Nbc Securities
Latest statistics and disclosures from Lanark Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, SPYM, VOO, NVDA, and represent 10.58% of Lanark Financial's stock portfolio.
- Added to shares of these 10 stocks: IWF, VGT, RSP, CMCSA, AMT, LNG, CP, VO, PTF, VOO.
- Started 214 new stock positions in JBBB, CYD, PKE, PBH, Guidewire Software, UTMD, SPCX, PZZA, Southern, GKOS.
- Reduced shares in these 10 stocks: PIZ (-$5.4M), ANET, GLW, MPC, PPL, SPY, SCHD, CCI, GLTR, SGOV.
- Sold out of its positions in ABBNY, ACMR, AAGIY, ANIP, ASMVY, ARKW, GLTR, AGRPY, ADDYY, ADYEY.
- Lanark Financial was a net buyer of stock by $9.7M.
- Lanark Financial has $1.5B in assets under management (AUM), dropping by 10.78%.
- Central Index Key (CIK): 0000791540
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Portfolio Holdings for Lanark Financial
Lanark Financial holds 2420 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Lanark Financial has 2420 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lanark Financial June 30, 2026 positions
- Download the Lanark Financial June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.7 | $40M | 137k | 289.36 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $34M | -6% | 46k | 746.78 |
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| Spdr Series Trust St Str P500etf (SPYM) | 2.3 | $33M | +3% | 379k | 87.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $28M | +5% | 41k | 686.81 |
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| NVIDIA Corporation (NVDA) | 1.4 | $21M | 106k | 200.09 |
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| Microsoft Corporation (MSFT) | 1.4 | $20M | -4% | 54k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $20M | 57k | 357.37 |
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| Broadcom (AVGO) | 1.2 | $18M | 48k | 377.75 |
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| Amazon (AMZN) | 1.2 | $18M | 75k | 238.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $15M | +9% | 21k | 748.91 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $13M | 39k | 327.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $13M | 17k | 736.41 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $13M | +4% | 177k | 71.25 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.8 | $11M | 221k | 50.39 |
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| Visa Com Cl A (V) | 0.7 | $10M | 29k | 343.09 |
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| Wal-Mart Stores (WMT) | 0.7 | $10M | 88k | 113.26 |
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| Nextera Energy (NEE) | 0.7 | $9.8M | 112k | 87.77 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.6 | $9.4M | +4% | 368k | 25.52 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $9.4M | +5% | 280k | 33.46 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.6 | $8.7M | +20% | 131k | 66.03 |
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| Johnson & Johnson (JNJ) | 0.6 | $8.5M | +4% | 33k | 253.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $8.3M | 24k | 353.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.1M | +3% | 22k | 370.04 |
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| Quanta Services (PWR) | 0.5 | $8.1M | 11k | 720.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $8.0M | +15% | 81k | 98.98 |
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| Micron Technology (MU) | 0.5 | $8.0M | -14% | 6.9k | 1154.35 |
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| Dt Midstream Common Stock (DTM) | 0.5 | $7.6M | 52k | 146.74 |
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| Sempra Energy (SRE) | 0.5 | $7.3M | 79k | 92.71 |
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| Procter & Gamble Company (PG) | 0.5 | $7.3M | 50k | 146.64 |
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| Williams Companies (WMB) | 0.5 | $7.3M | 98k | 74.34 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $7.1M | +8% | 86k | 82.65 |
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| Morgan Stanley Com New (MS) | 0.5 | $7.1M | 34k | 209.04 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $6.7M | 35k | 190.52 |
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| Corning Incorporated (GLW) | 0.4 | $6.6M | -32% | 26k | 255.44 |
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| Eli Lilly & Co. (LLY) | 0.4 | $6.6M | -2% | 5.5k | 1199.53 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $6.6M | -3% | 20k | 334.82 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $6.4M | 6.6k | 978.12 |
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| Applied Materials (AMAT) | 0.4 | $6.3M | -4% | 8.7k | 723.08 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $6.1M | +19% | 42k | 146.11 |
