Nbc Securities
Latest statistics and disclosures from Lanark Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, SPYM, VOO, MSFT, and represent 11.28% of Lanark Financial's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$6.8M), CIEN, GLW, PIE, SPTI, AGG, CRWD, SPDW, SPAB, VTV.
- Started 172 new stock positions in CCOI, MTRN, SPXT, UTWO, SYFI, LILA, SKHY, FITZ, MTN, SIMO.
- Reduced shares in these 10 stocks: , AAPL, SRE, SPSB, GOOGL, CMCSA, MSFT, DELL, SRLN, GDXJ.
- Sold out of its positions in ABCL, Advanced Energy Inds, JUNT, ALCO, AB, SHOC, APO.PA, ACA, ARWR, ASTE.
- Lanark Financial was a net buyer of stock by $23M.
- Lanark Financial has $1.5B in assets under management (AUM), dropping by -0.57%.
- Central Index Key (CIK): 0000791540
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Portfolio Holdings for Lanark Financial
Lanark Financial holds 2480 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Lanark Financial has 2480 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lanark Financial Sept. 30, 2026 positions
- Download the Lanark Financial September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.9 | $43M | -6% | 128k | 333.02 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $34M | 45k | 762.63 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 2.3 | $33M | -2% | 369k | 89.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $30M | +3% | 42k | 700.86 |
|
| Microsoft Corporation (MSFT) | 1.8 | $26M | -6% | 51k | 512.90 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $24M | 106k | 228.38 |
|
|
| Amazon (AMZN) | 1.2 | $18M | -2% | 73k | 249.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $17M | -12% | 49k | 344.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $17M | +4% | 22k | 765.86 |
|
| Broadcom (AVGO) | 1.1 | $16M | -2% | 47k | 351.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $14M | +12% | 20k | 739.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $14M | +7% | 191k | 70.61 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.9 | $13M | +15% | 254k | 50.21 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $12M | -3% | 38k | 330.83 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.7 | $11M | +18% | 435k | 24.36 |
|
| Visa Com Cl A (V) | 0.7 | $11M | 29k | 359.33 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $9.4M | +23% | 100k | 94.54 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $9.3M | +3% | 290k | 32.28 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.6 | $9.3M | +3% | 135k | 68.68 |
|
| Wal-Mart Stores (WMT) | 0.6 | $9.0M | 87k | 103.92 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $8.9M | 34k | 264.74 |
|
|
| Nextera Energy (NEE) | 0.6 | $8.5M | 112k | 75.74 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.6 | $8.4M | +2% | 22k | 374.24 |
|
| Quanta Services (PWR) | 0.5 | $7.5M | +3% | 12k | 642.51 |
|
| Micron Technology (MU) | 0.5 | $7.4M | 6.9k | 1065.17 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $7.2M | 50k | 145.28 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.0M | -12% | 21k | 340.74 |
|
| Meta Platforms Cl A (META) | 0.5 | $6.9M | 9.6k | 725.17 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $6.8M | 87k | 78.31 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.5 | $6.8M | NEW | 42k | 162.75 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $6.7M | -2% | 34k | 195.75 |
|
| Williams Companies (WMB) | 0.5 | $6.7M | 98k | 67.97 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $6.3M | +19% | 30k | 208.02 |
|
| Corning Incorporated (GLW) | 0.4 | $6.3M | +57% | 41k | 153.76 |
|
| Morgan Stanley Com New (MS) | 0.4 | $6.3M | 33k | 188.08 |
|
|
| Dt Midstream Common Stock (DTM) | 0.4 | $6.2M | 52k | 119.47 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.4 | $6.2M | 42k | 148.65 |
|
|
| Parker-Hannifin Corporation (PH) | 0.4 | $6.2M | 6.5k | 955.42 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.4 | $6.2M | +17% | 101k | 61.13 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.0M | -5% | 5.2k | 1157.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $5.9M | +8% | 76k | 78.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $5.9M | +4% | 71k | 82.97 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $5.7M | -3% | 59k | 97.24 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $5.7M | +18% | 23k | 247.93 |
