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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 27 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CMS CMS ENERGY CORP Utilities 420.0 $32K 0.00% -34.0 -7.5% $76.50 -7.7%
522 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,281.0 $32K 0.00% -39.0 -3.0% $25.06 +13.8%
523 GLOBUS MED INC 395.0 $31K 0.00% -2.0 -0.5% $79.01
524 XOP SPDR SERIES TRUST 199.0 $31K 0.00% -147.0 -42.5% $154.53 +20.6%
525 SHYD VANECK ETF TRUST 1,320.0 $30K 0.00% -750.0 -36.2% $22.90 -0.9%
526 TXT TEXTRON INC Industrials 327.0 $30K 0.00% -151.0 -31.6% $91.73 -5.9%
527 VOD VODAFONE GROUP PLC Communication Services 2,239.0 $30K 0.00% -59.0 -2.6% $13.23 +22.2%
528 EWY ISHARES INC 144.0 $29K 0.00% -31.0 -17.7% $201.90 -13.6%
529 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 6,000.0 $29K 0.00% -6K -47.8% $4.84 +13.2%
530 DSEP FIRST TR EXCHNG TRADED FD VI 606.0 $29K 0.00% -1K -68.9% $47.44 +2.0%
531 NTR NUTRIEN LTD Basic Materials 445.0 $28K 0.00% -2K -82.4% $63.07 +11.8%
532 FXL FIRST TR EXCHANGE-TRADED FD 129.0 $28K 0.00% -4.0 -3.0% $217.22 -1.3%
533 LUV SOUTHWEST AIRLS CO Industrials 542.0 $28K 0.00% -151.0 -21.8% $51.47 -19.5%
534 ATO ATMOS ENERGY CORP Utilities 155.0 $27K 0.00% -141.0 -47.6% $172.26 -0.6%
535 JBLU JETBLUE AIRWAYS CORP Industrials 4,500.0 $26K 0.00% -3K -40.0% $5.73 -14.5%
536 OKTA OKTA INC Technology 185.0 $25K 0.00% -144.0 -43.8% $136.45 +3.5%
537 FLBL FRANKLIN TEMPLETON ETF TR 1,101.0 $25K 0.00% -2K -62.2% $22.92 +0.8%
538 TRC TEJON RANCH CO Industrials 1,328.0 $25K 0.00% -300.0 -18.4% $18.70 -11.6%
539 SBAC SBA COMMUNICATIONS CORP Real Estate 140.0 $25K 0.00% -57.0 -28.9% $176.46 +3.4%
540 UMH UMH PPTYS INC Real Estate 1,625.0 $25K 0.00% -525.0 -24.4% $15.14 +9.4%
Page 27 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%