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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRK COMSTOCK RES INC Energy 1,000.0 $15K 0.00% NEW $14.92 -7.4%
82 IDVO AMPLIFY ETF TR 350.0 $15K 0.00% NEW $42.00 +1.8%
83 MICROCHIP TECHNOLOGY INC. 190.0 $15K 0.00% NEW $76.71
84 SOXQ INVESCO EXCH TRADED FD TR II 129.0 $14K 0.00% NEW $112.09 -17.1%
85 IYT ISHARES TR 163.0 $14K 0.00% NEW $86.75 -0.6%
86 ADVANCED ENERGY INDS 5,000.0 $14K 0.00% NEW $2.73
87 SHOC EA SERIES TRUST 111.0 $14K 0.00% NEW $121.98 -14.1%
88 SMRF ALPS ETF TR 500.0 $13K 0.00% NEW $26.75 -8.3%
89 SYNAPTICS INC 9,000.0 $13K 0.00% NEW $1.48
90 MARA MARA HOLDINGS INC Financial Services 960.0 $13K 0.00% NEW $13.89 -19.7%
91 R RYDER SYS INC Industrials 50.0 $13K 0.00% NEW $263.76 -6.0%
92 UBER TECHNOLOGIES INC 11,000.0 $13K 0.00% NEW $1.20
93 BOEING CO 195.0 $13K 0.00% NEW $67.30
94 MKOR MATTHEWS ASIA FDS 186.0 $12K 0.00% NEW $66.33 -8.9%
95 IAG IAMGOLD CORP Basic Materials 748.0 $12K 0.00% NEW $15.84 +29.4%
96 TIDAL TRUST II 200.0 $12K 0.00% NEW $59.11
97 ELDN ELEDON PHARMACEUTICALS INC Healthcare 3,000.0 $12K 0.00% NEW $3.94 -10.7%
98 MKS INC. 4,000.0 $12K 0.00% NEW $2.94
99 CAPITAL SOUTHWEST CORP 11,000.0 $11K 0.00% NEW $1.04
100 PPL CAP FDG INC 10,000.0 $11K 0.00% NEW $1.14
Page 5 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%