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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 17 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BAX BAXTER INTL INC Healthcare 9,460.0 $202K 0.01% -553.0 -5.5% $21.32 +25.0%
322 ASML ASML HLDG NV Technology 101.0 $201K 0.01% -21.0 -17.2% $1989.44 -11.9%
323 PCEF INVESCO EXCH TRADED FD TR II 9,847.0 $200K 0.01% -56.0 -0.6% $20.31 +0.8%
324 FSEP FIRST TR EXCHNG TRADED FD VI 3,607.0 $199K 0.01% -2K -30.0% $55.08 +2.5%
325 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,525.0 $196K 0.01% -6K -38.1% $20.56 +1.3%
326 PPG PPG INDS INC Basic Materials 1,603.0 $194K 0.01% -76.0 -4.5% $121.29 -6.1%
327 ERO ERO COPPER CORP Basic Materials 7,202.0 $193K 0.01% -47.0 -0.7% $26.75 +27.4%
328 DINO HF SINCLAIR CORP Energy 2,765.0 $193K 0.01% -48.0 -1.7% $69.66 +35.8%
329 COF CAPITAL ONE FINL CORP Financial Services 947.0 $190K 0.01% -2K -61.4% $200.62 +10.0%
330 TORTOISE CAPITAL SERIES TRUS 18,748.0 $182K 0.01% -2K -10.2% $9.71
331 PDI PIMCO DYNAMIC INCOME FD Financial Services 10,900.0 $182K 0.01% -899.0 -7.6% $16.70 -9.0%
332 HAL HALLIBURTON CO Energy 5,317.0 $181K 0.01% -484.0 -8.3% $33.95 +3.1%
333 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,411.0 $180K 0.01% -22.0 -0.6% $52.66 +25.5%
334 FDEC FIRST TR EXCHNG TRADED FD VI 3,283.0 $179K 0.01% -71.0 -2.1% $54.47 +2.2%
335 CGNX COGNEX CORP Technology 2,462.0 $178K 0.01% -67.0 -2.6% $72.43 -16.3%
336 IQDF FLEXSHARES TR 5,137.0 $178K 0.01% -791.0 -13.3% $34.57 +3.1%
337 PSI INVESCO EXCHANGE TRADED FD T 926.0 $174K 0.01% -65.0 -6.6% $187.82 -25.7%
338 CROX CROCS INC Consumer Cyclical 1,435.0 $173K 0.01% -45.0 -3.0% $120.64 +4.2%
339 FFEB FIRST TR EXCHNG TRADED FD VI 2,831.0 $173K 0.01% -186.0 -6.2% $60.98 +2.1%
340 TSN TYSON FOODS INC Consumer Defensive 3,008.0 $172K 0.01% -241.0 -7.4% $57.25 +2.3%
Page 17 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%