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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 2 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 41,616.0 $5.7M 0.39% +770.0 +1.9% $136.72 +18.1%
22 VEU VANGUARD INTL EQUITY INDEX F 67,856.0 $5.7M 0.39% +3K +4.5% $83.75 +2.5%
23 IJH ISHARES TR 72,054.0 $5.6M 0.38% +2K +2.9% $77.11 +1.8%
24 IWM ISHARES TR 18,014.0 $5.4M 0.37% +167.0 +0.9% $300.45 +1.2%
25 IWF ISHARES TR 43,549.0 $5.4M 0.37% +33K +298.6% $124.17 +0.7%
26 RSP INVESCO EXCHANGE TRADED FD T 25,350.0 $5.4M 0.36% +15K +136.5% $212.77 +3.8%
27 SPYV SPDR SERIES TRUST 85,530.0 $5.2M 0.35% +10K +13.0% $60.79 +4.2%
28 UNP UNION PAC CORP Industrials 18,754.0 $5.1M 0.35% +102.0 +0.6% $272.01 +10.3%
29 SYY SYSCO CORP Consumer Defensive 60,857.0 $5.1M 0.34% +609.0 +1.0% $83.58 -2.1%
30 SCHW SCHWAB CHARLES CORP Financial Services 54,015.0 $5.0M 0.34% +691.0 +1.3% $92.27 +19.8%
31 AGGY WISDOMTREE TR 113,538.0 $4.9M 0.33% +7K +6.3% $43.48 -2.0%
32 GEV GE VERNOVA INC Utilities 4,154.0 $4.9M 0.33% +99.0 +2.4% $1174.97 -8.2%
33 MRK MERCK & CO INC Healthcare 37,890.0 $4.9M 0.33% +626.0 +1.7% $128.50 +5.8%
34 LMT LOCKHEED MARTIN CORP Industrials 9,458.0 $4.8M 0.33% +73.0 +0.8% $509.48 +16.5%
35 SYK STRYKER CORPORATION Healthcare 14,987.0 $4.7M 0.32% +83.0 +0.6% $314.85 +5.3%
36 WTV WISDOMTREE TR 45,345.0 $4.6M 0.31% +4K +10.7% $101.72 +5.5%
37 DDWM WISDOMTREE TR 97,440.0 $4.5M 0.30% +4K +4.8% $46.18 +3.0%
38 CAT CATERPILLAR INC Industrials 4,198.0 $4.5M 0.30% +21.0 +0.5% $1065.05 -17.2%
39 SPHY SPDR SERIES TRUST 187,043.0 $4.4M 0.30% +8K +4.5% $23.44 -0.6%
40 VWO VANGUARD INTL EQUITY INDEX F 72,277.0 $4.3M 0.29% +4K +6.2% $59.69 +1.2%
Page 2 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%