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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 9 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IGIB ISHARES TR 12,412.0 $660K 0.04% -262.0 -2.1% $53.17 -1.9%
162 LAMR LAMAR ADVERTISING CO Real Estate 4,193.0 $654K 0.04% -29.0 -0.7% $155.98 -2.2%
163 KNG FIRST TR EXCHANGE-TRADED FD 12,950.0 $654K 0.04% -2K -15.1% $50.50 +2.9%
164 GDX VANECK ETF TRUST 8,590.0 $648K 0.04% -118.0 -1.4% $75.46 +18.7%
165 NXTG FIRST TR EXCHANGE-TRADED FD 4,226.0 $648K 0.04% -148.0 -3.4% $153.35 -1.3%
166 ETN EATON CORP PLC Industrials 1,517.0 $646K 0.04% -57.0 -3.6% $426.13 +1.1%
167 MSGE SPHERE ENTERTAINMENT CO Communication Services 3,733.0 $646K 0.04% -1K -22.7% $173.03 -52.2%
168 DEO DIAGEO PLC Consumer Defensive 7,971.0 $641K 0.04% -208.0 -2.5% $80.38 +13.8%
169 BPOP POPULAR INC Financial Services 3,862.0 $634K 0.04% -26.0 -0.7% $164.18 +6.5%
170 VIRT VIRTU FINL INC Financial Services 10,544.0 $628K 0.04% -100.0 -0.9% $59.57 +1.0%
171 SEI SOLARIS ENERGY INFRAS INC Energy 7,734.0 $622K 0.04% -375.0 -4.6% $80.46 -23.4%
172 PR PERMIAN RESOURCES CORP Energy 33,788.0 $622K 0.04% -9K -21.0% $18.41 +21.7%
173 NRG NRG ENERGY INC Utilities 4,231.0 $618K 0.04% -1K -21.2% $146.06 -20.1%
174 BME BLACKROCK HEALTH SCIENCES TR Financial Services 14,202.0 $610K 0.04% -245.0 -1.7% $42.95 +4.5%
175 NVT NVENT ELEC PLC Industrials 3,516.0 $596K 0.04% -3K -41.6% $169.61 -2.8%
176 MTDR MATADOR RES CO Energy 11,645.0 $580K 0.04% -399.0 -3.3% $49.78 +15.1%
177 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,156.0 $580K 0.04% -87.0 -7.0% $501.36 +17.6%
178 DES WISDOMTREE TR 14,221.0 $579K 0.04% -1K -9.5% $40.68 +1.3%
179 XLI SELECT SECTOR SPDR TR 3,119.0 $578K 0.04% -26.0 -0.8% $185.25 -0.8%
180 LMBS FIRST TR EXCHANGE-TRADED FD 11,583.0 $577K 0.04% -301.0 -2.5% $49.78 -0.2%
Page 9 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%