|
| Chubb (CB) | 0.4 | $5.6M | 17k | 325.25 |
|
|
| Charles Schwab Corporation (SCHW) | 0.4 | $5.4M | 55k | 97.74 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $5.3M | +3% | 74k | 71.95 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $5.3M | -2% | 42k | 125.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.2M | +4% | 19k | 277.89 |
|
| Merck & Co (MRK) | 0.4 | $5.2M | -6% | 36k | 145.31 |
|
| Chevron Corporation (CVX) | 0.3 | $5.1M | 25k | 204.21 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $5.1M | +2% | 38k | 136.04 |
|
| Equinix (EQIX) | 0.3 | $5.1M | 5.0k | 1011.58 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $5.0M | 18k | 272.13 |
|
|
| NiSource (NI) | 0.3 | $5.0M | 127k | 39.00 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $4.9M | 9.5k | 509.26 |
|
|
| Entergy Corporation (ETR) | 0.3 | $4.8M | 49k | 99.26 |
|
|
| SYSCO Corporation (SYY) | 0.3 | $4.8M | 62k | 77.96 |
|
|
| Ida (IDA) | 0.3 | $4.8M | 37k | 130.73 |
|
|
| Talen Energy Corp (TLN) | 0.3 | $4.8M | 15k | 312.69 |
|
|
| Wisdomtree Tr Us Value Fd (WTV) | 0.3 | $4.6M | 45k | 102.44 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $4.6M | -3% | 19k | 241.31 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.6M | +5% | 38k | 119.83 |
|
| Cisco Systems (CSCO) | 0.3 | $4.5M | +38% | 42k | 107.63 |
|
| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.3 | $4.5M | 98k | 45.63 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $4.5M | +8% | 57k | 79.14 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.4M | 74k | 59.31 |
|
|
| Lumentum Hldgs (LITE) | 0.3 | $4.3M | +32% | 4.5k | 971.26 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $4.3M | -7% | 105k | 41.18 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $4.3M | +4% | 92k | 46.87 |
|
| Constellation Energy (CEG) | 0.3 | $4.2M | +3% | 17k | 254.02 |
|
| Abbvie (ABBV) | 0.3 | $4.1M | 16k | 261.60 |
|
|
| Applied Materials (AMAT) | 0.3 | $4.1M | -6% | 8.1k | 511.38 |
|
| Stryker Corporation (SYK) | 0.3 | $4.1M | 15k | 275.39 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $4.1M | -5% | 40k | 103.09 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $4.0M | +66% | 19k | 216.08 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.0M | -7% | 32k | 125.67 |
|
| Ge Vernova (GEV) | 0.3 | $4.0M | +2% | 4.2k | 950.39 |
|
| Metropcs Communications (TMUS) | 0.3 | $4.0M | 25k | 163.08 |
|
|
| Medtronic SHS (MDT) | 0.3 | $3.9M | -4% | 45k | 86.29 |
|
| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 0.3 | $3.9M | 28k | 137.83 |
|
|
| Republic Services (RSG) | 0.3 | $3.9M | 19k | 209.87 |
|
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.3 | $3.8M | -8% | 170k | 22.59 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $3.8M | -3% | 8.4k | 456.20 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $3.8M | 50k | 76.40 |
|
|
| Intel Corporation (INTC) | 0.3 | $3.7M | -8% | 31k | 120.23 |
|
| Servicenow (NOW) | 0.2 | $3.7M | +4% | 27k | 134.01 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.6M | -3% | 34k | 106.71 |
|
| Cameco Corporation (CCJ) | 0.2 | $3.6M | 41k | 86.67 |
|
|
| Caterpillar (CAT) | 0.2 | $3.5M | +4% | 4.4k | 810.73 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $3.5M | -2% | 15k | 237.54 |
|
| American Tower Reit (AMT) | 0.2 | $3.4M | 21k | 163.69 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $3.4M | +10% | 5.6k | 611.76 |
|
| Ameren Corporation (AEE) | 0.2 | $3.4M | 34k | 99.38 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $3.4M | +5% | 33k | 102.18 |
|
| Uber Technologies (UBER) | 0.2 | $3.4M | 49k | 68.51 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $3.4M | 27k | 123.08 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.3M | 10k | 328.51 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $3.3M | -9% | 35k | 93.85 |
|
| Dell Technologies CL C (DELL) | 0.2 | $3.3M | -30% | 6.1k | 537.97 |
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| Xcel Energy (XEL) | 0.2 | $3.3M | 47k | 70.48 |
|
|
| Wec Energy Group (WEC) | 0.2 | $3.3M | 33k | 100.78 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.2M | -4% | 6.5k | 497.95 |
|
| CenterPoint Energy (CNP) | 0.2 | $3.2M | 87k | 36.80 |
|
|
