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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 12 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BWXT BWX TECHNOLOGIES INC Industrials 2,280.0 $444K 0.03% -330.0 -12.6% $194.65 -15.2%
222 SPHQ INVESCO EXCHANGE TRADED FD T 4,895.0 $441K 0.03% -126.0 -2.5% $90.10 -3.8%
223 HAS HASBRO INC Consumer Cyclical 5,267.0 $435K 0.03% -33.0 -0.6% $82.59 +13.8%
224 BKH BLACK HILLS CORP Utilities 5,797.0 $431K 0.03% -39.0 -0.7% $74.40 -1.7%
225 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 14,248.0 $429K 0.03% -4K -23.4% $30.14 +1.5%
226 FLRN SPDR SERIES TRUST 13,793.0 $426K 0.03% -6K -31.4% $30.85 -0.2%
227 KNF KNIFE RIVER CORP Basic Materials 5,064.0 $424K 0.03% -63.0 -1.2% $83.65 -21.8%
228 DOC HEALTHPEAK PROPERTIES INC Real Estate 19,738.0 $422K 0.03% -354.0 -1.8% $21.40 -4.5%
229 SJNK SPDR SERIES TRUST 16,769.0 $420K 0.03% -800.0 -4.5% $25.03 -0.8%
230 MCO MOODYS CORP Financial Services 906.0 $411K 0.03% -49.0 -5.1% $453.16 +7.2%
231 ECG EVERUS CONSTR GROUP Industrials 2,462.0 $409K 0.03% -16.0 -0.7% $165.95 -22.2%
232 ITOT ISHARES TR 2,476.0 $407K 0.03% -53.0 -2.1% $164.27 +2.5%
233 VMC VULCAN MATLS CO Basic Materials 1,376.0 $406K 0.03% -12.0 -0.9% $295.01 -7.9%
234 AMCOR PLC 9,357.0 $406K 0.03% -207.0 -2.2% $43.35
235 CSGP COSTAR GROUP INC Real Estate 14,303.0 $405K 0.03% -166.0 -1.1% $28.32 +10.8%
236 TRGP TARGA RES CORP Energy 1,503.0 $403K 0.03% -103.0 -6.4% $268.14 +11.1%
237 FSTA FIDELITY COVINGTON TRUST 7,648.0 $402K 0.03% -50.0 -0.7% $52.54 +2.9%
238 JUNM FIRST TR EXCHNG TRADED FD VI 11,444.0 $402K 0.03% -362.0 -3.1% $35.09 +0.8%
239 FIDELITY COVINGTON TRUST 5,175.0 $400K 0.03% -387.0 -7.0% $77.26
240 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,623.0 $397K 0.03% -170.0 -9.5% $244.77 -11.9%
Page 12 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%