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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 121 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 NN NEXTNAV INC Communication Services 4.0 $100.0 NEW $25.00 -23.3%
2402 RMAX RE/MAX HLDGS INC Real Estate 10.0 $98.0 $9.80 +38.9%
2403 AURORA CANNABIS INC 33.0 $92.0 $2.79
2404 LITHIUM AMERS CORP NEW 22.0 $84.0 $3.82
2405 CAVA CAVA GROUP INC Consumer Cyclical 1.0 $78.0 $78.00 -12.5%
2406 CHARGEPOINT HOLDINGS INC 10.0 $59.0 $5.90
2407 EEV PROSHARES TR 5.0 $52.0 $10.40 +8.8%
2408 ALAUNOS THERAPEUTICS INC 20.0 $45.0 $2.25
2409 PERIMETER SOLUTIONS INC 1.0 $35.0 $35.00
2410 CTEV CLARITEV CORPORATION Healthcare 1.0 $34.0 $34.00 +4.7%
2411 PCG PG&E CORP Utilities 2.0 $34.0 $17.00 +4.8%
2412 CNDT CONDUENT INC Technology 20.0 $29.0 $1.45 -1.4%
2413 WW INTL INC 1.0 $15.0 $15.00
2414 SPRY ARS PHARMACEUTICALS INC Healthcare 1.0 $8.0 $8.00 -21.2%
2415 XEROX HOLDINGS CORP 26.0 $7.0 NEW $0.27
2416 GRACE THERAPEUTICS INC 2.0 $4.0 $2.00
2417 MBIO MUSTANG BIO INC Healthcare 3.0 $2.0 $0.67 -14.5%
2418 OPENDOOR TECHNOLOGIES INC 5.0 $2.0 $0.40
2419 OPENDOOR TECHNOLOGIES INC 5.0 $1.0 $0.20
2420 OPENDOOR TECHNOLOGIES INC 5.0 $1.0 $0.20
Page 121 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%