Lanark Financial, Inc.

13F filer · CIK 0000791540

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$1.48BU.S. long equity reported on 13F

Positions1,538121 new · 155 closed

Net flow last quarter-$4.15MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 20261,538 positions
AAPLApple Inc.	$39.7M	2.69%	0.00%	-1.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$34M	2.31%	Not reported	-6.2%	Q4 2023
NVDANvidia Corp	$21.2M	1.44%	0.00%	+0.6%	Q4 2023
MSFTMicrosoft Corp	$20.2M	1.37%	0.00%	-4.9%	Q4 2023
GOOGLAlphabet Inc.	$20.2M	1.37%	0.00%	+1.9%	Q4 2023
AVGOBroadcom Inc.	$18M	1.22%	0.00%	-1.8%	Q4 2023
AMZNAmazon Com Inc	$17.8M	1.21%	0.00%	-1.6%	Q4 2023
JPMJPMorgan Chase & Co	$12.8M	0.87%	0.00%	-1.1%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$12.8M	0.87%	Not reported	-1.4%	Q4 2023
VVisa Inc.	$10.1M	0.68%	0.00%	+1.1%	Q4 2023
WMTWalmart Inc.	$10M	0.68%	0.00%	+0.3%	Q4 2023
NEENextera Energy Inc	$9.8M	0.66%	0.01%	+0.4%	Q4 2023
SPABASTROTECH Corp	$9.38M	0.64%	Not reported	+4.6%	Q4 2023
JNJJohnson & Johnson	$8.47M	0.57%	0.00%	+4.6%	Q4 2023
GOOGAlphabet Inc.	$8.31M	0.56%	Not reported	+1.7%	Q4 2023
PWRQuanta Services, Inc.	$8.09M	0.55%	0.01%	-1.1%	Q4 2023
MUMicron Technology Inc	$8.02M	0.54%	0.00%	-14.9%	Q4 2023
DTMDT Midstream, Inc.	$7.63M	0.52%	0.05%	-1.4%	Q4 2023
SRESempra	$7.35M	0.50%	0.01%	+0.1%	Q4 2023
PGPROCTER & GAMBLE Co	$7.3M	0.49%	0.00%	+0.8%	Q4 2023
WMBWilliams Companies, Inc.	$7.28M	0.49%	0.01%	-1.4%	Q4 2023
MSMorgan Stanley	$7.07M	0.48%	0.00%	-1.1%	Q4 2023
GLWCorning Inc	$6.61M	0.45%	0.00%	-32.4%	Q4 2023
LLYELI LILLY & Co	$6.6M	0.45%	0.00%	-2.1%	Q4 2023
VRTVertiv Holdings Co	$6.58M	0.45%	0.01%	-3.1%	Q4 2023
PHParker-Hannifin Corp	$6.41M	0.43%	0.01%	+0.1%	Q4 2023
AMATApplied Materials Inc	$6.29M	0.43%	0.00%	-4.5%	Q4 2023
JCIJohnson Controls International plc	$6.08M	0.41%	0.01%	+19.1%	Q4 2023
NINisource Inc.	$6.01M	0.41%	0.03%	-1.4%	Q4 2023
TLNTalen Energy Corp	$5.83M	0.39%	0.03%	-1.4%	Q4 2024
CBChubb Ltd	$5.81M	0.39%	0.00%	+0.7%	Q4 2023
XOMExxonMobil Holdings Corp	$5.69M	0.39%	0.00%	+1.9%	Q4 2023
ETREntergy Corp	$5.54M	0.38%	0.01%	-1.4%	Q4 2023
IDAIdacorp Inc	$5.53M	0.37%	0.07%	-1.4%	Q4 2023
METAMeta Platforms, Inc.	$5.35M	0.36%	Not reported	-0.1%	Q4 2023
IAUIshares Gold Trust	$5.25M	0.36%	0.01%	-2.3%	Q4 2023
