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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 4 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GILD GILEAD SCIENCES INC Healthcare 17,146.0 $2.2M 0.15% -129.0 -0.8% $126.35 +11.4%
62 SKYY FIRST TR EXCHANGE-TRADED FD 15,733.0 $2.1M 0.14% -838.0 -5.1% $134.57 +21.4%
63 VIG VANGUARD SPECIALIZED FUNDS 8,680.0 $2.1M 0.14% -2K -16.7% $236.63 +3.3%
64 SPEM SPDR INDEX SHS FDS 39,513.0 $2.0M 0.14% -1K -3.1% $51.78 +0.5%
65 EBAY EBAY INC. Consumer Cyclical 18,096.0 $2.0M 0.14% -407.0 -2.2% $111.75 -9.0%
66 TXN TEXAS INSTRS INC Technology 6,673.0 $2.0M 0.14% -126.0 -1.9% $298.10 -8.2%
67 IEMG ISHARES INC 24,001.0 $2.0M 0.14% -668.0 -2.7% $82.84 -2.7%
68 RY ROYAL BK CDA Financial Services 9,429.0 $2.0M 0.13% -275.0 -2.8% $206.98 +3.8%
69 SHY ISHARES TR 22,756.0 $1.9M 0.13% -5K -19.3% $82.11 -0.1%
70 VYM VANGUARD WHITEHALL FDS 11,615.0 $1.8M 0.12% -700.0 -5.7% $158.04 +4.9%
71 WAB WABTEC Industrials 6,794.0 $1.8M 0.12% -46.0 -0.7% $269.60 +10.3%
72 BKR BAKER HUGHES COMPANY Energy 32,760.0 $1.8M 0.12% -458.0 -1.4% $55.50 +16.3%
73 FFIV F5 INC Technology 4,291.0 $1.8M 0.12% -61.0 -1.4% $415.96 -5.0%
74 TIC TIC SOLUTIONS INC Industrials 219,408.0 $1.8M 0.12% -2K -0.7% $8.09 +19.8%
75 LEU CENTRUS ENERGY CORP Energy 10,527.0 $1.8M 0.12% -147.0 -1.4% $167.87 +8.2%
76 VRSN VERISIGN INC Technology 6,877.0 $1.7M 0.12% -52.0 -0.8% $251.57 +9.5%
77 AXON AXON ENTERPRISE INC Industrials 3,076.0 $1.7M 0.12% -56.0 -1.8% $560.61 +10.3%
78 SCHD SCHWAB STRATEGIC TR 54,095.0 $1.7M 0.12% -57K -51.5% $31.71 +8.8%
79 AIQ GLOBAL X FDS 25,983.0 $1.7M 0.12% -366.0 -1.4% $65.61 -3.9%
80 FTC FIRST TR EXCHANGE-TRADED ALP 8,776.0 $1.7M 0.12% -153.0 -1.7% $193.78 -4.6%
Page 4 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%