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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2075 檔
10.9%
As reported in its official Q2 2024 Form 13F filing, Lanark Financial, Inc.'s tracked investment portfolio stood at $1.5B with 2075 total positions.
During Q2 2024, Lanark Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, RY, MSFT) accounted for 10.9% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 2075 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.05% | +0.68% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 3.50% | +0.01% | -0.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.22% | +1.53% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.56% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.06% | +9.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.02% | +8.37% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.09% | +0.95% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.12% | -1.83% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.05% | +2.78% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.06% | +990.72% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | +0.38% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.12% | +1.27% | |
| 13 | CEG | Constellation Energy | Stock-Utilities | 0.77% | -0.07% | +3.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.17% | +9.16% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.02% | +9.54% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.14% | +3.70% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.01% | +2.62% | |
| 18 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.67% | — | +1.62% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | +0.01% | +1.43% | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 0.60% | -0.03% | -3.25% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.10% | -2.11% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.10% | -0.28% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.02% | +0.28% | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.55% | — | +0.30% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | +11.65% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.03% | -1.30% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.01% | +79.42% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | +0.04% | -1.42% | |
| 29 | SRE | Sempra | Stock-Utilities | 0.50% | -0.08% | +3.69% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.01% | +2.03% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.48% | -0.02% | +6.40% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.02% | -0.28% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.17% | -7.50% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.44% | -0.13% | +7.16% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.42% | -0.01% | +4.57% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | +0.17% | +11.42% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.41% | -0.04% | +1.90% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.40% | +0.01% | +1.65% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.05% | -2.31% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | +0.44% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.06% | -0.95% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.39% | -0.01% | -8.72% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-Other | 0.38% | +0.01% | +2.29% | |
| 44 | SYY | Sysco CORP | Stock-Consumer Staples | 0.38% | +0.02% | +246.09% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.11% | +0.66% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.01% | -0.33% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.10% | +1.01% | |
| 48 | DTM | Dt Midstream Inc | Stock-Energy | 0.36% | -0.01% | +4.25% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.35% | -0.01% | +0.21% | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.35% | -0.04% | -0.56% |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 2075 disclosed positions in Q2 2024.
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During Q2 2024, Lanark Financial, Inc.'s top holdings by market value included AAPL (3.6%)、RY (3.5%)、MSFT (3.4%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q2 2024, Lanark Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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