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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 115 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 PZZA PAPA JOHNS INTL INC Consumer Cyclical 39.0 $1K NEW $36.77 -36.7%
2282 SMG SCOTTS MIRACLE-GRO CO Basic Materials 21.0 $1K +20.0 +2000.0% $68.10 -10.2%
2283 EVEREST GROUP LTD 4.0 $1K NEW $357.00
2284 MAT MATTEL INC Consumer Cyclical 102.0 $1K $13.96 +4.1%
2285 CMPS COMPASS PATHWAYS PLC Healthcare 100.0 $1K NEW $14.15 -1.0%
2286 PPLT ABRDN PLATINUM ETF TRUST Financial Services 100.0 $1K +90.0 +900.0% $14.13 +16.5%
2287 QRVO QORVO INC Technology 15.0 $1K +1.0 +7.1% $93.27 +3.8%
2288 ORCX TIDAL TRUST II 60.0 $1K $23.22 -9.4%
2289 LSCC LATTICE SEMICONDUCTOR CORP Technology 9.0 $1K -3.0 -25.0% $152.89 -23.0%
2290 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 116.0 $1K +91.0 +364.0% $11.73 -1.7%
2291 TIMB TIM S A Communication Services 63.0 $1K $21.41 -17.0%
2292 SKYWARD SPECIALTY INS GROUP 23.0 $1K $58.35
2293 INFQ INFLEQTION INC Technology 100.0 $1K NEW $13.32 -6.2%
2294 BMNR BITMINE IMMERSION TECHS INC Financial Services 100.0 $1K $13.31 +52.1%
2295 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 44.0 $1K -5.0 -10.2% $29.84 +4.2%
2296 UTMD UTAH MED PRODS INC Healthcare 19.0 $1K NEW $68.95 +4.6%
2297 CTGO CONTANGO SILVER & GOLD INC Basic Materials 82.0 $1K $15.78 +33.1%
2298 QUANTUM CYBER NV 790.0 $1K NEW $1.57
2299 JBS N.V. 102.0 $1K -2K -95.5% $11.84
2300 LEA LEAR CORP Consumer Cyclical 9.0 $1K $134.00 -7.4%
Page 115 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%