LANARK FINANCIAL, INC.

CIK 0000791540 · Q2 2026

13F Equity AUM

$1.5B

+10.8% QoQ

Positions

2,348

-112 QoQ

AUM Rank

#2,768

Top 22%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,798 · Top 46%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 10.6%Top 10: 16.8%Top 20: 24.0%

AAPL2.7%

SPY2.3%

SPYM2.3%

VOO1.9%

NVDA1.4%

MSFT1.4%

GOOGL1.4%

AVGO1.2%

AMZN1.2%

IVV1.0%

Others (2338)83.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services47.2%

Technology15.0%

Industrials8.2%

Utilities5.5%

Consumer Cyclical4.7%

Healthcare4.6%

Energy3.9%

Communication Services3.7%

Other7.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2348Median: 0.00%Avg: 0.04%

0–0.5%

2321(72.2%)

0.5–1%

17(11.1%)

1–3%

10(16.8%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,348vs 20 funds

0%Low

2,348

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New213Increased728Decreased750Exited340

New Positions

PTF0.1%

+11K

HONEYWELL AEROSPACE …0.1%

+5K

HONEYWELL INTL INC0.1%

+5K

CTV0.1%

+94K

FEDEX FGHT HLDG CO I…0.0%

+3K

BG0.0%

+2K

ZWS0.0%

+5K

PENG0.0%

+3K

SPACE EXPLORATION TE…0.0%

+1K

PTCT0.0%

+3K

Increased

CMCSA0.2%

+109K(+609%)

LYFT0.1%

+71K(+11778%)

CGCP0.2%

+50K(+81%)

CNHI0.0%

+44K(+2274%)

FWRG0.1%

+38K(+75%)

IWF0.4%

+33K(+299%)

VGT0.3%

+30K(+694%)

CP0.2%

+28K(+2208%)

AGGH0.1%

+23K(+40%)

QGRW0.6%

+22K(+20%)

Decreased

PIZ0.0%

-96,912(-99%)

PPL0.0%

-65,194(-95%)

SCHD0.1%

-57,409(-51%)

ABEV0.0%

-30,444(-15%)

8CW0.0%

-22,585(-84%)

ANET0.0%

-19,410(-90%)

GAB0.0%

-16,991(-37%)

TRVI0.0%

-15,000(-88%)

STM0.0%

-14,353(-88%)

SGOV0.1%

-14,278(-40%)

Exited

-7,743

-31,497

-5,473

-120,921

-23,468

-44,856

-5,510

ROLLS ROYCE HLDGS PL…

-42,496

WLMIY

-23,715

UNTC

-20,695

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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