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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2679 檔
9.7%
In Q3 2025, Lanark Financial, Inc.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 2679 disclosed stock positions.
In Q3 2025, Lanark Financial, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2679 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.05% | +6.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.52% | -0.06% | +57.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.22% | +1.23% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.16% | +4.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.06% | +9.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.02% | +11.71% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.09% | -14.82% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.17% | +63.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.17% | +34.50% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | -0.66% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.12% | +2.65% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.11% | +100.47% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.04% | -33.26% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.02% | -0.25% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.14% | -7.99% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.12% | +7.66% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.04% | +344.78% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -0.13% | +0.87% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.62% | — | +11.08% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | -15.85% | |
| 21 | TLN | Talen Energy CORP | Stock-Utilities | 0.51% | +0.02% | -0.51% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.51% | -0.04% | +8.82% | |
| 23 | WMB | Williams Cos Inc | Stock-Energy | 0.49% | -0.05% | +641.48% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.48% | +0.01% | -26.05% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.46% | -0.04% | +17.80% | |
| 26 | DTM | Dt Midstream Inc | Stock-Energy | 0.46% | -0.01% | -0.48% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.02% | -19.34% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.05% | +7.14% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.02% | -1.24% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.44% | +0.06% | +2.99% | |
| 31 | NI | Nisource Inc | Stock-Utilities | 0.43% | -0.04% | -0.90% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.43% | -0.02% | +9.02% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.42% | -0.07% | +2.50% | |
| 34 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.42% | +0.06% | +12.13% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.02% | +13.03% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.39% | -0.01% | +3.02% | |
| 37 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.39% | +0.15% | +10.08% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.38% | -0.01% | -2.10% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.10% | +0.05% | |
| 40 | IDA | Idacorp Inc | Stock-Utilities | 0.38% | -0.03% | +0.17% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | -0.10% | -4.71% | |
| 42 | CCJ | Cameco CORP | Stock-Energy | 0.37% | -0.06% | -0.02% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.37% | +0.02% | +2.31% | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 0.37% | -0.14% | +882.95% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.06% | -38.14% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.36% | -0.03% | +4.81% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.36% | +0.08% | -0.33% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.01% | +4.96% | |
| 49 | ETR | Entergy CORP | Stock-Utilities | 0.35% | -0.03% | -0.29% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | +0.02% | +90.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.7% | +4.30% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.9% | +63.43% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +9.67% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +34.50% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +344.78% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +100.47% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.5% | +11.08% | Add |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +17.80% | Add |
| 9 | WMB | Williams Cos Inc | +0.4% | +641.48% | Add |
| 10 | AVGO | Broadcom Inc | +0.4% | -14.82% | Trim |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +8.82% | Add |
| 12 | CCI | Crown Castle Inc | +0.3% | +882.95% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.65% | Add |
| 14 | AEE | Ameren Corporation | +0.3% | -0.30% | Add |
| 15 | TLN | Talen Energy CORP | +0.3% | -0.51% | Add |
| 16 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +1145.78% | Add |
| 17 | MP | Mp Materials CORP | +0.2% | — | Add |
| 18 | AAPL | Apple Inc | +0.2% | +6.16% | Add |
| 19 | IAU | Ishares Gold Trust | +0.2% | +616.59% | Add |
| 20 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +11.66% | Add |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +617.47% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | +0.2% | +13.03% | Add |
| 23 | LEU | Centrus Energy Corp-class A | +0.2% | -0.29% | Add |
| 24 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +9.31% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.2% | -33.26% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.25% | Add |
| 27 | DLR | Digital Realty Trust Inc | +0.2% | -1.94% | Add |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +29.81% | Add |
| 29 | SPHY | Ss Spdr P High Yield ETF | +0.2% | -18.77% | Add |
| 30 | FITB | Fifth Third Bancorp | +0.2% | +163768.75% | Add |
| 31 | CCJ | Cameco CORP | +0.2% | -0.02% | Add |
| 32 | AGG | Ishares Core U.s. Aggregate | +0.2% | +90.05% | Add |
| 33 | AMZN | Amazon.com Inc | +0.2% | +11.71% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +57.34% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | -0.66% | Trim |
| 36 | STAG | Stag Industrial Inc | -0.2% | -0.90% | Trim |
| 37 | CGXU | Cap Group Intl Focus | -0.2% | -99.47% | Trim |
| 38 | CMCSA | Comcast Corp-class A | -0.2% | -11.44% | Trim |
| 39 | CCOI | Cogent Communications Holdin | -0.3% | -99.54% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -45.77% | Trim |
| 41 | ODFL | Old Dominion Freight Line | -0.3% | -98.17% | Trim |
| 42 | UNP | Union Pacific CORP | -0.3% | -37.26% | Trim |
| 43 | CVX | Chevron CORP | -0.3% | -38.58% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.3% | -15.85% | Trim |
| 45 | CGUS | Cap Group Core Equity | -0.5% | -98.70% | Trim |
| 46 | DE | Deere & Co | -0.6% | -7.19% | Trim |
| 47 | RY | Royal Bank Of Canada | -3.4% | -12.58% | Trim |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -3.8% | — | Trim |
| 49 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 50 | SNEX | Stonex Group Inc | — | 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 2679 disclosed positions in Q3 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 AAPL, SPY, MSFT) accounted for 9.7% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
SSBUSD
前期市值: $8.9M
During Q3 2025, Lanark Financial, Inc.'s top holdings by market value included AAPL (2.8%)、SPY (2.5%)、MSFT (2.4%). The largest single position, AAPL, represented 2.8% of total portfolio value.
In Q3 2025, Lanark Financial, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 16 holdings, and fully liquidating 2 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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