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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 4 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 5,047.0 $2.9M 0.20% +700.0 +16.1% $580.91 -16.2%
62 SPSB SPDR SERIES TRUST 96,378.0 $2.9M 0.20% +6K +6.1% $30.01 -0.3%
63 BA BOEING CO Industrials 13,353.0 $2.9M 0.20% +1K +12.1% $216.48 +4.1%
64 MA MASTERCARD INCORPORATED Financial Services 5,576.0 $2.9M 0.19% +110.0 +2.0% $513.64 +10.5%
65 BIL SPDR SERIES TRUST 30,525.0 $2.8M 0.19% +523.0 +1.7% $91.64 -0.1%
66 LNG CHENIERE ENERGY INC Energy 11,625.0 $2.8M 0.19% +10K +908.2% $239.01 +14.4%
67 SPTS SPDR SERIES TRUST 93,908.0 $2.7M 0.18% +3K +3.5% $29.01 -0.2%
68 GD GENERAL DYNAMICS CORP Industrials 7,449.0 $2.6M 0.18% +96.0 +1.3% $354.27 +11.5%
69 MP MP MATERIALS CORP Basic Materials 46,697.0 $2.6M 0.18% +347.0 +0.8% $56.01 +3.2%
70 VV VANGUARD INDEX FDS 7,442.0 $2.6M 0.17% +73.0 +1.0% $343.91 +3.0%
71 SHOP SHOPIFY INC Technology 22,073.0 $2.5M 0.17% +6K +34.8% $114.18 +30.5%
72 CANADIAN PACIFIC KANSAS CITY 29,036.0 $2.5M 0.17% +28K +2208.1% $86.65
73 CGCP CAPITAL GRP FIXED INCM ETF T 111,604.0 $2.5M 0.17% +50K +80.7% $22.29 -1.4%
74 GPIQ GOLDMAN SACHS ETF TR 41,614.0 $2.5M 0.17% +7K +21.3% $59.31 -4.0%
75 SCHR SCHWAB STRATEGIC TR 99,956.0 $2.5M 0.17% +19K +23.7% $24.66 -1.0%
76 VTV VANGUARD INDEX FDS 11,234.0 $2.4M 0.17% +5K +67.9% $217.94 +4.1%
77 SRLN SSGA ACTIVE ETF TR 59,792.0 $2.4M 0.16% +2K +2.9% $40.29 +0.6%
78 VO VANGUARD INDEX FDS 28,416.0 $2.3M 0.15% +22K +332.2% $80.57 +3.9%
79 EME EMCOR GROUP INC Industrials 2,692.0 $2.2M 0.15% +173.0 +6.9% $829.88 +0.1%
80 GE GE AEROSPACE Industrials 5,951.0 $2.2M 0.15% +1K +20.9% $373.76 -0.8%
Page 4 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%