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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 29 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RPM RPM INTL INC Basic Materials 4,105.0 $456K 0.03% +1K +43.1% $111.15 -0.8%
562 VCLT VANGUARD SCOTTSDALE FDS 6,051.0 $455K 0.03% $75.25 -4.6%
563 AGX ARGAN INC Industrials 570.0 $455K 0.03% -319.0 -35.9% $798.55 -35.3%
564 QQQM INVESCO EXCH TRADED FD TR II 1,502.0 $455K 0.03% +586.0 +64.0% $303.04 -3.4%
565 ONON ON HLDG AG Consumer Cyclical 12,818.0 $454K 0.03% -5K -28.2% $35.42 -15.6%
566 SHYG ISHARES TR 10,692.0 $453K 0.03% $42.41 -0.5%
567 PB PROSPERITY BANCSHARES INC Financial Services 6,207.0 $453K 0.03% -42.0 -0.7% $73.03 -0.6%
568 NVS NOVARTIS AG Healthcare 2,866.0 $449K 0.03% -44.0 -1.5% $156.72 -0.3%
569 GWW WW GRAINGER INC Industrials 329.0 $448K 0.03% -5.0 -1.5% $1360.40 -4.4%
570 CR CRANE COMPANY Industrials 2,001.0 $446K 0.03% -21.0 -1.0% $223.07 -7.4%
571 FEDEX FGHT HLDG CO INC 2,956.0 $446K 0.03% NEW $151.00
572 FIXD FIRST TR EXCHNG TRADED FD VI 10,223.0 $446K 0.03% -1K -10.3% $43.61 -1.5%
573 VIV TELEFONICA BRASIL SA Communication Services 33,876.0 $446K 0.03% +12K +56.8% $13.16 -14.7%
574 BWXT BWX TECHNOLOGIES INC Industrials 2,280.0 $444K 0.03% -330.0 -12.6% $194.65 -19.6%
575 OMC OMNICOM GROUP INC Communication Services 6,092.0 $444K 0.03% +2K +32.7% $72.83 +19.6%
576 CLX CLOROX CO DEL Consumer Defensive 4,633.0 $442K 0.03% +1K +47.5% $95.44 +11.1%
577 SPHQ INVESCO EXCHANGE TRADED FD T 4,895.0 $441K 0.03% -126.0 -2.5% $90.10 -5.0%
578 HDV ISHARES TR 16,081.0 $441K 0.03% +10K +173.1% $27.41 +8.5%
579 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,409.0 $440K 0.03% +110.0 +1.5% $59.36 -7.9%
580 FDIS FIDELITY COVINGTON TRUST 4,270.0 $439K 0.03% $102.84 -0.9%
Page 29 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%