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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 28 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FTCB FIRST TR EXCHANGE-TRADED FD 1,563.0 $33K 0.00% +97.0 +6.6% $20.85 -1.5%
542 SMCI SUPER MICRO COMPUTER INC Technology 1,101.0 $32K 0.00% +895.0 +434.5% $29.33 +25.2%
543 LIT GLOBAL X FDS 409.0 $32K 0.00% +221.0 +117.5% $78.28 -5.5%
544 BRZE BRAZE INC Technology 1,464.0 $32K 0.00% +450.0 +44.4% $21.69 +35.0%
545 TM TOYOTA MOTOR CORP Consumer Cyclical 188.0 $32K 0.00% +60.0 +46.9% $168.41 +12.1%
546 PEO ADAM NAT RES FD INC Financial Services 1,276.0 $32K 0.00% +25.0 +2.0% $24.72 +13.9%
547 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 406.0 $31K 0.00% +181.0 +80.4% $76.88 +0.8%
548 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 1,912.0 $30K 0.00% +63.0 +3.4% $15.94 -1.4%
549 EW EDWARDS LIFESCIENCES CORP Healthcare 332.0 $30K 0.00% +257.0 +342.7% $90.46 +1.3%
550 WDC WESTERN DIGITAL CORP Technology 47.0 $30K 0.00% +27.0 +135.0% $638.70 -21.9%
551 AVNT AVIENT CORPORATION Basic Materials 797.0 $29K 0.00% +102.0 +14.7% $36.96 +18.8%
552 DOX AMDOCS LTD Technology 582.0 $29K 0.00% +17.0 +3.0% $50.54 +14.9%
553 CGBL CAPITAL GROUP CORE BALANCED 773.0 $29K 0.00% +490.0 +173.1% $37.96 +0.3%
554 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 100.0 $29K 0.00% +31.0 +44.9% $291.17 -12.4%
555 PAYC PAYCOM SOFTWARE INC Technology 231.0 $29K 0.00% +78.0 +51.0% $125.68 +75.1%
556 TMC TMC THE METALS COMPANY INC Basic Materials 6,540.0 $29K 0.00% +300.0 +4.8% $4.43 -14.8%
557 ARTY ISHARES TR 369.0 $28K 0.00% +229.0 +163.6% $76.20 -3.4%
558 FBDC FIRST TR EXCHNG TRADED FD VI 1,658.0 $28K 0.00% +24.0 +1.5% $16.95 +4.3%
559 HYGH ISHARES U S ETF TR 318.0 $28K 0.00% +5.0 +1.6% $86.75 -0.4%
560 DIVO AMPLIFY ETF TR 590.0 $27K 0.00% +7.0 +1.2% $45.72 +5.9%
Page 28 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%