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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 3 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BNDX VANGUARD CHARLOTTE FDS 88,530.0 $4.3M 0.29% +7K +8.8% $48.43 -1.8%
42 NXPI NXP SEMICONDUCTORS N V Technology 15,133.0 $4.3M 0.29% +195.0 +1.3% $281.04 -19.9%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,770.0 $4.2M 0.28% +717.0 +8.9% $477.59 -13.4%
44 VGT VANGUARD WORLD FD 34,581.0 $4.1M 0.28% +30K +693.5% $119.52 +0.3%
45 CVX CHEVRON CORPORATION Energy 24,658.0 $4.1M 0.28% +318.0 +1.3% $165.76 +23.6%
46 RSG REPUBLIC SVCS INC Industrials 18,326.0 $3.9M 0.27% +228.0 +1.3% $213.08 +2.3%
47 WULF TERAWULF INC Financial Services 157,076.0 $3.9M 0.26% +7K +4.9% $24.70 -32.5%
48 BSV VANGUARD BD INDEX FDS 49,631.0 $3.9M 0.26% +8K +19.8% $77.91 -0.4%
49 MDT MEDTRONIC PLC Healthcare 47,565.0 $3.7M 0.25% +2K +4.5% $78.23 +18.4%
50 AMT AMERICAN TOWER CORP Real Estate 21,135.0 $3.5M 0.23% +16K +302.1% $163.58 +6.4%
51 BERKSHIRE HATHAWAY INC DEL 6,811.0 $3.4M 0.23% +99.0 +1.5% $500.39
52 PEP PEPSICO INC Consumer Defensive 25,004.0 $3.4M 0.23% +397.0 +1.6% $135.40 +3.5%
53 BIV VANGUARD BD INDEX FDS 42,838.0 $3.3M 0.22% +7K +20.4% $76.70 -1.6%
54 SPYG SPDR SERIES TRUST 27,491.0 $3.3M 0.22% +4K +17.3% $118.99 +1.6%
55 CMCSA COMCAST CORP NEW Communication Services 127,454.0 $3.1M 0.21% +109K +609.3% $24.55 +6.1%
56 HIG HARTFORD INSURANCE GROUP INC Financial Services 23,588.0 $3.1M 0.21% +367.0 +1.6% $132.52 +4.8%
57 SPSM SPDR SERIES TRUST 53,447.0 $3.1M 0.21% +2K +3.9% $57.67 +0.3%
58 MTGP WISDOMTREE TR 69,216.0 $3.1M 0.21% +4K +6.5% $44.16 -0.9%
59 KO COCA COLA CO Consumer Defensive 37,491.0 $3.0M 0.21% +1K +3.7% $81.27 +8.9%
60 PKG PACKAGING CORP AMER Consumer Cyclical 12,440.0 $3.0M 0.20% +172.0 +1.4% $238.28 +6.1%
Page 3 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%