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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 5 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 4,887.0 $1.7M 0.11% -72.0 -1.4% $338.30 -0.3%
82 CRWD CROWDSTRIKE HLDGS INC Technology 2,166.0 $1.7M 0.11% -109.0 -4.8% $190.78 +12.4%
83 FLOT ISHARES TR 31,872.0 $1.6M 0.11% -2K -6.0% $51.05 -0.2%
84 HUBB HUBBELL INC Industrials 3,083.0 $1.6M 0.11% -18.0 -0.6% $523.22 -6.0%
85 FDL FIRST TR EXCHANGE-TRADED FD 32,993.0 $1.6M 0.11% -3K -8.4% $48.66 +8.5%
86 DASH DOORDASH INC Communication Services 8,053.0 $1.5M 0.10% -708.0 -8.1% $184.53 +19.0%
87 FVD FIRST TR EXCHANGE-TRADED FD 30,788.0 $1.5M 0.10% -1K -3.3% $48.18 +5.5%
88 UNH UNITEDHEALTH GROUP INC Healthcare 3,488.0 $1.4M 0.10% -68.0 -1.9% $415.64 -4.6%
89 JBL JABIL INC Technology 3,589.0 $1.4M 0.09% -345.0 -8.8% $385.48 -9.2%
90 PANW PALO ALTO NETWORKS INC Technology 4,044.0 $1.4M 0.09% -286.0 -6.6% $341.02 +10.2%
91 DEM WISDOMTREE TR 25,277.0 $1.4M 0.09% -945.0 -3.6% $53.79 +1.0%
92 IWO ISHARES TR 3,408.0 $1.3M 0.09% -171.0 -4.8% $394.01 -0.6%
93 IWP ISHARES TR 9,094.0 $1.3M 0.09% -297.0 -3.2% $146.41 -0.3%
94 USFR WISDOMTREE TR 25,995.0 $1.3M 0.09% -477.0 -1.8% $50.35 +0.2%
95 EPD ENTERPRISE PRODS PARTNERS L Energy 34,924.0 $1.3M 0.09% -652.0 -1.8% $36.76 +5.6%
96 DKNG DRAFTKINGS INC NEW Consumer Cyclical 50,511.0 $1.3M 0.09% -11K -18.4% $25.26 -1.8%
97 XLV SELECT SECTOR SPDR TR 7,944.0 $1.3M 0.09% -2K -16.2% $158.67 +6.9%
98 MOD MODINE MFG CO Consumer Cyclical 4,720.0 $1.3M 0.09% -671.0 -12.4% $267.02 -23.0%
99 GSK GSK PLC Healthcare 23,872.0 $1.3M 0.09% -721.0 -2.9% $52.42 -2.8%
100 WFC WELLS FARGO & CO Financial Services 15,097.0 $1.2M 0.09% -269.0 -1.8% $82.64 +5.8%
Page 5 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%