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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 20 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ARES ARES MANAGEMENT CORPORATION Financial Services 1,130.0 $126K 0.01% -29.0 -2.5% $111.31 +26.0%
382 MPC MARATHON PETE CORP Energy 486.0 $125K 0.01% -10K -95.5% $256.18 +39.8%
383 SLYG SPDR SERIES TRUST 1,042.0 $124K 0.01% -100.0 -8.8% $119.13 -3.2%
384 DJUN FIRST TR EXCHNG TRADED FD VI 2,492.0 $123K 0.01% -68.0 -2.7% $49.28 +1.3%
385 FBND FIDELITY MERRIMACK STR TR 2,619.0 $119K 0.01% -95.0 -3.5% $45.49 -1.2%
386 GOLD GOLD COM INC Financial Services 2,794.0 $116K 0.01% -56.0 -2.0% $41.61 +9.7%
387 ROL ROLLINS INC Consumer Cyclical 2,774.0 $116K 0.01% -34.0 -1.2% $41.74 -12.8%
388 FOX FOX CORP Communication Services 2,449.0 $115K 0.01% -320.0 -11.6% $46.84 +29.1%
389 AFRM AFFIRM HLDGS INC Technology 1,394.0 $114K 0.01% -26.0 -1.8% $81.55 -8.0%
390 KBE SPDR SERIES TRUST 1,650.0 $113K 0.01% -239.0 -12.7% $68.25 +0.5%
391 FTXL FIRST TR EXCHANGE TRADED FD 390.0 $111K 0.01% -4.0 -1.0% $284.95 -19.9%
392 BAB INVESCO EXCH TRADED FD TR II 4,128.0 $111K 0.01% -73.0 -1.7% $26.84 -1.6%
393 PTY PIMCO CORPORATE & INCOME OPP Financial Services 9,148.0 $110K 0.01% -2K -15.5% $12.03 -3.1%
394 DJAN FIRST TR EXCHNG TRADED FD VI 2,414.0 $110K 0.01% -132.0 -5.2% $45.52 +1.6%
395 FMAR FIRST TR EXCHNG TRADED FD VI 2,102.0 $110K 0.01% -63.0 -2.9% $52.26 +1.7%
396 IHDG WISDOMTREE TR 2,047.0 $107K 0.01% -30.0 -1.4% $52.38 +1.2%
397 CI THE CIGNA GROUP Healthcare 380.0 $105K 0.01% -10.0 -2.6% $275.87 -0.5%
398 NDAQ NASDAQ INC Financial Services 1,317.0 $104K 0.01% -21.0 -1.6% $78.82 +23.8%
399 DOW DOW HLDGS INC Basic Materials 3,778.0 $103K 0.01% -244.0 -6.1% $27.37 +20.2%
400 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,089.0 $103K 0.01% -105.0 -3.3% $33.29 +23.8%
Page 20 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%