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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 70 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 IMTB ISHARES TR 900.0 $39K 0.00% $43.61 -1.6%
1382 TOL TOLL BROTHERS INC Consumer Cyclical 237.0 $39K 0.00% $164.75 -10.7%
1383 OUSA ALPS ETF TR 669.0 $39K 0.00% $58.34 +6.6%
1384 PIE INVESCO EXCH TRADED FD TR II 1,168.0 $39K 0.00% NEW $33.39 -0.7%
1385 EJAN INNOVATOR ETFS TRUST 1,075.0 $39K 0.00% +435.0 +68.0% $36.00 +2.2%
1386 FCT FIRST TR SR FLTG RATE INCOME Financial Services 4,005.0 $39K 0.00% $9.66 +0.1%
1387 STRL STERLING INFRASTRUCTURE INC Industrials 46.0 $39K 0.00% -276.0 -85.7% $839.35 -38.4%
1388 SM SM ENERGY COMPANY Energy 1,479.0 $39K 0.00% +285.0 +23.9% $26.10 +42.5%
1389 CHEF CHEFS WHSE INC Consumer Defensive 399.0 $38K 0.00% NEW $96.10 +15.1%
1390 BROOKFIELD BUSINESS CORP 1,284.0 $38K 0.00% $29.85
1391 EVR EVERCORE INC Financial Services 112.0 $38K 0.00% +10.0 +9.8% $341.44 -14.5%
1392 SYBT STOCK YDS BANCORP INC Financial Services 500.0 $38K 0.00% $76.47 +7.1%
1393 FG F&G ANNUITIES & LIFE INC Financial Services 1,433.0 $38K 0.00% $26.59 -15.1%
1394 LIVN LIVANOVA PLC Healthcare 463.0 $38K 0.00% $82.23 -4.2%
1395 CLOA BLACKROCK ETF TRUST II 733.0 $38K 0.00% $51.91 +0.0%
1396 AGYS AGILYSYS INC Technology 362.0 $38K 0.00% -55.0 -13.2% $104.50 +8.9%
1397 JUNT AIM ETF PRODUCTS TRUST 1,000.0 $38K 0.00% $37.79 +1.9%
1398 BLD TOPBUILD COR Industrials 105.0 $38K 0.00% NEW $358.93 -1.2%
1399 RYN RAYONIER INC Real Estate 1,770.0 $38K 0.00% +1K +195.0% $21.28 -0.4%
1400 RGEN REPLIGEN CORP Healthcare 276.0 $38K 0.00% +107.0 +63.3% $136.44 +32.8%
Page 70 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%