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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 101 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 AGQ PROSHARES TR II Financial Services 100.0 $7K -115.0 -53.5% $68.01 +33.8%
2002 HR HEALTHCARE RLTY TR Real Estate 334.0 $7K -46.0 -12.1% $20.17 -3.6%
2003 GUIDEWIRE SOFTWARE INC 7,000.0 $7K NEW $0.96
2004 CF CF INDUSTRIES HOLD Basic Materials 62.0 $7K $108.26 +20.5%
2005 NVAX NOVAVAX INC Healthcare 711.0 $7K $9.42 -5.1%
2006 GUNR FLEXSHARES TR 135.0 $7K $49.27 +15.5%
2007 USRT ISHARES TR 100.0 $7K $66.45 +1.1%
2008 MIN MFS INTER INCOME TR Financial Services 2,682.0 $7K $2.47 -0.6%
2009 KMX CARMAX INC Consumer Cyclical 125.0 $7K $52.89 +17.6%
2010 IEUR ISHARES TR 87.0 $7K +15.0 +20.8% $75.16 +4.3%
2011 RCI ROGERS COMMUNICATIONS INC Communication Services 200.0 $6K $32.50 +12.4%
2012 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 75.0 $6K $85.99 -14.9%
2013 SSRM SSR MINING IN Basic Materials 227.0 $6K +97.0 +74.6% $28.28 +33.3%
2014 ICLN ISHARES TR 312.0 $6K $20.49 -14.0%
2015 SIX FLAGS ENTERTAINMENT CORP 300.0 $6K $21.30
2016 FLAGSTAR BANK NATIONAL ASSOC 426.0 $6K -466.0 -52.2% $14.94
2017 RUM RUM GROUP INC Technology 1,000.0 $6K +700.0 +233.3% $6.34 +42.2%
2018 ITUB ITAU UNIBANCO HLDG S A Financial Services 774.0 $6K -60.0 -7.2% $8.17 -7.9%
2019 XHE SPDR SERIES TRUST 75.0 $6K $84.23 +14.7%
2020 ARKG ARK ETF TR 150.0 $6K NEW $42.06 +17.2%
Page 101 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%