LANARK FINANCIAL, INC.
2,551 holdingsFiling period: 2026-03-31Current AUM: $1.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 138.7K | $35.2M | $42.8M | 2.92% | -3,965 | 2026-03-31 |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF | 48.6K | $31.6M | $36.3M | 2.47% | -1,928 | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 366.0K | $28.0M | $32.2M | 2.19% | +10.6K | 2026-03-31 |
| 4 | VOO | VANGUARD S&P 500 ETF | 38.4K | $22.9M | $26.3M | 1.80% | +5.3K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 57.1K | $21.1M | $26.5M | 1.81% | -2,400 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORP | 105.4K | $18.4M | $21.2M | 1.44% | +1.5K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 55.5K | $16.0M | $19.8M | 1.35% | -3,075 | 2026-03-31 |
| 8 | AMZN | AMAZON.COM INC | 75.9K | $15.8M | $20.6M | 1.40% | -7,065 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 48.6K | $15.0M | $18.9M | 1.29% | -2,291 | 2026-03-31 |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 18.7K | $12.2M | $14.1M | 0.96% | -181 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 39.6K | $11.6M | $13.9M | 0.95% | -413 | 2026-03-31 |
| 12 | WMT | WALMART INC | 88.1K | $10.9M | $9.8M | 0.67% | -3,911 | 2026-03-31 |
| 13 | VEA | VANGUARD FTSE DEVELOPED | 170.2K | $10.9M | $12.0M | 0.82% | -2,473 | 2026-03-31 |
| 14 | NEE | NEXTERA ENERGY INC | 111.2K | $10.3M | $9.7M | 0.66% | -1,818 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 17.6K | $10.1M | $12.1M | 0.82% | -1,804 | 2026-03-31 |
| 16 | SPDW | SPDR INDEX SHARES FUNDS | 217.6K | $9.9M | $10.9M | 0.74% | +6.0K | 2026-03-31 |
| 17 | SPAB | SPDR SERIES TRUST | 351.5K | $9.0M | $8.8M | 0.60% | +48.4K | 2026-03-31 |
| 18 | SPIB | SPDR SERIES TRUST | 265.1K | $8.9M | $8.8M | 0.60% | +44.2K | 2026-03-31 |
| 19 | V | VISA INC | 29.0K | $8.8M | $10.6M | 0.72% | +1.0K | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 31.9K | $7.8M | $8.2M | 0.56% | +119 | 2026-03-31 |
| 21 | SRE | SEMPRA | 79.2K | $7.7M | $7.0M | 0.48% | +1.0K | 2026-03-31 |
| 22 | WMB | WILLIAMS COMPANIES INC | 99.4K | $7.2M | $7.1M | 0.48% | -1,241 | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 49.4K | $7.1M | $7.1M | 0.49% | +3.7K | 2026-03-31 |
| 24 | DTM | DT MIDSTREAM INC | 52.7K | $7.1M | $7.3M | 0.50% | -5 | 2026-03-31 |
| 25 | AGG | ISHARES CORE U S AGGREGATE BD | 70.0K | $6.9M | $6.8M | 0.46% | +10.6K | 2026-03-31 |
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