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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 8 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QHY WISDOMTREE TR 16,508.0 $756K 0.05% -3K -14.6% $45.81 -0.1%
142 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,195.0 $716K 0.05% -702.0 -18.0% $223.99 +20.2%
143 MUB ISHARES TR 6,633.0 $714K 0.05% -412.0 -5.8% $107.63 -2.1%
144 SHEL SHELL PLC Energy 9,206.0 $714K 0.05% -235.0 -2.5% $77.54 +18.7%
145 SLB SLB LIMITED Energy 15,205.0 $707K 0.05% -959.0 -5.9% $46.49 +14.5%
146 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9,696.0 $703K 0.05% -207.0 -2.1% $72.51 +5.6%
147 VMI VALMONT INDS INC Industrials 1,212.0 $700K 0.05% -174.0 -12.6% $577.60 -15.6%
148 UGI UGI CORP NEW Utilities 20,092.0 $694K 0.05% -128.0 -0.6% $34.54 +11.1%
149 BSCW INVESCO EXCH TRD SLF IDX FD 33,672.0 $691K 0.05% -417.0 -1.2% $20.51 -0.9%
150 ABNB AIRBNB INC Consumer Cyclical 4,773.0 $683K 0.05% -300.0 -5.9% $143.10 +28.1%
151 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 36,494.0 $680K 0.05% -293.0 -0.8% $18.64 +2.4%
152 ENB ENBRIDGE INC Energy 12,454.0 $675K 0.05% -661.0 -5.0% $54.21 -5.2%
153 NGG NATIONAL GRID PLC Utilities 8,147.0 $675K 0.05% -263.0 -3.1% $82.87 -0.9%
154 ISHARES TR 33,344.0 $673K 0.05% -415.0 -1.2% $20.19
155 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,535.0 $672K 0.05% -25.0 -1.6% $437.64 -16.5%
156 ECL ECOLAB INC Basic Materials 2,411.0 $672K 0.05% -154.0 -6.0% $278.62 +0.5%
157 DIA STATE STR SPDR DOW JONES IND Financial Services 1,275.0 $666K 0.04% -123.0 -8.8% $522.69 +2.0%
158 LIN LINDE PLC Basic Materials 1,276.0 $662K 0.04% -26.0 -2.0% $518.94 -7.8%
159 ITT ITT INC Industrials 3,345.0 $662K 0.04% -36.0 -1.1% $197.79 +10.1%
160 SNX TD SYNNEX CORPORATION Technology 2,470.0 $660K 0.04% -502.0 -16.9% $267.34 -2.8%
Page 8 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%