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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 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AAL AMERICAN AIRLINES GROUP INC Industrials 1,387.0 $25K 0.00% NEW $18.07 -23.3%
62 YJUN FIRST TR EXCHNG TRADED FD VI 925.0 $25K 0.00% NEW $26.80 +2.5%
63 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,500.0 $22K 0.00% NEW $14.84 +0.3%
64 VANGUARD MUN BD FDS 288.0 $22K 0.00% NEW $76.63
65 KWEB KRANESHARES TRUST 900.0 $22K 0.00% NEW $24.47 +11.2%
66 CHDN CHURCHILL DOWNS INC Consumer Cyclical 245.0 $22K 0.00% NEW $89.64 +2.4%
67 ORACLE CORP 484.0 $22K 0.00% NEW $44.95
68 JBBB JANUS DETROIT STR TR 443.0 $21K 0.00% NEW $47.35 +0.4%
69 CEREBRAS SYSTEMS INC 90.0 $20K 0.00% NEW $221.00
70 TSEM TOWER SEMICONDUCTOR LTD Technology 75.0 $20K 0.00% NEW $260.64 -13.1%
71 VIAV VIAVI SOLUTIONS INC Technology 384.0 $18K 0.00% NEW $47.75 -18.9%
72 BILL BILL HOLDINGS INC Technology 500.0 $18K 0.00% NEW $36.16 +31.9%
73 SEANERGY MARITIME HLDGS CORP 1,266.0 $17K 0.00% NEW $13.43
74 AVEX AEVEX CORP Industrials 812.0 $17K 0.00% NEW $20.89 -9.5%
75 SCHF SCHWAB STRATEGIC TR 600.0 $17K 0.00% NEW $27.70 +1.8%
76 ROG ROGERS CORP Technology 100.0 $16K 0.00% NEW $163.73 -20.8%
77 AIS TIDAL TRUST III 183.0 $16K 0.00% NEW $85.31 -19.9%
78 PEJ INVESCO EXCHANGE TRADED FD T 230.0 $15K 0.00% NEW $66.57 +2.3%
79 CHPS DBX ETF TR 147.0 $15K 0.00% NEW $104.03 -20.6%
80 FIRST TR EXCHNG TRADED FD VI 576.0 $15K 0.00% NEW $26.24
Page 4 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%