Portfolio (Quarterly)
Guide ↗
LANARK FINANCIAL, INC.
· CIK 0000791540| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | HAEMONETICS CORP MASS | — | 6,000.0 | $6K | — | NEW | — | $1.01 | — |
| 142 | GRAB | GRAB HOLDINGS LIMITED | Technology | 1,353.0 | $5K | — | NEW | — | $3.77 | -6.1% |
| 143 | — | FIRST TR EXCHNG TRADED FD VI | — | 134.0 | $5K | — | NEW | — | $37.75 | — |
| 144 | — | FIRST TR EXCHNG TRADED FD VI | — | 203.0 | $5K | — | NEW | — | $24.91 | — |
| 145 | PLTU | DIREXION SHARES ETF TRUST | — | 200.0 | $5K | — | NEW | — | $25.20 | +103.0% |
| 146 | PULS | PGIM ETF TR | — | 100.0 | $5K | — | NEW | — | $49.55 | +0.2% |
| 147 | — | NUTANIX INC | — | 5,000.0 | $5K | — | NEW | — | $0.98 | — |
| 148 | — | VARONIS SYS INC | — | 5,000.0 | $5K | — | NEW | — | $0.97 | — |
| 149 | UFO | PROCURE ETF TRUST II | — | 95.0 | $5K | — | NEW | — | $50.66 | -7.9% |
| 150 | WCN | WASTE CONNECTIONS INC | Industrials | 28.0 | $5K | — | NEW | — | $166.68 | +1.2% |
| 151 | — | OKEANIS ECO TANKERS COR | — | 92.0 | $5K | — | NEW | — | $50.12 | — |
| 152 | ALAI | THE ALGER ETF TRUST | — | 100.0 | $5K | — | NEW | — | $45.64 | -2.7% |
| 153 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 99.0 | $4K | — | NEW | — | $45.11 | -21.0% |
| 154 | SATS | ECHOSTAR CORP | Technology | 43.0 | $4K | — | NEW | — | $101.49 | -8.8% |
| 155 | IALT | BLACKROCK ETF TRUST | — | 150.0 | $4K | — | NEW | — | $28.05 | +3.3% |
| 156 | GGOV | BLACKROCK ETF TRUST II | — | 80.0 | $4K | — | NEW | — | $50.29 | -0.2% |
| 157 | — | WHIRLPOOL CORP | — | 105.0 | $4K | — | NEW | — | $35.11 | — |
| 158 | APLY | TIDAL TRUST II | — | 300.0 | $3K | — | NEW | — | $11.57 | +1.0% |
| 159 | HBM | HUDBAY MINERALS INC | Basic Materials | 144.0 | $3K | — | NEW | — | $23.60 | +16.4% |
| 160 | — | ETF OPPORTUNITIES TRUST | — | 200.0 | $3K | — | NEW | — | $15.43 | — |
① 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%