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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 57 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 1,723.0 $86K 0.01% $50.10 +8.9%
1122 FTGS FIRST TR EXCHANGE-TRADED FD 2,322.0 $86K 0.01% $37.00 +6.9%
1123 DTE DTE ENERGY CO Utilities 559.0 $85K 0.01% +16.0 +3.0% $152.37 -11.3%
1124 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 7,237.0 $85K 0.01% $11.74 -4.4%
1125 IYH ISHARES TR 1,266.0 $85K 0.01% $67.01 +10.3%
1126 HNDL STRATEGY SHS 3,710.0 $85K 0.01% $22.85 -1.3%
1127 ILCG ISHARES TR 720.0 $84K 0.01% $117.02 -1.8%
1128 CCCC C4 THERAPEUTICS INC Healthcare 18,000.0 $84K 0.01% +14K +350.0% $4.67 -14.3%
1129 CAH CARDINAL HEALTH INC Healthcare 353.0 $84K 0.01% -5.0 -1.4% $237.56 -3.4%
1130 HCA HCA HEALTHCARE INC Healthcare 215.0 $84K 0.01% +2.0 +0.9% $389.89 +10.1%
1131 CGGR CAPITAL GROUP GROWTH ETF 1,772.0 $84K 0.01% $47.20 -0.4%
1132 BANK OF AMER CORP 66.0 $84K 0.01% NEW $1267.00
1133 TER TERADYNE INC Technology 171.0 $83K 0.01% -24.0 -12.3% $483.84 -22.3%
1134 VT VANGUARD INTL EQUITY INDEX F 526.0 $83K 0.01% -48.0 -8.4% $156.98 +2.4%
1135 RH RH Consumer Cyclical 500.0 $82K 0.01% -3K -86.9% $164.73 -7.0%
1136 QCLN FIRST TR EXCHANGE-TRADED FD 1,337.0 $82K 0.01% -37.0 -2.7% $61.36 -17.8%
1137 CARR CARRIER GLOBAL CORPORATION Industrials 1,117.0 $82K 0.01% -257.0 -18.7% $73.41 -17.8%
1138 PEGA PEGASYSTEMS INC Technology 2,711.0 $81K 0.01% -206.0 -7.1% $29.97 +12.0%
1139 CQP CHENIERE ENERGY PARTNERS L P Energy 1,321.0 $81K 0.01% $60.95 +12.2%
1140 NLR VANECK ETF TRUST 692.0 $80K 0.01% -703.0 -50.4% $115.98 +3.4%
Page 57 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%