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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 105 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 NUTANIX INC 5,000.0 $5K NEW $0.98
2082 IDR IDAHO STRATEGIC RESOURCES Basic Materials 150.0 $5K $32.75 -5.0%
2083 NWN NORTHWEST NAT HLDG CO Utilities 100.0 $5K $49.06 +3.1%
2084 ALGN ALIGN TECHNOLOGY INC Healthcare 29.0 $5K -13.0 -30.9% $168.66 -5.8%
2085 VARONIS SYS INC 5,000.0 $5K NEW $0.97
2086 JNUG DIREXION SHARES ETF TRUST 40.0 $5K $120.70 +64.1%
2087 UFO PROCURE ETF TRUST II 95.0 $5K NEW $50.66 -9.8%
2088 CNNE CANNAE HLDGS INC Consumer Cyclical 332.0 $5K +3.0 +0.9% $14.43 +4.1%
2089 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 61.0 $5K -1.0 -1.6% $77.87 -10.9%
2090 DFTX DEFINIUM THERAPEUTICS INC Healthcare 100.0 $5K $47.04 -3.5%
2091 WCN WASTE CONNECTIONS INC Industrials 28.0 $5K NEW $166.68 +1.0%
2092 OMFL INVESCO EXCH TRD SLF IDX FD 68.0 $5K $68.53 +2.7%
2093 OKEANIS ECO TANKERS COR 92.0 $5K NEW $50.12
2094 LYV LIVE NATION ENTERTAINMENT IN Communication Services 25.0 $5K -1.0 -3.9% $183.08 -0.6%
2095 ALAI THE ALGER ETF TRUST 100.0 $5K NEW $45.64 -3.0%
2096 BHF BRIGHTHOUSE FINL INC Financial Services 72.0 $5K -1.0 -1.4% $63.29 -15.9%
2097 ARI APOLLO COML REAL ESTATE FIN Real Estate 421.0 $4K +10.0 +2.4% $10.68 -35.0%
2098 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 35.0 $4K -12.0 -25.5% $127.89 -7.2%
2099 ASX ASE TECHNOLOGY HLDG CO LTD Technology 99.0 $4K NEW $45.11 -19.1%
2100 PII POLARIS INC Consumer Cyclical 65.0 $4K -30.0 -31.6% $68.43 -5.8%
Page 105 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%