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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 5 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMUS T-MOBILE US INC Communication Services 24,337.0 $4.1M 0.28% -2K -6.8% $167.74 +9.7%
82 EFV ISHARES TR 52,362.0 $4.0M 0.27% -680.0 -1.3% $76.55 +6.3%
83 CEG CONSTELLATION ENERGY CORP Utilities 16,060.0 $4.0M 0.27% -161.0 -1.0% $248.37 +10.7%
84 ABBV ABBVIE INC Healthcare 15,573.0 $3.9M 0.27% -2K -12.1% $251.65 +2.3%
85 RSG REPUBLIC SVCS INC Industrials 18,326.0 $3.9M 0.27% +228.0 +1.3% $213.08 +2.3%
86 WULF TERAWULF INC Financial Services 157,076.0 $3.9M 0.26% +7K +4.9% $24.70 -35.7%
87 BSV VANGUARD BD INDEX FDS 49,631.0 $3.9M 0.26% +8K +19.8% $77.91 -0.4%
88 IWR ISHARES TR 34,782.0 $3.8M 0.26% $110.32 +2.9%
89 AEE AMEREN CORP Utilities 33,879.0 $3.8M 0.26% -1K -3.3% $113.04 -2.7%
90 DELL DELL TECHNOLOGIES INC Technology 8,823.0 $3.8M 0.26% -3K -23.7% $431.47 +8.1%
91 CNP CENTERPOINT ENERGY INC Utilities 86,363.0 $3.8M 0.26% -1K -1.4% $44.04 -7.2%
92 WEC WEC ENERGY GROUP INC Utilities 32,266.0 $3.8M 0.26% -460.0 -1.4% $116.77 -4.6%
93 LOW LOWES COS INC Consumer Cyclical 17,078.0 $3.8M 0.26% $220.50 -1.6%
94 CIBR FIRST TR EXCHANGE-TRADED FD 41,890.0 $3.8M 0.26% -382.0 -0.9% $89.85 +8.9%
95 MDT MEDTRONIC PLC Healthcare 47,565.0 $3.7M 0.25% +2K +4.5% $78.23 +18.4%
96 XEL XCEL ENERGY INC Utilities 46,148.0 $3.7M 0.25% -817.0 -1.7% $80.30 -0.5%
97 FTCS FIRST TR EXCHANGE-TRADED FD 38,925.0 $3.7M 0.25% -1K -2.8% $93.92 +7.8%
98 CSCO CISCO SYS INC Technology 30,547.0 $3.6M 0.24% -1K -4.2% $117.46 -5.2%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 12,721.0 $3.6M 0.24% -845.0 -6.2% $281.22 -16.9%
100 HD HOME DEPOT INC Consumer Cyclical 10,128.0 $3.6M 0.24% $352.68 -4.0%
Page 5 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 24.2%
Financial Services 18.6%
Industrials 12.9%
Utilities 8.2%
Consumer Cyclical 7.7%
Healthcare 7.3%
Energy 6.0%
Communication Services 5.9%
Consumer Defensive 4.8%
Real Estate 2.8%