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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 94 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SOUTHERN CO 10,000.0 $11K 0.00% NEW $1.10
1862 ALLIANT ENERGY CORP 10,000.0 $11K 0.00% NEW $1.10
1863 VGZ VISTA GOLD CORP Basic Materials 5,750.0 $11K 0.00% $1.91 +30.4%
1864 BBCA J P MORGAN EXCHANGE TRADED F 110.0 $11K 0.00% -76.0 -40.9% $99.40 +8.2%
1865 BBEU J P MORGAN EXCHANGE TRADED F 140.0 $11K 0.00% -20.0 -12.5% $77.76 +4.1%
1866 ON SEMICONDUCTOR CORP 9,000.0 $11K 0.00% NEW $1.21
1867 CENTERPOINT ENERGY INC 9,000.0 $11K 0.00% NEW $1.20
1868 VSAT VIASAT INC Technology 120.0 $11K 0.00% -205.0 -63.1% $89.81 -16.8%
1869 CHKP CHECK POINT SOFTWARE TECH LT Technology 82.0 $11K 0.00% $131.43 -0.7%
1870 EMD WESTERN ASSET EMERGING MKTS Financial Services 1,000.0 $11K 0.00% -1K -50.0% $10.74 -1.3%
1871 PINNACLE WEST CAP CORP 9,000.0 $11K 0.00% NEW $1.19
1872 HUM HUMANA INC Healthcare 27.0 $11K 0.00% +2.0 +8.0% $397.19 -4.6%
1873 AVEM AMERICAN CENTY ETF TR 111.0 $11K 0.00% +50.0 +82.0% $96.49 -2.3%
1874 CGNG CAPITAL GROUP NEW GEOGRAPHY 283.0 $11K 0.00% $37.46 -1.4%
1875 NPWR NET POWER INC Industrials 6,340.0 $11K 0.00% $1.67 +1.8%
1876 BIIB BIOGEN INC Healthcare 49.0 $11K 0.00% $216.04 +0.3%
1877 CORGI ETF TR I 330.0 $11K 0.00% NEW $31.98
1878 SPTL SPDR SERIES TRUST 401.0 $11K 0.00% $26.23 -4.3%
1879 BMAR INNOVATOR ETFS TRUST 180.0 $10K 0.00% $57.62 +2.0%
1880 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 610.0 $10K 0.00% $16.95 -15.8%
Page 94 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%