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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 12 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DASH DOORDASH INC Communication Services 8,053.0 $1.5M 0.10% -708.0 -8.1% $184.53 +17.2%
222 VMBS VANGUARD SCOTTSDALE FDS 31,705.0 $1.5M 0.10% +3K +11.4% $46.81 -1.4%
223 EES WISDOMTREE TR 21,887.0 $1.5M 0.10% +990.0 +4.7% $67.79 +1.2%
224 FVD FIRST TR EXCHANGE-TRADED FD 30,788.0 $1.5M 0.10% -1K -3.3% $48.18 +5.0%
225 TEL TE CONNECTIVITY PLC Technology 7,285.0 $1.5M 0.10% +600.0 +9.0% $201.61 +1.7%
226 UNH UNITEDHEALTH GROUP INC Healthcare 3,488.0 $1.4M 0.10% -68.0 -1.9% $415.64 -5.2%
227 MXL MAXLINEAR INC Technology 11,321.0 $1.4M 0.10% +6K +110.2% $128.03 -43.3%
228 VIKING HOLDINGS LTD 13,843.0 $1.4M 0.10% $104.67
229 CGDV CAPITAL GROUP DIVIDEND VALUE 29,377.0 $1.4M 0.10% +7K +31.5% $49.28 +2.4%
230 AIR AAR CORP Industrials 10,011.0 $1.4M 0.10% +8K +391.2% $142.93 +4.3%
231 OSK OSHKOSH CORP Industrials 9,221.0 $1.4M 0.10% +1K +15.0% $153.48 -3.8%
232 SNY SANOFI SA Healthcare 32,723.0 $1.4M 0.10% +1K +3.6% $42.66 +5.4%
233 CCK CROWN HLDGS INC Consumer Cyclical 12,471.0 $1.4M 0.09% $111.82 +4.5%
234 SPHD INVESCO EXCH TRADED FD TR II 27,312.0 $1.4M 0.09% +21K +340.4% $50.84 +4.2%
235 JBL JABIL INC Technology 3,589.0 $1.4M 0.09% -345.0 -8.8% $385.48 -12.2%
236 USMV ISHARES TR 14,318.0 $1.4M 0.09% $96.46 +4.2%
237 PANW PALO ALTO NETWORKS INC Technology 4,044.0 $1.4M 0.09% -286.0 -6.6% $341.02 +9.7%
238 DEM WISDOMTREE TR 25,277.0 $1.4M 0.09% -945.0 -3.6% $53.79 +0.3%
239 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 29,620.0 $1.3M 0.09% $45.52 +9.9%
240 IWO ISHARES TR 3,408.0 $1.3M 0.09% -171.0 -4.8% $394.01 -1.5%
Page 12 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%