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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 76 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 AVNT AVIENT CORPORATION Basic Materials 797.0 $29K 0.00% +102.0 +14.7% $36.96 +20.8%
1502 DOX AMDOCS LTD Technology 582.0 $29K 0.00% +17.0 +3.0% $50.54 +21.5%
1503 CGBL CAPITAL GROUP CORE BALANCED 773.0 $29K 0.00% +490.0 +173.1% $37.96 +0.7%
1504 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 100.0 $29K 0.00% +31.0 +44.9% $291.17 -10.1%
1505 EWY ISHARES INC 144.0 $29K 0.00% -31.0 -17.7% $201.90 -11.7%
1506 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 6,000.0 $29K 0.00% -6K -47.8% $4.84 +17.4%
1507 PAYC PAYCOM SOFTWARE INC Technology 231.0 $29K 0.00% +78.0 +51.0% $125.68 +82.3%
1508 TMC TMC THE METALS COMPANY INC Basic Materials 6,540.0 $29K 0.00% +300.0 +4.8% $4.43 +8.1%
1509 DSEP FIRST TR EXCHNG TRADED FD VI 606.0 $29K 0.00% -1K -68.9% $47.44 +2.1%
1510 TGTX TG THERAPEUTICS INC Healthcare 521.0 $29K 0.00% $54.94 -1.2%
1511 DECW AIM ETF PRODUCTS TRUST 800.0 $29K 0.00% $35.65 +1.7%
1512 PCAR PACCAR INC Industrials 236.0 $28K 0.00% $120.12 +9.1%
1513 BOYD GROUP SERVICES INC 298.0 $28K 0.00% NEW $94.62
1514 NOCT INNOVATOR ETFS TRUST 450.0 $28K 0.00% $62.52 +1.4%
1515 ARTY ISHARES TR 369.0 $28K 0.00% +229.0 +163.6% $76.20 -2.7%
1516 FBDC FIRST TR EXCHNG TRADED FD VI 1,658.0 $28K 0.00% +24.0 +1.5% $16.95 +4.3%
1517 NTR NUTRIEN LTD Basic Materials 445.0 $28K 0.00% -2K -82.4% $63.07 +19.3%
1518 FXL FIRST TR EXCHANGE-TRADED FD 129.0 $28K 0.00% -4.0 -3.0% $217.22 -1.2%
1519 LUV SOUTHWEST AIRLS CO Industrials 542.0 $28K 0.00% -151.0 -21.8% $51.47 -21.5%
1520 CWEN CLEARWAY ENERGY INC Utilities 814.0 $28K 0.00% $34.18 -4.7%
Page 76 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%