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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 10 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPI WISDOMTREE TR 13,375.0 $572K 0.04% -1K -8.7% $42.78 +0.3%
182 IBB ISHARES TR 2,994.0 $569K 0.04% -43.0 -1.4% $190.19 +11.9%
183 ABEV AMBEV SA Consumer Defensive 179,424.0 $563K 0.04% -30K -14.5% $3.14 -10.4%
184 TKR TIMKEN CO Industrials 3,843.0 $558K 0.04% -23.0 -0.6% $145.32 -13.8%
185 KRE SPDR SERIES TRUST 7,451.0 $558K 0.04% -994.0 -11.8% $74.85 +1.3%
186 VSEC VSE CORP Industrials 2,426.0 $554K 0.04% -741.0 -23.4% $228.50 +1.4%
187 FLR FLUOR CORP Industrials 10,515.0 $551K 0.04% -1K -12.2% $52.39 +1.1%
188 COP CONOCOPHILLIPS Energy 5,295.0 $551K 0.04% -186.0 -3.4% $103.97 +26.3%
189 FXO FIRST TR EXCHANGE-TRADED FD 8,750.0 $547K 0.04% -324.0 -3.6% $62.46 +5.9%
190 FJAN FIRST TR EXCHNG TRADED FD VI 9,829.0 $541K 0.04% -306.0 -3.0% $55.09 +2.4%
191 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 13,603.0 $538K 0.04% -193.0 -1.4% $39.57 +12.0%
192 UBS UBS GROUP AG Financial Services 10,656.0 $528K 0.04% -92.0 -0.9% $49.56 +7.9%
193 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 4,627.0 $522K 0.04% -1K -18.4% $112.74 +11.5%
194 AMERICA MOVIL SAB DE CV 19,946.0 $518K 0.04% -136.0 -0.7% $25.99
195 VONG VANGUARD SCOTTSDALE FDS 4,051.0 $518K 0.04% -2K -37.8% $127.81 -0.9%
196 ELD WISDOMTREE TR 17,873.0 $513K 0.04% -2K -7.9% $28.70 +1.0%
197 PHM PULTE GROUP INC Consumer Cyclical 3,706.0 $508K 0.03% -42.0 -1.1% $137.21 -4.0%
198 TFC TRUIST FINL CORP Financial Services 10,153.0 $506K 0.03% -761.0 -7.0% $49.82 +3.3%
199 IGSB ISHARES TR 9,614.0 $504K 0.03% -331.0 -3.3% $52.41 -0.5%
200 SWX SOUTHWEST GAS HLDGS INC Utilities 5,641.0 $500K 0.03% -38.0 -0.7% $88.68 +3.8%
Page 10 of 35  ·  693 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%