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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 21 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PGR PROGRESSIVE CORP Financial Services 3,260.0 $712K 0.05% +188.0 +6.1% $218.47 -0.5%
402 SLB SLB LIMITED Energy 15,205.0 $707K 0.05% -959.0 -5.9% $46.49 +15.2%
403 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9,696.0 $703K 0.05% -207.0 -2.1% $72.51 +6.3%
404 KDP KEURIG DR PEPPER INC Consumer Defensive 21,458.0 $702K 0.05% +2K +11.2% $32.73 -5.1%
405 VMI VALMONT INDS INC Industrials 1,212.0 $700K 0.05% -174.0 -12.6% $577.60 -16.1%
406 IDXX IDEXX LABS INC Healthcare 1,327.0 $699K 0.05% $526.44 +6.8%
407 UTES ETFIS SER TR I 8,546.0 $699K 0.05% $81.74 -6.6%
408 KMI KINDER MORGAN INC DEL Energy 21,808.0 $697K 0.05% $31.97 +0.3%
409 UGI UGI CORP NEW Utilities 20,092.0 $694K 0.05% -128.0 -0.6% $34.54 +11.6%
410 BSCW INVESCO EXCH TRD SLF IDX FD 33,672.0 $691K 0.05% -417.0 -1.2% $20.51 -0.8%
411 BOTZ GLOBAL X FDS 18,194.0 $690K 0.05% +117.0 +0.7% $37.94 -4.1%
412 FROG JFROG LTD Technology 7,536.0 $685K 0.05% +5K +177.2% $90.88 +0.4%
413 O REALTY INCOME CORP Real Estate 11,043.0 $684K 0.05% +737.0 +7.2% $61.96 +1.6%
414 MSA MSA SAFETY INC Industrials 3,915.0 $683K 0.05% +459.0 +13.3% $174.58 +8.5%
415 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,844.0 $683K 0.05% +246.0 +15.4% $370.59 -2.9%
416 ABNB AIRBNB INC Consumer Cyclical 4,773.0 $683K 0.05% -300.0 -5.9% $143.10 +30.3%
417 F FORD MTR CO Consumer Cyclical 48,959.0 $681K 0.05% +903.0 +1.9% $13.90 +4.2%
418 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 36,494.0 $680K 0.05% -293.0 -0.8% $18.64 +2.8%
419 HWM HOWMET AEROSPACE INC Industrials 2,528.0 $680K 0.05% +731.0 +40.7% $268.93 +5.4%
420 VTIP VANGUARD MALVERN FDS 13,487.0 $677K 0.05% +10K +338.5% $50.23 -0.9%
Page 21 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%