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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 32 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,227.0 $389K 0.03% +265.0 +6.7% $92.09 -3.1%
622 OKE ONEOK INC NEW Energy 4,426.0 $385K 0.03% -1K -22.5% $86.95 +7.8%
623 IXUS ISHARES TR 4,032.0 $385K 0.03% +2K +127.4% $95.44 +2.6%
624 SHW SHERWIN WILLIAMS CO Basic Materials 1,112.0 $383K 0.03% -49.0 -4.2% $344.55 +0.7%
625 NTES NETEASE COM INC Technology 2,986.0 $383K 0.03% +3K +905.4% $128.14 +0.1%
626 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,693.0 $381K 0.03% -155.0 -3.2% $81.16 -9.6%
627 IFRA ISHARES TR 6,034.0 $380K 0.03% $63.04 -4.9%
628 ROST ROSS STORES INC Consumer Cyclical 1,779.0 $379K 0.03% -941.0 -34.6% $212.90 +13.5%
629 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,267.0 $378K 0.03% +4K +78.6% $40.84 +10.6%
630 AMRIZE LTD 7,100.0 $378K 0.03% +1K +20.2% $53.30
631 THO THOR INDS INC Consumer Cyclical 5,034.0 $378K 0.03% +3K +150.3% $75.16 +6.4%
632 FGD FIRST TR EXCHANGE-TRADED FD 11,797.0 $377K 0.03% +93.0 +0.8% $31.99 +11.6%
633 Q QNITY ELECTRONICS INC Technology 2,310.0 $377K 0.03% -159.0 -6.4% $163.32 -20.5%
634 FEX FIRST TR EXCHANGE-TRADED ALP 2,694.0 $377K 0.03% -189.0 -6.6% $139.91 -0.1%
635 UNILEVER PLC 6,254.0 $376K 0.03% -287.0 -4.4% $60.12
636 NOC NORTHROP GRUMMAN CORP Industrials 736.0 $375K 0.03% -22.0 -2.9% $509.80 +8.0%
637 TSHA TAYSHA GENE THERAPIES INC Healthcare 55,022.0 $375K 0.03% +964.0 +1.8% $6.81 -11.2%
638 KN KNOWLES CORP Technology 9,031.0 $375K 0.03% +5K +120.3% $41.48 -19.3%
639 STK COLUMBIA SELIGM PREM TECH GR Financial Services 6,953.0 $375K 0.03% +299.0 +4.5% $53.87 -5.4%
640 RF REGIONS FINANCIAL CORP NEW Financial Services 12,271.0 $371K 0.03% +1K +9.4% $30.20 +0.5%
Page 32 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 24.5%
Financial Services 18.8%
Industrials 13.0%
Utilities 8.3%
Consumer Cyclical 7.8%
Healthcare 7.3%
Energy 5.9%
Communication Services 5.0%
Consumer Defensive 4.9%
Real Estate 2.8%