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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 25 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BWXT BWX TECHNOLOGIES INC Industrials 2,610.0 $534K 0.04% -695.0 -21.0% $204.49 -26.8%
482 RH RH Consumer Cyclical 3,805.0 $532K 0.04% +30.0 +0.8% $139.82 +1.0%
483 MBB ISHARES TRUST 5,591.0 $531K 0.04% +382.0 +7.3% $94.97 -1.3%
484 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 50,162.0 $526K 0.04% +9K +21.0% $10.48 +24.0%
485 EXP EAGLE MATERIALS INC Basic Materials 2,772.0 $525K 0.04% -501.0 -15.3% $189.48 +5.0%
486 VTWO VANGUARD RUSSELL 2000 5,243.0 $525K 0.04% +1K +24.8% $100.18 +20.7%
487 IGSB ISHARES TRUST 9,945.0 $523K 0.04% +349.0 +3.6% $52.56 -0.6%
488 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 1,598.0 $523K 0.04% +9.0 +0.6% $327.07 +9.4%
489 BPOP POPULAR INC Financial Services 3,888.0 $522K 0.04% $134.17 +26.4%
490 RRX REGAL REXNORD CORPORATION Industrials 2,769.0 $519K 0.04% -17.0 -0.6% $187.26 -13.4%
491 EXC EXELON CORPORATION Utilities 10,571.0 $518K 0.04% -439.0 -4.0% $49.02 -9.6%
492 NOC NORTHROP GRUMMAN CORP Industrials 758.0 $517K 0.04% -14.0 -1.8% $682.52 -20.5%
493 OKE ONEOK INC Energy 5,708.0 $516K 0.04% -783.0 -12.1% $90.40 +1.4%
494 CMCSA COMCAST CORP Communication Services 17,968.0 $516K 0.04% -3K -16.1% $28.71 -5.6%
495 KERING 17,352.0 $513K 0.04% -5K -22.9% $29.57
496 AON AON PLC Financial Services 1,589.0 $513K 0.04% +12.0 +0.8% $322.78 +9.9%
497 IBB ISHARES TR 3,037.0 $513K 0.04% $168.85 +28.2%
498 AMERICA MOVIL S A B DE C V 20,082.0 $512K 0.04% $25.48
499 STAG STAG INDUSTRIAL INC Real Estate 14,180.0 $511K 0.04% -85.0 -0.6% $36.06 +2.9%
500 FJAN FIRST TR EXCHANGE TRADED FD 10,135.0 $511K 0.04% +3K +52.6% $50.41 +11.7%
Page 25 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%