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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 100 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 MERITAGE HOMES CORP 7,000.0 $7K NEW $1.03
1982 ALBEMARLE CORP 130.0 $7K NEW $55.35
1983 TIPX SPDR SERIES TRUST 380.0 $7K $18.93 -1.6%
1984 DBMF LITMAN GREGORY FDS TR 235.0 $7K $30.61 +2.5%
1985 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 393.0 $7K $18.28 -18.7%
1986 BBAX J P MORGAN EXCHANGE TRADED F 120.0 $7K -93.0 -43.7% $59.87 +9.0%
1987 JPO TIDAL TRUST II 511.0 $7K $14.05 +1.3%
1988 NVDY TIDAL TRUST II 577.0 $7K -491.0 -46.0% $12.44 +0.3%
1989 FVC FIRST TR EXCHANGE TRADED FD 162.0 $7K $43.92 -2.8%
1990 YUMC YUM CHINA HLDGS INC Consumer Cyclical 174.0 $7K $40.87 +21.2%
1991 BBY BEST BUY INC Consumer Cyclical 92.0 $7K +30.0 +48.4% $75.87 +13.2%
1992 IOO ISHARES TR 51.0 $7K $136.59 +5.3%
1993 SAIC SCIENCE APPLICATIONS INTL CO Technology 63.0 $7K $110.40 +16.0%
1994 PARSONS CORP DEL 7,000.0 $7K NEW $0.98
1995 FAN FIRST TR EXCHANGE-TRADED FD 275.0 $7K $24.98 -4.5%
1996 ORLA ORLA MNG LTD NEW Basic Materials 700.0 $7K $9.79 -3.6%
1997 SPHB INVESCO EXCH TRADED FD TR II 44.0 $7K NEW $155.57 -4.5%
1998 VTWV VANGUARD SCOTTSDALE FDS 35.0 $7K $195.43 +1.5%
1999 SRVR PACER FDS TR 215.0 $7K NEW $31.77 -0.3%
2000 ELVR ELEVRA LITHIUM LTD Basic Materials 100.0 $7K $68.15 -0.6%
Page 100 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 24.5%
Financial Services 18.8%
Industrials 13.0%
Utilities 8.3%
Consumer Cyclical 7.8%
Healthcare 7.3%
Energy 5.9%
Communication Services 5.0%
Consumer Defensive 4.9%
Real Estate 2.8%