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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 106 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 SOUTH BOW CORP 126.0 $4K $35.24
2102 GCOW PACER FDS TR 100.0 $4K $43.70 +9.1%
2103 SATS ECHOSTAR CORP Technology 43.0 $4K NEW $101.49 -8.8%
2104 CNQ CANADIAN NAT RES LTD MED TER Energy 110.0 $4K $39.50 +29.2%
2105 MILLROSE PPTYS INC 144.0 $4K +135.0 +1500.0% $30.15
2106 WST WEST PHARMACEUTICAL SVSC INC Healthcare 12.0 $4K +1.0 +9.1% $359.00 -1.5%
2107 BITS GLOBAL X FDS 76.0 $4K $56.67 +8.7%
2108 EMN EASTMAN CHEM CO Basic Materials 63.0 $4K -199.0 -76.0% $66.97 +10.2%
2109 JFR NUVEEN FLOATING RATE INCOME Financial Services 550.0 $4K $7.67 -1.2%
2110 CGBD CARLYLE SECURED LENDING INC Financial Services 400.0 $4K $10.53 +7.6%
2111 IGLD FIRST TR EXCHANGE-TRADED FD 200.0 $4K $21.06 +6.1%
2112 IALT BLACKROCK ETF TRUST 150.0 $4K NEW $28.05 +3.0%
2113 AESI ATLAS ENERGY SOLUTIONS INC Energy 250.0 $4K $16.61 -21.8%
2114 QUS SPDR SERIES TRUST 22.0 $4K $186.82 +3.6%
2115 NDIA GLOBAL X FDS 150.0 $4K $27.28 +0.9%
2116 XYLD GLOBAL X FDS 100.0 $4K $40.79 +2.1%
2117 URNM SPROTT FDS TR 77.0 $4K $52.58 +2.8%
2118 INVESCO QUALITY MUN INCOME T 400.0 $4K $10.12
2119 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 522.0 $4K -178.0 -25.4% $7.74 +10.0%
2120 GEL GENESIS ENERGY L P Energy 284.0 $4K -204.0 -41.8% $14.17 +13.2%
Page 106 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%