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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 20 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BBWI BATH & BODY WORKS INC Consumer Cyclical 9,044.0 $209K 0.01% +1K +16.9% $23.13 -13.4%
382 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,594.0 $208K 0.01% +1K +82.9% $80.04 -13.4%
383 GOVT ISHARES TR 9,053.0 $206K 0.01% +671.0 +8.0% $22.78 -1.5%
384 XLC SELECT SECTOR SPDR TR 1,872.0 $201K 0.01% +541.0 +40.6% $107.13 +3.1%
385 FE FIRSTENERGY CORP Utilities 4,145.0 $197K 0.01% +199.0 +5.0% $47.54 -0.6%
386 AGNC AGNC INVT CORP Real Estate 17,687.0 $193K 0.01% +2K +11.9% $10.90 +0.2%
387 NUE NUCOR CORP Basic Materials 857.0 $191K 0.01% +30.0 +3.6% $222.77 +18.6%
388 BCI ABRDN ETFS 8,505.0 $190K 0.01% +550.0 +6.9% $22.34 +11.4%
389 CEFS EXCHANGE LISTED FDS TR 7,176.0 $184K 0.01% +39.0 +0.6% $25.64 -0.2%
390 EIPI FIRST TR EXCHNG TRADED FD VI 8,423.0 $184K 0.01% +185.0 +2.2% $21.84 +5.1%
391 AJG GALLAGHER ARTHUR J & CO Financial Services 801.0 $184K 0.01% +144.0 +21.9% $229.57 +8.2%
392 USMF WISDOMTREE TR 3,355.0 $182K 0.01% +118.0 +3.6% $54.25 -0.8%
393 CTAS CINTAS CORP Industrials 1,068.0 $182K 0.01% +1K +2036.0% $170.08 +17.3%
394 VIRTUS ARTIFICIAL INTELLIGEN 6,466.0 $182K 0.01% +72.0 +1.1% $28.07
395 GIS GENERAL MILLS INC Consumer Defensive 5,213.0 $181K 0.01% +1K +32.6% $34.80 +9.4%
396 SNAP SNAP INC Communication Services 40,606.0 $180K 0.01% +4K +10.9% $4.44 +15.1%
397 MLM MARTIN MARIETTA MATLS INC Basic Materials 312.0 $180K 0.01% +88.0 +39.3% $576.70 -9.3%
398 SNDK SANDISK CORP Technology 79.0 $180K 0.01% +45.0 +132.3% $2273.72 -28.5%
399 KLAC KLA CORP Technology 593.0 $179K 0.01% +510.0 +614.5% $301.71 -35.4%
400 BAI BLACKROCK ETF TRUST 3,360.0 $177K 0.01% +3K +779.6% $52.72 -14.3%
Page 20 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%