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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 97 of 121  ·  2,420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 LILAK LIBERTY LATIN AMERICA LTD Communication Services 1,200.0 $9K 0.00% $7.79 +7.7%
1922 SPTI SPDR SERIES TRUST 328.0 $9K 0.00% $28.39 -1.1%
1923 BNTX BIONTECH SE Healthcare 100.0 $9K 0.00% $93.05 +25.3%
1924 UGA UNITED STS GASOLINE FD LP Financial Services 90.0 $9K 0.00% NEW $102.97 +22.2%
1925 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 96.0 $9K 0.00% -175.0 -64.6% $96.11 -50.3%
1926 STT STATE STR CORP Financial Services 54.0 $9K 0.00% -42.0 -43.8% $169.59 +10.3%
1927 FAB FIRST TR EXCHANGE-TRADED ALP 90.0 $9K 0.00% -229.0 -71.8% $101.49 +6.0%
1928 WCLD WISDOMTREE TR 284.0 $9K 0.00% $32.05 +26.9%
1929 AGQI FIRST TR EXCHNG TRADED FD VI 500.0 $9K 0.00% $18.11 +3.9%
1930 SABR SABRE CORP Consumer Cyclical 4,320.0 $9K 0.00% $2.09 +0.5%
1931 PSCE INVESCO EXCH TRADED FD TR II 164.0 $9K 0.00% NEW $54.96 +14.5%
1932 ITRON INC 9,000.0 $9K 0.00% NEW $1.00
1933 CTO CTO RLTY GROWTH INC NEW Real Estate 415.0 $9K 0.00% +7.0 +1.7% $21.55 +1.2%
1934 HALOZYME THERAPEUTICS INC 8,000.0 $9K 0.00% NEW $1.11
1935 VTRS VIATRIS INC Healthcare 557.0 $9K 0.00% -42.0 -7.0% $15.88 +2.8%
1936 CSTM CONSTELLIUM SE Basic Materials 276.0 $9K 0.00% +176.0 +176.0% $31.87 -15.2%
1937 PXJ INVESCO EXCHANGE TRADED FD T 226.0 $9K 0.00% NEW $38.55 +20.2%
1938 LANTHEUS HLDGS INC 6,000.0 $9K 0.00% NEW $1.45
1939 HNRG HALLADOR ENERGY COMPANY Energy 500.0 $9K 0.00% $17.39 -11.6%
1940 KKR & CO INC 215.0 $9K 0.00% NEW $39.85
Page 97 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%