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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 82 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 SLYV SPDR SERIES TRUST 198.0 $22K 0.00% -50.0 -20.2% $109.11 +1.2%
1622 GSG ISHARES S&P GSCI COMMODITY- Financial Services 755.0 $22K 0.00% -1K -65.2% $28.60 +18.4%
1623 TECK TECK RESOURCES LTD Basic Materials 361.0 $21K 0.00% -3.0 -0.8% $59.46 +16.4%
1624 WAT WATERS CORP Healthcare 57.0 $21K 0.00% -2.0 -3.4% $375.04 +9.5%
1625 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 352.0 $21K 0.00% $60.68 +27.0%
1626 CWI SPDR INDEX SHS FDS 523.0 $21K 0.00% $40.67 +2.1%
1627 TAIL CAMBRIA ETF TR 2,000.0 $21K 0.00% $10.63 -3.0%
1628 BSM BLACK STONE MINERALS L P Energy 1,521.0 $21K 0.00% +11.0 +0.7% $13.98 +6.5%
1629 MHK MOHAWK INDS INC Consumer Cyclical 174.0 $21K 0.00% +49.0 +39.2% $121.33 +12.3%
1630 DKS DICKS SPORTING GOODS INC Consumer Cyclical 93.0 $21K 0.00% $226.81 -19.2%
1631 CRCL CIRCLE INTERNET GROUP INC Financial Services 335.0 $21K 0.00% +112.0 +50.2% $62.63 +40.5%
1632 JBBB JANUS DETROIT STR TR 443.0 $21K 0.00% NEW $47.35 +0.4%
1633 GPN GLOBAL PMTS INC Industrials 289.0 $21K 0.00% +32.0 +12.4% $72.56 +28.9%
1634 FEM FIRST TR EXCH TRD ALPHDX FD 650.0 $21K 0.00% $32.01 +2.7%
1635 DTRE FIRST TR EXCHANGE-TRADED FD 498.0 $21K 0.00% $41.59 +3.0%
1636 DV DOUBLEVERIFY HLDGS INC Technology 1,908.0 $21K 0.00% +298.0 +18.5% $10.84 +22.8%
1637 ABFL ABACUS FCF ETF TR 240.0 $21K 0.00% $85.86 -3.6%
1638 ILF ISHARES TR 610.0 $21K 0.00% $33.75 +2.8%
1639 DBEZ DBX ETF TR 327.0 $21K 0.00% $62.69 +0.7%
1640 LEN LENNAR CORP Consumer Cyclical 226.0 $20K 0.00% -16.0 -6.6% $90.49 -3.8%
Page 82 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%