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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LAZ LAZARD INC Financial Services 20.0 $838.0 NEW $41.90 +8.1%
202 INOD INNODATA INC Technology 10.0 $755.0 NEW $75.50 -16.6%
203 NTGR NETGEAR INC Technology 27.0 $630.0 NEW $23.33 -6.3%
204 MAIR MADISON AIR SOLUTIONS CORP Industrials 14.0 $546.0 NEW $39.00 -27.9%
205 MSM MSC INDL DIRECT INC Industrials 4.0 $475.0 NEW $118.75 +2.0%
206 COHEN & STEERS QUALITY INCOM 31,659.0 $471.0 NEW $0.01
207 RVMD REVOLUTION MEDICINES INC Healthcare 2.0 $374.0 NEW $187.00 +14.3%
208 RGP RESOURCES CONNECTION INC Industrials 74.0 $314.0 NEW $4.24 +4.0%
209 BRERA HOLDINGS PLC 55.0 $278.0 NEW $5.05
210 HURC HURCO CO Industrials 11.0 $251.0 NEW $22.82 +0.5%
211 LNSR LENSAR INC Healthcare 41.0 $234.0 NEW $5.71 +50.8%
212 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 2.0 $230.0 NEW $115.00 -76.0%
213 NN NEXTNAV INC Communication Services 4.0 $100.0 NEW $25.00 -27.0%
214 XEROX HOLDINGS CORP 26.0 $7.0 NEW $0.27
Page 11 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%