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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 116 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 SVC SERVICE PPTYS TR Real Estate 712.0 $1K -760.0 -51.6% $1.69 +373.5%
2302 GMAB GENMAB A/S Healthcare 43.0 $1K -4.0 -8.5% $27.47 +24.2%
2303 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 45.0 $1K $26.16 +1.6%
2304 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 19.0 $1K $61.79 -2.4%
2305 AMH AMERICAN HOMES 4 RENT Real Estate 35.0 $1K $33.51 +2.4%
2306 OGE OGE ENERGY CORP Utilities 24.0 $1K $48.62 -3.5%
2307 VESTA REAL ESTATE CORP 34.0 $1K $34.29
2308 WSM WILLIAMS SONOMA INC Consumer Cyclical 5.0 $1K -5.0 -50.0% $233.00 +4.0%
2309 MLKN MILLERKNOLL INC Consumer Cyclical 56.0 $1K $20.45 +13.6%
2310 PDD PDD HOLDINGS INC Consumer Cyclical 15.0 $1K NEW $76.27 +18.3%
2311 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 18.0 $1K $63.22 +16.4%
2312 ELAN ELANCO ANIMAL HEALTH INC Healthcare 46.0 $1K +45.0 +4500.0% $24.61 -0.5%
2313 HPQ HP INC Technology 51.0 $1K +1.0 +2.0% $22.14 +35.2%
2314 CDW CDW CORP Technology 8.0 $1K NEW $140.62 -2.4%
2315 INVX INNOVEX INTERNATIONAL INC Energy 45.0 $1K NEW $24.80 +18.6%
2316 BRC BRADY CORP Industrials 12.0 $1K NEW $91.50 +0.6%
2317 ICVT ISHARES TR 9.0 $1K -4.0 -30.8% $121.67 -4.8%
2318 NTSK NETSKOPE INC Technology 100.0 $1K $10.94 +34.4%
2319 KMT KENNAMETAL INC Industrials 31.0 $1K NEW $35.03 -12.7%
2320 JANUS LIVING INC 37.0 $1K $28.73
Page 116 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%