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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 27 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EVRG EVERGY INC Utilities 5,814.0 $503K 0.03% $86.43 -3.8%
522 RSPA INVESCO ACTIVELY MANAGED EXC 9,416.0 $502K 0.03% +2K +35.4% $53.35 +2.6%
523 SWX SOUTHWEST GAS HLDGS INC Utilities 5,641.0 $500K 0.03% -38.0 -0.7% $88.68 +3.0%
524 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,628.0 $499K 0.03% +193.0 +3.5% $88.60 -36.1%
525 TDY TELEDYNE TECHNOLOGIES INC Technology 745.0 $497K 0.03% $666.90 -4.9%
526 LASR NLIGHT INC Technology 7,125.0 $496K 0.03% +3K +95.0% $69.62 -32.2%
527 GLD SPDR GOLD TR Financial Services 1,346.0 $496K 0.03% +26.0 +2.0% $368.38 +12.7%
528 ISRG INTUITIVE SURGICAL INC Healthcare 1,243.0 $494K 0.03% +203.0 +19.5% $397.68 -5.8%
529 EXC EXELON CORP Utilities 10,540.0 $491K 0.03% $46.62 -3.3%
530 XLP SELECT SECTOR SPDR TR 5,903.0 $490K 0.03% -4K -41.6% $83.08 +2.7%
531 GH GUARDANT HEALTH INC Healthcare 3,246.0 $487K 0.03% -112.0 -3.3% $150.03 +11.9%
532 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,531.0 $486K 0.03% +174.0 +12.8% $317.53 -9.4%
533 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,513.0 $486K 0.03% +389.0 +4.3% $51.05 +23.9%
534 EHC ENCOMPASS HEALTH CORP Healthcare 4,785.0 $484K 0.03% +687.0 +16.8% $101.08 +19.6%
535 IESC IES HOLDINGS INC Industrials 657.0 $483K 0.03% -266.0 -28.8% $734.66 -7.0%
536 CAE CAE INC Industrials 19,244.0 $482K 0.03% +2K +13.5% $25.06 -0.3%
537 BMO BANK MONTREAL MEDIUM Financial Services 2,708.0 $479K 0.03% -267.0 -9.0% $176.75 -2.2%
538 TECHNIPFMC PLC 7,209.0 $478K 0.03% -55.0 -0.8% $66.30
539 FDX FEDEX CORP Industrials 1,526.0 $478K 0.03% -13.0 -0.8% $313.13 +4.1%
540 EOG EOG RES INC Energy 3,681.0 $478K 0.03% -91.0 -2.4% $129.74 +17.3%
Page 27 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%