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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 30 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GLDM WORLD GOLD TR Financial Services 255.0 $20K 0.00% +147.0 +136.1% $79.42 +9.6%
582 SLQD ISHARES TR 396.0 $20K 0.00% +2.0 +0.5% $50.44 -0.6%
583 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 2,850.0 $19K 0.00% +15.0 +0.5% $6.83 -1.4%
584 USAR USA RARE EARTH INC Basic Materials 878.0 $19K 0.00% +781.0 +805.1% $21.58 -12.0%
585 UAL UNITED AIRLS HLDGS INC Industrials 136.0 $18K 0.00% +56.0 +70.0% $135.99 -11.5%
586 XES SPDR SERIES TRUST 160.0 $18K 0.00% +79.0 +97.5% $112.08 +11.6%
587 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 966.0 $18K 0.00% +25.0 +2.7% $18.48 -0.4%
588 HROW HARROW INC Healthcare 412.0 $17K 0.00% +123.0 +42.6% $42.47 -7.0%
589 IEP ICAHN ENTERPRISES LP Industrials 2,424.0 $17K 0.00% +295.0 +13.9% $7.21 -4.0%
590 BWAY BRAINSWAY LTD Healthcare 1,100.0 $17K 0.00% +900.0 +450.0% $15.51 -3.9%
591 UDR UDR INC Real Estate 425.0 $17K 0.00% +9.0 +2.2% $39.92 -6.0%
592 GEF GREIF INC Consumer Cyclical 224.0 $17K 0.00% +2.0 +0.9% $74.49 +17.9%
593 BAR GRANITESHARES GOLD TR Financial Services 419.0 $17K 0.00% +4.0 +1.0% $39.53 +9.6%
594 PBR PETROLEO BRASILEIRO S A Energy 1,014.0 $16K 0.00% +6.0 +0.6% $16.16 +14.1%
595 SYSB ISHARES TR 184.0 $16K 0.00% +76.0 +70.4% $88.71 -1.9%
596 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 389.0 $15K 0.00% +20.0 +5.4% $38.76 +46.8%
597 IGLB ISHARES TR 298.0 $15K 0.00% +3.0 +1.0% $50.04 -5.2%
598 FLEX FLEX LTD Technology 92.0 $15K 0.00% +66.0 +253.8% $162.07 -24.5%
599 SIRI SIRIUSXM HOLDINGS INC Communication Services 503.0 $15K 0.00% +5.0 +1.0% $29.56 -2.6%
600 SE SEA LTD Consumer Cyclical 155.0 $15K 0.00% +1.0 +0.7% $95.83 +20.8%
Page 30 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%