EQIXEquinix Inc	$5.23M	0.35%	0.01%	-1.0%	Q4 2023
UNPUnion Pacific Corp	$5.1M	0.35%	0.00%	+0.6%	Q4 2023
SYYSysco Corp	$5.09M	0.34%	0.01%	+1.0%	Q4 2023
SCHWSchwab Charles Corp	$4.98M	0.34%	0.00%	+1.3%	Q4 2023
GEVGE Vernova Inc.	$4.88M	0.33%	0.00%	+2.4%	Q3 2024
MRKMerck & Co., Inc.	$4.87M	0.33%	0.00%	+1.7%	Q4 2023
LMTLockheed Martin Corp	$4.82M	0.33%	0.00%	+0.8%	Q4 2023
INTCIntel Corp	$4.74M	0.32%	0.00%	-2.9%	Q4 2023
SYKStryker Corp	$4.72M	0.32%	0.00%	+0.6%	Q4 2023
CATCaterpillar Inc	$4.47M	0.30%	0.00%	+0.5%	Q4 2023
LRCXLam Research Corp	$4.38M	0.30%	0.00%	-2.3%	Q4 2023
NXPINXP Semiconductors N.V.	$4.25M	0.29%	0.01%	+1.3%	Q4 2023
CCJCameco Corp	$4.2M	0.28%	0.01%	-1.1%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.19M	0.28%	0.00%	+8.9%	Q4 2023

Q1 2026Reported Apr 14, 20261,570 positions
AAPLApple Inc.	$35.2M	2.64%	0.00%	-2.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$31.6M	2.37%	Not reported	-3.8%	Q4 2023
MSFTMicrosoft Corp	$21.1M	1.59%	0.00%	-4.0%	Q4 2023
NVDANvidia Corp	$18.4M	1.38%	0.00%	+1.4%	Q4 2023
GOOGLAlphabet Inc.	$16M	1.20%	0.00%	-5.3%	Q4 2023
AMZNAmazon Com Inc	$15.8M	1.19%	0.00%	-8.5%	Q4 2023
AVGOBroadcom Inc.	$15M	1.13%	0.00%	-4.5%	Q4 2023
JPMJPMorgan Chase & Co	$11.6M	0.87%	0.00%	-1.0%	Q4 2023
WMTWalmart Inc.	$10.9M	0.82%	0.00%	-4.3%	Q4 2023
NEENextera Energy Inc	$10.3M	0.78%	0.01%	-1.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$10.1M	0.76%	Not reported	-9.3%	Q4 2023
SPABASTROTECH Corp	$9.01M	0.68%	Not reported	+16.0%	Q4 2023
VVisa Inc.	$8.78M	0.66%	0.00%	+3.6%	Q4 2023
JNJJohnson & Johnson	$7.8M	0.59%	0.00%	+0.4%	Q4 2023
SRESempra	$7.69M	0.58%	0.01%	+1.3%	Q4 2023
WMBWilliams Companies, Inc.	$7.23M	0.54%	0.01%	-1.2%	Q4 2023
PGPROCTER & GAMBLE Co	$7.13M	0.54%	0.00%	+8.2%	Q4 2023
DTMDT Midstream, Inc.	$7.1M	0.53%	0.05%	0.0%	Q4 2023
XOMExxonMobil Holdings Corp	$6.93M	0.52%	0.00%	+2.8%	Q4 2023
GOOGAlphabet Inc.	$6.63M	0.50%	Not reported	+16.4%	Q4 2023
IAUIshares Gold Trust	$6.27M	0.47%	0.01%	+13.7%	Q4 2023
PWRQuanta Services, Inc.	$6.24M	0.47%	0.01%	0.0%	Q4 2023
NINisource Inc.	$5.98M	0.45%	0.03%	-1.4%	Q4 2023
PHParker-Hannifin Corp	$5.86M	0.44%	0.01%	-2.9%	Q4 2023
LMTLockheed Martin Corp	$5.67M	0.43%	0.00%	-2.5%	Q4 2023
MSMorgan Stanley	$5.63M	0.42%	0.00%	-5.0%	Q4 2023
CBChubb Ltd	$5.52M	0.41%	0.00%	+2.4%	Q4 2023
