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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 13 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ET ENERGY TRANSFER L P Energy 70,091.0 $1.3M 0.09% $19.12 +12.0%
242 IWP ISHARES TR 9,094.0 $1.3M 0.09% -297.0 -3.2% $146.41 -1.4%
243 FUTY FIDELITY COVINGTON TRUST 22,787.0 $1.3M 0.09% +6K +32.7% $58.42 -2.8%
244 PFF ISHARES TR 43,381.0 $1.3M 0.09% +1K +2.9% $30.49 -0.1%
245 USFR WISDOMTREE TR 25,995.0 $1.3M 0.09% -477.0 -1.8% $50.35 +0.2%
246 ZTS ZOETIS INC Healthcare 18,003.0 $1.3M 0.09% +14K +320.7% $71.86 +2.9%
247 MGC VANGUARD WORLD FD 4,708.0 $1.3M 0.09% $273.63 +2.7%
248 EPD ENTERPRISE PRODS PARTNERS L Energy 34,924.0 $1.3M 0.09% -652.0 -1.8% $36.76 +5.1%
249 DKNG DRAFTKINGS INC NEW Consumer Cyclical 50,511.0 $1.3M 0.09% -11K -18.4% $25.26 -4.8%
250 ADSK AUTODESK INC Technology 6,530.0 $1.3M 0.09% +130.0 +2.0% $194.42 +26.9%
251 XLV SELECT SECTOR SPDR TR 7,944.0 $1.3M 0.09% -2K -16.2% $158.67 +7.0%
252 MOD MODINE MFG CO Consumer Cyclical 4,720.0 $1.3M 0.09% -671.0 -12.4% $267.02 -24.9%
253 AMLP ALPS ETF TR 24,266.0 $1.3M 0.09% +1K +5.9% $51.85 +6.7%
254 BAC BANK OF AMER CORP Financial Services 21,979.0 $1.3M 0.09% $56.98 +12.7%
255 GSK GSK PLC Healthcare 23,872.0 $1.3M 0.09% -721.0 -2.9% $52.42 -2.4%
256 UHS UNIVERSAL HLTH SVCS INC Healthcare 8,399.0 $1.2M 0.09% $148.69 +16.4%
257 WFC WELLS FARGO & CO Financial Services 15,097.0 $1.2M 0.09% -269.0 -1.8% $82.64 +5.8%
258 DOV DOVER CORP Industrials 5,532.0 $1.2M 0.08% -32.0 -0.6% $224.29 -9.5%
259 FTGC FIRST TR EXCHANGE TRAD FD VI 45,729.0 $1.2M 0.08% -303.0 -0.7% $27.05 +10.7%
260 EXTR EXTREME NETWORKS INC Technology 37,756.0 $1.2M 0.08% -4K -9.9% $32.37 -26.6%
Page 13 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%