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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 25 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CHE CHEMED CORP NEW Healthcare 1,229.0 $572K 0.04% +274.0 +28.7% $465.74 +15.8%
482 EPI WISDOMTREE TR 13,375.0 $572K 0.04% -1K -8.7% $42.78 +0.2%
483 IBB ISHARES TR 2,994.0 $569K 0.04% -43.0 -1.4% $190.19 +11.4%
484 PGIM ROCK ETF TR 21,595.0 $568K 0.04% $26.30
485 SNN SMITH & NEPHEW PLC Healthcare 19,577.0 $564K 0.04% +9K +76.8% $28.81 +1.8%
486 ABEV AMBEV SA Consumer Defensive 179,424.0 $563K 0.04% -30K -14.5% $3.14 -11.6%
487 TKR TIMKEN CO Industrials 3,843.0 $558K 0.04% -23.0 -0.6% $145.32 -14.6%
488 EMBJ EMBRAER S.A. Industrials 8,751.0 $558K 0.04% +1K +19.7% $63.80 +18.6%
489 KRE SPDR SERIES TRUST 7,451.0 $558K 0.04% -994.0 -11.8% $74.85 -0.0%
490 VSEC VSE CORP Industrials 2,426.0 $554K 0.04% -741.0 -23.4% $228.50 -4.2%
491 FLR FLUOR CORP Industrials 10,515.0 $551K 0.04% -1K -12.2% $52.39 +0.4%
492 COP CONOCOPHILLIPS Energy 5,295.0 $551K 0.04% -186.0 -3.4% $103.97 +29.9%
493 BC BRUNSWICK CORP Consumer Cyclical 6,526.0 $550K 0.04% +637.0 +10.8% $84.24 -4.0%
494 NKE NIKE INC Consumer Cyclical 13,364.0 $549K 0.04% +9K +225.9% $41.05 -1.7%
495 FXO FIRST TR EXCHANGE-TRADED FD 8,750.0 $547K 0.04% -324.0 -3.6% $62.46 +5.2%
496 MBB ISHARES TR 5,770.0 $545K 0.04% +179.0 +3.2% $94.53 -1.4%
497 STAG STAG INDUSTRIAL INC Real Estate 14,311.0 $545K 0.04% +131.0 +0.9% $38.06 -4.0%
498 FMS FRESENIUS MEDICAL CARE AG Healthcare 24,007.0 $543K 0.04% +3K +13.8% $22.61 +5.4%
499 FJAN FIRST TR EXCHNG TRADED FD VI 9,829.0 $541K 0.04% -306.0 -3.0% $55.09 +2.1%
500 IQVIA HLDGS INC 2,794.0 $540K 0.04% +311.0 +12.5% $193.22
Page 25 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%