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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 7 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSCE INVESCO EXCH TRADED FD TR II 164.0 $9K 0.00% NEW $54.96 +14.3%
122 ITRON INC 9,000.0 $9K 0.00% NEW $1.00
123 HALOZYME THERAPEUTICS INC 8,000.0 $9K 0.00% NEW $1.11
124 PXJ INVESCO EXCHANGE TRADED FD T 226.0 $9K 0.00% NEW $38.55 +20.8%
125 LANTHEUS HLDGS INC 6,000.0 $9K 0.00% NEW $1.45
126 KKR & CO INC 215.0 $9K 0.00% NEW $39.85
127 OIH VANECK ETF TRUST 23.0 $9K 0.00% NEW $372.00 +12.4%
128 STARWOOD PPTY TR INC 8,000.0 $8K 0.00% NEW $1.01
129 COINBASE GLOBAL INC 9,000.0 $8K 0.00% NEW $0.90
130 CMS ENERGY CORP 7,000.0 $8K 0.00% NEW $1.12
131 MERITAGE HOMES CORP 7,000.0 $7K NEW $1.03
132 ALBEMARLE CORP 130.0 $7K NEW $55.35
133 PARSONS CORP DEL 7,000.0 $7K NEW $0.98
134 SPHB INVESCO EXCH TRADED FD TR II 44.0 $7K NEW $155.57 -5.7%
135 SRVR PACER FDS TR 215.0 $7K NEW $31.77 -0.3%
136 GUIDEWIRE SOFTWARE INC 7,000.0 $7K NEW $0.96
137 ARKG ARK ETF TR 150.0 $6K NEW $42.06 +15.4%
138 MFS ACTIVE EXCHANGE TRADED F 250.0 $6K NEW $24.94
139 TEMA ETF TRUST 200.0 $6K NEW $30.38
140 MCHI ISHARES TR 119.0 $6K NEW $51.02 +8.4%
Page 7 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%