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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 35 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 WSM WILLIAMS SONOMA INC Consumer Cyclical 5.0 $1K -5.0 -50.0% $233.00 +4.3%
682 ICVT ISHARES TR 9.0 $1K -4.0 -30.8% $121.67 -3.5%
683 PINS PINTEREST INC Communication Services 50.0 $1K -100.0 -66.7% $21.02 +12.5%
684 VPL VANGUARD INTL EQUITY INDEX F 9.0 $1K -1.0 -10.0% $115.67 -1.2%
685 DOCU DOCUSIGN INC Technology 16.0 $710.0 -15.0 -48.4% $44.38 +39.1%
686 KD KYNDRYL HLDGS INC Technology 57.0 $644.0 -2.0 -3.4% $11.30 +10.8%
687 ISHARES TR 26.0 $581.0 -24.0 -48.0% $22.35
688 ISHARES TR 26.0 $575.0 -24.0 -48.0% $22.12
689 ISHARES TR 26.0 $562.0 -25.0 -49.0% $21.62
690 SLVM SYLVAMO CORP Basic Materials 14.0 $529.0 -10.0 -41.7% $37.79 -3.3%
691 BHC BAUSCH HEALTH COS INC Healthcare 100.0 $493.0 -50.0 -33.3% $4.93 +37.9%
692 CGSD CAPITAL GRP FIXED INCM ETF T 11.0 $283.0 -877.0 -98.8% $25.73 -0.0%
693 RBLX ROBLOX CORP Technology 3.0 $163.0 -181.0 -98.4% $54.33 -29.5%
Page 35 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%