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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 14 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FOCT FIRST TR EXCHNG TRADED FD VI 6,696.0 $350K 0.02% -225.0 -3.2% $52.29 +2.3%
262 SDY SPDR SERIES TRUST 2,274.0 $346K 0.02% -149.0 -6.2% $152.22 +4.6%
263 SITM SITIME CORP Technology 463.0 $345K 0.02% -220.0 -32.2% $745.56 -22.1%
264 IEFA ISHARES TR 3,540.0 $342K 0.02% -159.0 -4.3% $96.60 +4.2%
265 CCI CROWN CASTLE INC Real Estate 4,455.0 $337K 0.02% -23K -83.5% $75.75 +0.9%
266 ESI ELEMENT SOLUTIONS INC Basic Materials 7,066.0 $337K 0.02% -5K -40.5% $47.75 -26.7%
267 ENIC ENEL CHILE SA Utilities 74,407.0 $335K 0.02% -480.0 -0.6% $4.50 +0.7%
268 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3,923.0 $330K 0.02% -28.0 -0.7% $84.23 -11.7%
269 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,000.0 $329K 0.02% -390.0 -11.5% $109.77 +1.5%
270 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 34,343.0 $329K 0.02% -2K -6.1% $9.57 +1.7%
271 PL PLANET LABS PBC Industrials 9,742.0 $323K 0.02% -7K -41.2% $33.13 -34.9%
272 BSX BOSTON SCIENTIFIC CORP Healthcare 7,559.0 $323K 0.02% -3K -30.9% $42.68 +14.8%
273 SPG SIMON PPTY GROUP INC NEW Real Estate 1,434.0 $321K 0.02% -99.0 -6.5% $223.65 -1.3%
274 IJJ ISHARES TR 2,049.0 $303K 0.02% -26.0 -1.2% $147.73 +0.4%
275 IEI ISHARES TR 2,576.0 $303K 0.02% -23.0 -0.9% $117.45 -0.8%
276 KVUE KENVUE INC Consumer Defensive 15,705.0 $300K 0.02% -207.0 -1.3% $19.11 +1.7%
277 DAL DELTA AIR LINES INC Industrials 3,161.0 $296K 0.02% -2K -38.9% $93.67 -11.9%
278 XBI SPDR SERIES TRUST 1,850.0 $293K 0.02% -886.0 -32.4% $158.26 +3.7%
279 GSSC GOLDMAN SACHS ETF TR 3,195.0 $292K 0.02% -257.0 -7.4% $91.26 -0.6%
280 GSIE GOLDMAN SACHS ETF TR 6,331.0 $289K 0.02% -267.0 -4.0% $45.70 +5.3%
Page 14 of 35  ·  693 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%