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Portfolio (Quarterly) Guide ↗

LANARK FINANCIAL, INC.

· CIK 0000791540
13F Portfolio $1.3B AUM 2,548 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 195 New 711 Added 725 Reduced
Page 2 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SRE SEMPRA Utilities 79,155.0 $7.7M 0.58% +1K +1.3% $97.17 -14.7%
22 WMB WILLIAMS COMPANIES INC Energy 99,375.0 $7.2M 0.54% -1K -1.2% $72.78 -3.1%
23 PG PROCTER & GAMBLE CO Consumer Defensive 49,375.0 $7.1M 0.54% +4K +8.2% $144.44 +0.2%
24 DTM DT MIDSTREAM INC Energy 52,709.0 $7.1M 0.53% $134.67 -5.9%
25 AGG ISHARES CORE U S AGGREGATE BD 70,009.0 $6.9M 0.52% +11K +17.9% $99.27 -1.9%
26 XOM EXXON MOBIL CORP Energy 40,846.0 $6.9M 0.52% +1K +2.8% $169.66 -2.7%
27 VTI VANGUARD INDEX FUNDS 21,176.0 $6.8M 0.51% +160.0 +0.8% $320.82 +17.9%
28 GOOG ALPHABET INC 23,127.0 $6.6M 0.50% +3K +16.4% $286.86
29 VCIT VANGUARD INTERMEDIATE TERM 79,724.0 $6.6M 0.49% -6K -7.0% $82.75 -2.1%
30 IAU ISHARES GOLD TRUST Financial Services 71,157.0 $6.3M 0.47% +9K +13.7% $88.16 -1.6%
31 PWR QUANTA SERVICES INC Industrials 11,363.0 $6.2M 0.47% $549.02 +16.5%
32 NI NISOURCE INC Utilities 128,157.0 $6.0M 0.45% -2K -1.4% $46.66 -12.9%
33 PH PARKER HANNIFIN CORP Industrials 6,545.0 $5.9M 0.44% -196.0 -2.9% $895.24 +11.9%
34 QGRW WISDOMTREE TRUST 109,001.0 $5.8M 0.44% +21K +23.9% $53.43 +25.2%
35 LMT LOCKHEED MARTIN CORP Industrials 9,385.0 $5.7M 0.43% -241.0 -2.5% $604.44 -6.8%
36 MS MORGAN STANLEY Financial Services 34,184.0 $5.6M 0.42% -2K -5.0% $164.57 +30.2%
37 DGRW WISDOMTREE TRUST 63,186.0 $5.6M 0.42% +5K +7.7% $87.84 +13.0%
38 CB CHUBB LTD Financial Services 16,924.0 $5.5M 0.41% +402.0 +2.4% $325.94 +4.6%
39 ENTERGY CORP NEW 48,909.0 $5.5M 0.41% $112.36
40 TMUS T MOBILE US INC Communication Services 26,105.0 $5.5M 0.41% -5K -15.6% $210.04 -12.9%
Page 2 of 128  ·  2,546 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 21.3%
Financial Services 19.2%
Industrials 12.4%
Utilities 9.4%
Consumer Cyclical 7.9%
Healthcare 7.5%
Energy 7.1%
Consumer Defensive 5.6%
Communication Services 4.9%
Real Estate 2.9%