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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 112 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 DWX SPDR INDEX SHS FDS 50.0 $2K $45.94 +4.2%
2222 LULU LULULEMON ATHLETICA INC Consumer Cyclical 20.0 $2K -5.0 -20.0% $114.15 +0.8%
2223 APPLIED AEROSPACE & DEFENSE 100.0 $2K NEW $22.78
2224 SOUN SOUNDHOUND AI INC Technology 350.0 $2K -8K -95.7% $6.47 +7.4%
2225 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 83.0 $2K NEW $26.86 +4.4%
2226 JAMES RIV GROUP HOLDINGS INC 501.0 $2K NEW $4.40
2227 WEAT TEUCRIUM COMMODITY TR Financial Services 100.0 $2K -175.0 -63.6% $22.03 +16.0%
2228 MWA MUELLER WTR PRODS INC Industrials 85.0 $2K $25.82 -2.5%
2229 NOMD NOMAD FOODS LTD Consumer Defensive 200.0 $2K -500.0 -71.4% $10.95 +7.7%
2230 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 17.0 $2K $128.53 -0.3%
2231 CNTY CENTURY CASINOS INC Consumer Cyclical 1,700.0 $2K +500.0 +41.7% $1.28 -2.7%
2232 RTO RENTOKIL INITIAL PLC Industrials 75.0 $2K +16.0 +27.1% $28.60 -18.3%
2233 IMVP INVESCO INDIA EXCHANGE-TRADE 104.0 $2K $20.07 -0.3%
2234 PTEN PATTERSON-UTI ENERGY INC Energy 225.0 $2K NEW $9.18 +32.5%
2235 BLACKROCK ETF TRUST 56.0 $2K NEW $36.59
2236 DHT DHT HOLDINGS INC Energy 120.0 $2K NEW $16.52 +18.8%
2237 GHM GRAHAM CORP Industrials 16.0 $2K NEW $123.75 -17.7%
2238 DAKT DAKTRONICS INC Technology 100.0 $2K $19.56 -1.3%
2239 GNR SPDR INDEX SHS FDS 29.0 $2K $67.28 +15.3%
2240 PKE PARK AEROSPACE CORP Industrials 51.0 $2K NEW $38.16 -8.8%
Page 112 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%