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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 23 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RIO RIO TINTO PLC Basic Materials 749.0 $71K 0.01% -4.0 -0.5% $94.93 +5.8%
442 JETS ETF SER SOLUTIONS 2,125.0 $71K 0.01% -190.0 -8.2% $33.22 -10.0%
443 PAA PLAINS ALL AMERN PIPELINE L Energy 3,145.0 $70K 0.01% -195.0 -5.8% $22.26 +7.8%
444 AON AON PLC Financial Services 206.0 $68K 0.01% -1K -87.0% $331.69 +5.0%
445 EMLP FIRST TR EXCHANGE-TRADED FD 1,558.0 $68K 0.01% -3K -63.9% $43.50 +2.1%
446 DHR DANAHER CORP DEL Healthcare 355.0 $68K 0.01% -487.0 -57.8% $190.48 +11.0%
447 FENY FIDELITY COVINGTON TRUST 2,281.0 $67K 0.01% -122.0 -5.1% $29.56 +19.1%
448 AKRE PROFESIONALLY MANAGED PORTFO 1,259.0 $67K 0.01% -741.0 -37.0% $53.19 +13.9%
449 NET CLOUDFLARE INC Technology 271.0 $66K 0.01% -3.0 -1.1% $245.28 +19.1%
450 HOOD ROBINHOOD MKTS INC Financial Services 656.0 $66K 0.00% -20.0 -3.0% $100.28 -4.5%
451 EQT EQT CORP Energy 1,220.0 $65K 0.00% -5K -79.9% $53.17 +0.9%
452 VPU VANGUARD WORLD FD 329.0 $64K 0.00% -6.0 -1.8% $196.01 -2.9%
453 SOXY TIDAL TRUST II 552.0 $63K 0.00% -39.0 -6.6% $114.30 -21.2%
454 FICS FIRST TR EXCHANGE TRADED FD 1,504.0 $63K 0.00% -136.0 -8.3% $41.78 +1.7%
455 CRSP CRISPR THERAPEUTICS AG Healthcare 1,150.0 $63K 0.00% -61.0 -5.0% $54.54 +9.7%
456 STWD STARWOOD PPTY TR INC Real Estate 3,794.0 $62K 0.00% -6K -61.2% $16.38 +1.1%
457 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 7,847.0 $62K 0.00% -288.0 -3.5% $7.88 -3.7%
458 FIRST TR EXCHNG TRADED FD VI 2,447.0 $61K 0.00% -42.0 -1.7% $25.09
459 FXZ FIRST TR EXCHANGE-TRADED FD 769.0 $61K 0.00% -68.0 -8.1% $79.44 +6.9%
460 DTEC ALPS ETF TR 1,265.0 $61K 0.00% -730.0 -36.6% $48.15 +9.6%
Page 23 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%