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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 34 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DGS WISDOMTREE TR 38.0 $2K -399.0 -91.3% $64.68 -3.0%
662 UNF UNIFIRST CORP MASS Industrials 9.0 $2K -2.0 -18.2% $264.44 +8.3%
663 SWK STANLEY BLACK & DECKER INC Industrials 25.0 $2K -75.0 -75.0% $94.12 +4.5%
664 TMDX TRANSMEDICS GROUP INC Healthcare 35.0 $2K -1K -96.7% $66.40 +36.6%
665 GBCI GLACIER BANCORP INC NEW Financial Services 45.0 $2K -400.0 -89.9% $51.58 -5.1%
666 LULU LULULEMON ATHLETICA INC Consumer Cyclical 20.0 $2K -5.0 -20.0% $114.15 +4.3%
667 SOUN SOUNDHOUND AI INC Technology 350.0 $2K -8K -95.7% $6.47 +8.1%
668 WEAT TEUCRIUM COMMODITY TR Financial Services 100.0 $2K -175.0 -63.6% $22.03 +12.2%
669 NOMD NOMAD FOODS LTD Consumer Defensive 200.0 $2K -500.0 -71.4% $10.95 +4.3%
670 ARLO ARLO TECHNOLOGIES INC Industrials 135.0 $2K -3K -96.2% $13.47 -0.7%
671 ORI OLD REP INTL CORP Financial Services 41.0 $2K -21.0 -33.9% $40.90 +3.6%
672 NTRA NATERA INC Healthcare 6.0 $2K -2.0 -25.0% $271.33 +14.9%
673 BNL BROADSTONE NET LEASE INC Real Estate 78.0 $2K -5.0 -6.0% $20.67 +0.5%
674 FR FIRST INDL RLTY TR INC Real Estate 26.0 $2K -21.0 -44.7% $61.31 +1.7%
675 FTV FORTIVE CORP Technology 25.0 $2K -1K -98.3% $61.08 -2.7%
676 LSCC LATTICE SEMICONDUCTOR CORP Technology 9.0 $1K -3.0 -25.0% $152.89 -18.8%
677 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 44.0 $1K -5.0 -10.2% $29.84 +3.2%
678 JBS N.V. 102.0 $1K -2K -95.5% $11.84
679 SVC SERVICE PPTYS TR Real Estate 712.0 $1K -760.0 -51.6% $1.69 +363.4%
680 GMAB GENMAB A/S Healthcare 43.0 $1K -4.0 -8.5% $27.47 +20.0%
Page 34 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%