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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 31 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AMZY TIDAL TRUST II 1,062.0 $11K 0.00% -99.0 -8.5% $10.68 +1.3%
602 HL HECLA MINING COMPANY Basic Materials 735.0 $11K 0.00% -190.0 -20.5% $15.43 +16.3%
603 GTLB GITLAB INC Technology 368.0 $11K 0.00% -20.0 -5.2% $30.53 +35.9%
604 CHRW C H ROBINSON WORLDWIDE IN Industrials 59.0 $11K 0.00% -10.0 -14.5% $188.34 -23.2%
605 BBCA J P MORGAN EXCHANGE TRADED F 110.0 $11K 0.00% -76.0 -40.9% $99.40 +6.9%
606 BBEU J P MORGAN EXCHANGE TRADED F 140.0 $11K 0.00% -20.0 -12.5% $77.76 +2.8%
607 VSAT VIASAT INC Technology 120.0 $11K 0.00% -205.0 -63.1% $89.81 -15.3%
608 EMD WESTERN ASSET EMERGING MKTS Financial Services 1,000.0 $11K 0.00% -1K -50.0% $10.74 -1.1%
609 CIEN CIENA CORP Technology 21.0 $10K 0.00% -9.0 -30.0% $490.52 -17.3%
610 LYG LLOYDS BANKING GROUP PLC Financial Services 1,738.0 $10K 0.00% -50.0 -2.8% $5.83 +3.9%
611 VGK VANGUARD INTL EQUITY INDEX F 114.0 $10K 0.00% -25.0 -18.0% $88.54 +3.4%
612 YMAG TIDAL TRUST II 873.0 $10K 0.00% -800.0 -47.8% $11.49 -2.9%
613 EPAM EPAM SYS INC Technology 125.0 $10K 0.00% -331.0 -72.6% $79.34 +26.3%
614 RGLD ROYAL GOLD INC Basic Materials 48.0 $10K 0.00% -7.0 -12.7% $199.60 +15.4%
615 XFIV BONDBLOXX ETF TRUST 192.0 $9K 0.00% -30.0 -13.5% $48.71 -1.1%
616 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 96.0 $9K 0.00% -175.0 -64.6% $96.11 -50.7%
617 STT STATE STR CORP Financial Services 54.0 $9K 0.00% -42.0 -43.8% $169.59 +13.1%
618 FAB FIRST TR EXCHANGE-TRADED ALP 90.0 $9K 0.00% -229.0 -71.8% $101.49 +5.6%
619 VTRS VIATRIS INC Healthcare 557.0 $9K 0.00% -42.0 -7.0% $15.88 +1.8%
620 ONDS ONDAS INC Technology 1,000.0 $8K 0.00% -576.0 -36.5% $8.24 +10.0%
Page 31 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%