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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 33 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PII POLARIS INC Consumer Cyclical 65.0 $4K -30.0 -31.6% $68.43 -1.2%
642 EMN EASTMAN CHEM CO Basic Materials 63.0 $4K -199.0 -76.0% $66.97 +9.0%
643 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 522.0 $4K -178.0 -25.4% $7.74 +4.1%
644 GEL GENESIS ENERGY L P Energy 284.0 $4K -204.0 -41.8% $14.17 +12.9%
645 KB KB FINL GROUP INC Financial Services 38.0 $4K -1.0 -2.6% $104.95 +12.1%
646 EFR EATON VANCE SR FLTNG RTE TR Financial Services 375.0 $4K -1K -72.7% $10.60 +0.5%
647 TBLL INVESCO EXCH TRADED FD TR II 37.0 $4K -599.0 -94.2% $105.57 +0.2%
648 RGTI RIGETTI COMPUTING INC Technology 200.0 $4K -155.0 -43.7% $19.32 -8.3%
649 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 203.0 $4K -43.0 -17.5% $17.41 +9.0%
650 HDB HDFC BANK LTD Financial Services 134.0 $3K -19.0 -12.4% $25.83 -10.3%
651 WCC WESCO INTL INC Industrials 10.0 $3K -1.0 -9.1% $345.40 +1.1%
652 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 20.0 $3K -3.0 -13.0% $168.50 -8.5%
653 APTIV PLC 52.0 $3K -161.0 -75.6% $61.37
654 HUBS HUBSPOT INC Technology 17.0 $3K -2.0 -10.5% $182.47 +24.0%
655 INSM INSMED INC Healthcare 28.0 $3K -8.0 -22.2% $106.61 +20.5%
656 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K -2.0 -50.0% $1382.00 -3.5%
657 BYRN BYRNA TECHNOLOGIES INC Industrials 400.0 $3K -1K -71.4% $6.71 -41.9%
658 IX ORIX CORP Financial Services 70.0 $3K -6.0 -7.9% $38.03 +2.9%
659 MTZ MASTEC INC Industrials 6.0 $2K -8.0 -57.1% $416.00 -32.7%
660 PFLT PENNANTPARK FLOATING RATE CA Financial Services 331.0 $2K -215.0 -39.4% $7.50 -2.4%
Page 33 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%