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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 9 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HAWKEYE 360 INC 150.0 $3K NEW $20.22
162 VERSIGENT PLC 67.0 $3K NEW $42.00
163 CNXC CONCENTRIX CORP Technology 115.0 $3K NEW $22.40 +13.0%
164 EXK ENDEAVOUR SILVER CORP Basic Materials 310.0 $3K NEW $8.28 +28.8%
165 AIZ ASSURANT INC Financial Services 9.0 $2K NEW $268.44 +4.7%
166 INTT INTEST CORP Technology 130.0 $2K NEW $18.17 -29.4%
167 APPLIED AEROSPACE & DEFENSE 100.0 $2K NEW $22.78
168 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 83.0 $2K NEW $26.86 +7.8%
169 JAMES RIV GROUP HOLDINGS INC 501.0 $2K NEW $4.40
170 PTEN PATTERSON-UTI ENERGY INC Energy 225.0 $2K NEW $9.18 +31.2%
171 BLACKROCK ETF TRUST 56.0 $2K NEW $36.59
172 DHT DHT HOLDINGS INC Energy 120.0 $2K NEW $16.52 +18.9%
173 GHM GRAHAM CORP Industrials 16.0 $2K NEW $123.75 -15.6%
174 PKE PARK AEROSPACE CORP Industrials 51.0 $2K NEW $38.16 -6.4%
175 IMKTA INGLES MKTS INC Consumer Defensive 21.0 $2K NEW $88.57 -1.8%
176 ORN ORION GROUP HLDGS INC Industrials 110.0 $2K NEW $16.82 -43.2%
177 FRVO FERVO ENERGY CO 63.0 $2K NEW $29.22 -40.1%
178 VAW VANGUARD WORLD FD 8.0 $2K NEW $228.75 +2.6%
179 FSTR FOSTER L B CO Industrials 38.0 $2K NEW $45.16 -18.1%
180 MOOG INC 4.0 $2K NEW $423.75
Page 9 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%