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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 16 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ADBE ADOBE INC Technology 1,198.0 $246K 0.02% -3K -69.9% $205.02 +32.8%
302 ICLR ICON PUB LTD CO Healthcare 1,378.0 $239K 0.02% -18.0 -1.3% $173.71 +0.3%
303 MMM 3M CO Industrials 1,474.0 $239K 0.02% -46.0 -3.0% $161.99 +9.9%
304 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 18,637.0 $238K 0.02% -100.0 -0.5% $12.76 +46.8%
305 DBEF DBX ETF TR 4,345.0 $237K 0.02% -2K -27.0% $54.63 +1.5%
306 DBND DOUBLELINE ETF TRUST 5,129.0 $234K 0.02% -3K -33.5% $45.59 -1.3%
307 ITA ISHARES TR 962.0 $233K 0.02% -182.0 -15.9% $242.43 -2.0%
308 DFEB FIRST TR EXCHNG TRADED FD VI 4,558.0 $230K 0.02% -357.0 -7.3% $50.49 +1.6%
309 MTD METTLER TOLEDO INTERNATIONAL Healthcare 180.0 $230K 0.02% -1.0 -0.6% $1277.51 +9.1%
310 RGA REINSURANCE GROUP AMER INC Financial Services 1,073.0 $228K 0.01% -11.0 -1.0% $212.65 +14.1%
311 QQQH NEOS ETF TRUST 4,056.0 $227K 0.01% -506.0 -11.1% $55.85 -2.4%
312 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,500.0 $221K 0.01% -35.0 -0.6% $40.23 +15.1%
313 FBT FIRST TR EXCHANGE-TRADED FD 858.0 $213K 0.01% -20.0 -2.3% $247.98 +8.0%
314 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 846.0 $211K 0.01% -86.0 -9.2% $249.98 -3.9%
315 CMI CUMMINS INC Industrials 294.0 $210K 0.01% -258.0 -46.7% $713.21 -16.8%
316 VDC VANGUARD WORLD FD 926.0 $209K 0.01% -91.0 -8.9% $225.49 +2.1%
317 PBA PEMBINA PIPELINE CORP Energy 4,454.0 $206K 0.01% -185.0 -4.0% $46.25 +6.3%
318 ITB ISHARES TR 1,959.0 $205K 0.01% -20.0 -1.0% $104.52 -7.4%
319 USFD US FOODS HLDG CORP Consumer Defensive 2,000.0 $204K 0.01% -44.0 -2.1% $102.25 +6.1%
320 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,461.0 $203K 0.01% -26.0 -1.8% $139.17 -3.6%
Page 16 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%