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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 7 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC. Communication Services 14,224.0 $1.0M 0.07% -757.0 -5.0% $71.40 +10.4%
122 MTUM ISHARES TR 2,904.0 $996K 0.07% -744.0 -20.4% $342.88 -9.3%
123 BE BLOOM ENERGY CORP Industrials 3,050.0 $923K 0.06% -2K -43.8% $302.70 -30.9%
124 CRS CARPENTER TECHNOLOGY CORP Industrials 1,461.0 $901K 0.06% -576.0 -28.3% $616.97 -15.0%
125 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 94,707.0 $889K 0.06% -8K -7.6% $9.39 +27.2%
126 BND VANGUARD BD INDEX FDS 11,970.0 $879K 0.06% -104.0 -0.9% $73.41 -1.6%
127 USB US BANCORP Financial Services 14,513.0 $877K 0.06% -712.0 -4.7% $60.40 +6.5%
128 DON WISDOMTREE TR 15,394.0 $870K 0.06% -1K -6.9% $56.52 +3.4%
129 PFE PFIZER INC Healthcare 35,867.0 $864K 0.06% -2K -6.4% $24.08 +13.1%
130 AEP AMERICAN ELEC PWR CO INC Utilities 6,073.0 $831K 0.06% -60.0 -1.0% $136.82 -7.4%
131 HALO HALOZYME THERAPEUTICS INC Healthcare 10,414.0 $815K 0.06% -866.0 -7.7% $78.27 +33.1%
132 PETROLEO BRASILEIRO S A 55,523.0 $813K 0.06% -13K -19.1% $14.64
133 IWN ISHARES TR 3,626.0 $802K 0.05% -148.0 -3.9% $221.24 +1.6%
134 FV FIRST TR EXCHANGE TRADED FD 10,353.0 $786K 0.05% -286.0 -2.7% $75.88 -3.6%
135 TGT TARGET CORP Consumer Defensive 5,968.0 $780K 0.05% -2K -29.0% $130.62 +16.9%
136 MCK MCKESSON CORP Healthcare 1,031.0 $779K 0.05% -17.0 -1.6% $755.60 +16.0%
137 ARKK ARK ETF TR 9,625.0 $778K 0.05% -91.0 -0.9% $80.82 -1.3%
138 FDN FIRST TR EXCHANGE-TRADED FD 2,888.0 $765K 0.05% -145.0 -4.8% $264.72 +8.0%
139 ALL ALLSTATE CORP Financial Services 3,190.0 $759K 0.05% -26.0 -0.8% $237.95 +10.4%
140 CECO CECO ENVIRONMENTAL CORP Industrials 8,364.0 $759K 0.05% -57.0 -0.7% $90.74 -14.0%
Page 7 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%