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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 22 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FMAY FIRST TR EXCHNG TRADED FD VI 2,508.0 $141K 0.01% +1K +69.0% $56.20 +1.7%
422 TLT ISHARES TR 1,580.0 $137K 0.01% +165.0 +11.7% $86.42 -4.7%
423 OLN OLIN CORP Basic Materials 6,752.0 $134K 0.01% +2K +43.0% $19.82 -6.0%
424 BDX BECTON DICKINSON & CO Healthcare 854.0 $129K 0.01% +59.0 +7.4% $151.33 +24.0%
425 VDE VANGUARD WORLD FD 860.0 $129K 0.01% +12.0 +1.4% $150.20 +19.7%
426 AOM ISHARES TR 2,580.0 $129K 0.01% +200.0 +8.4% $49.89 -0.4%
427 MGK VANGUARD WORLD FD 1,450.0 $127K 0.01% +1K +400.0% $87.91 +0.8%
428 IJAN INNOVATOR ETFS TRUST 3,230.0 $123K 0.01% +1K +46.1% $38.08 +2.1%
429 INCM FRANKLIN TEMPLETON ETF TR 4,101.0 $118K 0.01% +3K +182.8% $28.85 +2.5%
430 VTR VENTAS INC Real Estate 1,331.0 $118K 0.01% +49.0 +3.8% $88.80 +4.4%
431 MLI MUELLER INDS INC Industrials 944.0 $116K 0.01% +44.0 +4.9% $122.93 -49.6%
432 IDEV ISHARES TR 1,288.0 $115K 0.01% +23.0 +1.8% $89.02 +4.0%
433 FDS FACTSET RESH SYS INC Financial Services 498.0 $115K 0.01% +6.0 +1.2% $230.08 +30.4%
434 BEP BROOKFIELD RENEWABLE ENERGY Utilities 3,284.0 $114K 0.01% +36.0 +1.1% $34.73 -5.2%
435 XSMO INVESCO EXCHANGE TRADED FD T 1,208.0 $113K 0.01% +533.0 +79.0% $93.65 -8.6%
436 BKNG BOOKING HOLDINGS INC Consumer Cyclical 620.0 $111K 0.01% +601.0 +3163.2% $178.24 +17.7%
437 NVCT NUVECTIS PHARMA INC Healthcare 6,000.0 $110K 0.01% +3K +100.0% $18.39 +27.0%
438 PCN PIMCO CORPORATE & INCM STRG Financial Services 9,200.0 $110K 0.01% +200.0 +2.2% $11.95 -2.4%
439 PEY INVESCO EXCHANGE TRADED FD T 4,717.0 $109K 0.01% +2K +111.2% $23.18 +8.4%
440 IJUN INNOVATOR ETFS TRUST 3,420.0 $107K 0.01% +1K +42.6% $31.18 +2.2%
Page 22 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%