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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 21 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 QTUM ETF SER SOLUTIONS 1,057.0 $175K 0.01% +651.0 +160.3% $165.38 -8.0%
402 PATH UIPATH INC Technology 16,000.0 $174K 0.01% +10K +166.7% $10.87 +43.3%
403 XYL XYLEM INC Industrials 1,425.0 $168K 0.01% +1K +435.7% $118.23 -3.6%
404 PHO INVESCO EXCHANGE TRADED FD T 2,377.0 $164K 0.01% +55.0 +2.4% $69.08 +2.6%
405 MDB MONGODB INC Technology 484.0 $163K 0.01% +242.0 +100.0% $335.90 +29.4%
406 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 7,534.0 $162K 0.01% +54.0 +0.7% $21.45 +14.5%
407 DLB DOLBY LABORATORIES INC Technology 3,057.0 $161K 0.01% +545.0 +21.7% $52.58 +16.2%
408 FLS FLOWSERVE CORP Industrials 2,133.0 $158K 0.01% +2K +325.8% $74.16 +6.2%
409 PRGO PERRIGO CO PLC Healthcare 15,094.0 $157K 0.01% +2K +16.8% $10.39 +24.8%
410 PSA PUBLIC STORAGE Real Estate 490.0 $156K 0.01% +21.0 +4.5% $318.34 +1.5%
411 STEW SRH TOTAL RETURN FUND INC Financial Services 8,440.0 $151K 0.01% +47.0 +0.6% $17.90 +3.3%
412 FAST FASTENAL CO Industrials 3,143.0 $151K 0.01% +45.0 +1.4% $48.04 +6.7%
413 MLPA GLOBAL X FDS 2,840.0 $151K 0.01% +146.0 +5.4% $53.08 +7.1%
414 SOLV SOLVENTUM CORP Healthcare 1,943.0 $150K 0.01% +178.0 +10.1% $77.15 +13.4%
415 FN FABRINET Technology 265.0 $149K 0.01% +51.0 +23.8% $562.08 -14.1%
416 ICF ISHARES TR 2,200.0 $149K 0.01% +30.0 +1.4% $67.64 +0.9%
417 FTSL FIRST TR EXCHANGE-TRADED FD 3,319.0 $149K 0.01% +22.0 +0.7% $44.75 +0.5%
418 VEEV VEEVA SYS INC Healthcare 821.0 $146K 0.01% +421.0 +105.2% $177.47 +36.8%
419 NVR NVR INC Consumer Cyclical 21.0 $143K 0.01% +1.0 +5.0% $6813.38 -8.3%
420 DYNF BLACKROCK ETF TRUST 2,088.0 $142K 0.01% +53.0 +2.6% $68.01 +2.4%
Page 21 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%