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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 96 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 JMUB J P MORGAN EXCHANGE TRADED F 194.0 $10K 0.00% $50.83 -2.2%
1902 TOST TOAST INC Technology 350.0 $10K 0.00% +200.0 +133.3% $27.82 +31.7%
1903 MGNR AMERICAN BEACON SELECT FUNDS 200.0 $10K 0.00% $48.55 +14.7%
1904 MSC INCOME FUND INC 834.0 $10K 0.00% $11.57
1905 GLADSTONE CAP CORP 10,000.0 $10K 0.00% NEW $0.96
1906 KBWB INVESCO EXCH TRADED FD TR II 103.0 $10K 0.00% $93.14 +2.7%
1907 AGI ALAMOS GOLD INC Basic Materials 316.0 $10K 0.00% $30.34 +24.8%
1908 RGLD ROYAL GOLD INC Basic Materials 48.0 $10K 0.00% -7.0 -12.7% $199.60 +29.8%
1909 ARES MANAGEMENT CORPORATION 260.0 $10K 0.00% NEW $36.65
1910 EQR EQUITY RESIDENTIAL Real Estate 140.0 $10K 0.00% $67.93 -6.3%
1911 SNPE DBX ETF TR 138.0 $10K 0.00% $68.86 +3.0%
1912 FFOG FRANKLIN TEMPLETON ETF TR 184.0 $9K 0.00% $51.52 -4.3%
1913 IEZ ISHARES TR 352.0 $9K 0.00% +322.0 +1073.3% $26.91 +10.3%
1914 TETRA TECH INC NEW 9,000.0 $9K 0.00% NEW $1.05
1915 FBL GRANITESHARES ETF TR 450.0 $9K 0.00% $20.92 -9.5%
1916 SUSA ISHARES TR 61.0 $9K 0.00% $154.30 +2.4%
1917 AGIX KRANESHARES TRUST 200.0 $9K 0.00% NEW $46.89 -4.4%
1918 JGRO J P MORGAN EXCHANGE TRADED F 95.0 $9K 0.00% $98.59 -4.4%
1919 STC STEWART INFORMATION SVCS COR Financial Services 141.0 $9K 0.00% $66.39 +4.2%
1920 XFIV BONDBLOXX ETF TRUST 192.0 $9K 0.00% -30.0 -13.5% $48.71 -1.3%
Page 96 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%