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| NiSource (NI) | 0.4 | $6.0M | 126k | 47.55 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $5.8M | -3% | 61k | 95.62 |
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| Talen Energy Corp (TLN) | 0.4 | $5.8M | 15k | 384.26 |
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| Chubb (CB) | 0.4 | $5.8M | 17k | 340.76 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.7M | 42k | 136.72 |
|
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $5.7M | +4% | 68k | 83.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $5.6M | +2% | 72k | 77.11 |
|
| Entergy Corporation (ETR) | 0.4 | $5.5M | 48k | 114.86 |
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| Ida (IDA) | 0.4 | $5.5M | 37k | 151.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.5M | 37k | 148.31 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.4M | 18k | 300.45 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $5.4M | +298% | 44k | 124.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $5.4M | +136% | 25k | 212.77 |
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| Meta Platforms Cl A (META) | 0.4 | $5.3M | 9.5k | 563.34 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $5.3M | -2% | 70k | 75.51 |
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| Equinix (EQIX) | 0.4 | $5.2M | 5.0k | 1042.39 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.4 | $5.2M | +12% | 86k | 60.79 |
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| Union Pacific Corporation (UNP) | 0.3 | $5.1M | 19k | 272.01 |
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| SYSCO Corporation (SYY) | 0.3 | $5.1M | 61k | 83.58 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $5.0M | 54k | 92.27 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $4.9M | +6% | 114k | 43.48 |
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| Ge Vernova (GEV) | 0.3 | $4.9M | +2% | 4.2k | 1174.97 |
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| Merck & Co (MRK) | 0.3 | $4.9M | 38k | 128.50 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $4.8M | 9.5k | 509.48 |
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| Intel Corporation (INTC) | 0.3 | $4.7M | -2% | 34k | 139.63 |
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| Stryker Corporation (SYK) | 0.3 | $4.7M | 15k | 314.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $4.6M | 19k | 242.44 |
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| Wisdomtree Tr Us Value Fd (WTV) | 0.3 | $4.6M | +10% | 45k | 101.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.5M | -3% | 36k | 124.42 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.3 | $4.5M | +4% | 97k | 46.18 |
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| Caterpillar (CAT) | 0.3 | $4.5M | 4.2k | 1065.05 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.3 | $4.4M | +4% | 187k | 23.44 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $4.4M | -2% | 10k | 433.33 |
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| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 0.3 | $4.3M | 29k | 151.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.3M | +6% | 72k | 59.69 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $4.3M | +8% | 89k | 48.43 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $4.3M | 15k | 281.04 |
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| Cameco Corporation (CCJ) | 0.3 | $4.2M | 41k | 101.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $4.2M | +8% | 8.8k | 477.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.1M | +693% | 35k | 119.52 |
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| Chevron Corporation (CVX) | 0.3 | $4.1M | 25k | 165.76 |
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| Metropcs Communications (TMUS) | 0.3 | $4.1M | -6% | 24k | 167.74 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $4.0M | 52k | 76.55 |
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| Constellation Energy (CEG) | 0.3 | $4.0M | 16k | 248.37 |
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| Abbvie (ABBV) | 0.3 | $3.9M | -12% | 16k | 251.65 |
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| Republic Services (RSG) | 0.3 | $3.9M | 18k | 213.08 |
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| Terawulf (WULF) | 0.3 | $3.9M | +4% | 157k | 24.70 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $3.9M | +19% | 50k | 77.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $3.8M | 35k | 110.32 |
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| Ameren Corporation (AEE) | 0.3 | $3.8M | -3% | 34k | 113.04 |
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| Dell Technologies CL C (DELL) | 0.3 | $3.8M | -23% | 8.8k | 431.47 |
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| CenterPoint Energy (CNP) | 0.3 | $3.8M | 86k | 44.04 |
