LANARK FINANCIAL, INC.

Q2 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
2,420
Total value ($000)
$1,476,004
Net value change ($000)
+143,630 (10.8%)
New positions
185
Sold out positions
349
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 21,222 2122200.0%
SPYM 5,292 18.9%
MU 5,260 190.8%
VOO 4,945 21.6%
AAPL 4,476 12.7%
GOOGL 4,256 26.7%
RSP 3,337 162.2%
INTC 3,195 207.2%
IVV 3,187 26.0%
AMAT 3,177 102.1%
Top Reduces (Value $000, Stocks/ETFs)
PIZ -4,790 -98.4%
BSV -3,249 -100.0%
PPL -2,497 -95.1%
MPC -2,496 -95.2%
ANET -2,282 -86.2%
CCI -1,862 -84.7%
SCHD -1,706 -49.9%
GLTR -1,694 -100.0%
BLV -1,645 -100.0%
SGOV -1,437 -39.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type