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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 15 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PPA INVESCO EXCHANGE TRADED FD T 6,396.0 $1.1M 0.08% -225.0 -3.4% $176.66 +3.3%
282 VLUE ISHARES TR 5,532.0 $1.1M 0.07% +5K +811.4% $199.85 +0.4%
283 HYG ISHARES TR 13,768.0 $1.1M 0.07% -2K -11.3% $79.97 -0.6%
284 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 21,922.0 $1.1M 0.07% $49.98 +7.7%
285 NOBL PROSHARES TR 19,251.0 $1.1M 0.07% +10K +97.9% $56.16 +3.5%
286 GNTX GENTEX CORP Consumer Cyclical 42,740.0 $1.1M 0.07% $25.27 -6.3%
287 GNRC GENERAC HLDGS INC Industrials 3,687.0 $1.1M 0.07% -546.0 -12.9% $292.81 -27.7%
288 MSI MOTOROLA SOLUTIONS INC Technology 2,579.0 $1.1M 0.07% -67.0 -2.5% $415.37 +13.0%
289 FANG DIAMONDBACK ENERGY INC Energy 6,085.0 $1.1M 0.07% +280.0 +4.8% $175.78 +19.5%
290 XLU SELECT SECTOR SPDR TR 23,524.0 $1.1M 0.07% +2K +8.2% $45.34 -2.9%
291 TDW TIDEWATER INC NEW Energy 15,995.0 $1.1M 0.07% $66.63 +41.3%
292 GDXJ VANECK ETF TRUST 10,810.0 $1.1M 0.07% -3K -22.1% $98.25 +17.5%
293 ADI ANALOG DEVICES INC Technology 2,670.0 $1.1M 0.07% -207.0 -7.2% $397.17 -5.2%
294 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 12,109.0 $1.1M 0.07% -625.0 -4.9% $87.04 +4.0%
295 JOBY JOBY AVIATION INC Industrials 117,768.0 $1.1M 0.07% +3K +2.4% $8.92 -14.2%
296 CDNS CADENCE DESIGN SYSTEM INC Technology 2,785.0 $1.0M 0.07% $375.32 -15.7%
297 BK BANK OF NY MELLON CORP Financial Services 7,203.0 $1.0M 0.07% -303.0 -4.0% $144.63 -1.9%
298 LYFT LYFT INC Technology 71,270.0 $1.0M 0.07% +71K +10000.0% $14.61 +15.9%
299 FTSM FIRST TR EXCHANGE-TRADED FD 17,403.0 $1.0M 0.07% -1K -6.7% $59.73 +0.2%
300 VLO VALERO ENERGY CORP Energy 3,975.0 $1.0M 0.07% +48.0 +1.2% $260.50 +34.4%
Page 15 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%