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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 19 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OXY OCCIDENTAL PETE CORP Energy 2,968.0 $144K 0.01% -247.0 -7.7% $48.58 +23.7%
362 TRP TC ENERGY CORP Energy 2,175.0 $144K 0.01% -251.0 -10.3% $66.29 -5.9%
363 JNK SPDR SERIES TRUST 1,469.0 $142K 0.01% -58.0 -3.8% $96.41 -0.5%
364 DHS WISDOMTREE TR 1,238.0 $141K 0.01% -2K -62.1% $113.68 +5.4%
365 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,137.0 $140K 0.01% -20.0 -1.7% $123.51 -4.8%
366 STM STMICROELECTRONICS N V Technology 1,871.0 $140K 0.01% -14K -88.5% $74.89 -32.7%
367 WBD WARNER BROS DISCOVERY INC Communication Services 5,244.0 $140K 0.01% -99.0 -1.9% $26.66 +7.0%
368 TDG TRANSDIGM GROUP INC Industrials 104.0 $139K 0.01% -16.0 -13.3% $1336.53 -8.5%
369 LH LABCORP HOLDINGS INC Healthcare 495.0 $139K 0.01% -20.0 -3.9% $280.00 +18.0%
370 STRA STRATEGIC ED INC Consumer Defensive 1,789.0 $137K 0.01% -427.0 -19.3% $76.66 +8.0%
371 NFG NATIONAL FUEL GAS CO Energy 1,752.0 $135K 0.01% -10.0 -0.6% $77.21 +8.3%
372 DOCT FIRST TR EXCHNG TRADED FD VI 2,885.0 $135K 0.01% -223.0 -7.2% $46.68 +1.9%
373 CTVA CORTEVA INC Basic Materials 1,559.0 $132K 0.01% -42.0 -2.6% $84.71 -7.3%
374 LEIDOS HOLDINGS INC 1,272.0 $131K 0.01% -318.0 -20.0% $102.97
375 APP APPLOVIN CORP Technology 253.0 $130K 0.01% -30.0 -10.6% $515.23 -39.7%
376 PPL PPL CORP Utilities 3,584.0 $130K 0.01% -65K -94.8% $36.36 -2.4%
377 SJM SMUCKER J M CO Consumer Defensive 1,154.0 $130K 0.01% -35.0 -2.9% $112.56 +9.1%
378 TWLO TWILIO INC Communication Services 626.0 $129K 0.01% -304.0 -32.7% $206.33 +7.5%
379 DXJ WISDOMTREE TR 731.0 $127K 0.01% -946.0 -56.4% $173.52 +0.7%
380 SNPS SYNOPSYS INC Technology 282.0 $126K 0.01% -819.0 -74.4% $446.07 -10.0%
Page 19 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%