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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 83 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CGMM CAPITAL GROUP EQUITY ETF TR 618.0 $20K 0.00% $32.97 +0.4%
1642 ZS ZSCALER INC Technology 144.0 $20K 0.00% -95.0 -39.8% $141.15 +28.8%
1643 VIS VANGUARD WORLD FD 56.0 $20K 0.00% +6.0 +12.0% $362.05 -4.5%
1644 GLDM WORLD GOLD TR Financial Services 255.0 $20K 0.00% +147.0 +136.1% $79.42 +15.0%
1645 IFLN INVESCO EXCH TRADED FD TR II 1,107.0 $20K 0.00% $18.29 -0.2%
1646 CRBN ISHARES TR 80.0 $20K 0.00% $252.96 +2.4%
1647 IYC ISHARES TR 200.0 $20K 0.00% $101.10 +1.6%
1648 OC OWENS CORNING NEW Industrials 126.0 $20K 0.00% -95.0 -43.0% $158.95 -6.9%
1649 HERD PACER FDS TR 425.0 $20K 0.00% $47.06 +12.2%
1650 SLQD ISHARES TR 396.0 $20K 0.00% +2.0 +0.5% $50.44 -0.6%
1651 FORTINET INC 130.0 $20K 0.00% $153.62
1652 CRUS CIRRUS LOGIC INC Technology 134.0 $20K 0.00% -13.0 -8.8% $148.53 -22.4%
1653 CEREBRAS SYSTEMS INC 90.0 $20K 0.00% NEW $221.00
1654 DECK DECKERS OUTDOOR CORP Consumer Cyclical 200.0 $20K 0.00% -180.0 -47.4% $99.29 -7.7%
1655 CNRG SPDR SERIES TRUST 175.0 $20K 0.00% $113.10 -20.5%
1656 TROW PRICE T ROWE GROUP INC Financial Services 174.0 $20K 0.00% $113.69 -1.9%
1657 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 366.0 $20K 0.00% -62.0 -14.5% $53.95 -21.8%
1658 CYTK CYTOKINETICS INC Healthcare 231.0 $20K 0.00% $85.19 -9.8%
1659 MTCH MATCH GROUP INC NEW Communication Services 516.0 $20K 0.00% $38.05 +7.4%
1660 DECT AIM ETF PRODUCTS TRUST 500.0 $20K 0.00% $39.26 +2.3%
Page 83 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%