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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 114 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 NTRA NATERA INC Healthcare 6.0 $2K -2.0 -25.0% $271.33 +19.7%
2262 RUNN STRATEGIC TRUST 50.0 $2K $32.38 +8.2%
2263 CTRE CARETRUST REIT INC Real Estate 40.0 $2K +5.0 +14.3% $40.35 -1.5%
2264 BNL BROADSTONE NET LEASE INC Real Estate 78.0 $2K -5.0 -6.0% $20.67 +2.6%
2265 FR FIRST INDL RLTY TR INC Real Estate 26.0 $2K -21.0 -44.7% $61.31 +2.1%
2266 CHPX GLOBAL X FDS 15.0 $2K NEW $106.27 -12.9%
2267 HRL HORMEL FOODS CORP Consumer Defensive 64.0 $2K $24.81 -3.0%
2268 VCR VANGUARD WORLD FD 4.0 $2K NEW $396.50 -1.0%
2269 JOE ST JOE CO Real Estate 25.0 $2K NEW $62.60 +9.9%
2270 QRMI GLOBAL X FDS 100.0 $2K $15.62 -1.8%
2271 BAP CREDICORP LTD Financial Services 4.0 $2K $389.50 -5.0%
2272 SRAD SPORTRADAR GROUP AG Technology 104.0 $2K $14.96 -15.7%
2273 FTV FORTIVE CORP Technology 25.0 $2K -1K -98.3% $61.08 -2.8%
2274 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 32.0 $2K NEW $47.25 +6.9%
2275 SWBI SMITH & WESSON BRANDS INC Industrials 100.0 $2K $15.04 -7.5%
2276 BTG B2GOLD CORP Basic Materials 400.0 $1K $3.74 +43.9%
2277 TRNO TERRENO RLTY CORP Real Estate 23.0 $1K NEW $64.74 +5.7%
2278 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 40.0 $1K NEW $36.40 +4.6%
2279 IAUX I-80 GOLD CORP Basic Materials 1,000.0 $1K $1.44 +22.2%
2280 AEYE INC 1,000.0 $1K $1.44
Page 114 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%