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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 55 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FIG FIGMA INC Technology 5,465.0 $99K 0.01% NEW $18.09 +49.8%
1082 ALPHABET INC 1,960.0 $99K 0.01% NEW $50.30
1083 BURL BURLINGTON STORES INC Consumer Cyclical 311.0 $99K 0.01% +25.0 +8.7% $316.80 +3.1%
1084 SIVR ABRDN SILVER ETF TRUST Financial Services 1,752.0 $98K 0.01% $56.22 +17.2%
1085 BCE BCE INC Communication Services 4,571.0 $98K 0.01% -827.0 -15.3% $21.51 +10.2%
1086 QEMM SPDR INDEX SHS FDS 1,229.0 $98K 0.01% $79.93 +1.7%
1087 CGUS CAPITAL GROUP CORE EQUITY ET 2,207.0 $98K 0.01% $44.48 +1.5%
1088 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,147.0 $97K 0.01% -30.0 -1.4% $45.12 +18.5%
1089 GNL GLOBAL NET LEASE INC Real Estate 10,829.0 $97K 0.01% -800.0 -6.9% $8.94 +1.1%
1090 APOS APOLLO GLOBAL MGMT INC 810.0 $96K 0.01% -200.0 -19.8% $118.41
1091 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,068.0 $96K 0.01% -970.0 -47.6% $89.48 -21.5%
1092 FRA BLACKROCK FLOATING RATE INCO Financial Services 8,690.0 $96K 0.01% $10.99 -1.9%
1093 FJUN FIRST TR EXCHNG TRADED FD VI 1,586.0 $95K 0.01% -16.0 -1.0% $59.95 +1.9%
1094 SDCI USCF ETF TR 3,595.0 $95K 0.01% $26.44 +15.0%
1095 INNOVATOR ETFS TRUST 4,900.0 $95K 0.01% NEW $19.39
1096 CFA VICTORY PORTFOLIOS II 960.0 $95K 0.01% $98.83 +2.9%
1097 XRT SPDR SERIES TRUST 1,080.0 $95K 0.01% $87.74 -0.0%
1098 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 766.0 $94K 0.01% +480.0 +167.8% $123.14 +30.9%
1099 CHWY CHEWY INC Consumer Cyclical 4,759.0 $94K 0.01% -869.0 -15.4% $19.65 +22.2%
1100 SONY SONY GROUP CORP Technology 4,661.0 $93K 0.01% -106.0 -2.2% $20.06 +19.2%
Page 55 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%