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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 42 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TVTX TRAVERE THERAPEUTICS INC Healthcare 3,853.0 $219K 0.01% NEW $56.81 +15.7%
822 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 2,550.0 $219K 0.01% $85.81 -15.3%
823 FSMB FIRST TR EXCH TRADED FD III 10,920.0 $218K 0.01% +5K +86.5% $19.99 -0.6%
824 ACA ARCOSA INC Industrials 1,500.0 $218K 0.01% NEW $145.29 -0.3%
825 FNX FIRST TR EXCHANGE-TRADED ALP 1,472.0 $215K 0.01% $146.39 -0.3%
826 VGLT VANGUARD SCOTTSDALE FDS 3,899.0 $215K 0.01% +457.0 +13.3% $55.19 -4.4%
827 QUAL ISHARES TR 980.0 $215K 0.01% +95.0 +10.7% $219.43 +1.7%
828 QQQI NEOS ETF TRUST 3,767.0 $214K 0.01% +191.0 +5.3% $56.79 -4.5%
829 SWKS SKYWORKS SOLUTIONS INC Technology 3,141.0 $213K 0.01% +544.0 +20.9% $67.80 -1.0%
830 WPP WPP PLC NEW Communication Services 13,748.0 $213K 0.01% +5K +53.1% $15.49 +70.2%
831 FBT FIRST TR EXCHANGE-TRADED FD 858.0 $213K 0.01% -20.0 -2.3% $247.98 +9.3%
832 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 846.0 $211K 0.01% -86.0 -9.2% $249.98 -4.1%
833 KJAN INNOVATOR ETFS TRUST 4,627.0 $211K 0.01% +882.0 +23.6% $45.63 +1.6%
834 CMI CUMMINS INC Industrials 294.0 $210K 0.01% -258.0 -46.7% $713.21 -17.6%
835 BBWI BATH & BODY WORKS INC Consumer Cyclical 9,044.0 $209K 0.01% +1K +16.9% $23.13 -15.9%
836 VDC VANGUARD WORLD FD 926.0 $209K 0.01% -91.0 -8.9% $225.49 +2.8%
837 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,594.0 $208K 0.01% +1K +82.9% $80.04 -10.1%
838 FXN FIRST TR EXCHANGE-TRADED FD 10,199.0 $206K 0.01% $20.23 +16.7%
839 GOVT ISHARES TR 9,053.0 $206K 0.01% +671.0 +8.0% $22.78 -1.5%
840 PBA PEMBINA PIPELINE CORP Energy 4,454.0 $206K 0.01% -185.0 -4.0% $46.25 +5.4%
Page 42 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%