Lanark Financial, Inc. holds a diversified book of 2420 stocks worth $1.5B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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. Cloning the disclosed picks since 2024 would be +17% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +23.4%, a 6.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Lanark Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.