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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 74 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 WELLS FARGO & CO 28.0 $32K 0.00% NEW $1157.00
1462 SMCI SUPER MICRO COMPUTER INC Technology 1,101.0 $32K 0.00% +895.0 +434.5% $29.33 +27.0%
1463 AGM FEDERAL AGRIC MTG CORP Financial Services 162.0 $32K 0.00% -232.0 -58.9% $199.27 +10.8%
1464 VPG VISHAY PRECISION GROUP INC Technology 215.0 $32K 0.00% NEW $149.91 -55.6%
1465 KTB KONTOOR BRANDS INC Consumer Cyclical 386.0 $32K 0.00% -1K -78.4% $83.34 -1.6%
1466 CMS CMS ENERGY CORP Utilities 420.0 $32K 0.00% -34.0 -7.5% $76.50 -10.8%
1467 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,281.0 $32K 0.00% -39.0 -3.0% $25.06 +15.9%
1468 LIT GLOBAL X FDS 409.0 $32K 0.00% +221.0 +117.5% $78.28 -2.1%
1469 IYM ISHARES TR 177.0 $32K 0.00% $179.53 +8.7%
1470 BRZE BRAZE INC Technology 1,464.0 $32K 0.00% +450.0 +44.4% $21.69 +43.2%
1471 TM TOYOTA MOTOR CORP Consumer Cyclical 188.0 $32K 0.00% +60.0 +46.9% $168.41 +17.2%
1472 SAIL SAILPOINT INC Technology 2,159.0 $32K 0.00% NEW $14.64 +27.3%
1473 PEO ADAM NAT RES FD INC Financial Services 1,276.0 $32K 0.00% +25.0 +2.0% $24.72 +15.9%
1474 PPI INVESTMENT MANAGERS SER TR I 1,475.0 $31K 0.00% NEW $21.29 +1.7%
1475 CGGO CAPITAL GROUP GBL GROWTH EQT 740.0 $31K 0.00% $42.33 -3.7%
1476 NBOS NEUBERGER BERMAN ETF TRUST 1,117.0 $31K 0.00% $28.01 +1.7%
1477 CPK CHESAPEAKE UTILS CORP Utilities 255.0 $31K 0.00% $122.48 +9.5%
1478 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 406.0 $31K 0.00% +181.0 +80.4% $76.88 -1.1%
1479 GLOBUS MED INC 395.0 $31K 0.00% -2.0 -0.5% $79.01
1480 AUB ATLANTIC UN BANKSHARES CORP Financial Services 737.0 $31K 0.00% $42.31 -2.7%
Page 74 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%