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Portfolio (Quarterly) Guide ↗

LANARK FINANCIAL, INC.

· CIK 0000791540
13F Portfolio $1.3B AUM 2,548 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New 711 Added 725 Reduced 433 Exited
Page 19 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 QSR RESTAURANT BRANDS Consumer Cyclical 9,903.0 $732K 0.06% $73.90 -1.0%
362 KMI KINDER MORGAN INC Energy 21,823.0 $732K 0.06% $33.53 -3.1%
363 HALO HALOZYME THERAPEUTICS INC Healthcare 11,280.0 $729K 0.06% $64.63 +20.4%
364 ACN ACCENTURE PLC IRELAND Technology 3,664.0 $727K 0.06% -2K -29.6% $198.29 -29.4%
365 FNV FRANCO-NEVADA CORPORATION Basic Materials 2,930.0 $724K 0.05% $247.13 -13.4%
366 COP CONOCOPHILLIPS Energy 5,481.0 $724K 0.05% $132.00 -10.0%
367 BERKSHIRE HATHAWAY INC-DEL 1.0 $718K 0.05% $718140.00
368 SEIC SEI INVESTMENTS CO Financial Services 9,149.0 $718K 0.05% $78.47 +25.8%
369 DLN WISDOMTREE TRUST 8,032.0 $717K 0.05% +5K +209.9% $89.33 +10.0%
370 IWN ISHARES RUSSELL 2000 VALUE ETF 3,774.0 $716K 0.05% +168.0 +4.7% $189.59 +17.1%
371 UNIT CORP 20,695.0 $715K 0.05% $34.55
372 VONG VANGUARD RUSSELL 1000 6,511.0 $714K 0.05% -1K -14.7% $109.69 +13.4%
373 NVT NVENT ELECTRIC PLC Industrials 6,018.0 $712K 0.05% $118.28 +34.0%
374 NGG NATIONAL GRID PLC Utilities 8,410.0 $711K 0.05% +554.0 +7.0% $84.60 -0.9%
375 ASTELLAS PHARMA INC 44,856.0 $710K 0.05% -7K -12.7% $15.83
376 ENB ENBRIDGE INC Energy 13,115.0 $710K 0.05% +379.0 +3.0% $54.14 +3.9%
377 FDN FIRST TRUST ETF 3,033.0 $710K 0.05% -231.0 -7.1% $234.03 +13.1%
378 TLTW ISHARES TR 31,292.0 $708K 0.05% NEW $22.62 -4.6%
379 WILMAR INTERNATIONAL LTD 23,715.0 $708K 0.05% $29.84
380 LPX LOUISIANA PACIFIC CORP Basic Materials 9,713.0 $707K 0.05% +1K +12.0% $72.75 -0.2%
Page 19 of 128  ·  2,546 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 21.0%
Financial Services 19.1%
Industrials 12.3%
Utilities 9.3%
Consumer Cyclical 7.8%
Healthcare 7.4%
Energy 7.1%
Communication Services 5.7%
Consumer Defensive 5.6%
Real Estate 2.9%