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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 27 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SM SM ENERGY COMPANY Energy 1,479.0 $39K 0.00% +285.0 +23.9% $26.10 +35.5%
522 EVR EVERCORE INC Financial Services 112.0 $38K 0.00% +10.0 +9.8% $341.44 -12.3%
523 RYN RAYONIER INC Real Estate 1,770.0 $38K 0.00% +1K +195.0% $21.28 -2.5%
524 RGEN REPLIGEN CORP Healthcare 276.0 $38K 0.00% +107.0 +63.3% $136.44 +22.0%
525 NATWEST GROUP PLC 2,123.0 $37K 0.00% +70.0 +3.4% $17.63
526 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 1,979.0 $37K 0.00% +36.0 +1.9% $18.73 +5.0%
527 PRME PRIME MEDICINE INC Healthcare 10,000.0 $37K 0.00% +5K +100.0% $3.69 -17.8%
528 ADC AGREE RLTY CORP Real Estate 485.0 $37K 0.00% +73.0 +17.7% $75.74 -1.9%
529 FBK FB FINL CORP Financial Services 650.0 $36K 0.00% +111.0 +20.6% $55.35 +10.5%
530 NZF NUVEEN MUN CR INCOME FD Financial Services 2,754.0 $35K 0.00% +15.0 +0.6% $12.68 -3.1%
531 JSI JANUS DETROIT STR TR 673.0 $34K 0.00% +10.0 +1.5% $51.21 -0.2%
532 BHP BHP BILLITON LIMITED Basic Materials 413.0 $34K 0.00% +20.0 +5.1% $83.39 +6.8%
533 QQQE DIREXION SHARES ETF TRUST 282.0 $34K 0.00% +195.0 +224.1% $122.10 +0.6%
534 WFRD WEATHERFORD INTL PLC Energy 421.0 $34K 0.00% +137.0 +48.2% $81.50 +12.4%
535 ACI ALBERTSONS COMPANIES INC Consumer Defensive 2,528.0 $34K 0.00% +565.0 +28.8% $13.53 -9.0%
536 OKLO OKLO INC Utilities 650.0 $34K 0.00% +450.0 +225.0% $52.33 -21.2%
537 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,131.0 $34K 0.00% +13.0 +1.2% $30.04 +3.6%
538 QYLG GLOBAL X FDS 1,100.0 $33K 0.00% +200.0 +22.2% $30.31 -2.3%
539 PFBC PREFERRED BK LOS ANGELES CA Financial Services 312.0 $33K 0.00% +38.0 +13.9% $106.26 +0.2%
540 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 2,377.0 $33K 0.00% +25.0 +1.1% $13.83 +7.8%
Page 27 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%