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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 29 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AHR AMERICAN HEALTHCARE REIT INC Real Estate 509.0 $27K 0.00% +469.0 +1172.5% $52.15 +5.6%
562 VFC V F CORP Consumer Cyclical 1,584.0 $26K 0.00% +500.0 +46.1% $16.68 -13.4%
563 RNP COHEN & STEERS REIT & PFD & Financial Services 1,300.0 $26K 0.00% +100.0 +8.3% $20.30 +0.9%
564 HII HUNTINGTON INGALLS INDS INC Industrials 94.0 $26K 0.00% +7.0 +8.1% $279.88 +14.9%
565 TKO TKO GROUP HOLDINGS INC Communication Services 128.0 $26K 0.00% +1.0 +0.8% $201.30 -3.7%
566 ITRI ITRON INC Technology 291.0 $25K 0.00% +12.0 +4.3% $86.53 +14.1%
567 ZYMEWORKS INC 962.0 $25K 0.00% +339.0 +54.4% $26.14
568 EFX EQUIFAX INC Industrials 155.0 $25K 0.00% +63.0 +68.5% $158.72 +14.1%
569 RYLD GLOBAL X FDS 1,504.0 $24K 0.00% +14.0 +0.9% $15.99 +2.5%
570 EIX EDISON INTL Utilities 319.0 $24K 0.00% +16.0 +5.3% $74.61 -1.3%
571 PAAS PAN AMERN SILVER CORP Basic Materials 520.0 $23K 0.00% +155.0 +42.5% $44.79 +4.0%
572 PODD INSULET CORP Healthcare 145.0 $22K 0.00% +50.0 +52.6% $152.25 -3.7%
573 IXP ISHARES TR 195.0 $22K 0.00% +1.0 +0.5% $112.95 +2.7%
574 DMAY FIRST TR EXCHNG TRADED FD VI 466.0 $22K 0.00% +299.0 +179.0% $47.12 +1.7%
575 BSM BLACK STONE MINERALS L P Energy 1,521.0 $21K 0.00% +11.0 +0.7% $13.98 +3.9%
576 MHK MOHAWK INDS INC Consumer Cyclical 174.0 $21K 0.00% +49.0 +39.2% $121.33 +10.5%
577 CRCL CIRCLE INTERNET GROUP INC Financial Services 335.0 $21K 0.00% +112.0 +50.2% $62.63 +15.8%
578 GPN GLOBAL PMTS INC Industrials 289.0 $21K 0.00% +32.0 +12.4% $72.56 +27.2%
579 DV DOUBLEVERIFY HLDGS INC Technology 1,908.0 $21K 0.00% +298.0 +18.5% $10.84 +22.8%
580 VIS VANGUARD WORLD FD 56.0 $20K 0.00% +6.0 +12.0% $362.05 -2.4%
Page 29 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%