Lanark Financial, Inc. holds a diversified book of 2420 stocks worth $1.5B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Invesco Dorsey Wright Tech and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lanark Financial, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $823.0B |
| MORGAN STANLEY | 80 / 80 | $617.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $585.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $476.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $180.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $119.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $108.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Lanark Financial, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $39.7M | 137.1K | 2.7% | ▼−1.1% Reduced · −2K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $34.0M | 45.6K | 2.3% | ▼−6.2% Reduced · −3K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $33.3M | 379.0K | 2.3% | ▲+3.5% Added · +13K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $27.9M | 40.6K | 1.9% | ▲+5.8% Added · +2K sh | |
| 5 | Nvidia Corporation COM | $21.2M | 106.1K | 1.4% | ▲+0.6% Added · +644 sh | |
| 6 | Microsoft Corp COM | $20.2M | 54.3K | 1.4% | ▼−4.9% Reduced · −3K sh | |
| 7 | Alphabet Inc CAP STK CL A | $20.2M | 56.6K | 1.4% | ▲+1.9% Added · +1K sh | |
| 8 | Broadcom Inc COM | $18.0M | 47.8K | 1.2% | ▼−1.8% Reduced · −866 sh | |
| 9 | Amazon Com Inc COM | $17.8M | 74.7K | 1.2% | ▼−1.6% Reduced · −1K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $15.4M | 20.6K | 1.0% | ▲+9.9% Added · +2K sh | |
| 11 | JPMorgan Chase & Co COM | $12.8M | 39.1K | 0.9% | ▼−1.1% Reduced · −440 sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $12.8M | 17.3K | 0.9% | ▼−1.4% Reduced · −241 sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.6M | 177.2K | 0.9% | ▲+4.1% Added · +7K sh | |
| 14 | SPDR Index SHS FDS ST STR PO EX ETF | $11.1M | 220.5K | 0.8% | ▲+1.3% Added · +3K sh | |
| 15 | Visa Inc COM CL A | $10.1M | 29.4K | 0.7% | ▲+1.1% Added · +308 sh | |
| 16 | Walmart Inc COM | $10.0M | 88.3K | 0.7% | ▲+0.2% Added · +220 sh | |
| 17 | NextEra Energy Inc COM | $9.8M | 111.6K | 0.7% | ▲+0.3% Added · +399 sh | |
| 18 | SPDR Series Trust ST STR AGGRE ETF | $9.4M | 367.6K | 0.6% | ▲+4.6% Added · +16K sh | |
| 19 | SPDR Series Trust ST INTER BD ETF | $9.4M | 280.0K | 0.6% | ▲+5.6% Added · +15K sh | |
| 20 | Wisdomtree TR US QUALITY GROW | $8.7M | 131.1K | 0.6% | ▲+20% Added · +22K sh | |
| 21 | Johnson & Johnson COM | $8.5M | 33.4K | 0.6% | ▲+4.5% Added · +1K sh | |
| 22 | Alphabet Inc CAP STK CL C | $8.3M | 23.5K | 0.6% | ▲+1.7% Added · +399 sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $8.1M | 21.9K | 0.5% | ▲+3.6% Added · +761 sh | |
| 24 | Quanta Svcs Inc COM | $8.1M | 11.2K | 0.5% | ▼−1.1% Reduced · −130 sh | |
| 25 | Ishares TR CORE US AGGBD ET | $8.0M | 81.0K | 0.5% | ▲+16% Added · +11K sh | |
| 26 | Micron Technology Inc COM | $8.0M | 6.9K | 0.5% | ▼−15% Reduced · −1K sh | |
| 27 | DT Midstream Inc COMMON STOCK | $7.6M | 52.0K | 0.5% | ▼−1.4% Reduced · −733 sh | |
| 28 | Sempra COM | $7.3M | 79.3K | 0.5% | ▲+0.1% Added · +96 sh | |
| 29 | Procter & Gamble Co COM | $7.3M | 49.8K | 0.5% | ▲+0.8% Added · +375 sh | |
| 30 | Williams Cos Inc COM | $7.3M | 98.0K | 0.5% | ▼−1.4% Reduced · −1K sh | |
| 31 | Vanguard Scottsdale FDS INT-TERM CORP | $7.1M | 86.3K | 0.5% | ▲+8.2% Added · +7K sh | |
| 32 | Morgan Stanley COM NEW | $7.1M | 33.8K | 0.5% | ▼−1.1% Reduced · −373 sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $6.7M | 35.2K | 0.5% | ▲+1.1% Added · +384 sh | |
| 34 | Corning Inc COM | $6.6M | 25.9K | 0.4% | ▼−32% Reduced · −12K sh | |
| 35 | Eli Lilly & Co COM | $6.6M | 5.5K | 0.4% | ▼−2.0% Reduced · −115 sh | |
| 36 | Vertiv Holdings Co COM CL A | $6.6M | 19.6K | 0.4% | ▼−3.0% Reduced · −620 sh | |
| 37 | Parker-Hannifin Corp COM | $6.4M | 6.6K | 0.4% | ▲+0.1% Added · +7 sh | |
| 38 | Applied Matls Inc COM | $6.3M | 8.7K | 0.4% | ▼−4.5% Reduced · −406 sh | |
| 39 | Johnson Controls Internation SHS | $6.1M | 41.6K | 0.4% | ▲+19% Added · +7K sh | |
| 40 | Nisource Inc COM | $6.0M | 126.4K | 0.4% | ▼−1.4% Reduced · −2K sh | |
| 41 | Wisdomtree TR US QTLY DIV GRT | $5.8M | 61.1K | 0.4% | ▼−3.4% Reduced · −2K sh | |
| 42 | Talen Energy Corp COM | $5.8M | 15.2K | 0.4% | ▼−1.4% Reduced · −219 sh | |
| 43 | Chubb Limited COM | $5.8M | 17.0K | 0.4% | ▲+0.7% Added · +125 sh | |
| 44 | Exxon Mobil Corp COM | $5.7M | 41.6K | 0.4% | ▲+1.9% Added · +770 sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $5.7M | 67.9K | 0.4% | ▲+4.5% Added · +3K sh | |
| 46 | Ishares TR CORE S&P MCP ETF | $5.6M | 72.1K | 0.4% | ▲+2.9% Added · +2K sh | |
| 47 | Entergy Corp New COM | $5.5M | 48.2K | 0.4% | ▼−1.4% Reduced · −689 sh | |
| 48 | Idacorp Inc COM | $5.5M | 36.6K | 0.4% | ▼−1.4% Reduced · −514 sh | |
| 49 | Ishares TR CORE S&P SCP ETF | $5.5M | 36.8K | 0.4% | ▼−0.6% Reduced · −222 sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $5.4M | 18.0K | 0.4% | ▲+0.9% Added · +167 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/791540/holdings"
Use Arkolith to show LANARK FINANCIAL, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 2,420 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 2,548 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 2,811 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,795 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 2,445 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 2,119 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 1,247 | $1.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 2,111 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.