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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 34 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KASPI KZ JSC 12.0 $1K +2.0 +20.0% $86.58
662 SOXS DIREXION SHARES ETF TRUST 180.0 $583.0 +90.0 +100.0% $3.24 +1084.4%
663 ONL ORION PROPERTIES INC Real Estate 178.0 $514.0 +1.0 +0.6% $2.89 -1.6%
664 XRX XEROX HOLDINGS CORP Technology 54.0 $169.0 +52.0 +2600.0% $3.13 -5.7%
Page 34 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%