ETREntergy Corp	$5.5M	0.41%	0.01%	-0.4%	Q4 2023
TMUST-Mobile US, Inc.	$5.48M	0.41%	0.00%	-15.6%	Q4 2023
METAMeta Platforms, Inc.	$5.44M	0.41%	Not reported	+11.8%	Q4 2023
IDAIdacorp Inc	$5.3M	0.40%	0.07%	+0.5%	Q4 2023
GLWCorning Inc	$5.21M	0.39%	0.00%	-21.7%	Q4 2023
LLYELI LILLY & Co	$5.16M	0.39%	0.00%	+2.5%	Q4 2023
VRTVertiv Holdings Co	$5.08M	0.38%	0.01%	-3.1%	Q4 2023
CVXChevron Corp	$5.04M	0.38%	0.00%	+4.8%	Q4 2023
SCHWSchwab Charles Corp	$5.01M	0.38%	0.00%	+132.2%	Q4 2023
EQIXEquinix Inc	$4.97M	0.37%	0.01%	+0.7%	Q4 2023
TLNTalen Energy Corp	$4.91M	0.37%	0.03%	-0.2%	Q4 2024
SYKStryker Corp	$4.9M	0.37%	0.00%	+50.3%	Q4 2023
JCIJohnson Controls International plc	$4.58M	0.34%	0.01%	+1.4%	Q4 2023
CEGConstellation Energy Corp	$4.53M	0.34%	0.00%	-3.1%	Q4 2023
UNPUnion Pacific Corp	$4.53M	0.34%	0.00%	+1.8%	Q4 2023
CCJCameco Corp	$4.53M	0.34%	0.01%	-28.1%	Q4 2023
MRKMerck & Co., Inc.	$4.48M	0.34%	0.00%	-0.2%	Q4 2023
SYYSysco Corp	$4.3M	0.32%	0.01%	+1.7%	Q4 2023
LOWLowes Companies Inc	$4.02M	0.30%	0.00%	+2.5%	Q4 2023
RSGRepublic Services, Inc.	$3.96M	0.30%	0.01%	+3.0%	Q4 2023
MDTMedtronic plc	$3.95M	0.30%	0.00%	+3.6%	Q4 2023
ABBVAbbVie Inc.	$3.85M	0.29%	0.00%	-2.6%	Q4 2023
AEEAmeren Corp	$3.85M	0.29%	0.01%	+0.3%	Q4 2023

Q4 2025Reported Jan 29, 20261,607 positions
AAPLApple Inc.	$38.8M	2.91%	0.00%	-0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$34.5M	2.58%	Not reported	+2.9%	Q4 2023
MSFTMicrosoft Corp	$28.8M	2.16%	0.00%	-0.4%	Q4 2023
NVDANvidia Corp	$19.4M	1.45%	0.00%	-1.9%	Q4 2023
AMZNAmazon Com Inc	$19.1M	1.44%	0.00%	+6.9%	Q4 2023
GOOGLAlphabet Inc.	$18.3M	1.37%	0.00%	+3.2%	Q4 2023
AVGOBroadcom Inc.	$17.6M	1.32%	0.00%	-0.8%	Q4 2023
JPMJPMorgan Chase & Co	$12.9M	0.97%	0.00%	-0.3%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$11.9M	0.89%	Not reported	+8.2%	Q4 2023
WMTWalmart Inc.	$10.2M	0.77%	0.00%	+0.7%	Q4 2023
VVisa Inc.	$9.83M	0.74%	0.00%	+0.6%	Q4 2023
NEENextera Energy Inc	$9.07M	0.68%	0.01%	-2.8%	Q4 2023
SPABASTROTECH Corp	$7.81M	0.59%	Not reported	+17.4%	Q4 2023
SRESempra	$6.9M	0.52%	0.01%	+114.2%	Q4 2023
JNJJohnson & Johnson	$6.58M	0.49%	0.00%	+0.2%	Q4 2023
PGPROCTER & GAMBLE Co	$6.54M	0.49%	0.00%	-0.5%	Q4 2023
MSMorgan Stanley	$6.39M	0.48%	0.00%	-0.5%	Q4 2023
DTMDT Midstream, Inc.	$6.31M	0.47%	0.05%	-0.1%	Q4 2023
