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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 9 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMR EMERSON ELEC CO Industrials 6,130.0 $878K 0.06% +90.0 +1.5% $143.16 +10.3%
162 LPX LOUISIANA PAC CORP Basic Materials 11,059.0 $870K 0.06% +1K +13.9% $78.66 -9.4%
163 TLTW ISHARES TR 38,814.0 $867K 0.06% +8K +24.0% $22.34 -5.7%
164 HYLB DBX ETF TR 23,548.0 $860K 0.06% +3K +13.1% $36.52 -0.6%
165 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 16,891.0 $857K 0.06% +2K +12.5% $50.71 -2.5%
166 VGIT VANGUARD SCOTTSDALE FDS 14,446.0 $852K 0.06% +315.0 +2.2% $58.98 -1.0%
167 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,855.0 $852K 0.06% +221.0 +13.5% $459.13 +12.4%
168 FIRST TR EXCH TRADED FD III 11,468.0 $846K 0.06% +558.0 +5.1% $73.80
169 AIRR FIRST TR EXCHANGE TRADED FD 6,350.0 $846K 0.06% +1K +19.9% $133.27 -9.7%
170 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,772.0 $842K 0.06% +3K +47.2% $95.98 +33.6%
171 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 52,488.0 $841K 0.06% +5K +10.4% $16.03 +12.6%
172 MSCI MSCI INC Financial Services 1,493.0 $836K 0.06% +446.0 +42.6% $560.04 +0.5%
173 URA GLOBAL X FDS 19,087.0 $834K 0.06% +2K +11.9% $43.70 -0.2%
174 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,030.0 $830K 0.06% +44.0 +1.1% $206.02 +6.2%
175 PLTR PALANTIR TECHNOLOGIES INC Technology 7,087.0 $827K 0.06% +594.0 +9.2% $116.67 +47.0%
176 SEIC SEI INVTS CO Financial Services 9,275.0 $814K 0.06% +126.0 +1.4% $87.71 +21.9%
177 AZO AUTOZONE INC Consumer Cyclical 251.0 $802K 0.05% +46.0 +22.4% $3195.94 -3.8%
178 BELFB BEL FUSE INC Technology 2,397.0 $798K 0.05% +252.0 +11.8% $333.04 -17.1%
179 BIZD VANECK ETF TRUST 62,809.0 $795K 0.05% +13K +25.6% $12.66 +4.4%
180 OVL LISTED FDS TR 13,858.0 $785K 0.05% +1K +11.4% $56.61 +2.0%
Page 9 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%