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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 54 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CI THE CIGNA GROUP Healthcare 380.0 $105K 0.01% -10.0 -2.6% $275.87 +0.6%
1062 VHT VANGUARD WORLD FD 348.0 $104K 0.01% +8.0 +2.4% $299.01 +9.6%
1063 NDAQ NASDAQ INC Financial Services 1,317.0 $104K 0.01% -21.0 -1.6% $78.82 +24.6%
1064 XTN SPDR SERIES TRUST 897.0 $104K 0.01% $115.64 -6.5%
1065 DOW DOW HLDGS INC Basic Materials 3,778.0 $103K 0.01% -244.0 -6.1% $27.37 +18.2%
1066 XPH SPDR SERIES TRUST 1,557.0 $103K 0.01% $66.28 +9.8%
1067 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,089.0 $103K 0.01% -105.0 -3.3% $33.29 +31.2%
1068 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 4,025.0 $103K 0.01% $25.49 -1.4%
1069 DNTH DIANTHUS THERAPEUTICS INC Healthcare 1,049.0 $102K 0.01% +593.0 +130.0% $97.48 +14.0%
1070 SPGI S&P GLOBAL INC Financial Services 251.0 $102K 0.01% -8.0 -3.1% $407.26 +5.9%
1071 HYD VANECK ETF TRUST 1,981.0 $102K 0.01% -11.0 -0.6% $51.51 -2.5%
1072 KR KROGER CO Consumer Defensive 1,835.0 $102K 0.01% -6K -76.1% $55.54 +4.2%
1073 CYD CHINA YUCHAI INTL LTD Industrials 2,143.0 $102K 0.01% NEW $47.41 -15.9%
1074 IAGG ISHARES TR 1,992.0 $101K 0.01% -83.0 -4.0% $50.60 -1.6%
1075 IP INTERNATIONAL PAPER CO Consumer Cyclical 2,644.0 $101K 0.01% +913.0 +52.7% $38.10 +8.9%
1076 CRWV COREWEAVE INC Technology 1,012.0 $101K 0.01% +702.0 +226.4% $99.54 -11.7%
1077 HEQT SIMPLIFY EXCHANGE TRADED FUN 3,000.0 $101K 0.01% -734.0 -19.7% $33.54 +2.3%
1078 EXR EXTRA SPACE STORAGE INC Real Estate 692.0 $101K 0.01% -72.0 -9.4% $145.30 +1.0%
1079 LTTI FIRST TR EXCHANGE-TRADED FD 5,450.0 $101K 0.01% +3K +104.7% $18.45 -5.4%
1080 INNOVATOR ETFS TRUST 3,332.0 $99K 0.01% +2K +138.0% $29.84
Page 54 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%