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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 25 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PFFA ETFIS SER TR I 2,247.0 $46K 0.00% -139.0 -5.8% $20.57 +2.5%
482 SHAG WISDOMTREE TR 976.0 $46K 0.00% -1K -58.4% $47.32 -0.1%
483 WY WEYERHAEUSER CO Real Estate 1,916.0 $46K 0.00% -113.0 -5.6% $23.95 +2.8%
484 FTXH FIRST TR EXCHANGE TRADED FD 1,162.0 $44K 0.00% -160.0 -12.1% $38.19 +11.5%
485 D DOMINION ENERGY INC Utilities 646.0 $44K 0.00% -245.0 -27.5% $68.39 -0.2%
486 PDFS PDF SOLUTIONS INC Technology 618.0 $44K 0.00% -305.0 -33.0% $70.79 -36.1%
487 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 876.0 $44K 0.00% -3K -78.2% $49.86 +21.5%
488 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 681.0 $44K 0.00% -27.0 -3.8% $64.10 +16.4%
489 UCTT ULTRA CLEAN HLDGS INC Technology 306.0 $44K 0.00% -168.0 -35.4% $142.59 -47.4%
490 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,276.0 $43K 0.00% -317.0 -19.9% $34.00 +1.9%
491 FTSD FRANKLIN ETF TR 470.0 $43K 0.00% -25.0 -5.0% $90.51 -0.5%
492 AEIS ADVANCED ENERGY INDS Industrials 114.0 $43K 0.00% -8.0 -6.6% $372.87 -21.1%
493 MYRG MYR GROUP INC Industrials 84.0 $42K 0.00% -36.0 -30.0% $500.39 -34.9%
494 GEM GOLDMAN SACHS ETF TR 804.0 $42K 0.00% -42.0 -5.0% $52.00 -2.9%
495 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 108.0 $42K 0.00% -7.0 -6.1% $386.72 +3.0%
496 OHI OMEGA HEALTHCARE INVS INC Real Estate 874.0 $42K 0.00% -64.0 -6.8% $47.69 -1.6%
497 MAIN MAIN STR CAP CORP Financial Services 799.0 $41K 0.00% -206.0 -20.5% $51.92 +12.0%
498 CBOE CBOE GLOBAL MKTS INC Financial Services 169.0 $41K 0.00% -19.0 -10.1% $242.67 +15.7%
499 STLD STEEL DYNAMICS INC Basic Materials 178.0 $41K 0.00% -10.0 -5.3% $229.46 +0.7%
500 FSIG FIRST TR EXCHANGE-TRADED FD 2,162.0 $41K 0.00% -525.0 -19.5% $18.85 +0.0%
Page 25 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%