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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 16 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INHIBRX BIOSCIENCES INC 3,900.0 $370K 0.03% +100.0 +2.6% $94.75
302 ALV AUTOLIV INC Consumer Cyclical 3,160.0 $367K 0.03% +514.0 +19.4% $116.17 +4.7%
303 BKLN INVESCO EXCH TRADED FD TR II 17,884.0 $364K 0.03% +623.0 +3.6% $20.37 +1.0%
304 OTEX OPEN TEXT CORP Technology 16,251.0 $360K 0.02% +5K +48.8% $22.15 +10.5%
305 YUM YUM BRANDS INC Consumer Cyclical 2,250.0 $360K 0.02% +13.0 +0.6% $159.92 -8.8%
306 SPE SPECIAL OPPORTUNITIES FD INC Financial Services 26,664.0 $359K 0.02% +10K +60.1% $13.47 -0.7%
307 SUB ISHARES TR 3,356.0 $357K 0.02% +30.0 +0.9% $106.47 -0.2%
308 NICE NICE LTD Technology 3,891.0 $353K 0.02% +116.0 +3.1% $90.85 +10.6%
309 FAPR FIRST TR EXCHNG TRADED FD VI 7,469.0 $349K 0.02% +3K +79.8% $46.74 +2.1%
310 PYPL PAYPAL HLDGS INC Financial Services 8,012.0 $346K 0.02% +1K +15.9% $43.18 +41.7%
311 APLD APPLIED DIGITAL CORP Technology 9,166.0 $342K 0.02% +9K +1566.5% $37.30 -24.0%
312 AAOI APPLIED OPTOELECTRONICS INC Technology 2,307.0 $342K 0.02% +728.0 +46.1% $148.16 -14.7%
313 SPTM SPDR SERIES TRUST 3,684.0 $334K 0.02% +864.0 +30.6% $90.79 +2.9%
314 IUSB ISHARES TR 7,212.0 $333K 0.02% +377.0 +5.5% $46.15 -1.3%
315 EMXC ISHARES INC 3,243.0 $332K 0.02% +1K +49.2% $102.30 -5.9%
316 CALY CALLAWAY GOLF CO Consumer Cyclical 17,418.0 $327K 0.02% +9K +98.6% $18.79 -13.5%
317 BUCK SIMPLIFY EXCHANGE TRADED FUN 13,953.0 $327K 0.02% +11K +339.2% $23.42 +0.2%
318 VICI VICI PPTYS INC Real Estate 12,251.0 $325K 0.02% +408.0 +3.5% $26.55 -1.1%
319 EXPD EXPEDITORS INTL WASH INC Industrials 1,993.0 $325K 0.02% +12.0 +0.6% $162.99 +14.2%
320 WELL WELLTOWER INC Real Estate 1,430.0 $325K 0.02% +112.0 +8.5% $226.97 +3.5%
Page 16 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%