| Coca-Cola Company (KO) | 0.2 | $3.2M | 37k | 86.08 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $3.2M | 43k | 72.86 |
|
|
| Pepsi (PEP) | 0.2 | $3.2M | 25k | 126.72 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $3.1M | 12k | 269.03 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.1M | +46% | 3.4k | 910.38 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.2 | $3.1M | +10% | 59k | 52.86 |
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| Fifth Third Ban (FITB) | 0.2 | $3.1M | -3% | 61k | 50.58 |
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| Sempra Energy (SRE) | 0.2 | $3.1M | -50% | 39k | 77.96 |
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| F5 Networks (FFIV) | 0.2 | $3.1M | +59% | 6.9k | 445.18 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.0M | 5.5k | 551.50 |
|
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| Digital Realty Trust (DLR) | 0.2 | $3.0M | 17k | 175.53 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $3.0M | -7% | 20k | 148.30 |
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| Lowe's Companies (LOW) | 0.2 | $3.0M | -4% | 16k | 184.29 |
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| Snowflake Com Shs (SNOW) | 0.2 | $3.0M | -4% | 8.7k | 339.56 |
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| Ciena Corp Com New (CIEN) | 0.2 | $3.0M | +40019% | 8.4k | 351.82 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $3.0M | -6% | 8.8k | 335.50 |
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| International Business Machines (IBM) | 0.2 | $2.9M | +4% | 13k | 219.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.9M | -3% | 28k | 103.89 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $2.9M | -3% | 37k | 78.29 |
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| Hartford Financial Services (HIG) | 0.2 | $2.9M | 23k | 122.36 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $2.8M | 31k | 91.64 |
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| Packaging Corporation of America (PKG) | 0.2 | $2.8M | 12k | 229.26 |
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| Home Depot (HD) | 0.2 | $2.8M | -2% | 9.8k | 284.48 |
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| Iron Mountain (IRM) | 0.2 | $2.8M | 25k | 110.95 |
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| Paychex (PAYX) | 0.2 | $2.8M | 28k | 98.50 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $2.8M | +27% | 28k | 100.68 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.2 | $2.7M | +123% | 25k | 108.89 |
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| Wisdomtree Tr Mortgage Plus Bd (MTGP) | 0.2 | $2.7M | -7% | 64k | 41.96 |
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| Amgen (AMGN) | 0.2 | $2.6M | -7% | 6.3k | 421.53 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.2 | $2.6M | +9% | 46k | 57.98 |
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| Datadog Cl A Com (DDOG) | 0.2 | $2.6M | 9.6k | 273.85 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $2.6M | 7.4k | 351.85 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.2 | $2.6M | +44% | 41k | 63.70 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $2.6M | +9% | 109k | 23.70 |
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| Gilead Sciences (GILD) | 0.2 | $2.6M | 17k | 149.05 |
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| Coherent Corp (COHR) | 0.2 | $2.6M | +39% | 8.9k | 287.81 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $2.5M | 29k | 85.10 |
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| General Dynamics Corporation (GD) | 0.2 | $2.5M | 7.4k | 331.85 |
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| Alliant Energy Corporation (LNT) | 0.2 | $2.5M | -3% | 39k | 63.30 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.4M | +8% | 42k | 56.22 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.2 | $2.4M | -7% | 15k | 163.99 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $2.4M | 112k | 21.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.4M | 28k | 84.96 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.3M | +306% | 8.8k | 264.75 |
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| Wisdomtree Tr Equity Premium (WTPI) | 0.2 | $2.3M | +9% | 69k | 32.81 |
