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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 81 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 ARKB ARK 21SHARES BITCOIN ETF Financial Services 1,155.0 $22K 0.00% $19.46 +31.3%
1602 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,500.0 $22K 0.00% NEW $14.84 -1.5%
1603 SCHO SCHWAB STRATEGIC TR 922.0 $22K 0.00% $24.14 -0.2%
1604 PDEC INNOVATOR ETFS TRUST 484.0 $22K 0.00% $45.89 +1.9%
1605 FTDR FRONTDOOR INC Consumer Cyclical 285.0 $22K 0.00% $77.59 +6.4%
1606 FXI ISHARES TR 700.0 $22K 0.00% $31.59 +13.5%
1607 HUSV FIRST TR EXCH TRADED FD III 562.0 $22K 0.00% $39.32 +4.2%
1608 PODD INSULET CORP Healthcare 145.0 $22K 0.00% +50.0 +52.6% $152.25 -2.7%
1609 IEO ISHARES TR 201.0 $22K 0.00% -524.0 -72.3% $109.83 +24.7%
1610 VANGUARD MUN BD FDS 288.0 $22K 0.00% NEW $76.63
1611 EZM WISDOMTREE TR 291.0 $22K 0.00% $75.78 +1.2%
1612 IXP ISHARES TR 195.0 $22K 0.00% +1.0 +0.5% $112.95 +3.1%
1613 KWEB KRANESHARES TRUST 900.0 $22K 0.00% NEW $24.47 +8.9%
1614 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 256.0 $22K 0.00% -15.0 -5.5% $85.82 +1.3%
1615 CHDN CHURCHILL DOWNS INC Consumer Cyclical 245.0 $22K 0.00% NEW $89.64 +4.5%
1616 DMAY FIRST TR EXCHNG TRADED FD VI 466.0 $22K 0.00% +299.0 +179.0% $47.12 +1.6%
1617 ORACLE CORP 484.0 $22K 0.00% NEW $44.95
1618 NU NU HLDGS LTD Financial Services 1,623.0 $22K 0.00% -1K -45.2% $13.36 +9.1%
1619 IONS IONIS PHARMACEUTICALS INC Healthcare 273.0 $22K 0.00% $79.29 -24.7%
1620 ALB ALBEMARLE CORP Basic Materials 160.0 $22K 0.00% -2.0 -1.2% $135.03 +6.1%
Page 81 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%