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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 39 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ROAD CONSTRUCTION PARTNERS INC Industrials 2,169.0 $258K 0.02% -514.0 -19.2% $118.77 -5.6%
762 GBAB GUGGENHEIM TAXABLE MUNICP BO Financial Services 17,773.0 $257K 0.02% +2K +14.3% $14.46 -4.4%
763 QQA INVESCO ACTIVELY MANAGED EXC 4,414.0 $254K 0.02% +3K +204.4% $57.64 -2.4%
764 IJK ISHARES TR 2,162.0 $254K 0.02% $117.50 -1.7%
765 BUNGE GLOBAL SA 2,367.0 $253K 0.02% NEW $106.73
766 VBR VANGUARD INDEX FDS 1,039.0 $252K 0.02% $242.99 +2.5%
767 CL COLGATE PALMOLIVE CO Consumer Defensive 2,723.0 $250K 0.02% -1K -28.0% $91.71 -0.7%
768 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,732.0 $249K 0.02% -274.0 -9.1% $91.20 -16.6%
769 FPX FIRST TR EXCHANGE-TRADED FD 1,205.0 $249K 0.02% $206.29 -10.9%
770 TPR TAPESTRY INC Consumer Cyclical 1,695.0 $248K 0.02% -146.0 -7.9% $146.38 -11.1%
771 BP BP PLC Energy 6,702.0 $248K 0.02% $36.95 +21.1%
772 SRRK SCHOLAR ROCK HLDG CORP Healthcare 4,479.0 $246K 0.02% $55.00 +2.7%
773 XLRE SELECT SECTOR SPDR TR 5,593.0 $246K 0.02% +2K +38.2% $44.03 +2.4%
774 VRIG INVESCO ACTIVELY MANAGED EXC 9,799.0 $246K 0.02% +2K +26.7% $25.07 +0.2%
775 ADBE ADOBE INC Technology 1,198.0 $246K 0.02% -3K -69.9% $205.02 +34.3%
776 LFUS LITTELFUSE INC Technology 536.0 $244K 0.02% +105.0 +24.4% $455.33 -9.5%
777 PENG PENGUIN SOLUTIONS INC Technology 3,206.0 $244K 0.02% NEW $76.01 -30.8%
778 DPZ DOMINOS PIZZA INC Consumer Cyclical 822.0 $243K 0.02% $296.15 +15.4%
779 AME AMETEK INC Industrials 1,006.0 $243K 0.02% +23.0 +2.3% $241.94 -1.0%
780 JANW AIM ETF PRODUCTS TRUST 6,260.0 $242K 0.02% $38.67 +1.7%
Page 39 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%