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| Terawulf (WULF) | 0.2 | $2.3M | -2% | 153k | 14.80 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.2 | $2.3M | 29k | 78.42 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.2 | $2.2M | -17% | 78k | 28.67 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.2M | +26% | 9.6k | 231.62 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $2.2M | 47k | 47.29 |
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| SYNNEX Corporation (SNX) | 0.2 | $2.2M | +247% | 8.6k | 256.85 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.2M | +5% | 14k | 152.07 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $2.2M | +7% | 42k | 51.76 |
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| Emcor (EME) | 0.1 | $2.2M | +7% | 2.9k | 754.49 |
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| Expedia Group Com New (EXPE) | 0.1 | $2.2M | +3% | 8.3k | 263.36 |
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE) | 0.1 | $2.2M | +5329% | 63k | 34.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.2M | +19% | 14k | 155.20 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $2.1M | +23415% | 77k | 27.28 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.1M | +7% | 26k | 81.16 |
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| NetApp (NTAP) | 0.1 | $2.1M | 9.9k | 210.09 |
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| Primerica (PRI) | 0.1 | $2.1M | 7.6k | 272.40 |
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| Rbc Cad (RY) | 0.1 | $2.1M | +12% | 11k | 196.59 |
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| McDonald's Corporation (MCD) | 0.1 | $2.1M | +12% | 9.0k | 230.94 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $2.1M | +5% | 46k | 44.96 |
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| Boeing Company (BA) | 0.1 | $2.1M | -16% | 11k | 186.04 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $2.0M | +4% | 20k | 101.13 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $2.0M | +9% | 59k | 34.35 |
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| TJX Companies (TJX) | 0.1 | $2.0M | -4% | 15k | 132.31 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.0M | 18k | 114.01 |
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| Wabtec Corporation (WAB) | 0.1 | $2.0M | 6.9k | 287.18 |
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| Sharkninja Com Shs (SN) | 0.1 | $2.0M | -10% | 11k | 180.12 |
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| Verisign (VRSN) | 0.1 | $2.0M | 6.9k | 282.02 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | -2% | 11k | 185.65 |
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| eBay (EBAY) | 0.1 | $1.9M | 18k | 106.05 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.9M | 29k | 64.59 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.9M | 6.0k | 312.27 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $1.9M | +4% | 34k | 54.90 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.9M | +102% | 5.9k | 317.32 |
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| Blackrock (BLK) | 0.1 | $1.9M | +2% | 1.7k | 1058.54 |
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| Vistra Energy (VST) | 0.1 | $1.8M | 13k | 138.35 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $1.8M | 6.5k | 284.49 |
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| Acuren Corporation (TIC) | 0.1 | $1.8M | 221k | 8.32 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.8M | -2% | 3.0k | 609.00 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | 6.9k | 264.90 |
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| Dycom Industries (DY) | 0.1 | $1.8M | 6.8k | 269.08 |
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| Palo Alto Networks (PANW) | 0.1 | $1.8M | +11% | 4.5k | 397.31 |
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| Qualcomm (QCOM) | 0.1 | $1.8M | -36% | 9.7k | 184.03 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | 39k | 45.87 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $1.8M | 28k | 62.73 |
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.1 | $1.8M | +12% | 93k | 18.93 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | -7% | 6.1k | 280.07 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.6M | -26% | 19k | 89.31 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.6M | +7% | 7.8k | 211.09 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | +23% | 8.8k | 187.05 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.6M | +5% | 18k | 89.63 |
