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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 10 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SN SHARKNINJA INC Consumer Cyclical 12,274.0 $1.9M 0.13% $152.27 +20.1%
182 SHY ISHARES TR 22,756.0 $1.9M 0.13% -5K -19.3% $82.11 -0.1%
183 VXF VANGUARD INDEX FDS 7,575.0 $1.9M 0.13% +885.0 +13.2% $246.24 -0.2%
184 SO SOUTHERN CO Utilities 19,341.0 $1.9M 0.12% +600.0 +3.2% $95.71 -3.8%
185 VYM VANGUARD WHITEHALL FDS 11,615.0 $1.8M 0.12% -700.0 -5.7% $158.04 +4.8%
186 WAB WABTEC Industrials 6,794.0 $1.8M 0.12% -46.0 -0.7% $269.60 +9.3%
187 BKR BAKER HUGHES COMPANY Energy 32,760.0 $1.8M 0.12% -458.0 -1.4% $55.50 +16.1%
188 GS GOLDMAN SACHS GROUP INC Financial Services 1,791.0 $1.8M 0.12% $1011.40 +2.9%
189 FFIV F5 INC Technology 4,291.0 $1.8M 0.12% -61.0 -1.4% $415.96 -5.4%
190 TIC TIC SOLUTIONS INC Industrials 219,408.0 $1.8M 0.12% -2K -0.7% $8.09 +15.0%
191 LEU CENTRUS ENERGY CORP Energy 10,527.0 $1.8M 0.12% -147.0 -1.4% $167.87 +4.7%
192 IYW ISHARES TR 6,878.0 $1.7M 0.12% $252.23 -1.1%
193 VRSN VERISIGN INC Technology 6,877.0 $1.7M 0.12% -52.0 -0.8% $251.57 +10.0%
194 AXON AXON ENTERPRISE INC Industrials 3,076.0 $1.7M 0.12% -56.0 -1.8% $560.61 +10.6%
195 SCHD SCHWAB STRATEGIC TR 54,095.0 $1.7M 0.12% -57K -51.5% $31.71 +8.8%
196 AIQ GLOBAL X FDS 25,983.0 $1.7M 0.12% -366.0 -1.4% $65.61 -4.7%
197 FTC FIRST TR EXCHANGE-TRADED ALP 8,776.0 $1.7M 0.12% -153.0 -1.7% $193.78 -5.6%
198 TSLA TESLA INC Consumer Cyclical 3,954.0 $1.7M 0.11% +128.0 +3.4% $420.60 -19.9%
199 VZ VERIZON COMMUNICATIONS INC Communication Services 39,270.0 $1.7M 0.11% +410.0 +1.1% $42.34 +14.6%
200 VNQ VANGUARD INDEX FDS 17,220.0 $1.7M 0.11% +630.0 +3.8% $96.43 +1.2%
Page 10 of 121  ·  2,420 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%