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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 66 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 UFOX ETF SER SOLUTIONS 510.0 $49K 0.00% $95.18 -12.9%
1302 MAS MASCO CORP Industrials 595.0 $48K 0.00% +545.0 +1090.0% $81.37 -9.9%
1303 CM CANADIAN IMPERIAL BANK OF CO Financial Services 416.0 $48K 0.00% -172.0 -29.2% $115.00 +1.3%
1304 CPB THE CAMPBELLS COMPANY Consumer Defensive 2,144.0 $48K 0.00% +914.0 +74.3% $22.28 +7.5%
1305 CGCV CAPITAL GROUP CONSERVATIVE E 1,450.0 $48K 0.00% $32.82 +1.6%
1306 TLS TELOS CORP MD Technology 10,309.0 $47K 0.00% $4.60 -2.2%
1307 ULTA ULTA BEAUTY INC Consumer Cyclical 105.0 $47K 0.00% -5.0 -4.5% $450.97 +15.6%
1308 FNDE SCHWAB STRATEGIC TR 1,190.0 $47K 0.00% $39.68 +5.5%
1309 IPAC ISHARES TR 575.0 $47K 0.00% $81.93 +3.9%
1310 GATX GATX CORP Industrials 265.0 $47K 0.00% NEW $177.19 -0.1%
1311 AFL AFLAC INC Financial Services 400.0 $47K 0.00% $117.31 -1.1%
1312 CHPY TIDAL TRUST II 532.0 $47K 0.00% +74.0 +16.2% $88.14 -23.5%
1313 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 2,870.0 $47K 0.00% $16.28 +1.4%
1314 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 608.0 $46K 0.00% -6.0 -1.0% $76.46 +5.0%
1315 ICSH ISHARES TR 917.0 $46K 0.00% +270.0 +41.7% $50.58 -0.1%
1316 FIRST TR EXCHANGE TRADED FD 2,098.0 $46K 0.00% +163.0 +8.4% $22.09
1317 INNOVATOR ETFS TRUST 2,180.0 $46K 0.00% NEW $21.23
1318 PFFA ETFIS SER TR I 2,247.0 $46K 0.00% -139.0 -5.8% $20.57 +1.6%
1319 SHAG WISDOMTREE TR 976.0 $46K 0.00% -1K -58.4% $47.32 -0.1%
1320 WY WEYERHAEUSER CO Real Estate 1,916.0 $46K 0.00% -113.0 -5.6% $23.95 +2.0%
Page 66 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%