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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 14 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PNC PNC FINL SVCS GROUP INC Financial Services 4,955.0 $1.2M 0.08% -51.0 -1.0% $246.25 +3.3%
262 CENCORA INC 4,300.0 $1.2M 0.08% +47.0 +1.1% $283.01
263 JAAA JANUS DETROIT STR TR 23,853.0 $1.2M 0.08% -3K -9.5% $50.49 +0.2%
264 DOCN DIGITALOCEAN HLDGS INC Technology 7,668.0 $1.2M 0.08% +679.0 +9.7% $157.03 -20.2%
265 APH AMPHENOL CORP Technology 6,814.0 $1.2M 0.08% +3K +80.0% $176.33 -9.5%
266 CHRD CHORD ENERGY CORPORATION Energy 10,356.0 $1.2M 0.08% -65.0 -0.6% $114.30 +25.9%
267 CORPAY INC 3,530.0 $1.2M 0.08% +31.0 +0.9% $333.27
268 RWO SPDR INDEX SHS FDS 23,449.0 $1.2M 0.08% +944.0 +4.2% $49.71 +0.8%
269 XSOE WISDOMTREE TR 23,566.0 $1.2M 0.08% -2K -8.6% $49.18 -5.3%
270 CXT CRANE NXT CO Industrials 22,644.0 $1.2M 0.08% +3K +12.9% $51.16 -6.4%
271 BUFR FIRST TR EXCHNG TRADED FD VI 31,688.0 $1.2M 0.08% +2K +5.6% $36.53 +2.1%
272 HONEYWELL INTL INC 5,121.0 $1.1M 0.08% NEW $223.90
273 VAL VALARIS LTD Energy 15,710.0 $1.1M 0.08% $72.60 +19.0%
274 FCX FREEPORT MCMORAN INC Basic Materials 18,034.0 $1.1M 0.08% $62.89 +5.4%
275 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 87,983.0 $1.1M 0.08% +38K +75.4% $12.89 -6.8%
276 TOTL SSGA ACTIVE ETF TR 28,687.0 $1.1M 0.08% -6K -18.4% $39.47 -1.6%
277 HONEYWELL AEROSPACE INC 5,121.0 $1.1M 0.08% NEW $221.08
278 BN BROOKFIELD CORP Financial Services 26,541.0 $1.1M 0.08% $42.59 -1.1%
279 IWS ISHARES TR 6,865.0 $1.1M 0.08% -197.0 -2.8% $164.61 +3.8%
280 MO ALTRIA GROUP INC Consumer Defensive 15,704.0 $1.1M 0.08% +1K +7.9% $71.95 -9.4%
Page 14 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%