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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 11 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AGGH SIMPLIFY EXCHANGE TRADED FUN 81,991.0 $1.7M 0.11% +23K +40.1% $20.17 -1.4%
202 AXP AMERICAN EXPRESS CO Financial Services 4,887.0 $1.7M 0.11% -72.0 -1.4% $338.30 +0.1%
203 CRWD CROWDSTRIKE HLDGS INC Technology 2,166.0 $1.7M 0.11% -109.0 -4.8% $190.78 +11.6%
204 BLK BLACKROCK INC Financial Services 1,711.0 $1.6M 0.11% +11.0 +0.7% $962.11 +20.0%
205 YOU CLEAR SECURE INC Technology 29,517.0 $1.6M 0.11% $55.73 -20.0%
206 XLF SELECT SECTOR SPDR TR 30,662.0 $1.6M 0.11% +4K +15.5% $53.61 +7.9%
207 FLOT ISHARES TR 31,872.0 $1.6M 0.11% -2K -6.0% $51.05 -0.2%
208 HUBB HUBBELL INC Industrials 3,083.0 $1.6M 0.11% -18.0 -0.6% $523.22 -7.5%
209 FDL FIRST TR EXCHANGE-TRADED FD 32,993.0 $1.6M 0.11% -3K -8.4% $48.66 +8.5%
210 CBRE CBRE GROUP INC Real Estate 11,854.0 $1.6M 0.11% $134.69 +9.4%
211 WM WASTE MGMT INC DEL Industrials 7,079.0 $1.6M 0.11% +433.0 +6.5% $222.88 +0.3%
212 PAVE GLOBAL X FDS 26,466.0 $1.6M 0.11% +137.0 +0.5% $58.92 -2.7%
213 ORCL ORACLE CORP Technology 10,607.0 $1.6M 0.10% +2K +21.0% $146.56 -2.6%
214 EXPAND ENERGY CORPORATION 16,781.0 $1.5M 0.10% +5K +37.6% $91.19
215 PTF INVESCO EXCHANGE TRADED FD T 11,213.0 $1.5M 0.10% NEW $136.31 -20.4%
216 NTAP NETAPP INC Technology 9,871.0 $1.5M 0.10% $154.77 +32.3%
217 PM PHILIP MORRIS INTL INC Consumer Defensive 8,413.0 $1.5M 0.10% +156.0 +1.9% $180.92 +3.7%
218 SPLV INVESCO EXCH TRADED FD TR II 20,182.0 $1.5M 0.10% +14K +212.4% $74.90 +1.5%
219 TLH ISHARES TR 14,958.0 $1.5M 0.10% +187.0 +1.3% $100.36 -4.0%
220 BINC BLACKROCK ETF TRUST II 28,507.0 $1.5M 0.10% +7K +32.2% $52.34 -0.7%
Page 11 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%