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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 26 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AVUV AMERICAN CENTY ETF TR 324.0 $40K 0.00% -192.0 -37.2% $124.76 +1.4%
502 ALC ALCON AG Healthcare 599.0 $40K 0.00% -47.0 -7.3% $67.10 +10.7%
503 STRL STERLING INFRASTRUCTURE INC Industrials 46.0 $39K 0.00% -276.0 -85.7% $839.35 -36.3%
504 AGYS AGILYSYS INC Technology 362.0 $38K 0.00% -55.0 -13.2% $104.50 +11.7%
505 KIM KIMCO REALTY CORP Real Estate 1,473.0 $37K 0.00% -341.0 -18.8% $25.35 -4.1%
506 TRVI TREVI THERAPEUTICS INC Healthcare 2,000.0 $37K 0.00% -15K -88.2% $18.65 +0.9%
507 AWK AMERICAN WTR WKS CO INC NEW Utilities 277.0 $36K 0.00% -11.0 -3.8% $131.58 +5.4%
508 NPO ENPRO INC Industrials 95.0 $36K 0.00% -35.0 -26.9% $376.93 -15.2%
509 FTXN FIRST TR EXCHANGE TRADED FD 1,057.0 $35K 0.00% -1K -51.5% $33.45 +19.6%
510 WES WESTERN MIDSTREAM PARTNERS L Energy 798.0 $35K 0.00% -75.0 -8.6% $43.79 +11.9%
511 FERG FERGUSON ENTERPRISES INC Industrials 146.0 $35K 0.00% -1.0 -0.7% $237.33 +2.5%
512 SKT TANGER INC Real Estate 872.0 $34K 0.00% -9.0 -1.0% $39.47 -2.3%
513 DAUG FIRST TR EXCHNG TRADED FD VI 734.0 $34K 0.00% -115.0 -13.6% $46.85 +1.4%
514 KKR KKR & CO INC Financial Services 369.0 $34K 0.00% -5.0 -1.3% $91.78 +20.4%
515 KLIC KULICKE & SOFFA INDS INC Technology 250.0 $33K 0.00% -3.0 -1.2% $133.76 -35.5%
516 CASY CASEYS GEN STORES INC Consumer Cyclical 42.0 $33K 0.00% -18.0 -30.0% $794.79 +5.2%
517 HYLS FIRST TR EXCHANGE-TRADED FD 818.0 $33K 0.00% -320.0 -28.1% $40.65 +0.5%
518 AIT APPLIED INDL TECHNOLOGIES IN Industrials 97.0 $33K 0.00% -23.0 -19.2% $338.14 +2.4%
519 AGM FEDERAL AGRIC MTG CORP Financial Services 162.0 $32K 0.00% -232.0 -58.9% $199.27 +13.9%
520 KTB KONTOOR BRANDS INC Consumer Cyclical 386.0 $32K 0.00% -1K -78.4% $83.34 -1.4%
Page 26 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%