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CIK: 0000791540
Total reported value
$1.5B
$1.5B
1247 檔
0.0%
During the Q4 2024 filing period, Lanark Financial, Inc. (CIK: 0000791540) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 1247 reported positions.
In Q4 2024, Lanark Financial, Inc. adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 1247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 3.98% | +0.01% | -99.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.05% | -99.93% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.22% | -99.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -0.06% | -99.90% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.09% | -99.91% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.02% | -99.90% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.06% | -99.90% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.14% | -99.90% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -99.91% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.05% | -99.90% | |
| 11 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.87% | — | -99.90% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 0.85% | -0.07% | -99.90% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.01% | -99.90% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.02% | -99.91% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.12% | -99.92% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.17% | -99.90% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.12% | -99.91% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.10% | -99.90% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | +0.01% | -99.90% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.61% | — | -99.91% | |
| 21 | SRE | Sempra | Stock-Utilities | 0.57% | -0.08% | -99.90% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.55% | +0.01% | -99.90% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | +0.04% | -99.90% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -99.90% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.54% | -0.03% | -99.91% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.13% | -99.90% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.02% | -99.90% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.03% | -99.91% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.52% | -0.02% | -99.90% | |
| 30 | DTM | Dt Midstream Inc | Stock-Energy | 0.50% | -0.01% | -99.90% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.10% | -99.91% | |
| 32 | CGUS | Cap Group Core Equity | ETF-Other | 0.48% | — | -99.89% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.02% | -99.91% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.17% | -99.90% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | -99.91% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.01% | -99.91% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.13% | -99.90% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.42% | -0.01% | -99.91% | |
| 39 | NI | Nisource Inc | Stock-Utilities | 0.42% | -0.04% | -99.90% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | -99.91% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.41% | +0.02% | -99.90% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.06% | -99.90% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.11% | -99.91% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.10% | -99.90% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.40% | -0.01% | -99.90% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.06% | -99.90% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.38% | +0.06% | -99.90% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | +0.17% | -99.91% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.38% | — | -99.90% | |
| 50 | CCOI | Cogent Communications Holdin | Stock-Other | 0.38% | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -99.91% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | -99.90% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -99.90% | Trim |
| 4 | RY | Royal Bank Of Canada | +0.2% | -99.90% | Trim |
| 5 | NVDA | Nvidia CORP | +0.2% | -99.90% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -99.90% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -99.90% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -99.91% | Trim |
| 9 | DTM | Dt Midstream Inc | +0.1% | -99.90% | Trim |
| 10 | SSBUSD | Southstate Bank CORP | +0.1% | -99.90% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -99.90% | Trim |
| 12 | CGUS | Cap Group Core Equity | +0.1% | -99.89% | Trim |
| 13 | MSFT | Microsoft CORP | +0.1% | -99.90% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.1% | -99.91% | Trim |
| 15 | TMUS | T-mobile US Inc | +0.1% | -99.90% | Trim |
| 16 | SRE | Sempra | +0.1% | -99.90% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | -99.90% | Trim |
| 18 | PG | Procter & Gamble Co/the | +0.1% | -99.90% | Trim |
| 19 | DE | Deere & Co | +0.1% | -99.91% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | -99.90% | Trim |
| 21 | NI | Nisource Inc | +0.1% | -99.90% | Trim |
| 22 | HD | Home Depot Inc | 0% | -99.90% | Trim |
| 23 | META | Meta Platforms Inc-class A | 0% | -99.91% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | -99.91% | Trim |
| 25 | PH | Parker Hannifin CORP | 0% | -99.91% | Trim |
| 26 | SYY | Sysco CORP | 0% | -99.90% | Trim |
| 27 | LLY | Eli Lilly & Co | 0% | -99.90% | Trim |
| 28 | CB | Chubb Limited | 0% | -99.90% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -99.91% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -99.90% | Trim |
| 31 | CVX | Chevron CORP | 0% | -99.91% | Trim |
| 32 | RDVY | First Trust Rising Dividend | 0% | -99.91% | Trim |
| 33 | UNP | Union Pacific CORP | — | -99.90% | Trim |
| 34 | PEG | Public Service Enterprise Gp | — | -99.90% | Trim |
| 35 | LOW | Lowe's Cos Inc | — | -99.90% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | -99.90% | Trim |
| 37 | FTCS | First Trust Capital Strength | 0% | -99.91% | Trim |
| 38 | XOM | Exxon Mobil CORP | 0% | -99.90% | Trim |
| 39 | LIN | Linde plc | 0% | -99.90% | Trim |
| 40 | PEP | Pepsico Inc | 0% | -99.90% | Trim |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -99.91% | Trim |
| 42 | UNH | Unitedhealth Group Inc | 0% | -99.91% | Trim |
| 43 | MRK | Merck & Co. Inc. | 0% | -99.91% | Trim |
| 44 | CMCSA | Comcast Corp-class A | 0% | -99.91% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | -99.92% | Trim |
| 46 | LMT | Lockheed Martin CORP | -0.1% | -99.90% | Trim |
| 47 | CEG | Constellation Energy | -0.1% | -99.90% | Trim |
| 48 | NEE | Nextera Energy Inc | -0.1% | -99.91% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | -99.93% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -2.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 1247 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RY, AAPL, MSFT) accounted for 0.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
BRK-A
前期市值: $32.5M
During Q4 2024, Lanark Financial, Inc.'s top holdings by market value included RY (4.0%)、AAPL (3.2%)、MSFT (3.1%). The largest single position, RY, represented 4.0% of total portfolio value.
In Q4 2024, Lanark Financial, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 49 holdings, and fully liquidating 1 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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