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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 43 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ITB ISHARES TR 1,959.0 $205K 0.01% -20.0 -1.0% $104.52 -6.7%
842 USFD US FOODS HLDG CORP Consumer Defensive 2,000.0 $204K 0.01% -44.0 -2.1% $102.25 +7.2%
843 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,461.0 $203K 0.01% -26.0 -1.8% $139.17 -2.5%
844 BAX BAXTER INTL INC Healthcare 9,460.0 $202K 0.01% -553.0 -5.5% $21.32 +23.5%
845 ASML ASML HLDG NV Technology 101.0 $201K 0.01% -21.0 -17.2% $1989.44 -11.3%
846 XLC SELECT SECTOR SPDR TR 1,872.0 $201K 0.01% +541.0 +40.6% $107.13 +4.0%
847 CARNIVAL CORP LTD 7,004.0 $200K 0.01% NEW $28.57
848 PCEF INVESCO EXCH TRADED FD TR II 9,847.0 $200K 0.01% -56.0 -0.6% $20.31 +0.2%
849 FSEP FIRST TR EXCHNG TRADED FD VI 3,607.0 $199K 0.01% -2K -30.0% $55.08 +2.4%
850 NOVT NOVANTA INC Technology 1,222.0 $198K 0.01% NEW $162.24 -10.5%
851 FE FIRSTENERGY CORP Utilities 4,145.0 $197K 0.01% +199.0 +5.0% $47.54 -3.3%
852 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,525.0 $196K 0.01% -6K -38.1% $20.56 +0.9%
853 CII BLACKROCK ENHANCED LARGE CAP Financial Services 7,471.0 $195K 0.01% $26.15 -7.2%
854 ADEA ADEIA INC Technology 5,913.0 $195K 0.01% NEW $32.93 -20.3%
855 PPG PPG INDS INC Basic Materials 1,603.0 $194K 0.01% -76.0 -4.5% $121.29 -6.3%
856 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 19,790.0 $194K 0.01% $9.81 +1.0%
857 GJUN FIRST TR EXCHNG TRADED FD VI 4,682.0 $193K 0.01% $41.19 +1.6%
858 AGNC AGNC INVT CORP Real Estate 17,687.0 $193K 0.01% +2K +11.9% $10.90 -0.1%
859 ERO ERO COPPER CORP Basic Materials 7,202.0 $193K 0.01% -47.0 -0.7% $26.75 +47.4%
860 DINO HF SINCLAIR CORP Energy 2,765.0 $193K 0.01% -48.0 -1.7% $69.66 +39.7%
Page 43 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%