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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 102 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 AOS SMITH A O CORP Industrials 100.0 $6K $62.72 +0.6%
2022 UAMY UNITED STATES ANTIMONY CORP Basic Materials 860.0 $6K +560.0 +186.7% $7.26 -24.4%
2023 MFS ACTIVE EXCHANGE TRADED F 250.0 $6K NEW $24.94
2024 ELF E L F BEAUTY INC Consumer Defensive 84.0 $6K -405.0 -82.8% $74.00 +37.8%
2025 ALCO ALICO INC Consumer Defensive 150.0 $6K $41.41 -2.6%
2026 XDEC FIRST TR EXCHNG TRADED FD VI 145.0 $6K $42.83 +1.5%
2027 ISHARES TR 125.0 $6K $49.54
2028 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 253.0 $6K +18.0 +7.7% $24.45 -5.5%
2029 EA ELECTRONIC ARTS INC Communication Services 30.0 $6K $205.03 +2.3%
2030 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 426.0 $6K $14.38 -2.0%
2031 TEMA ETF TRUST 200.0 $6K NEW $30.38
2032 SANM SANMINA CORP Technology 24.0 $6K $253.04 -25.4%
2033 NNVC NANOVIRICIDES INC Healthcare 4,400.0 $6K +1K +29.4% $1.38 -3.6%
2034 MCHI ISHARES TR 119.0 $6K NEW $51.02 +9.1%
2035 CMP COMPASS MINERALS INTL INC Basic Materials 195.0 $6K $31.13 -16.5%
2036 HAEMONETICS CORP MASS 6,000.0 $6K NEW $1.01
2037 TFIN TRIUMPH FINANCIAL INC Financial Services 78.0 $6K $76.31 -1.8%
2038 EDIV SPDR INDEX SHS FDS 145.0 $6K $40.95 +3.0%
2039 XHB SPDR SERIES TRUST 51.0 $6K $115.55 -7.8%
2040 LGCY LEGACY ED INC Consumer Defensive 500.0 $6K $11.76 -10.3%
Page 102 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%