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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 21 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SPGI S&P GLOBAL INC Financial Services 251.0 $102K 0.01% -8.0 -3.1% $407.26 +5.7%
402 HYD VANECK ETF TRUST 1,981.0 $102K 0.01% -11.0 -0.6% $51.51 -2.6%
403 KR KROGER CO Consumer Defensive 1,835.0 $102K 0.01% -6K -76.1% $55.54 +1.2%
404 IAGG ISHARES TR 1,992.0 $101K 0.01% -83.0 -4.0% $50.60 -1.7%
405 HEQT SIMPLIFY EXCHANGE TRADED FUN 3,000.0 $101K 0.01% -734.0 -19.7% $33.54 +2.0%
406 EXR EXTRA SPACE STORAGE INC Real Estate 692.0 $101K 0.01% -72.0 -9.4% $145.30 +2.0%
407 BCE BCE INC Communication Services 4,571.0 $98K 0.01% -827.0 -15.3% $21.51 +10.5%
408 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,147.0 $97K 0.01% -30.0 -1.4% $45.12 +17.2%
409 GNL GLOBAL NET LEASE INC Real Estate 10,829.0 $97K 0.01% -800.0 -6.9% $8.94 +2.0%
410 APOS APOLLO GLOBAL MGMT INC Financial Services 810.0 $96K 0.01% -200.0 -19.8% $118.41 -78.4%
411 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,068.0 $96K 0.01% -970.0 -47.6% $89.48 -21.6%
412 FJUN FIRST TR EXCHNG TRADED FD VI 1,586.0 $95K 0.01% -16.0 -1.0% $59.95 +1.7%
413 CHWY CHEWY INC Consumer Cyclical 4,759.0 $94K 0.01% -869.0 -15.4% $19.65 +20.6%
414 SONY SONY GROUP CORP Technology 4,661.0 $93K 0.01% -106.0 -2.2% $20.06 +17.6%
415 SCHI SCHWAB STRATEGIC TR 4,100.0 $93K 0.01% -48.0 -1.2% $22.64 -1.9%
416 CWS ADVISORSHARES TR 1,341.0 $91K 0.01% -220.0 -14.1% $68.22 +6.9%
417 BROWN FORMAN CORP 3,425.0 $91K 0.01% -59.0 -1.7% $26.65
418 ATR APTARGROUP INC Healthcare 695.0 $87K 0.01% -58.0 -7.7% $125.25 +6.7%
419 CAH CARDINAL HEALTH INC Healthcare 353.0 $84K 0.01% -5.0 -1.4% $237.56 -3.0%
420 TER TERADYNE INC Technology 171.0 $83K 0.01% -24.0 -12.3% $483.84 -21.5%
Page 21 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%