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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 111 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 PATK PATRICK INDS INC Consumer Cyclical 28.0 $3K $89.75 -2.6%
2202 PSQ PROSHARES TR 100.0 $3K $25.06 +3.0%
2203 MTZ MASTEC INC Industrials 6.0 $2K -8.0 -57.1% $416.00 -34.6%
2204 PFLT PENNANTPARK FLOATING RATE CA Financial Services 331.0 $2K -215.0 -39.4% $7.50 -1.8%
2205 DGS WISDOMTREE TR 38.0 $2K -399.0 -91.3% $64.68 -1.9%
2206 XPEV XPENG INC Consumer Cyclical 185.0 $2K $13.24 -9.4%
2207 BUSA 2023 ETF SERIES TRUST 62.0 $2K $39.44 +7.3%
2208 BOX BOX INC Technology 92.0 $2K $26.53 +24.8%
2209 AIZ ASSURANT INC Financial Services 9.0 $2K NEW $268.44 +3.7%
2210 XRPC CANARY XRP ETF 218.0 $2K $11.08 +2.4%
2211 UNF UNIFIRST CORP MASS Industrials 9.0 $2K -2.0 -18.2% $264.44 +9.4%
2212 BLCR BLACKROCK ETF TRUST 47.0 $2K +31.0 +193.8% $50.36 -1.8%
2213 ACHR ARCHER AVIATION INC Industrials 500.0 $2K $4.73 +36.4%
2214 INTT INTEST CORP Technology 130.0 $2K NEW $18.17 -29.8%
2215 OVV OVINTIV INC Energy 44.0 $2K $53.68 +22.1%
2216 AG FIRST MAJESTIC SILVER CORP Basic Materials 139.0 $2K $16.96 +23.0%
2217 SWK STANLEY BLACK & DECKER INC Industrials 25.0 $2K -75.0 -75.0% $94.12 +6.0%
2218 ACXP ACURX PHARMACEUTICALS INC Healthcare 1,500.0 $2K $1.55 -7.1%
2219 TMDX TRANSMEDICS GROUP INC Healthcare 35.0 $2K -1K -96.7% $66.40 +41.5%
2220 GBCI GLACIER BANCORP INC NEW Financial Services 45.0 $2K -400.0 -89.9% $51.58 -7.0%
Page 111 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%