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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 32 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RKT ROCKET COS INC Financial Services 521.0 $8K 0.00% +40.0 +8.3% $15.75 -7.9%
622 BXP BXP INC Real Estate 121.0 $8K 0.00% +1.0 +0.8% $66.65 +0.1%
623 MKSI MKS INC. Technology 18.0 $8K 0.00% +1.0 +5.9% $444.78 -27.9%
624 VSS VANGUARD INTL EQUITY INDEX F 50.0 $8K 0.00% +25.0 +100.0% $154.28 +3.9%
625 NESR NATIONAL ENERGY SERVICES REU Energy 257.0 $8K 0.00% +82.0 +46.9% $29.93 +19.5%
626 SON SONOCO PRODS CO Consumer Cyclical 131.0 $7K 0.00% +23.0 +21.3% $56.34 +0.7%
627 HAFN HAFNIA LTD Industrials 1,094.0 $7K +41.0 +3.9% $6.64 +18.3%
628 BBY BEST BUY INC Consumer Cyclical 92.0 $7K +30.0 +48.4% $75.87 +12.6%
629 IEUR ISHARES TR 87.0 $7K +15.0 +20.8% $75.16 +3.8%
630 SSRM SSR MINING IN Basic Materials 227.0 $6K +97.0 +74.6% $28.28 +15.9%
631 RUM RUM GROUP INC Technology 1,000.0 $6K +700.0 +233.3% $6.34 +30.0%
632 UAMY UNITED STATES ANTIMONY CORP Basic Materials 860.0 $6K +560.0 +186.7% $7.26 -22.6%
633 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 253.0 $6K +18.0 +7.7% $24.45 -0.3%
634 NNVC NANOVIRICIDES INC Healthcare 4,400.0 $6K +1K +29.4% $1.38 -1.4%
635 CAG CONAGRA BRANDS INC Consumer Defensive 423.0 $6K +223.0 +111.5% $13.46 +15.6%
636 AER AERCAP HOLDINGS NV Industrials 39.0 $6K +7.0 +21.9% $145.77 +3.2%
637 LKQ LKQ CORP Consumer Cyclical 211.0 $6K +28.0 +15.3% $26.33 -3.3%
638 HXL HEXCEL CORP NEW Industrials 51.0 $5K +22.0 +75.9% $100.06 +3.0%
639 CNNE CANNAE HLDGS INC Consumer Cyclical 332.0 $5K +3.0 +0.9% $14.43 +3.1%
640 ARI APOLLO COML REAL ESTATE FIN Real Estate 421.0 $4K +10.0 +2.4% $10.68 -36.0%
Page 32 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%