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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 95 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 KCE SPDR SERIES TRUST 70.0 $10K 0.00% $147.23 +15.2%
1882 CIEN CIENA CORP Technology 21.0 $10K 0.00% -9.0 -30.0% $490.52 -19.3%
1883 CVRT CALAMOS ETF TR 200.0 $10K 0.00% $51.43 -6.6%
1884 FIRST TR EXCHANGE-TRADED FD 189.0 $10K 0.00% NEW $54.40
1885 BTZ BLACKROCK CR ALLOCATION Financial Services 1,000.0 $10K 0.00% $10.22 -0.7%
1886 CIK CREDIT SUISSE ASSET MGMT Financial Services 4,117.0 $10K 0.00% $2.48 -2.0%
1887 MOS MOSAIC CO Basic Materials 480.0 $10K 0.00% $21.19 +15.2%
1888 PDT HANCOCK JOHN PREM DIVID FD Financial Services 785.0 $10K 0.00% $12.95 -2.7%
1889 LYG LLOYDS BANKING GROUP PLC Financial Services 1,738.0 $10K 0.00% -50.0 -2.8% $5.83 +3.2%
1890 LRGF ISHARES TR 134.0 $10K 0.00% $75.63 +3.1%
1891 VGK VANGUARD INTL EQUITY INDEX F 114.0 $10K 0.00% -25.0 -18.0% $88.54 +4.7%
1892 YMAG TIDAL TRUST II 873.0 $10K 0.00% -800.0 -47.8% $11.49 -2.8%
1893 GPRF GOLDMAN SACHS ETF TR 200.0 $10K 0.00% $50.12 -1.5%
1894 TOLZ PROSHARES TR 168.0 $10K 0.00% $59.47 -0.8%
1895 EIM EATON VANCE MUN BD FD Financial Services 1,000.0 $10K 0.00% $9.96 -3.8%
1896 BLACKSTONE MORTGAGE TRUST IN 10,000.0 $10K 0.00% NEW $0.99
1897 SAN BANCO SANTANDER SA Financial Services 721.0 $10K 0.00% +162.0 +29.0% $13.80 +5.7%
1898 EPAM EPAM SYS INC Technology 125.0 $10K 0.00% -331.0 -72.6% $79.34 +39.1%
1899 WEC ENERGY GROUP INC 8,000.0 $10K 0.00% NEW $1.24
1900 GLOBAL PMTS INC 11,000.0 $10K 0.00% NEW $0.90
Page 95 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%