.96 +9.9%
284 SLV ISHARES SILVER TR Financial Services 7,570.0 $405K 0.03% +847.0 +12.6% $53.47 +11.1%
285 NGVT INGEVITY CORP Basic Materials 5,395.0 $403K 0.03% +94.0 +1.8% $74.67 -1.5%
286 FDVV FIDELITY COVINGTON TRUST 6,618.0 $399K 0.03% +335.0 +5.3% $60.30 +5.6%
287 VCSH VANGUARD SCOTTSDALE FDS 5,000.0 $395K 0.03% +62.0 +1.3% $79.03 -0.5%
288 RQI COHEN & STEERS QUALITY INCOM Financial Services 31,675.0 $390K 0.03% +2K +6.8% $12.31 +0.8%
289 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,227.0 $389K 0.03% +265.0 +6.7% $92.09 -0.7%
290 IXUS ISHARES TR 4,032.0 $385K 0.03% +2K +127.4% $95.44 +1.6%
291 NTES NETEASE COM INC Technology 2,986.0 $383K 0.03% +3K +905.4% $128.14 -1.6%
292 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,267.0 $378K 0.03% +4K +78.6% $40.84 +9.8%
293 AMRIZE LTD 7,100.0 $378K 0.03% +1K +20.2% $53.30
294 THO THOR INDS INC Consumer Cyclical 5,034.0 $378K 0.03% +3K +150.3% $75.16 +6.5%
295 FGD FIRST TR EXCHANGE-TRADED FD 11,797.0 $377K 0.03% +93.0 +0.8% $31.99 +11.1%
296 TSHA TAYSHA GENE THERAPIES INC Healthcare 55,022.0 $375K 0.03% +964.0 +1.8% $6.81 -6.8%
297 KN KNOWLES CORP Technology 9,031.0 $375K 0.03% +5K +120.3% $41.48 -15.9%
298 STK COLUMBIA SELIGM PREM TECH GR Financial Services 6,953.0 $375K 0.03% +299.0 +4.5% $53.87 -4.0%
299 RF REGIONS FINANCIAL CORP NEW Financial Services 12,271.0 $371K 0.03% +1K +9.4% $30.20 +1.8%
300 KBH KB HOME Consumer Cyclical 5,918.0 $370K 0.03% +1K +20.5% $62.59 -9.1%
Page 15 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%