TMUST-Mobile US, Inc.	$6.28M	0.47%	0.00%	-8.6%	Q4 2023
GOOGAlphabet Inc.	$6.24M	0.47%	Not reported	+1.6%	Q4 2023
WMBWilliams Companies, Inc.	$6.05M	0.45%	0.01%	-0.7%	Q4 2023
PHParker-Hannifin Corp	$5.93M	0.44%	0.01%	-0.1%	Q4 2023
CEGConstellation Energy Corp	$5.91M	0.44%	0.01%	-0.3%	Q4 2023
LLYELI LILLY & Co	$5.89M	0.44%	0.00%	-1.1%	Q4 2023
TLNTalen Energy Corp	$5.78M	0.43%	0.03%	-1.9%	Q4 2024
METAMeta Platforms, Inc.	$5.61M	0.42%	Not reported	+6.8%	Q4 2023
NINisource Inc.	$5.43M	0.41%	0.03%	-0.1%	Q4 2023
CCJCameco Corp	$5.3M	0.40%	0.01%	+0.4%	Q4 2023
MUMicron Technology Inc	$5.2M	0.39%	0.00%	-11.5%	Q4 2023
CBChubb Ltd	$5.16M	0.39%	0.00%	+2.1%	Q4 2023
IAUIshares Gold Trust	$5.08M	0.38%	0.01%	+39.4%	Q4 2023
PWRQuanta Services, Inc.	$4.8M	0.36%	0.01%	+0.7%	Q4 2023
XOMExxonMobil Holdings Corp	$4.78M	0.36%	0.00%	+0.9%	Q4 2023
IDAIdacorp Inc	$4.67M	0.35%	0.07%	-0.1%	Q4 2023
LMTLockheed Martin Corp	$4.66M	0.35%	0.00%	-1.2%	Q4 2023
ETREntergy Corp	$4.54M	0.34%	0.01%	-0.1%	Q4 2023
SYYSysco Corp	$4.37M	0.33%	0.01%	+1.3%	Q4 2023
CCICrown Castle Inc.	$4.34M	0.33%	0.01%	-1.5%	Q4 2023
ORCLOracle Corp	$4.31M	0.32%	0.00%	-1.3%	Q4 2023
GLWCorning Inc	$4.29M	0.32%	0.01%	+382.7%	Q4 2023
UNPUnion Pacific Corp	$4.24M	0.32%	0.00%	+0.2%	Q4 2023
MDTMedtronic plc	$4.22M	0.32%	0.00%	+1.0%	Q4 2023
ABBVAbbVie Inc.	$4.16M	0.31%	0.00%	+1.3%	Q4 2023
JCIJohnson Controls International plc	$4.13M	0.31%	0.01%	-5.2%	Q4 2023
LOWLowes Companies Inc	$4.01M	0.30%	0.00%	+0.8%	Q4 2023
MRKMerck & Co., Inc.	$3.93M	0.29%	0.00%	+0.5%	Q4 2023
UBERUber Technologies, Inc	$3.93M	0.29%	0.00%	-0.4%	Q4 2023
HDHome Depot, Inc.	$3.89M	0.29%	0.00%	0.0%	Q4 2023
EQIXEquinix Inc	$3.86M	0.29%	0.01%	0.0%	Q4 2023
RSGRepublic Services, Inc.	$3.72M	0.28%	0.01%	-1.0%	Q4 2023

Q3 2025Reported Nov 14, 20251,623 positions
AAPLApple Inc.	$36.4M	2.80%	0.00%	+6.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$32.7M	2.52%	Not reported	+57.3%	Q4 2023
MSFTMicrosoft Corp	$30.9M	2.38%	0.00%	+1.2%	Q4 2023
NVDANvidia Corp	$19.8M	1.52%	0.00%	+9.7%	Q4 2023
AMZNAmazon Com Inc	$17M	1.31%	0.00%	+11.7%	Q4 2023
AVGOBroadcom Inc.	$16.9M	1.30%	0.00%	-14.8%	Q4 2023
GOOGLAlphabet Inc.	$13.8M	1.06%	0.00%	+34.5%	Q4 2023
JPMJPMorgan Chase & Co	$12.6M	0.97%	0.00%	-0.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$10.8M	0.83%	Not reported	+100.5%	Q4 2023
