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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 86 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ALKS ALKERMES PLC Healthcare 573.0 $20K 0.00% $35.36 +34.1%
1702 CCBG CAPITAL CITY BANK GROUP INC Financial Services 466.0 $20K 0.00% $43.46 +18.1%
1703 EMN EASTMAN CHEMICAL CO Basic Materials 262.0 $20K 0.00% -2.0 -0.8% $76.32 -4.3%
1704 YMAG TIDAL TRUST II 1,673.0 $20K 0.00% NEW $11.95 -5.9%
1705 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 271.0 $20K 0.00% $73.76 +20.2%
1706 ESGU ISHARES TRUST 141.0 $20K 0.00% -401.0 -74.0% $141.42 +19.3%
1707 PAAS PAN AMERICAN SILVER CORP Basic Materials 365.0 $20K 0.00% $54.63 -3.2%
1708 PODD INSULET CORPORATION Healthcare 95.0 $20K 0.00% NEW $209.83 -30.8%
1709 SLQD ISHARES TR 394.0 $20K 0.00% $50.56 -0.9%
1710 RGEN REPLIGEN CORP Healthcare 169.0 $20K 0.00% $117.82 +49.6%
1711 GBCI GLACIER BANCORP INC Financial Services 445.0 $20K 0.00% +14.0 +3.2% $44.67 +4.9%
1712 IFLN INVESCO EXCHANGE TRADED FUND 1,107.0 $20K 0.00% $17.94 +1.4%
1713 BLOCK INC 330.0 $20K 0.00% +100.0 +43.5% $60.18
1714 BKSE BNY MELLON ETF TRUST 173.0 $20K 0.00% NEW $37.97 +17.2%
1715 EMD WESTERN ASSET EMERGING MKTS Financial Services 2,000.0 $20K 0.00% $9.82 +7.4%
1716 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 271.0 $20K 0.00% +96.0 +54.9% $72.46 -35.3%
1717 BOLLORE SE 3,500.0 $20K 0.00% $5.59
1718 EZM WISDOMTREE TRUST 291.0 $20K 0.00% $67.22 +13.2%
1719 FEM FIRST TR EXCHANGE TRADED 650.0 $19K 0.00% $29.98 +10.1%
1720 FTA FIRST TRUST LARGE CAP VALUE 210.0 $19K 0.00% $92.72 +11.5%
Page 86 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%