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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 84 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 TSEM TOWER SEMICONDUCTOR LTD Technology 75.0 $20K 0.00% NEW $260.64 -14.6%
1662 TRN TRINITY INDS INC Industrials 565.0 $20K 0.00% -33.0 -5.5% $34.59 -13.9%
1663 MRNA MODERNA INC Healthcare 279.0 $20K 0.00% -214.0 -43.4% $70.03 +107.2%
1664 BARON ETF TR 800.0 $20K 0.00% -200.0 -20.0% $24.40
1665 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 2,850.0 $19K 0.00% +15.0 +0.5% $6.83 -1.0%
1666 PFEB INNOVATOR ETFS TRUST 450.0 $19K 0.00% $43.06 +1.8%
1667 RJF RAYMOND JAMES FINL INC Financial Services 126.0 $19K 0.00% $152.42 +14.9%
1668 USAR USA RARE EARTH INC Basic Materials 878.0 $19K 0.00% +781.0 +805.1% $21.58 -10.7%
1669 IHAK ISHARES TR 309.0 $19K 0.00% $60.71 +4.5%
1670 ACAD ACADIA PHARMACEUTICALS INC Healthcare 735.0 $19K 0.00% $25.30 +16.6%
1671 PJT PJT PARTNERS INC Financial Services 123.0 $19K 0.00% -57.0 -31.7% $150.94 +15.9%
1672 UAL UNITED AIRLS HLDGS INC Industrials 136.0 $18K 0.00% +56.0 +70.0% $135.99 -16.8%
1673 WLDR TWO RDS SHARED TR 397.0 $18K 0.00% $46.47 +2.4%
1674 VIAV VIAVI SOLUTIONS INC Technology 384.0 $18K 0.00% NEW $47.75 -18.5%
1675 SPYX SPDR SERIES TRUST 300.0 $18K 0.00% $61.10 +2.6%
1676 ANNALY CAPITAL MANAGEMENT IN 818.0 $18K 0.00% -295.0 -26.5% $22.36
1677 HESM HESS MIDSTREAM LP Energy 485.0 $18K 0.00% -85.0 -14.9% $37.60 +4.1%
1678 BWA BORGWARNER INC Consumer Cyclical 274.0 $18K 0.00% $66.46 +2.0%
1679 INCY INCYTE CORP Healthcare 160.0 $18K 0.00% -40.0 -20.0% $113.36 +12.8%
1680 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 600.0 $18K 0.00% -9K -93.5% $30.18 -1.4%
Page 84 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%