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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 67 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 TAC TRANSALTA CORP Utilities 3,315.0 $46K 0.00% $13.83 -11.7%
1322 DOGG FIRST TR EXCHANGE-TRADED FD 2,126.0 $45K 0.00% +113.0 +5.6% $21.30 +6.0%
1323 AVY AVERY DENNISON CORP Industrials 278.0 $45K 0.00% $162.35 +13.2%
1324 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 416.0 $45K 0.00% +11.0 +2.7% $107.78 +2.8%
1325 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 1,261.0 $44K 0.00% +1K +834.1% $35.25 +2.9%
1326 FTXH FIRST TR EXCHANGE TRADED FD 1,162.0 $44K 0.00% -160.0 -12.1% $38.19 +10.7%
1327 XYLG GLOBAL X FDS 1,539.0 $44K 0.00% $28.83 +2.5%
1328 D DOMINION ENERGY INC Utilities 646.0 $44K 0.00% -245.0 -27.5% $68.39 -2.6%
1329 GRMN GARMIN LTD Technology 186.0 $44K 0.00% +20.0 +12.1% $237.54 +24.1%
1330 CNC CENTENE CORP DEL Healthcare 688.0 $44K 0.00% $64.19 +1.3%
1331 IUSV ISHARES TR 400.0 $44K 0.00% $110.15 +4.3%
1332 LVHD LEGG MASON ETF INVT 1,000.0 $44K 0.00% $44.00 +0.9%
1333 SPMO INVESCO EXCH TRADED FD TR II 272.0 $44K 0.00% $161.58 -8.0%
1334 PDFS PDF SOLUTIONS INC Technology 618.0 $44K 0.00% -305.0 -33.0% $70.79 -35.5%
1335 CLOI VANECK ETF TRUST 825.0 $44K 0.00% +9.0 +1.1% $52.97 -0.1%
1336 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 876.0 $44K 0.00% -3K -78.2% $49.86 +14.7%
1337 VTWG VANGUARD SCOTTSDALE FDS 151.0 $44K 0.00% $289.10 -2.2%
1338 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 681.0 $44K 0.00% -27.0 -3.8% $64.10 +16.7%
1339 UCTT ULTRA CLEAN HLDGS INC Technology 306.0 $44K 0.00% -168.0 -35.4% $142.59 -46.4%
1340 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 924.0 $44K 0.00% $47.13 -2.8%
Page 67 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%