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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 113 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 TEAM ATLASSIAN CORPORATION Technology 25.0 $2K $77.76 +124.1%
2242 BLACKROCK ETF TRUST 60.0 $2K +40.0 +200.0% $31.77
2243 IMKTA INGLES MKTS INC Consumer Defensive 21.0 $2K NEW $88.57 -4.0%
2244 CACI CACI INTL INC Technology 4.0 $2K $463.25 +43.1%
2245 ORN ORION GROUP HLDGS INC Industrials 110.0 $2K NEW $16.82 -42.9%
2246 XRAY DENTSPLY SIRONA INC Healthcare 174.0 $2K $10.61 +4.0%
2247 FRVO FERVO ENERGY CO 63.0 $2K NEW $29.22 -39.0%
2248 LITHIUM ARGENTINA AG 222.0 $2K $8.27
2249 SDIV GLOBAL X FDS 75.0 $2K $24.44 +1.9%
2250 VAW VANGUARD WORLD FD 8.0 $2K NEW $228.75 +2.9%
2251 ARLO ARLO TECHNOLOGIES INC Industrials 135.0 $2K -3K -96.2% $13.47 +0.7%
2252 VTS VITESSE ENERGY INC Energy 113.0 $2K $15.77 +6.7%
2253 PNR PENTAIR PLC Industrials 23.0 $2K $76.65 -14.4%
2254 RING ISHARES INC 27.0 $2K +3.0 +12.5% $64.59 +31.7%
2255 FSTR FOSTER L B CO Industrials 38.0 $2K NEW $45.16 -18.1%
2256 CUZ COUSINS PPTYS INC Real Estate 57.0 $2K +4.0 +7.5% $29.96 -2.1%
2257 MOOG INC 4.0 $2K NEW $423.75
2258 ORI OLD REP INTL CORP Financial Services 41.0 $2K -21.0 -33.9% $40.90 +2.4%
2259 NX QUANEX BLDG PRODS CORP Industrials 90.0 $2K $18.61 +11.3%
2260 TNET TRINET GROUP INC Industrials 33.0 $2K $49.48 +40.7%
Page 113 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%