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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2119 檔
11.8%
At the close of Q1 2025, Lanark Financial, Inc. disclosed equity holdings valued at approximately $1.5B, spread across 2119 reported holdings.
In Q1 2025, Lanark Financial, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 49 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2119 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.88% | — | — | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 3.48% | +0.01% | +100405.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.22% | +100627.50% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.05% | +97579.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.39% | -0.06% | +156325.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.02% | +99508.33% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.09% | +85244.16% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | +101353.66% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.05% | +101122.03% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.06% | +107366.67% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.02% | +104638.46% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.14% | +94201.80% | |
| 13 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.76% | — | +100280.21% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.75% | -0.13% | +126915.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.12% | +99921.43% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.12% | +94954.46% | |
| 17 | DE | Deere & Co | Stock-Industrials | 0.63% | — | +104680.00% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | +0.04% | +113211.20% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.01% | +103927.59% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.02% | +102995.00% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.10% | +107824.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.17% | +96686.05% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.53% | -0.02% | +102325.00% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.06% | +145880.00% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.01% | +109910.00% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 0.50% | -0.03% | +96956.72% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.03% | +396176.92% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.10% | +88614.29% | |
| 29 | CGUS | Cap Group Core Equity | ETF-Other | 0.46% | — | +109135.57% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | -0.12% | +1072860.00% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.13% | +105227.91% | |
| 32 | DTM | Dt Midstream Inc | Stock-Energy | 0.46% | -0.01% | +103155.56% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.44% | +0.01% | +103497.22% | |
| 34 | NI | Nisource Inc | Stock-Utilities | 0.44% | -0.04% | +102632.80% | |
| 35 | SRE | Sempra | Stock-Utilities | 0.43% | -0.08% | +101740.00% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.42% | -0.01% | +105140.00% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.06% | +100083.87% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.02% | +105066.67% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.17% | +97488.89% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | -0.02% | +209114.81% | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 0.38% | -0.04% | +101272.22% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.04% | +157166.67% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.37% | +0.02% | +102415.79% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.05% | +105800.00% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.01% | +110242.86% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | +111652.00% | |
| 47 | IDA | Idacorp Inc | Stock-Utilities | 0.36% | -0.03% | +138376.92% | |
| 48 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.35% | +0.06% | +99807.58% | |
| 49 | ETR | Entergy CORP | Stock-Utilities | 0.35% | -0.03% | +103087.23% | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.35% | -0.01% | +97257.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +3.9% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +156325.00% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +1072860.00% | Add |
| 4 | T | At&t Inc | +0.4% | +396176.92% | Add |
| 5 | TMUS | T-mobile US Inc | +0.2% | +126915.38% | Add |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +209114.81% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +145880.00% | Add |
| 8 | IDA | Idacorp Inc | +0.1% | +138376.92% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +107824.32% | Add |
| 10 | NFLX | Netflix Inc | +0.1% | +157166.67% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +113211.20% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +109910.00% | Add |
| 13 | V | Visa Inc-class A Shares | 0% | +104638.46% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +102995.00% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +105227.91% | Add |
| 16 | RSG | Republic Services Inc | 0% | +101272.22% | Add |
| 17 | DE | Deere & Co | 0% | +104680.00% | Add |
| 18 | NI | Nisource Inc | 0% | +102632.80% | Add |
| 19 | LIN | Linde plc | 0% | +105140.00% | Add |
| 20 | ETR | Entergy CORP | 0% | +103087.23% | Add |
| 21 | CB | Chubb Limited | 0% | +102325.00% | Add |
| 22 | PEP | Pepsico Inc | 0% | +111652.00% | Add |
| 23 | UNP | Union Pacific CORP | 0% | +103927.59% | Add |
| 24 | MA | Mastercard Inc - A | 0% | +110242.86% | Add |
| 25 | CGUS | Cap Group Core Equity | 0% | +109135.57% | Add |
| 26 | CIBR | First Trust Nasdaq Cybersecu | 0% | +99807.58% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +101353.66% | Add |
| 28 | PG | Procter & Gamble Co/the | 0% | +101122.03% | Add |
| 29 | FTCS | First Trust Capital Strength | 0% | +96956.72% | Add |
| 30 | DTM | Dt Midstream Inc | 0% | +103155.56% | Add |
| 31 | SYY | Sysco CORP | 0% | +102415.79% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | -0.1% | +105066.67% | Add |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +105800.00% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | -0.1% | +97488.89% | Add |
| 35 | PH | Parker Hannifin CORP | -0.1% | +97257.14% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | +99921.43% | Add |
| 37 | NEE | Nextera Energy Inc | -0.1% | +94954.46% | Add |
| 38 | ORCL | Oracle CORP | -0.1% | +103497.22% | Add |
| 39 | SSBUSD | Southstate Bank CORP | -0.1% | +100280.21% | Add |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | +100083.87% | Add |
| 41 | WMT | Walmart Inc | -0.1% | +94201.80% | Add |
| 42 | SRE | Sempra | -0.1% | +101740.00% | Add |
| 43 | LMT | Lockheed Martin CORP | -0.2% | +88614.29% | Add |
| 44 | NVDA | Nvidia CORP | -0.2% | +107366.67% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | +96686.05% | Add |
| 46 | AMZN | Amazon.com Inc | -0.3% | +99508.33% | Add |
| 47 | RY | Royal Bank Of Canada | -0.5% | +100405.28% | Add |
| 48 | MSFT | Microsoft CORP | -0.5% | +100627.50% | Add |
| 49 | AAPL | Apple Inc | -0.6% | +97579.86% | Add |
| 50 | AVGO | Broadcom Inc | -0.7% | +85244.16% | Add |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 2119 disclosed positions in Q1 2025.
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 BRK-A, RY, MSFT) accounted for 11.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $45.5M
During Q1 2025, Lanark Financial, Inc.'s top holdings by market value included BRK-A (3.9%)、RY (3.5%)、MSFT (2.6%). The largest single position, BRK-A, represented 3.9% of total portfolio value.
In Q1 2025, Lanark Financial, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 49 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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