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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 108 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 35.0 $4K $102.66 +4.9%
2142 VIOO VANGUARD ADMIRAL FDS INC 26.0 $4K $137.54 -1.2%
2143 PTON PELOTON INTERACTIVE INC Consumer Cyclical 600.0 $4K $5.91 -8.0%
2144 XPLR INFRASTRUCTURE LP 300.0 $4K $11.81
2145 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 203.0 $4K -43.0 -17.5% $17.41 +13.9%
2146 AMCX AMC GLOBAL MEDIA INC Communication Services 350.0 $3K $9.98 +24.7%
2147 ARMOUR RESIDENTIAL REIT INC 200.0 $3K $17.45
2148 APLY TIDAL TRUST II 300.0 $3K NEW $11.57 +0.5%
2149 HDB HDFC BANK LTD Financial Services 134.0 $3K -19.0 -12.4% $25.83 -10.2%
2150 WCC WESCO INTL INC Industrials 10.0 $3K -1.0 -9.1% $345.40 -2.2%
2151 EFC ELLINGTON FINANCIAL INC Real Estate 250.0 $3K $13.61 -0.4%
2152 IWC ISHARES TR 17.0 $3K $200.00 -2.0%
2153 HBM HUDBAY MINERALS INC Basic Materials 144.0 $3K NEW $23.60 +17.8%
2154 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 20.0 $3K -3.0 -13.0% $168.50 -8.5%
2155 NEWSMAX INC 400.0 $3K $8.28
2156 SLAB SILICON LABORATORIES INC Technology 15.0 $3K $218.53 -0.1%
2157 DX DYNEX CAP INC Real Estate 250.0 $3K $13.11 +0.8%
2158 REI RING ENERGY INC Energy 3,000.0 $3K $1.08 +38.4%
2159 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 84.0 $3K $38.50 +3.5%
2160 TYL TYLER TECHNOLOGIES INC Technology 11.0 $3K $292.45 +19.4%
Page 108 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%