VVisa Inc.	$9.52M	0.73%	0.00%	-0.3%	Q4 2023
WMTWalmart Inc.	$9.41M	0.72%	0.00%	-8.0%	Q4 2023
NEENextera Energy Inc	$8.78M	0.67%	0.01%	+7.7%	Q4 2023
TMUST-Mobile US, Inc.	$8.1M	0.62%	0.00%	+0.9%	Q4 2023
PGPROCTER & GAMBLE Co	$7.05M	0.54%	0.00%	-15.9%	Q4 2023
TLNTalen Energy Corp	$6.69M	0.51%	0.03%	-0.5%	Q4 2024
SPABASTROTECH Corp	$6.68M	0.51%	Not reported	+8.8%	Q4 2023
WMBWilliams Companies, Inc.	$6.42M	0.49%	0.01%	+641.5%	Q4 2023
ORCLOracle Corp	$6.29M	0.48%	0.00%	-26.1%	Q4 2023
DTMDT Midstream, Inc.	$5.97M	0.46%	0.05%	-0.5%	Q4 2023
JNJJohnson & Johnson	$5.88M	0.45%	0.00%	-19.3%	Q4 2023
METAMeta Platforms, Inc.	$5.84M	0.45%	Not reported	+7.1%	Q4 2023
MSMorgan Stanley	$5.75M	0.44%	0.00%	+3.0%	Q4 2023
NINisource Inc.	$5.64M	0.43%	0.03%	-0.9%	Q4 2023
CEGConstellation Energy Corp	$5.52M	0.42%	0.01%	+2.5%	Q4 2023
PHParker-Hannifin Corp	$5.12M	0.39%	0.01%	+3.0%	Q4 2023
LINLinde PLC	$4.94M	0.38%	0.00%	-2.1%	Q4 2023
IDAIdacorp Inc	$4.88M	0.38%	0.07%	+0.2%	Q4 2023
LMTLockheed Martin Corp	$4.86M	0.37%	0.00%	-4.7%	Q4 2023
CCJCameco Corp	$4.84M	0.37%	0.01%	0.0%	Q4 2023
SYYSysco Corp	$4.82M	0.37%	0.01%	+2.3%	Q4 2023
CCICrown Castle Inc.	$4.78M	0.37%	0.01%	+883.0%	Q4 2023
GOOGAlphabet Inc.	$4.76M	0.37%	Not reported	-38.1%	Q4 2023
UBERUber Technologies, Inc	$4.73M	0.36%	0.00%	+4.8%	Q4 2023
PWRQuanta Services, Inc.	$4.68M	0.36%	0.01%	-0.3%	Q4 2023
HDHome Depot, Inc.	$4.58M	0.35%	0.00%	+5.0%	Q4 2023
ETREntergy Corp	$4.58M	0.35%	0.01%	-0.3%	Q4 2023
CBChubb Ltd	$4.57M	0.35%	0.00%	-21.0%	Q4 2023
XOMExxonMobil Holdings Corp	$4.44M	0.34%	0.00%	-7.0%	Q4 2023
UNPUnion Pacific Corp	$4.32M	0.33%	0.00%	-37.3%	Q4 2023
LLYELI LILLY & Co	$4.23M	0.33%	0.00%	-18.2%	Q4 2023
PEGPublic Service Enterprise Group Inc	$4.17M	0.32%	0.01%	-0.6%	Q4 2023
ABBVAbbVie Inc.	$4.16M	0.32%	0.00%	-2.2%	Q4 2023
MDTMedtronic plc	$4.14M	0.32%	0.00%	+3.0%	Q4 2023
LOWLowes Companies Inc	$4.14M	0.32%	0.00%	+5.4%	Q4 2023
RSGRepublic Services, Inc.	$4.07M	0.31%	0.01%	+4.0%	Q4 2023
JCIJohnson Controls International plc	$4M	0.31%	0.01%	-9.3%	Q4 2023
EQIXEquinix Inc	$3.94M	0.30%	0.01%	+0.3%	Q4 2023
PPLPPL Corp	$3.87M	0.30%	0.01%	-0.5%	Q4 2023
NFLXNetflix Inc	$3.84M	0.29%	0.00%	-1.3%	Q4 2023
TAt&T Inc.	$3.83M	0.29%	0.00%	-3.0%	Q4 2023

Premium opens every quarter this fund has filed