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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 22 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VT VANGUARD INTL EQUITY INDEX F 526.0 $83K 0.01% -48.0 -8.4% $156.98 +1.8%
422 RH RH Consumer Cyclical 500.0 $82K 0.01% -3K -86.9% $164.73 -4.8%
423 QCLN FIRST TR EXCHANGE-TRADED FD 1,337.0 $82K 0.01% -37.0 -2.7% $61.36 -19.0%
424 CARR CARRIER GLOBAL CORPORATION Industrials 1,117.0 $82K 0.01% -257.0 -18.7% $73.41 -18.1%
425 PEGA PEGASYSTEMS INC Technology 2,711.0 $81K 0.01% -206.0 -7.1% $29.97 +12.2%
426 NLR VANECK ETF TRUST 692.0 $80K 0.01% -703.0 -50.4% $115.98 -2.2%
427 IAT ISHARES TR 1,290.0 $80K 0.01% -202.0 -13.5% $62.21 +0.5%
428 FXH FIRST TR EXCHANGE-TRADED FD 636.0 $78K 0.01% -131.0 -17.1% $122.56 +9.5%
429 LAD LITHIA MTRS INC Consumer Cyclical 265.0 $77K 0.01% -22.0 -7.7% $290.58 +28.1%
430 ALLE ALLEGION PLC Industrials 547.0 $77K 0.01% -45.0 -7.6% $140.52 +15.1%
431 ACN ACCENTURE PLC IRELAND Technology 617.0 $77K 0.01% -3K -83.2% $124.47 +48.4%
432 PIZ INVESCO EXCH TRADED FD TR II 1,360.0 $76K 0.01% -97K -98.6% $55.94 -5.4%
433 NEBIUS GROUP N.V. 273.0 $75K 0.01% -18.0 -6.2% $276.17
434 KEX KIRBY CORP Industrials 548.0 $75K 0.01% -250.0 -31.3% $135.97 +2.7%
435 CLS CELESTICA INC Technology 203.0 $74K 0.01% -4.0 -1.9% $364.80 -18.0%
436 GLOB GLOBANT S A Technology 2,547.0 $74K 0.01% -144.0 -5.3% $28.94 +35.8%
437 PNW PINNACLE WEST CAP CORP Utilities 680.0 $73K 0.01% -100.0 -12.8% $107.00 -7.1%
438 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 680.0 $72K 0.01% -25.0 -3.5% $106.25 +6.1%
439 IONQ IONQ INC Technology 1,345.0 $72K 0.01% -4K -75.0% $53.26 -22.4%
440 MSTR STRATEGY INC Technology 820.0 $71K 0.01% -5.0 -0.6% $86.93 +27.8%
Page 22 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%