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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 11 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLP SELECT SECTOR SPDR TR 5,903.0 $490K 0.03% -4K -41.6% $83.08 +3.0%
202 GH GUARDANT HEALTH INC Healthcare 3,246.0 $487K 0.03% -112.0 -3.3% $150.03 +6.7%
203 IESC IES HOLDINGS INC Industrials 657.0 $483K 0.03% -266.0 -28.8% $734.66 +0.6%
204 BMO BANK MONTREAL MEDIUM Financial Services 2,708.0 $479K 0.03% -267.0 -9.0% $176.75 +3.3%
205 TECHNIPFMC PLC 7,209.0 $478K 0.03% -55.0 -0.8% $66.30
206 FDX FEDEX CORP Industrials 1,526.0 $478K 0.03% -13.0 -0.8% $313.13 +4.9%
207 EOG EOG RES INC Energy 3,681.0 $478K 0.03% -91.0 -2.4% $129.74 +14.6%
208 HMC HONDA MOTOR CO LTD Consumer Cyclical 17,424.0 $472K 0.03% -2K -12.2% $27.11 +17.9%
209 IYR ISHARES TR 4,596.0 $470K 0.03% -152.0 -3.2% $102.27 +1.5%
210 CSX CSX CORP Industrials 9,829.0 $467K 0.03% -73.0 -0.7% $47.53 +5.7%
211 FAUG FIRST TR EXCHNG TRADED FD VI 8,230.0 $465K 0.03% -307.0 -3.6% $56.51 +1.8%
212 TOTALENERGIES SE 5,970.0 $464K 0.03% -6K -49.2% $77.76
213 BRX BRIXMOR PPTY GROUP INC Real Estate 14,590.0 $460K 0.03% -82.0 -0.6% $31.53 -6.1%
214 AGX ARGAN INC Industrials 570.0 $455K 0.03% -319.0 -35.9% $798.55 -30.7%
215 ONON ON HLDG AG Consumer Cyclical 12,818.0 $454K 0.03% -5K -28.2% $35.42 -12.4%
216 PB PROSPERITY BANCSHARES INC Financial Services 6,207.0 $453K 0.03% -42.0 -0.7% $73.03 +1.8%
217 NVS NOVARTIS AG Healthcare 2,866.0 $449K 0.03% -44.0 -1.5% $156.72 -1.4%
218 GWW WW GRAINGER INC Industrials 329.0 $448K 0.03% -5.0 -1.5% $1360.40 -3.4%
219 CR CRANE COMPANY Industrials 2,001.0 $446K 0.03% -21.0 -1.0% $223.07 -3.6%
220 FIXD FIRST TR EXCHNG TRADED FD VI 10,223.0 $446K 0.03% -1K -10.3% $43.61 -1.6%
Page 11 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%