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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 59 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 OWL BLUE OWL CAPITAL INC Financial Services 8,524.0 $75K 0.01% +155.0 +1.9% $8.75 +33.4%
1162 CNK CINEMARK HLDGS INC Communication Services 2,350.0 $75K 0.01% NEW $31.73 +15.3%
1163 KEX KIRBY CORP Industrials 548.0 $75K 0.01% -250.0 -31.3% $135.97 +2.9%
1164 WPM WHEATON PRECIOUS METALS CORP Basic Materials 661.0 $74K 0.01% +61.0 +10.2% $112.32 +40.5%
1165 CLS CELESTICA INC Technology 203.0 $74K 0.01% -4.0 -1.9% $364.80 -18.7%
1166 LGLV SPDR SERIES TRUST 408.0 $74K 0.01% $181.46 +3.9%
1167 GAUG FIRST TR EXCHNG TRADED FD VI 1,782.0 $74K 0.01% $41.42 +1.5%
1168 GLOB GLOBANT S A Technology 2,547.0 $74K 0.01% -144.0 -5.3% $28.94 +36.9%
1169 USHY ISHARES TR 1,991.0 $74K 0.01% $37.02 -0.5%
1170 IAUG INNOVATOR ETFS TRUST 2,426.0 $73K 0.01% $30.17 +2.7%
1171 DTCR GLOBAL X FDS 2,396.0 $73K 0.01% +2K +301.3% $30.37 -6.7%
1172 PNW PINNACLE WEST CAP CORP Utilities 680.0 $73K 0.01% -100.0 -12.8% $107.00 -9.0%
1173 WBS WEBSTER FINL CORP Financial Services 946.0 $72K 0.01% $76.42 +1.5%
1174 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 3,235.0 $72K 0.01% NEW $22.34 +4.7%
1175 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 680.0 $72K 0.01% -25.0 -3.5% $106.25 +5.6%
1176 IONQ IONQ INC Technology 1,345.0 $72K 0.01% -4K -75.0% $53.26 -15.8%
1177 FIRST TR EXCHANGE TRADED FD 2,996.0 $71K 0.01% +736.0 +32.6% $23.85
1178 MSTR STRATEGY INC Technology 820.0 $71K 0.01% -5.0 -0.6% $86.93 +37.2%
1179 RIO RIO TINTO PLC Basic Materials 749.0 $71K 0.01% -4.0 -0.5% $94.93 +10.9%
1180 JETS ETF SER SOLUTIONS 2,125.0 $71K 0.01% -190.0 -8.2% $33.22 -11.0%
Page 59 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%