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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 103 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 NHI NATIONAL HEALTH INVS INC Real Estate 77.0 $6K $76.26 -3.2%
2042 SCHC SCHWAB STRATEGIC TR 122.0 $6K $48.11 +6.5%
2043 NBCM NEUBERGER BERMAN ETF TRUST 221.0 $6K $26.53 +15.7%
2044 MOH MOLINA HEALTHCARE INC Healthcare 25.0 $6K $228.68 -12.5%
2045 SOPH SOPHIA GENETICS SA Healthcare 987.0 $6K $5.77 +45.1%
2046 CAG CONAGRA BRANDS INC Consumer Defensive 423.0 $6K +223.0 +111.5% $13.46 +21.7%
2047 AER AERCAP HOLDINGS NV Industrials 39.0 $6K +7.0 +21.9% $145.77 -0.1%
2048 ING ING GROEP N.V. Financial Services 181.0 $6K $31.38 +11.1%
2049 IRIDIUM COMMUNICATIONS INC 101.0 $6K $55.23
2050 VENTURE GLOBAL INC 500.0 $6K $11.13
2051 LKQ LKQ CORP Consumer Cyclical 211.0 $6K +28.0 +15.3% $26.33 -1.6%
2052 FNF FIDELITY NATL FINL INC Financial Services 117.0 $6K $47.15 +0.4%
2053 XSW SPDR SERIES TRUST 32.0 $5K $171.78 +16.5%
2054 BBLU EA SERIES TRUST 332.0 $5K $16.50 +5.1%
2055 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 235.0 $5K $23.25 +7.7%
2056 CIM CHIMERA INVT CORP Real Estate 409.0 $5K $13.34 -13.5%
2057 FTAI AVIATION LTD 20.0 $5K $270.50
2058 HOG HARLEY DAVIDSON INC Consumer Cyclical 220.0 $5K $24.46 +15.4%
2059 DBC INVESCO DB COMMDY INDX TRCK Financial Services 200.0 $5K $26.66 +17.5%
2060 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 350.0 $5K $15.20 -0.7%
Page 103 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%