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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 2 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RNG RINGCENTRAL INC Technology 3,981.0 $155K 0.01% NEW $38.98 +69.3%
22 SCHV SCHWAB STRATEGIC TR 4,430.0 $154K 0.01% NEW $34.81 +0.7%
23 XXV SIMPLIFY EXCHANGE TRADED FUN 6,304.0 $149K 0.01% NEW $23.66 +0.6%
24 ASTE ASTEC INDS INC Industrials 2,214.0 $135K 0.01% NEW $61.19 -31.8%
25 OSCR OSCAR HEALTH INC Healthcare 4,352.0 $124K 0.01% NEW $28.52 +13.2%
26 APOLLO GLOBAL MGMT INC 1,983.0 $121K 0.01% NEW $60.94
27 RXO RXO INC Industrials 4,231.0 $117K 0.01% NEW $27.59 -19.6%
28 WSC WILLSCOT HLDGS CORP Industrials 3,869.0 $112K 0.01% NEW $28.86 -21.7%
29 CYD CHINA YUCHAI INTL LTD Industrials 2,143.0 $102K 0.01% NEW $47.41 -8.6%
30 FIG FIGMA INC Technology 5,465.0 $99K 0.01% NEW $18.09 +48.1%
31 ALPHABET INC 1,960.0 $99K 0.01% NEW $50.30
32 INNOVATOR ETFS TRUST 4,900.0 $95K 0.01% NEW $19.39
33 LGND LIGAND PHARMACEUTICALS INC Healthcare 280.0 $89K 0.01% NEW $316.09 -8.0%
34 AXTI AXT INC Technology 1,219.0 $88K 0.01% NEW $72.08 +1.9%
35 BANK OF AMER CORP 66.0 $84K 0.01% NEW $1267.00
36 CNK CINEMARK HLDGS INC Communication Services 2,350.0 $75K 0.01% NEW $31.73 +17.6%
37 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 3,235.0 $72K 0.01% NEW $22.34 +1.4%
38 BLLN BILLIONTOONE INC Healthcare 563.0 $68K 0.01% NEW $119.98 -23.6%
39 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 776.0 $63K 0.00% NEW $81.51 +9.7%
40 GKOS GLAUKOS CORP Healthcare 449.0 $63K 0.00% NEW $139.76 +35.6%
Page 2 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%