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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 17 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UCON FIRST TR EXCHNG TRADED FD VI 36,843.0 $917K 0.06% +198.0 +0.5% $24.88 -0.6%
322 TDIV FIRST TR EXCHANGE TRADED FD 7,972.0 $916K 0.06% $114.89 -0.6%
323 CRM SALESFORCE INC Technology 5,813.0 $911K 0.06% $156.68 +31.5%
324 VUG VANGUARD INDEX FDS 10,555.0 $909K 0.06% +9K +495.6% $86.14 +2.1%
325 APG API GROUP CORP Industrials 21,374.0 $905K 0.06% +356.0 +1.7% $42.35 +0.4%
326 CRS CARPENTER TECHNOLOGY CORP Industrials 1,461.0 $901K 0.06% -576.0 -28.3% $616.97 -17.3%
327 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,616.0 $901K 0.06% +696.0 +14.2% $160.42 +11.3%
328 HSY HERSHEY CO Consumer Defensive 5,126.0 $899K 0.06% +248.0 +5.1% $175.47 +7.6%
329 VTWO VANGUARD SCOTTSDALE FDS 7,354.0 $893K 0.06% +2K +40.3% $121.43 +0.5%
330 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 94,707.0 $889K 0.06% -8K -7.6% $9.39 +19.0%
331 USPH U S PHYSICAL THERAPY Healthcare 12,901.0 $886K 0.06% +5K +58.8% $68.68 +15.3%
332 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,019.0 $885K 0.06% +218.0 +7.8% $293.27 +3.4%
333 SBLK STAR BULK CARRIERS CORP. Industrials 35,425.0 $885K 0.06% $24.97 +20.8%
334 BND VANGUARD BD INDEX FDS 11,970.0 $879K 0.06% -104.0 -0.9% $73.41 -1.2%
335 EMR EMERSON ELEC CO Industrials 6,130.0 $878K 0.06% +90.0 +1.5% $143.16 +10.1%
336 USB US BANCORP Financial Services 14,513.0 $877K 0.06% -712.0 -4.7% $60.40 +4.0%
337 GNW GENWORTH FINL INC Financial Services 91,985.0 $871K 0.06% $9.47 +4.8%
338 DON WISDOMTREE TR 15,394.0 $870K 0.06% -1K -6.9% $56.52 +3.3%
339 LPX LOUISIANA PAC CORP Basic Materials 11,059.0 $870K 0.06% +1K +13.9% $78.66 -3.4%
340 TLTW ISHARES TR 38,814.0 $867K 0.06% +8K +24.0% $22.34 -4.1%
Page 17 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%