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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 32 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 COLD AMERICOLD REALTY TRUST INC Real Estate 511.0 $8K 0.00% -575.0 -53.0% $15.72 -3.9%
622 OR OR ROYALTIES INC. Basic Materials 250.0 $8K 0.00% -250.0 -50.0% $31.63 +8.0%
623 PFFD GLOBAL X FDS 418.0 $8K 0.00% -11K -96.2% $18.69 -1.0%
624 NFLY TIDAL TRUST II 938.0 $7K 0.00% -386.0 -29.1% $7.89 -1.0%
625 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 42.0 $7K -1.0 -2.3% $173.12 -6.7%
626 GTX GARRETT MOTION INC Consumer Cyclical 200.0 $7K -200.0 -50.0% $36.23 -22.9%
627 BBAX J P MORGAN EXCHANGE TRADED F 120.0 $7K -93.0 -43.7% $59.87 +8.2%
628 NVDY TIDAL TRUST II 577.0 $7K -491.0 -46.0% $12.44 +3.5%
629 AGQ PROSHARES TR II Financial Services 100.0 $7K -115.0 -53.5% $68.01 +17.6%
630 HR HEALTHCARE RLTY TR Real Estate 334.0 $7K -46.0 -12.1% $20.17 -4.7%
631 FLAGSTAR BANK NATIONAL ASSOC 426.0 $6K -466.0 -52.2% $14.94
632 ITUB ITAU UNIBANCO HLDG S A Financial Services 774.0 $6K -60.0 -7.2% $8.17 -8.1%
633 ELF E L F BEAUTY INC Consumer Defensive 84.0 $6K -405.0 -82.8% $74.00 +32.2%
634 BCS BARCLAYS PLC Financial Services 198.0 $5K -29.0 -12.8% $26.86 +1.7%
635 INFL LISTED FDS TR 100.0 $5K -56.0 -35.9% $49.88 +7.8%
636 ALGN ALIGN TECHNOLOGY INC Healthcare 29.0 $5K -13.0 -30.9% $168.66 +1.5%
637 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 61.0 $5K -1.0 -1.6% $77.87 -7.9%
638 LYV LIVE NATION ENTERTAINMENT IN Communication Services 25.0 $5K -1.0 -3.9% $183.08 -0.9%
639 BHF BRIGHTHOUSE FINL INC Financial Services 72.0 $5K -1.0 -1.4% $63.29 -17.3%
640 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 35.0 $4K -12.0 -25.5% $127.89 -7.2%
Page 32 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%