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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 6 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FITB FIFTH THIRD BANCORP Financial Services 63,014.0 $3.6M 0.24% $56.37 +1.5%
102 UBER UBER TECHNOLOGIES INC Technology 48,696.0 $3.5M 0.24% -2K -3.0% $72.16 +6.2%
103 AMT AMERICAN TOWER CORP Real Estate 21,135.0 $3.5M 0.23% +16K +302.1% $163.58 +6.5%
104 LQD ISHARES TR 31,321.0 $3.4M 0.23% -2K -4.7% $109.07 -3.1%
105 BERKSHIRE HATHAWAY INC DEL 6,811.0 $3.4M 0.23% +99.0 +1.5% $500.39
106 DY DYCOM INDS INC Industrials 6,725.0 $3.4M 0.23% -92.0 -1.4% $505.59 -17.1%
107 PEP PEPSICO INC Consumer Defensive 25,004.0 $3.4M 0.23% +397.0 +1.6% $135.40 +3.5%
108 BIV VANGUARD BD INDEX FDS 42,838.0 $3.3M 0.22% +7K +20.4% $76.70 -1.6%
109 SPYG SPDR SERIES TRUST 27,491.0 $3.3M 0.22% +4K +17.3% $118.99 +1.7%
110 IRM IRON MTN INC DEL Real Estate 25,089.0 $3.2M 0.21% -337.0 -1.3% $126.31 +0.7%
111 CMCSA COMCAST CORP NEW Communication Services 127,454.0 $3.1M 0.21% +109K +609.3% $24.55 +5.7%
112 VTHR VANGUARD SCOTTSDALE FDS 9,435.0 $3.1M 0.21% $331.43 +2.7%
113 HIG HARTFORD INSURANCE GROUP INC Financial Services 23,588.0 $3.1M 0.21% +367.0 +1.6% $132.52 +4.7%
114 DLR DIGITAL RLTY TR INC Real Estate 17,185.0 $3.1M 0.21% -208.0 -1.2% $179.58 +10.2%
115 SPSM SPDR SERIES TRUST 53,447.0 $3.1M 0.21% +2K +3.9% $57.67 +0.0%
116 RDVY FIRST TR EXCHANGE TRADED FD 37,844.0 $3.1M 0.21% -827.0 -2.1% $81.06 +2.3%
117 LNT ALLIANT ENERGY CORP Utilities 40,179.0 $3.1M 0.21% -453.0 -1.1% $76.29 -7.4%
118 MTGP WISDOMTREE TR 69,216.0 $3.1M 0.21% +4K +6.5% $44.16 -1.2%
119 KO COCA COLA CO Consumer Defensive 37,491.0 $3.0M 0.21% +1K +3.7% $81.27 +9.2%
120 EFA ISHARES TR 28,554.0 $3.0M 0.20% $103.88 +3.3%
Page 6 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%