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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 117 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 UNIT UNITI GROUP LLC Real Estate 92.0 $1K $11.47 -13.6%
2322 PINS PINTEREST INC Communication Services 50.0 $1K -100.0 -66.7% $21.02 +9.7%
2323 FSK FS KKR CAP CORP Financial Services 100.0 $1K $10.50 +13.4%
2324 VPL VANGUARD INTL EQUITY INDEX F 9.0 $1K -1.0 -10.0% $115.67 -2.1%
2325 KASPI KZ JSC 12.0 $1K +2.0 +20.0% $86.58
2326 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 19.0 $1K $53.26 +9.2%
2327 LUMN LUMEN TECHNOLOGIES INC Communication Services 125.0 $960.0 $7.68 -20.2%
2328 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 500.0 $960.0 $1.92 -18.2%
2329 EPP ISHARES INC 18.0 $958.0 $53.22 +7.0%
2330 ENOV ENOVIS CORPORATION Industrials 46.0 $952.0 $20.70 +23.9%
2331 FSLR FIRST SOLAR INC Energy 4.0 $943.0 $235.75 -6.7%
2332 TLK TELEKOMUNIKASI IND Communication Services 69.0 $926.0 $13.42 +8.9%
2333 INDI INDIE SEMICONDUCTOR INC Technology 200.0 $898.0 $4.49 -3.3%
2334 STANDARDAERO INC 30.0 $897.0 NEW $29.90
2335 MTX MINERALS TECHNOLOGIES INC Basic Materials 12.0 $887.0 NEW $73.92 -3.0%
2336 XXI TWENTY ONE CAP INC Financial Services 175.0 $866.0 NEW $4.95 -2.2%
2337 SECU BLACKROCK ETF TRUST II 17.0 $865.0 $50.88 -2.5%
2338 FID FIRST TR EXCHANGE TRADED FD 40.0 $858.0 $21.45 +7.3%
2339 SLQT SELECTQUOTE INC Financial Services 1,000.0 $841.0 $0.84 -10.1%
2340 LAZ LAZARD INC Financial Services 20.0 $838.0 NEW $41.90 +5.2%
Page 117 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%