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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 6 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 1,711.0 $1.6M 0.11% +11.0 +0.7% $962.11 +20.0%
102 XLF SELECT SECTOR SPDR TR 30,662.0 $1.6M 0.11% +4K +15.5% $53.61 +7.9%
103 WM WASTE MGMT INC DEL Industrials 7,079.0 $1.6M 0.11% +433.0 +6.5% $222.88 +0.3%
104 PAVE GLOBAL X FDS 26,466.0 $1.6M 0.11% +137.0 +0.5% $58.92 -2.7%
105 ORCL ORACLE CORP Technology 10,607.0 $1.6M 0.10% +2K +21.0% $146.56 -2.6%
106 EXPAND ENERGY CORPORATION 16,781.0 $1.5M 0.10% +5K +37.6% $91.19
107 PM PHILIP MORRIS INTL INC Consumer Defensive 8,413.0 $1.5M 0.10% +156.0 +1.9% $180.92 +3.7%
108 SPLV INVESCO EXCH TRADED FD TR II 20,182.0 $1.5M 0.10% +14K +212.4% $74.90 +1.5%
109 TLH ISHARES TR 14,958.0 $1.5M 0.10% +187.0 +1.3% $100.36 -4.0%
110 BINC BLACKROCK ETF TRUST II 28,507.0 $1.5M 0.10% +7K +32.2% $52.34 -0.7%
111 VMBS VANGUARD SCOTTSDALE FDS 31,705.0 $1.5M 0.10% +3K +11.4% $46.81 -1.4%
112 EES WISDOMTREE TR 21,887.0 $1.5M 0.10% +990.0 +4.7% $67.79 +1.2%
113 TEL TE CONNECTIVITY PLC Technology 7,285.0 $1.5M 0.10% +600.0 +9.0% $201.61 +1.7%
114 MXL MAXLINEAR INC Technology 11,321.0 $1.4M 0.10% +6K +110.2% $128.03 -43.3%
115 CGDV CAPITAL GROUP DIVIDEND VALUE 29,377.0 $1.4M 0.10% +7K +31.5% $49.28 +2.4%
116 AIR AAR CORP Industrials 10,011.0 $1.4M 0.10% +8K +391.2% $142.93 +4.3%
117 OSK OSHKOSH CORP Industrials 9,221.0 $1.4M 0.10% +1K +15.0% $153.48 -3.8%
118 SNY SANOFI SA Healthcare 32,723.0 $1.4M 0.10% +1K +3.6% $42.66 +5.4%
119 SPHD INVESCO EXCH TRADED FD TR II 27,312.0 $1.4M 0.09% +21K +340.4% $50.84 +4.2%
120 FUTY FIDELITY COVINGTON TRUST 22,787.0 $1.3M 0.09% +6K +32.7% $58.42 -2.8%
Page 6 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%