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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 33 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KBH KB HOME Consumer Cyclical 5,918.0 $370K 0.03% +1K +20.5% $62.59 -11.5%
642 INHIBRX BIOSCIENCES INC 3,900.0 $370K 0.03% +100.0 +2.6% $94.75
643 ROK ROCKWELL AUTOMATION INC Industrials 743.0 $368K 0.03% -15.0 -2.0% $495.08 -11.7%
644 ALV AUTOLIV INC Consumer Cyclical 3,160.0 $367K 0.03% +514.0 +19.4% $116.17 +7.9%
645 TIGO MILLICOM INTL CELLULAR S A Communication Services 4,017.0 $365K 0.03% -123.0 -3.0% $90.76 +3.2%
646 ANET ARISTA NETWORKS INC Technology 2,146.0 $365K 0.03% -19K -90.0% $169.88 +11.0%
647 BKLN INVESCO EXCH TRADED FD TR II 17,884.0 $364K 0.03% +623.0 +3.6% $20.37 +1.1%
648 FDTX FIDELITY COVINGTON TRUST 6,291.0 $364K 0.03% -826.0 -11.6% $57.90 -5.9%
649 TCOM TRIP COM GROUP LTD Consumer Cyclical 9,132.0 $364K 0.03% $39.84 +15.7%
650 FPEI FIRST TR EXCH TRADED FD III 18,814.0 $363K 0.03% -587.0 -3.0% $19.29 -1.3%
651 OTEX OPEN TEXT CORP Technology 16,251.0 $360K 0.02% +5K +48.8% $22.15 +11.4%
652 ROBT FIRST TR EXCHANGE TRADED FD 6,397.0 $360K 0.02% -334.0 -5.0% $56.26 +6.0%
653 YUM YUM BRANDS INC Consumer Cyclical 2,250.0 $360K 0.02% +13.0 +0.6% $159.92 -4.3%
654 SPE SPECIAL OPPORTUNITIES FD INC Financial Services 26,664.0 $359K 0.02% +10K +60.1% $13.47 -0.7%
655 SUB ISHARES TR 3,356.0 $357K 0.02% +30.0 +0.9% $106.47 -0.2%
656 MOAT VANECK ETF TRUST 3,424.0 $356K 0.02% -200.0 -5.5% $103.96 +10.1%
657 NICE NICE LTD Technology 3,891.0 $353K 0.02% +116.0 +3.1% $90.85 +10.3%
658 MDU MDU RES GROUP INC Industrials 16,660.0 $353K 0.02% -108.0 -0.6% $21.21 -5.9%
659 ISCV ISHARES TR 4,475.0 $350K 0.02% -26.0 -0.6% $78.32 +3.5%
660 FOCT FIRST TR EXCHNG TRADED FD VI 6,696.0 $350K 0.02% -225.0 -3.2% $52.29 +2.3%
Page 33 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%