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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 2,215.0 $63K 0.00% NEW $28.24 +12.7%
42 RBRK RUBRIK INC. Technology 700.0 $56K 0.00% NEW $80.28 +24.3%
43 DRAM ROUNDHILL ETF TRUST 755.0 $56K 0.00% NEW $73.85 -25.3%
44 XMMO INVESCO EXCHANGE TRADED FD T 325.0 $55K 0.00% NEW $170.14 -6.2%
45 GATX GATX CORP Industrials 265.0 $47K 0.00% NEW $177.19 -0.6%
46 INNOVATOR ETFS TRUST 2,180.0 $46K 0.00% NEW $21.23
47 PIE INVESCO EXCH TRADED FD TR II 1,168.0 $39K 0.00% NEW $33.39 -0.9%
48 CHEF CHEFS WHSE INC Consumer Defensive 399.0 $38K 0.00% NEW $96.10 +11.7%
49 BLD TOPBUILD COR Industrials 105.0 $38K 0.00% NEW $358.93 -1.2%
50 WELLS FARGO & CO 28.0 $32K 0.00% NEW $1157.00
51 VPG VISHAY PRECISION GROUP INC Technology 215.0 $32K 0.00% NEW $149.91 -57.9%
52 SAIL SAILPOINT INC Technology 2,159.0 $32K 0.00% NEW $14.64 +31.1%
53 PPI INVESTMENT MANAGERS SER TR I 1,475.0 $31K 0.00% NEW $21.29 +1.7%
54 BOYD GROUP SERVICES INC 298.0 $28K 0.00% NEW $94.62
55 EIS ISHARES INC 230.0 $28K 0.00% NEW $120.71 +1.9%
56 HEWLETT PACKARD ENTERPRISE C 240.0 $28K 0.00% NEW $115.66
57 GPTY TIDAL TRUST II 600.0 $28K 0.00% NEW $45.89 -8.9%
58 ASTS AST SPACEMOBILE INC Technology 300.0 $27K 0.00% NEW $88.86 -25.2%
59 ALPHABET INC 498.0 $25K 0.00% NEW $50.89
60 QUANTUM BIOPHARMA LTD 7,000.0 $25K 0.00% NEW $3.62
Page 3 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%