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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 109 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 CPT CAMDEN PPTY TR Real Estate 28.0 $3K $114.46 -4.7%
2162 APTIV PLC 52.0 $3K -161.0 -75.6% $61.37
2163 IOT SAMSARA INC Technology 98.0 $3K $32.43 +21.3%
2164 OGN ORGANON & CO Healthcare 231.0 $3K $13.54 +1.5%
2165 SR SPIRE INC Utilities 40.0 $3K $78.08 +7.9%
2166 HUBS HUBSPOT INC Technology 17.0 $3K -2.0 -10.5% $182.47 +31.5%
2167 QABA FIRST TR EXCHANGE-TRADED FD 45.0 $3K $68.71 -1.7%
2168 ETF OPPORTUNITIES TRUST 200.0 $3K NEW $15.43
2169 DWMF WISDOMTREE TR 90.0 $3K $33.94 +0.1%
2170 RC READY CAPITAL CORP Real Estate 1,742.0 $3K $1.75 +0.3%
2171 PALLADYNE AI CORP 500.0 $3K $6.08
2172 HAWKEYE 360 INC 150.0 $3K NEW $20.22
2173 ARMK ARAMARK Industrials 53.0 $3K $57.06 +4.9%
2174 RILY BRC GROUP HOLDINGS INC Financial Services 375.0 $3K $8.04 -13.1%
2175 MJ AMPLIFY ETF TR 116.0 $3K $25.78 +1.2%
2176 ARW ARROW ELECTRS INC Technology 14.0 $3K $213.36 -3.2%
2177 INSM INSMED INC Healthcare 28.0 $3K -8.0 -22.2% $106.61 +19.3%
2178 NIOCORP DEVS LTD 615.0 $3K +200.0 +48.2% $4.82
2179 NUMV NUSHARES ETF TR 68.0 $3K $43.49 +3.6%
2180 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 500.0 $3K $5.80 -6.5%
Page 109 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%