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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHPX GLOBAL X FDS 15.0 $2K NEW $106.27 -13.5%
182 VCR VANGUARD WORLD FD 4.0 $2K NEW $396.50 +0.7%
183 JOE ST JOE CO Real Estate 25.0 $2K NEW $62.60 +11.8%
184 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 32.0 $2K NEW $47.25 +9.4%
185 TRNO TERRENO RLTY CORP Real Estate 23.0 $1K NEW $64.74 +5.9%
186 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 40.0 $1K NEW $36.40 +9.7%
187 PZZA PAPA JOHNS INTL INC Consumer Cyclical 39.0 $1K NEW $36.77 -36.7%
188 EVEREST GROUP LTD 4.0 $1K NEW $357.00
189 CMPS COMPASS PATHWAYS PLC Healthcare 100.0 $1K NEW $14.15 -1.0%
190 INFQ INFLEQTION INC Technology 100.0 $1K NEW $13.32 -6.2%
191 UTMD UTAH MED PRODS INC Healthcare 19.0 $1K NEW $68.95 +4.6%
192 QUANTUM CYBER NV 790.0 $1K NEW $1.57
193 PDD PDD HOLDINGS INC Consumer Cyclical 15.0 $1K NEW $76.27 +18.3%
194 CDW CDW CORP Technology 8.0 $1K NEW $140.62 -2.4%
195 INVX INNOVEX INTERNATIONAL INC Energy 45.0 $1K NEW $24.80 +18.6%
196 BRC BRADY CORP Industrials 12.0 $1K NEW $91.50 +0.6%
197 KMT KENNAMETAL INC Industrials 31.0 $1K NEW $35.03 -12.7%
198 STANDARDAERO INC 30.0 $897.0 NEW $29.90
199 MTX MINERALS TECHNOLOGIES INC Basic Materials 12.0 $887.0 NEW $73.92 -3.3%
200 XXI TWENTY ONE CAP INC Financial Services 175.0 $866.0 NEW $4.95 +12.2%
Page 10 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%