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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 5 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUK DUKE ENERGY CORP NEW Utilities 17,498.0 $2.2M 0.15% +323.0 +1.9% $126.59 -2.1%
82 UTG REAVES UTIL INCOME FD Financial Services 54,264.0 $2.2M 0.15% +3K +6.2% $40.72 -3.3%
83 JEPI J P MORGAN EXCHANGE TRADED F 38,966.0 $2.2M 0.15% +4K +10.6% $56.48 +2.4%
84 MCD MCDONALDS CORP Consumer Cyclical 7,997.0 $2.2M 0.15% +314.0 +4.1% $270.32 -1.2%
85 DVY ISHARES TR 13,700.0 $2.1M 0.14% +100.0 +0.7% $156.30 +5.5%
86 WTPI WISDOMTREE TR 63,321.0 $2.1M 0.14% +12K +24.3% $32.79 +1.6%
87 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,978.0 $2.0M 0.14% +766.0 +10.6% $255.88 +25.6%
88 HYDB ISHARES TR 43,585.0 $2.0M 0.14% +14K +49.8% $46.77 -0.6%
89 SMH VANECK ETF TRUST 3,075.0 $2.0M 0.14% +562.0 +22.4% $655.89 -13.1%
90 NYT NEW YORK TIMES CO MTN BE Communication Services 28,212.0 $2.0M 0.13% +4K +16.2% $69.98 -7.0%
91 VB VANGUARD INDEX FDS 6,497.0 $2.0M 0.13% +266.0 +4.3% $303.13 +0.2%
92 POWL POWELL INDS INC Industrials 6,806.0 $1.9M 0.13% +4K +142.8% $286.36 -28.9%
93 BLV VANGUARD BD INDEX FDS 27,771.0 $1.9M 0.13% +4K +16.1% $68.93 -4.8%
94 VYMI VANGUARD WHITEHALL FDS 19,390.0 $1.9M 0.13% +4K +25.1% $98.20 +5.9%
95 VXF VANGUARD INDEX FDS 7,575.0 $1.9M 0.13% +885.0 +13.2% $246.24 -0.2%
96 SO SOUTHERN CO Utilities 19,341.0 $1.9M 0.12% +600.0 +3.2% $95.71 -3.8%
97 TSLA TESLA INC Consumer Cyclical 3,954.0 $1.7M 0.11% +128.0 +3.4% $420.60 -19.9%
98 VZ VERIZON COMMUNICATIONS INC Communication Services 39,270.0 $1.7M 0.11% +410.0 +1.1% $42.34 +14.6%
99 VNQ VANGUARD INDEX FDS 17,220.0 $1.7M 0.11% +630.0 +3.8% $96.43 +1.2%
100 AGGH SIMPLIFY EXCHANGE TRADED FUN 81,991.0 $1.7M 0.11% +23K +40.1% $20.17 -1.4%
Page 5 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%