|
| Hudson Pac Pptys (HPP) | 0.1 | $1.6M | 141k | 11.54 |
|
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| Southern Company (SO) | 0.1 | $1.6M | 20k | 82.89 |
|
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| Goldman Sachs (GS) | 0.1 | $1.6M | 1.8k | 900.47 |
|
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| Philip Morris International (PM) | 0.1 | $1.6M | 8.4k | 190.81 |
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|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.6M | -2% | 30k | 53.40 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $1.6M | +2% | 12k | 128.47 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $1.6M | +7% | 31k | 50.79 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $1.6M | 8.7k | 177.40 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.6M | -16% | 19k | 81.20 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.5M | -13% | 47k | 32.53 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | -6% | 30k | 51.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | +3% | 11k | 137.31 |
|
| Doordash Cl A (DASH) | 0.1 | $1.5M | 8.2k | 183.55 |
|
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.1 | $1.5M | NEW | 72k | 20.86 |
|
| Erock Cl A Com (EROC) | 0.1 | $1.5M | NEW | 122k | 12.26 |
|
| American Express Company (AXP) | 0.1 | $1.5M | 4.9k | 304.08 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $1.5M | +5% | 27k | 55.31 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.5M | 11k | 139.49 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $1.5M | 8.4k | 174.26 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.5M | +222% | 2.4k | 606.81 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.1 | $1.4M | 29k | 48.85 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.4M | -15% | 22k | 65.16 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $1.4M | 22k | 64.58 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.4M | 27k | 52.50 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $1.4M | +673% | 4.8k | 292.46 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.4M | 32k | 44.41 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $1.4M | +5% | 8.4k | 168.41 |
|
| Hubbell (HUBB) | 0.1 | $1.4M | 3.1k | 453.62 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.4M | +12% | 10k | 137.68 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $1.4M | 46k | 30.59 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $1.4M | -2% | 30k | 46.91 |
|
| Autodesk (ADSK) | 0.1 | $1.4M | +2% | 6.7k | 209.00 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.4M | -9% | 3.6k | 387.56 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $1.4M | 14k | 97.44 |
|
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.1 | $1.4M | +14429% | 58k | 23.85 |
|
| Chord Energy Corporation Com New (CHRD) | 0.1 | $1.4M | 10k | 134.07 |
|
|
| Corpay Com Shs (CPAY) | 0.1 | $1.4M | 3.6k | 388.60 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.4M | -14% | 28k | 49.11 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.4M | +5% | 27k | 50.39 |
|
| Tesla Motors (TSLA) | 0.1 | $1.4M | 3.9k | 354.81 |
|
|
| Chesapeake Energy Corp (EXE) | 0.1 | $1.4M | -2% | 16k | 84.09 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.4M | +24% | 8.5k | 160.75 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.4M | 33k | 41.23 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.4M | 15k | 92.17 |
|
|
| Waste Management (WM) | 0.1 | $1.3M | -7% | 6.6k | 203.91 |
|
| Crown Holdings (CCK) | 0.1 | $1.3M | 13k | 105.41 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.3M | -3% | 67k | 19.77 |
|
| Vanguard World Mrngstr Cap Etf (MGC) | 0.1 | $1.3M | 4.7k | 282.31 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.3M | +190% | 4.4k | 304.67 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.3M | +5% | 19k | 69.83 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.3M | +5% | 26k | 51.87 |
|
Past Filings by Lanark Financial
SEC 13F filings are viewable for Lanark Financial going back to 2023
- Lanark Financial 2026 Q3 filed Oct. 26, 2026
- 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