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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 1 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PTF INVESCO EXCHANGE TRADED FD T 11,213.0 $1.5M 0.10% NEW $136.31 -23.7%
2 HONEYWELL INTL INC 5,121.0 $1.1M 0.08% NEW $223.90
3 HONEYWELL AEROSPACE INC 5,121.0 $1.1M 0.08% NEW $221.08
4 HLX HELIX ENERGY SOLUTIONS GRP I Energy 93,630.0 $818K 0.06% NEW $8.74 +19.5%
5 FEDEX FGHT HLDG CO INC 2,956.0 $446K 0.03% NEW $151.00
6 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,283.0 $267K 0.02% NEW $50.53 -2.1%
7 BUNGE GLOBAL SA 2,367.0 $253K 0.02% NEW $106.73
8 PENG PENGUIN SOLUTIONS INC Technology 3,206.0 $244K 0.02% NEW $76.01 -28.1%
9 PTCT PTC THERAPEUTICS INC Healthcare 2,803.0 $229K 0.01% NEW $81.57 -11.2%
10 SPACE EXPLORATION TECHN CORP 1,307.0 $223K 0.01% NEW $170.86
11 DUPONT DE NEMOURS INC 1,626.0 $221K 0.01% NEW $135.64
12 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 2,338.0 $220K 0.01% NEW $94.20 -54.6%
13 TVTX TRAVERE THERAPEUTICS INC Healthcare 3,853.0 $219K 0.01% NEW $56.81 +14.0%
14 ACA ARCOSA INC Industrials 1,500.0 $218K 0.01% NEW $145.29 -0.0%
15 CARNIVAL CORP LTD 7,004.0 $200K 0.01% NEW $28.57
16 NOVT NOVANTA INC Technology 1,222.0 $198K 0.01% NEW $162.24 -7.5%
17 ADEA ADEIA INC Technology 5,913.0 $195K 0.01% NEW $32.93 -15.5%
18 AKTS AKTIS ONCOLOGY INC Healthcare 5,358.0 $173K 0.01% NEW $32.23 -23.5%
19 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 12,543.0 $163K 0.01% NEW $13.02 +4.2%
20 FIVN FIVE9 INC Technology 7,503.0 $160K 0.01% NEW $21.32 +55.8%
Page 1 of 11  ·  214 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%