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| Wec Energy Group (WEC) | 0.3 | $3.8M | 32k | 116.77 |
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| Lowe's Companies (LOW) | 0.3 | $3.8M | 17k | 220.50 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $3.8M | 42k | 89.85 |
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| Medtronic SHS (MDT) | 0.3 | $3.7M | +4% | 48k | 78.23 |
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| Xcel Energy (XEL) | 0.3 | $3.7M | 46k | 80.30 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $3.7M | -2% | 39k | 93.92 |
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| Cisco Systems (CSCO) | 0.2 | $3.6M | -4% | 31k | 117.46 |
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| International Business Machines (IBM) | 0.2 | $3.6M | -6% | 13k | 281.22 |
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| Home Depot (HD) | 0.2 | $3.6M | 10k | 352.68 |
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| Fifth Third Ban (FITB) | 0.2 | $3.6M | 63k | 56.37 |
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| Uber Technologies (UBER) | 0.2 | $3.5M | -2% | 49k | 72.16 |
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| American Tower Reit (AMT) | 0.2 | $3.5M | +302% | 21k | 163.58 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $3.4M | -4% | 31k | 109.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.4M | 6.8k | 500.39 |
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| Dycom Industries (DY) | 0.2 | $3.4M | 6.7k | 505.59 |
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| Pepsi (PEP) | 0.2 | $3.4M | 25k | 135.40 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $3.3M | +20% | 43k | 76.70 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $3.3M | +17% | 28k | 118.99 |
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| Iron Mountain (IRM) | 0.2 | $3.2M | 25k | 126.31 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $3.1M | +609% | 128k | 24.55 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $3.1M | 9.4k | 331.43 |
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| Hartford Financial Services (HIG) | 0.2 | $3.1M | 24k | 132.52 |
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| Digital Realty Trust (DLR) | 0.2 | $3.1M | 17k | 179.58 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.2 | $3.1M | +3% | 53k | 57.67 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $3.1M | -2% | 38k | 81.06 |
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| Alliant Energy Corporation (LNT) | 0.2 | $3.1M | 40k | 76.29 |
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| Wisdomtree Tr Mortgage Plus Bd (MTGP) | 0.2 | $3.1M | +6% | 69k | 44.16 |
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| Coca-Cola Company (KO) | 0.2 | $3.0M | +3% | 38k | 81.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $3.0M | 29k | 103.88 |
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| Packaging Corporation of America (PKG) | 0.2 | $3.0M | 12k | 238.28 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.9M | +16% | 5.0k | 580.91 |
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| Lumentum Hldgs (LITE) | 0.2 | $2.9M | 3.4k | 858.06 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.2 | $2.9M | +6% | 96k | 30.01 |
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| Boeing Company (BA) | 0.2 | $2.9M | +12% | 13k | 216.48 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.9M | +2% | 5.6k | 513.64 |
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| Qualcomm (QCOM) | 0.2 | $2.8M | -15% | 15k | 184.79 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $2.8M | 31k | 91.64 |
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| Cheniere Energy Com New (LNG) | 0.2 | $2.8M | +908% | 12k | 239.01 |
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| Paychex (PAYX) | 0.2 | $2.7M | 28k | 98.33 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.2 | $2.7M | +3% | 94k | 29.01 |
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| General Dynamics Corporation (GD) | 0.2 | $2.6M | 7.4k | 354.27 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $2.6M | 47k | 56.01 |
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| Servicenow (NOW) | 0.2 | $2.6M | 26k | 99.28 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.6M | 7.4k | 343.91 |
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| Coherent Corp (COHR) | 0.2 | $2.5M | 6.4k | 394.47 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $2.5M | +34% | 22k | 114.18 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $2.5M | +2208% | 29k | 86.65 |
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| Datadog Cl A Com (DDOG) | 0.2 | $2.5M | -6% | 9.6k | 260.36 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $2.5M | +80% | 112k | 22.29 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.2 | $2.5M | +21% | 42k | 59.31 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $2.5M | +23% | 100k | 24.66 |
