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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 49 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 OXY OCCIDENTAL PETE CORP Energy 2,968.0 $144K 0.01% -247.0 -7.7% $48.58 +26.2%
962 TRP TC ENERGY CORP Energy 2,175.0 $144K 0.01% -251.0 -10.3% $66.29 -6.4%
963 NVR NVR INC Consumer Cyclical 21.0 $143K 0.01% +1.0 +5.0% $6813.38 -6.7%
964 DYNF BLACKROCK ETF TRUST 2,088.0 $142K 0.01% +53.0 +2.6% $68.01 +1.6%
965 JNK SPDR SERIES TRUST 1,469.0 $142K 0.01% -58.0 -3.8% $96.41 -0.6%
966 FMAY FIRST TR EXCHNG TRADED FD VI 2,508.0 $141K 0.01% +1K +69.0% $56.20 +1.9%
967 DHS WISDOMTREE TR 1,238.0 $141K 0.01% -2K -62.1% $113.68 +4.9%
968 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,137.0 $140K 0.01% -20.0 -1.7% $123.51 -5.5%
969 STM STMICROELECTRONICS N V Technology 1,871.0 $140K 0.01% -14K -88.5% $74.89 -32.5%
970 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 536.0 $140K 0.01% $261.37 +30.8%
971 WBD WARNER BROS DISCOVERY INC Communication Services 5,244.0 $140K 0.01% -99.0 -1.9% $26.66 +7.1%
972 TDG TRANSDIGM GROUP INC Industrials 104.0 $139K 0.01% -16.0 -13.3% $1336.53 -10.2%
973 LH LABCORP HOLDINGS INC Healthcare 495.0 $139K 0.01% -20.0 -3.9% $280.00 +20.1%
974 EATON VANCE TAX-MANAGED GLOB 14,269.0 $138K 0.01% $9.64
975 SDOG ALPS ETF TR 2,011.0 $137K 0.01% $68.23 +8.5%
976 STRA STRATEGIC ED INC Consumer Defensive 1,789.0 $137K 0.01% -427.0 -19.3% $76.66 +8.8%
977 TLT ISHARES TR 1,580.0 $137K 0.01% +165.0 +11.7% $86.42 -5.1%
978 SPYI NEOS ETF TRUST 2,566.0 $136K 0.01% $53.09 +0.7%
979 ASTE ASTEC INDS INC Industrials 2,214.0 $135K 0.01% NEW $61.19 -28.8%
980 NFG NATIONAL FUEL GAS CO Energy 1,752.0 $135K 0.01% -10.0 -0.6% $77.21 +6.8%
Page 49 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%