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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2443 檔
7.7%
According to the latest 13F quarterly dataset, Lanark Financial, Inc. managed an equity portfolio of $1.5B at the end of Q2 2025, spanning 2443 distinct U.S. exchange-listed positions.
In Q2 2025, Lanark Financial, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2443 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.22% | -26.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.05% | -0.87% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.16% | +1225.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.06% | -37.66% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.09% | -8.30% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.06% | +7.06% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.02% | -3.17% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | +0.04% | +81.39% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | — | -2.98% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.12% | +31.01% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.02% | +2.61% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.14% | -5.14% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.17% | +82.00% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | -8.69% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.13% | +1.58% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.12% | +1.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.17% | +1.35% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | — | +230.17% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | +0.01% | -3.34% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.54% | +0.01% | -18.86% | |
| 21 | CGUS | Cap Group Core Equity | ETF-Other | 0.53% | — | +8.03% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.51% | -0.03% | +5.38% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.04% | +241.80% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.02% | -4.59% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.48% | -0.02% | -0.00% | |
| 26 | DTM | Dt Midstream Inc | Stock-Energy | 0.48% | -0.01% | -4.90% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | +1.81% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.05% | +0.19% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.10% | -5.61% | |
| 30 | NI | Nisource Inc | Stock-Utilities | 0.43% | -0.04% | +2.28% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.02% | -1.32% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.43% | -0.07% | -14.27% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.06% | -7.17% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | -0.12% | -6.08% | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.41% | -0.04% | +2640.69% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.41% | -0.01% | +0.89% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.06% | +4.02% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.01% | -7.58% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.11% | +5.49% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.39% | -0.02% | +2.02% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.39% | +0.06% | -3.43% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.10% | -17.68% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.38% | -0.02% | +79.71% | |
| 44 | TLN | Talen Energy CORP | Stock-Utilities | 0.37% | +0.02% | +5.46% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | -0.01% | -3.90% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.13% | -6.48% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.36% | +0.01% | +2.41% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.10% | +1.32% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.04% | -31.28% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.35% | +0.02% | -2.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.6% | +1225.54% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +81.39% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -8.30% | Trim |
| 4 | NVDA | Nvidia CORP | +0.4% | +7.06% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +230.17% | Add |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +2640.69% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +82.00% | Add |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +241.80% | Add |
| 9 | SBAC | Sba Communications CORP | +0.3% | +6879.10% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +31.01% | Add |
| 11 | AEE | Ameren Corporation | +0.3% | +1104.34% | Add |
| 12 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +1133.62% | Add |
| 13 | WCMI | Ft Wcm International ETF | +0.2% | +13948.40% | Add |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +2517.61% | Add |
| 15 | DLR | Digital Realty Trust Inc | +0.2% | +310.27% | Add |
| 16 | CHTR | Charter Communications Inc-a | +0.2% | +4441.86% | Add |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +207.59% | Add |
| 18 | VCIT | Vanguard Int-term Corporate | +0.2% | +79.71% | Add |
| 19 | LNT | Alliant Energy CORP | +0.2% | +400.53% | Add |
| 20 | CCJ | Cameco CORP | +0.2% | +2.11% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +133.08% | Add |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +275.77% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +78.32% | Add |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +302.02% | Add |
| 25 | BSV | Vanguard Short-term Bond ETF | +0.1% | +112.70% | Add |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +1121.29% | Add |
| 27 | TLN | Talen Energy CORP | +0.1% | +5.46% | Add |
| 28 | PWR | Quanta Services Inc | +0.1% | +2.29% | Add |
| 29 | WDAY | Workday Inc-class A | +0.1% | +83.26% | Add |
| 30 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +763.64% | Add |
| 31 | NOW | Servicenow Inc | +0.1% | +47.26% | Add |
| 32 | CEG | Constellation Energy | +0.1% | -14.27% | Trim |
| 33 | AMZN | Amazon.com Inc | +0.1% | -3.17% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.98% | Trim |
| 35 | ARKK | Ark Innovation ETF | -0.1% | -92.60% | Trim |
| 36 | DY | Dycom Industries Inc | -0.2% | -91.24% | Trim |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -96.11% | Trim |
| 38 | TXNM | Txnm Energy Inc | -0.2% | -47.02% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.2% | -8.69% | Trim |
| 40 | T | At&t Inc | -0.2% | -32.22% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -19.94% | Trim |
| 42 | STAG | Stag Industrial Inc | -0.2% | -82.30% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -63.24% | Trim |
| 44 | SRE | Sempra | -0.2% | -54.02% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | -0.87% | Trim |
| 46 | DE | Deere & Co | -0.6% | -88.94% | Trim |
| 47 | SSBUSD | Southstate Bank CORP | -0.7% | -93.81% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -37.66% | Trim |
| 49 | RY | Royal Bank Of Canada | -3.4% | -96.99% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -3.8% | -98.25% | Trim |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 2443 disclosed positions in Q2 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 MSFT, AAPL, SPYM) accounted for 7.7% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
BRK-A
前期市值: $45.5M
During Q2 2025, Lanark Financial, Inc.'s top holdings by market value included MSFT (2.4%)、AAPL (2.3%)、SPYM (1.7%). The largest single position, MSFT, represented 2.4% of total portfolio value.
In Q2 2025, Lanark Financial, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 20 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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