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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 72 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 NPO ENPRO INC Industrials 95.0 $36K 0.00% -35.0 -26.9% $376.93 -17.1%
1422 SEB SEABOARD CORP DEL Industrials 8.0 $36K 0.00% $4464.25 -4.6%
1423 ESGE ISHARES INC 651.0 $36K 0.00% $54.69 -1.4%
1424 TSI TCW STRATEGIC INCOME FD INC Financial Services 7,868.0 $35K 0.00% $4.51 -3.3%
1425 FTXN FIRST TR EXCHANGE TRADED FD 1,057.0 $35K 0.00% -1K -51.5% $33.45 +20.5%
1426 ACWV ISHARES INC 294.0 $35K 0.00% $120.23 +5.8%
1427 LRGE LEGG MASON ETF INVT 412.0 $35K 0.00% $85.66 +2.6%
1428 IMCG ISHARES TR 358.0 $35K 0.00% $98.30 -0.2%
1429 SPXC SPX TECHNOLOGIES INC Industrials 143.0 $35K 0.00% $245.17 -15.5%
1430 WES WESTERN MIDSTREAM PARTNERS L Energy 798.0 $35K 0.00% -75.0 -8.6% $43.79 +10.4%
1431 NZF NUVEEN MUN CR INCOME FD Financial Services 2,754.0 $35K 0.00% +15.0 +0.6% $12.68 -3.6%
1432 FERG FERGUSON ENTERPRISES INC Industrials 146.0 $35K 0.00% -1.0 -0.7% $237.33 +2.1%
1433 HACK AMPLIFY ETF TR 330.0 $35K 0.00% $104.93 +6.4%
1434 IYK ISHARES TR 475.0 $35K 0.00% $72.66 +3.7%
1435 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 451.0 $34K 0.00% $76.44 -6.2%
1436 JSI JANUS DETROIT STR TR 673.0 $34K 0.00% +10.0 +1.5% $51.21 -0.3%
1437 BHP BHP BILLITON LIMITED Basic Materials 413.0 $34K 0.00% +20.0 +5.1% $83.39 +16.4%
1438 QQQE DIREXION SHARES ETF TRUST 282.0 $34K 0.00% +195.0 +224.1% $122.10 +0.5%
1439 SKT TANGER INC Real Estate 872.0 $34K 0.00% -9.0 -1.0% $39.47 -3.2%
1440 DAUG FIRST TR EXCHNG TRADED FD VI 734.0 $34K 0.00% -115.0 -13.6% $46.85 +1.5%
Page 72 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%