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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 16 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BANC BANC OF CALIFORNIA INC Financial Services 50,648.0 $1.0M 0.07% $20.43 -5.5%
302 DE DEERE & CO Industrials 1,625.0 $1.0M 0.07% +21.0 +1.3% $634.61 -7.2%
303 IPGP IPG PHOTONICS CORP Technology 8,763.0 $1.0M 0.07% +6K +204.5% $117.32 -30.7%
304 DIS DISNEY WALT CO Communication Services 10,666.0 $1.0M 0.07% +2K +23.7% $96.26 +8.0%
305 SBUX STARBUCKS CORP Consumer Cyclical 10,036.0 $1.0M 0.07% +181.0 +1.8% $102.19 +3.7%
306 XAR SPDR SERIES TRUST 3,603.0 $1.0M 0.07% -237.0 -6.2% $283.86 +2.3%
307 FPE FIRST TR EXCH TRADED FD III 56,990.0 $1.0M 0.07% -2K -3.1% $17.88 -1.0%
308 NFLX NETFLIX INC. Communication Services 14,224.0 $1.0M 0.07% -757.0 -5.0% $71.40 +8.9%
309 MTUM ISHARES TR 2,904.0 $996K 0.07% -744.0 -20.4% $342.88 -9.1%
310 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 56,968.0 $988K 0.07% $17.35 -14.8%
311 DAR DARLING INGREDIENTS INC Consumer Defensive 18,046.0 $986K 0.07% +299.0 +1.7% $54.62 +25.1%
312 VOE VANGUARD INDEX FDS 4,966.0 $981K 0.07% +2K +62.2% $197.62 +5.7%
313 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,854.0 $962K 0.07% +140.0 +2.5% $164.27 -3.8%
314 XLE SELECT SECTOR SPDR TR 17,874.0 $949K 0.06% +2K +13.4% $53.11 +19.9%
315 ADT ADT INC DEL Industrials 146,006.0 $949K 0.06% +2K +1.4% $6.50 +11.1%
316 DLN WISDOMTREE TR 9,829.0 $947K 0.06% +2K +22.4% $96.32 +4.9%
317 JMBS JANUS DETROIT STR TR 21,009.0 $945K 0.06% +9K +77.1% $44.99 -1.3%
318 MUSA MURPHY USA INC Consumer Cyclical 1,746.0 $941K 0.06% $538.87 +6.5%
319 SAP SAP SE Technology 6,018.0 $927K 0.06% +2K +46.3% $154.11 +36.6%
320 BE BLOOM ENERGY CORP Industrials 3,050.0 $923K 0.06% -2K -43.8% $302.70 -31.0%
Page 16 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%