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| Amgen (AMGN) | 0.2 | $2.5M | -8% | 6.8k | 362.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.4M | +67% | 11k | 217.94 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.2 | $2.4M | +2% | 60k | 40.29 |
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| TJX Companies (TJX) | 0.2 | $2.4M | -2% | 16k | 151.50 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $2.4M | -8% | 25k | 94.57 |
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| Snowflake Com Shs (SNOW) | 0.2 | $2.3M | -2% | 9.2k | 254.50 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.3M | -19% | 27k | 85.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.3M | +332% | 28k | 80.57 |
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| Emcor (EME) | 0.2 | $2.2M | +6% | 2.7k | 829.88 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.2M | +20% | 6.0k | 373.76 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.2M | 18k | 126.59 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $2.2M | +6% | 54k | 40.72 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | -2% | 2.4k | 935.77 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.2M | +10% | 39k | 56.48 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $2.2M | -39% | 22k | 100.67 |
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| Gilead Sciences (GILD) | 0.1 | $2.2M | 17k | 126.35 |
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| McDonald's Corporation (MCD) | 0.1 | $2.2M | +4% | 8.0k | 270.32 |
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| Primerica (PRI) | 0.1 | $2.1M | 7.6k | 284.21 |
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| Hudson Pac Pptys (HPP) | 0.1 | $2.1M | 141k | 15.19 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.1M | 14k | 156.30 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $2.1M | -5% | 16k | 134.57 |
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| Vistra Energy (VST) | 0.1 | $2.1M | 13k | 158.64 |
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| Wisdomtree Tr Equity Premium (WTPI) | 0.1 | $2.1M | +24% | 63k | 32.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | -16% | 8.7k | 236.63 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $2.0M | -3% | 40k | 51.78 |
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| Expedia Group Com New (EXPE) | 0.1 | $2.0M | +10% | 8.0k | 255.88 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $2.0M | +49% | 44k | 46.77 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | 11k | 189.74 |
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| eBay (EBAY) | 0.1 | $2.0M | -2% | 18k | 111.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.0M | +22% | 3.1k | 655.89 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.0M | 6.7k | 298.10 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.0M | -2% | 24k | 82.84 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $2.0M | +16% | 28k | 69.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.0M | +4% | 6.5k | 303.13 |
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| Rbc Cad (RY) | 0.1 | $2.0M | -2% | 9.4k | 206.98 |
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| Powell Industries (POWL) | 0.1 | $1.9M | +142% | 6.8k | 286.36 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $1.9M | +16% | 28k | 68.93 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.9M | +25% | 19k | 98.20 |
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| Sharkninja Com Shs (SN) | 0.1 | $1.9M | 12k | 152.27 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.9M | -19% | 23k | 82.11 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.9M | +13% | 7.6k | 246.24 |
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| Southern Company (SO) | 0.1 | $1.9M | +3% | 19k | 95.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.8M | -5% | 12k | 158.04 |
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| Wabtec Corporation (WAB) | 0.1 | $1.8M | 6.8k | 269.60 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $1.8M | 33k | 55.50 |
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| Goldman Sachs (GS) | 0.1 | $1.8M | 1.8k | 1011.40 |
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| F5 Networks (FFIV) | 0.1 | $1.8M | 4.3k | 415.96 |
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| Acuren Corporation (TIC) | 0.1 | $1.8M | 219k | 8.09 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.8M | 11k | 167.87 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.7M | 6.9k | 252.23 |
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| Verisign (VRSN) | 0.1 | $1.7M | 6.9k | 251.57 |
