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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 7 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFF ISHARES TR 43,381.0 $1.3M 0.09% +1K +2.9% $30.49 -0.1%
122 ZTS ZOETIS INC Healthcare 18,003.0 $1.3M 0.09% +14K +320.7% $71.86 +2.9%
123 ADSK AUTODESK INC Technology 6,530.0 $1.3M 0.09% +130.0 +2.0% $194.42 +26.9%
124 AMLP ALPS ETF TR 24,266.0 $1.3M 0.09% +1K +5.9% $51.85 +6.7%
125 CENCORA INC 4,300.0 $1.2M 0.08% +47.0 +1.1% $283.01
126 DOCN DIGITALOCEAN HLDGS INC Technology 7,668.0 $1.2M 0.08% +679.0 +9.7% $157.03 -20.2%
127 APH AMPHENOL CORP Technology 6,814.0 $1.2M 0.08% +3K +80.0% $176.33 -9.5%
128 CORPAY INC 3,530.0 $1.2M 0.08% +31.0 +0.9% $333.27
129 RWO SPDR INDEX SHS FDS 23,449.0 $1.2M 0.08% +944.0 +4.2% $49.71 +0.8%
130 CXT CRANE NXT CO Industrials 22,644.0 $1.2M 0.08% +3K +12.9% $51.16 -6.4%
131 BUFR FIRST TR EXCHNG TRADED FD VI 31,688.0 $1.2M 0.08% +2K +5.6% $36.53 +2.1%
132 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 87,983.0 $1.1M 0.08% +38K +75.4% $12.89 -6.8%
133 MO ALTRIA GROUP INC Consumer Defensive 15,704.0 $1.1M 0.08% +1K +7.9% $71.95 -9.4%
134 VLUE ISHARES TR 5,532.0 $1.1M 0.07% +5K +811.4% $199.85 +0.4%
135 NOBL PROSHARES TR 19,251.0 $1.1M 0.07% +10K +97.9% $56.16 +3.5%
136 FANG DIAMONDBACK ENERGY INC Energy 6,085.0 $1.1M 0.07% +280.0 +4.8% $175.78 +19.5%
137 XLU SELECT SECTOR SPDR TR 23,524.0 $1.1M 0.07% +2K +8.2% $45.34 -2.9%
138 JOBY JOBY AVIATION INC Industrials 117,768.0 $1.1M 0.07% +3K +2.4% $8.92 -14.2%
139 LYFT LYFT INC Technology 71,270.0 $1.0M 0.07% +71K +10000.0% $14.61 +15.9%
140 VLO VALERO ENERGY CORP Energy 3,975.0 $1.0M 0.07% +48.0 +1.2% $260.50 +34.4%
Page 7 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%