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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 88 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 389.0 $15K 0.00% +20.0 +5.4% $38.76 +59.6%
1742 CVE CENOVUS ENERGY INC Energy 606.0 $15K 0.00% -400.0 -39.8% $24.85 +32.5%
1743 INNOVATOR ETFS TRUST 530.0 $15K 0.00% $28.38
1744 CHD CHURCH & DWIGHT CO INC Consumer Defensive 155.0 $15K 0.00% $96.88 +2.0%
1745 CRK COMSTOCK RES INC Energy 1,000.0 $15K 0.00% NEW $14.92 -4.7%
1746 IGLB ISHARES TR 298.0 $15K 0.00% +3.0 +1.0% $50.04 -4.5%
1747 FLEX FLEX LTD Technology 92.0 $15K 0.00% +66.0 +253.8% $162.07 -31.8%
1748 AA ALCOA CORP Basic Materials 285.0 $15K 0.00% $52.24 -0.7%
1749 SIRI SIRIUSXM HOLDINGS INC Communication Services 503.0 $15K 0.00% +5.0 +1.0% $29.56 -2.9%
1750 SE SEA LTD Consumer Cyclical 155.0 $15K 0.00% +1.0 +0.7% $95.83 +22.6%
1751 BNS BANK NOVA SCOTIA B C Financial Services 170.0 $15K 0.00% $86.84 +0.8%
1752 IDVO AMPLIFY ETF TR 350.0 $15K 0.00% NEW $42.00 +3.0%
1753 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 2,685.0 $15K 0.00% +32.0 +1.2% $5.47 -3.7%
1754 EYLD CAMBRIA ETF TR 323.0 $15K 0.00% $45.41 +5.9%
1755 TFLO ISHARES TR 289.0 $15K 0.00% -21.0 -6.8% $50.63 -0.0%
1756 FPWR FIRST TR EXCHANGE-TRADED FD 390.0 $15K 0.00% $37.51 -2.5%
1757 MICROCHIP TECHNOLOGY INC. 190.0 $15K 0.00% NEW $76.71
1758 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 143.0 $15K 0.00% $101.87 +10.5%
1759 SOXQ INVESCO EXCH TRADED FD TR II 129.0 $14K 0.00% NEW $112.09 -17.6%
1760 FCVT FIRST TR EXCHANGE-TRADED FD 268.0 $14K 0.00% $53.89 -7.2%
Page 88 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%