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| Axon Enterprise (AXON) | 0.1 | $1.7M | 3.1k | 560.61 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.7M | -51% | 54k | 31.71 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.7M | 26k | 65.61 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $1.7M | 8.8k | 193.78 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | +3% | 4.0k | 420.60 |
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| Verizon Communications (VZ) | 0.1 | $1.7M | 39k | 42.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.7M | +3% | 17k | 96.43 |
|
| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.1 | $1.7M | +40% | 82k | 20.17 |
|
| American Express Company (AXP) | 0.1 | $1.7M | 4.9k | 338.30 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.7M | -4% | 2.2k | 763.14 |
|
| Blackrock (BLK) | 0.1 | $1.6M | 1.7k | 962.11 |
|
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.6M | 30k | 55.73 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.6M | +15% | 31k | 53.61 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.6M | -5% | 32k | 51.05 |
|
| Hubbell (HUBB) | 0.1 | $1.6M | 3.1k | 523.22 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.6M | -8% | 33k | 48.66 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $1.6M | 12k | 134.69 |
|
|
| Waste Management (WM) | 0.1 | $1.6M | +6% | 7.1k | 222.88 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.6M | 27k | 58.92 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | +21% | 11k | 146.56 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $1.5M | +37% | 17k | 91.19 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $1.5M | NEW | 11k | 136.31 |
|
| NetApp (NTAP) | 0.1 | $1.5M | 9.9k | 154.77 |
|
|
| Philip Morris International (PM) | 0.1 | $1.5M | 8.4k | 180.92 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.5M | +212% | 20k | 74.90 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.5M | 15k | 100.36 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $1.5M | +32% | 29k | 52.34 |
|
| Doordash Cl A (DASH) | 0.1 | $1.5M | -8% | 8.1k | 184.53 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | +11% | 32k | 46.81 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $1.5M | +4% | 22k | 67.79 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $1.5M | -3% | 31k | 48.18 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.5M | +8% | 7.3k | 201.61 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | 3.5k | 415.64 |
|
|
| MaxLinear (MXL) | 0.1 | $1.4M | +110% | 11k | 128.03 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $1.4M | 14k | 104.67 |
|
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.1 | $1.4M | +31% | 29k | 49.28 |
|
| Aar (AIR) | 0.1 | $1.4M | +391% | 10k | 142.93 |
|
| Oshkosh Corporation (OSK) | 0.1 | $1.4M | +14% | 9.2k | 153.48 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.4M | +3% | 33k | 42.66 |
|
| Crown Holdings (CCK) | 0.1 | $1.4M | 13k | 111.82 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $1.4M | +340% | 27k | 50.84 |
|
| Jabil Circuit (JBL) | 0.1 | $1.4M | -8% | 3.6k | 385.48 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $1.4M | 14k | 96.46 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.4M | -6% | 4.0k | 341.02 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $1.4M | -3% | 25k | 53.79 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.3M | 30k | 45.52 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.3M | -4% | 3.4k | 394.01 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.3M | 70k | 19.12 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | -3% | 9.1k | 146.41 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $1.3M | +32% | 23k | 58.42 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.3M | +2% | 43k | 30.49 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.3M | 26k | 50.35 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $1.3M | +320% | 18k | 71.86 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.3M | 4.7k | 273.63 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $1.3M | 35k | 36.76 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $1.3M | -18% | 51k | 25.26 |
|
| Autodesk (ADSK) | 0.1 | $1.3M | +2% | 6.5k | 194.42 |
|
Past Filings by Lanark Financial
SEC 13F filings are viewable for Lanark Financial going back to 2023
- Lanark Financial 2026 Q2 filed July 21, 2026
- Nbc Securities 2026 Q1 filed April 14, 2026
- Nbc Securities 2025 Q4 filed Jan. 29, 2026
- Nbc Securities 2025 Q3 filed Nov. 14, 2025
- Nbc Securities 2025 Q2 filed July 8, 2025
- Nbc Securities 2025 Q1 filed April 9, 2025
- Nbc Securities 2024 Q4 filed Jan. 22, 2025
- Nbc Securities 2024 Q3 filed Oct. 15, 2024
- Nbc Securities 2024 Q2 filed July 10, 2024
- Nbc Securities 2024 Q1 filed April 5, 2024
- Nbc Securities 2023 Q4 filed Feb. 7, 2024
- Nbc Securities 2023 Q3 filed Nov. 3, 2023