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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 65 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FTS FORTIS INC Utilities 912.0 $52K 0.00% -136.0 -13.0% $57.23 -4.1%
1282 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1,500.0 $52K 0.00% -876.0 -36.9% $34.53 +22.4%
1283 FIX COMFORT SYS USA INC Industrials 26.0 $52K 0.00% -5.0 -16.1% $1981.92 -16.5%
1284 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 188.0 $51K 0.00% +63.0 +50.4% $271.95 -15.2%
1285 SOURCE CAPITAL 1,111.0 $51K 0.00% +11.0 +1.0% $46.00
1286 TSLL DIREXION SHARES ETF TRUST 3,600.0 $51K 0.00% -133.0 -3.6% $14.16 -31.0%
1287 WWD WOODWARD INC Industrials 119.0 $51K 0.00% $425.44 -19.3%
1288 FSCS FIRST TR EXCHANGE TRADED FD 1,375.0 $51K 0.00% $36.80 +3.4%
1289 ZD ZIFF DAVIS INC Communication Services 960.0 $50K 0.00% -30.0 -3.0% $52.37 +7.1%
1290 TAN INVESCO EXCH TRADED FD TR II 849.0 $50K 0.00% $59.15 -16.6%
1291 SANA SANA BIOTECHNOLOGY INC Healthcare 14,373.0 $50K 0.00% +5K +59.0% $3.49 +12.0%
1292 AGRO ADECOAGRO S A Consumer Defensive 5,236.0 $50K 0.00% $9.55 +15.9%
1293 MKC MCCORMICK & CO INC Consumer Defensive 986.0 $50K 0.00% -22.0 -2.2% $50.44 +9.8%
1294 VTC VANGUARD SCOTTSDALE FDS 643.0 $49K 0.00% $76.80 -2.2%
1295 GVAL CAMBRIA ETF TR 1,370.0 $49K 0.00% $36.02 +7.5%
1296 PWV INVESCO EXCHANGE TRADED FD T 650.0 $49K 0.00% $75.77 +8.5%
1297 BUFF INNOVATOR ETFS TRUST 934.0 $49K 0.00% $52.68 +1.7%
1298 WRB BERKLEY W R CORP Financial Services 695.0 $49K 0.00% -46.0 -6.2% $70.53 -2.7%
1299 HST HOST HOTELS & RESORTS INC Real Estate 2,063.0 $49K 0.00% $23.71 -2.1%
1300 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 2,310.0 $49K 0.00% $21.11 -18.3%
Page 65 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%