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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 119 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 ISHARES TR 26.0 $581.0 -24.0 -48.0% $22.35
2362 AQMS AQUA METALS INC Industrials 200.0 $578.0 $2.89 -8.3%
2363 ISHARES TR 26.0 $575.0 -24.0 -48.0% $22.12
2364 ISHARES TR 26.0 $562.0 -25.0 -49.0% $21.62
2365 MAIR MADISON AIR SOLUTIONS CORP Industrials 14.0 $546.0 NEW $39.00 -29.6%
2366 SLVM SYLVAMO CORP Basic Materials 14.0 $529.0 -10.0 -41.7% $37.79 -2.3%
2367 ONL ORION PROPERTIES INC Real Estate 178.0 $514.0 +1.0 +0.6% $2.89 -0.6%
2368 MSOS ADVISORSHARES TR 100.0 $508.0 $5.08 -11.0%
2369 NIO NIO INC Consumer Cyclical 100.0 $506.0 $5.06 -10.5%
2370 BHC BAUSCH HEALTH COS INC Healthcare 100.0 $493.0 -50.0 -33.3% $4.93 +40.6%
2371 ICOP ISHARES TR 10.0 $492.0 $49.20 +9.1%
2372 MSM MSC INDL DIRECT INC Industrials 4.0 $475.0 NEW $118.75 +3.2%
2373 COHEN & STEERS QUALITY INCOM 31,659.0 $471.0 NEW $0.01
2374 PHIN PHINIA INC Consumer Cyclical 5.0 $411.0 $82.20 -10.3%
2375 RVMD REVOLUTION MEDICINES INC Healthcare 2.0 $374.0 NEW $187.00 +15.5%
2376 BIOHAVEN LTD 25.0 $372.0 $14.88
2377 VSTS VESTIS CORPORATION Industrials 25.0 $363.0 $14.52 -10.4%
2378 IBOTTA INC 10.0 $341.0 $34.10
2379 INNOVATION BEVERAGE GROUP LT 300.0 $330.0 $1.10
2380 CNMD CONMED CORP Healthcare 10.0 $327.0 $32.70 +50.6%
Page 119 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%