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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 29 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DECK DECKERS OUTDOOR CORP Consumer Cyclical 200.0 $20K 0.00% -180.0 -47.4% $99.29 -9.8%
562 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 366.0 $20K 0.00% -62.0 -14.5% $53.95 -23.1%
563 TRN TRINITY INDS INC Industrials 565.0 $20K 0.00% -33.0 -5.5% $34.59 -14.2%
564 MRNA MODERNA INC Healthcare 279.0 $20K 0.00% -214.0 -43.4% $70.03 -10.1%
565 BARON ETF TR 800.0 $20K 0.00% -200.0 -20.0% $24.40
566 PJT PJT PARTNERS INC Financial Services 123.0 $19K 0.00% -57.0 -31.7% $150.94 +12.4%
567 ANNALY CAPITAL MANAGEMENT IN 818.0 $18K 0.00% -295.0 -26.5% $22.36
568 HESM HESS MIDSTREAM LP Energy 485.0 $18K 0.00% -85.0 -14.9% $37.60 +6.6%
569 INCY INCYTE CORP Healthcare 160.0 $18K 0.00% -40.0 -20.0% $113.36 +8.9%
570 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 600.0 $18K 0.00% -9K -93.5% $30.18 -1.8%
571 KNGZ FIRST TR EXCHANGE TRADED FD 419.0 $17K 0.00% -550.0 -56.8% $40.08 +5.8%
572 SUN SUNOCO LP/SUNOCO FIN CORP Energy 248.0 $17K 0.00% -29.0 -10.5% $67.50 +14.2%
573 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 229.0 $17K 0.00% -15.0 -6.2% $72.98 +8.8%
574 BCX BLACKROCK RES & COMMODITIES Financial Services 1,460.0 $17K 0.00% -2K -52.9% $11.31 +11.1%
575 FISV FISERV INC Technology 333.0 $16K 0.00% -4.0 -1.2% $49.05 +5.4%
576 BBJP J P MORGAN EXCHANGE TRADED F 210.0 $16K 0.00% -163.0 -43.7% $75.31 +2.2%
577 ABCL ABCELLERA BIOLOGICS INC Healthcare 2,000.0 $16K 0.00% -6K -76.5% $7.85 +41.7%
578 PSKY PARAMOUNT SKYDANCE CORP Communication Services 1,577.0 $16K 0.00% -45.0 -2.8% $9.86 +5.8%
579 BSEP INNOVATOR ETFS TRUST 292.0 $15K 0.00% -291.0 -49.9% $52.73 +2.1%
580 HTGC HERCULES CAPITAL INC Financial Services 976.0 $15K 0.00% -177.0 -15.3% $15.77 +5.6%
Page 29 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%