LANARK FINANCIAL, INC.

Q3 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
2,480
Total value ($000)
$1,467,620
Net value change ($000)
-8,384 (-0.6%)
New positions
168
Sold out positions
109
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 6,798 NEW
MSFT 5,881 29.0%
CIEN 2,954 29540.0%
NVDA 2,935 13.8%
AAPL 2,805 7.1%
PIE 2,121 5438.5%
SPTI 2,095 23277.8%
SPDW 1,651 14.9%
QQQ 1,640 12.8%
VOO 1,627 5.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,690 -100.0%
SRE -4,282 -58.3%
GOOGL -3,265 -16.2%
SPSB -2,718 -94.0%
CMCSA -2,714 -86.7%
AMAT -2,148 -34.2%
VRT -1,988 -30.2%
AVGO -1,703 -9.4%
WULF -1,610 -41.5%
DY -1,581 -46.5%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type