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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2693 檔
10.2%
According to the latest 13F quarterly dataset, Lanark Financial, Inc. managed an equity portfolio of $1.5B at the end of Q4 2025, spanning 2693 distinct U.S. exchange-listed positions.
In Q4 2025, Lanark Financial, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2693 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.05% | -0.14% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.58% | -0.06% | +2.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.22% | -0.38% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.16% | +17.67% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.17% | +26.55% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.06% | -1.93% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.02% | +6.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.17% | +3.24% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.09% | -0.80% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.12% | +0.42% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | -0.30% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.11% | +8.23% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.04% | +0.71% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.14% | +0.68% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.02% | +0.57% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | — | +13.04% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.12% | -2.80% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.59% | -0.04% | +17.36% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.56% | -0.04% | +25.03% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.02% | +33.49% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.04% | -15.97% | |
| 22 | SRE | Sempra | Stock-Utilities | 0.52% | -0.08% | +114.21% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.02% | +0.15% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -0.51% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.48% | +0.06% | -0.49% | |
| 26 | DTM | Dt Midstream Inc | Stock-Energy | 0.47% | -0.01% | -0.11% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.47% | -0.13% | -8.60% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +1.61% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 0.45% | -0.05% | -0.70% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | +0.02% | +30.05% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.44% | -0.01% | -0.09% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.44% | -0.07% | -0.28% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.06% | -1.14% | |
| 34 | TLN | Talen Energy CORP | Stock-Utilities | 0.43% | +0.02% | -1.92% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | +6.79% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.02% | -4.17% | |
| 37 | NI | Nisource Inc | Stock-Utilities | 0.41% | -0.04% | -0.11% | |
| 38 | CCJ | Cameco CORP | Stock-Energy | 0.40% | -0.06% | +0.43% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.39% | -0.02% | -6.61% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +0.33% | -11.47% | |
| 41 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.39% | +0.15% | +0.74% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.39% | -0.02% | +2.08% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.38% | -0.11% | +39.40% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.37% | +0.06% | -2.34% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.10% | +97.23% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.36% | +0.08% | +0.69% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.36% | -0.12% | +9.22% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.04% | +26.48% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.13% | +0.88% | |
| 50 | IDA | Idacorp Inc | Stock-Utilities | 0.35% | -0.03% | -0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +17.67% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +26.55% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.24% | Add |
| 4 | SRE | Sempra | +0.3% | +114.21% | Add |
| 5 | GLW | Corning Inc | +0.3% | +382.68% | Add |
| 6 | WEC | Wec Energy Group Inc | +0.3% | +5040.63% | Add |
| 7 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.2% | +334.46% | Add |
| 8 | VST | Vistra CORP | +0.2% | +1629.17% | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | +1664.51% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +6.91% | Add |
| 11 | GEV | GE Vernova Inc | +0.1% | +171.88% | Add |
| 12 | IAU | Ishares Gold Trust | +0.1% | +39.40% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | -11.47% | Trim |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +33.49% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -1.14% | Trim |
| 16 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +2586.27% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -0.14% | Trim |
| 18 | DELL | Dell Technologies -c | +0.1% | +1656.21% | Add |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +25.03% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +1.61% | Add |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +150.21% | Add |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.1% | +30.05% | Add |
| 23 | HUBB | Hubbell Inc | +0.1% | +1379.90% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +106.63% | Add |
| 25 | CCK | Crown Holdings Inc | +0.1% | +1140.34% | Add |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +13.04% | Add |
| 27 | JEF | Jefferies Financial Group In | +0.1% | +530.34% | Add |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +17.36% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | +47.49% | Add |
| 30 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +43.08% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.91% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.23% | Add |
| 33 | NFLX | Netflix Inc | -0.1% | +767.21% | Add |
| 34 | ZTS | Zoetis Inc | -0.1% | -59.32% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -15.97% | Trim |
| 36 | IHDG | Wisdomtree International Hed | -0.1% | -94.44% | Trim |
| 37 | FISV | Fiserv Inc | -0.1% | -84.03% | Trim |
| 38 | FFIV | F5 Inc | -0.2% | -98.42% | Trim |
| 39 | TMUS | T-mobile US Inc | -0.2% | -8.60% | Trim |
| 40 | ORCL | Oracle CORP | -0.2% | -1.28% | Trim |
| 41 | T | At&t Inc | -0.2% | -71.46% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | -0.38% | Trim |
| 43 | PNW | Pinnacle West Capital | -0.3% | -97.97% | Trim |
| 44 | ATO | Atmos Energy CORP | -0.3% | -98.31% | Trim |
| 45 | PEG | Public Service Enterprise Gp | -0.3% | -90.29% | Trim |
| 46 | LIN | Linde plc | -0.3% | -85.75% | Trim |
| 47 | TXNM | Txnm Energy Inc | — | EXIT | Sold out |
| 48 | TIC | Tic Solutions Inc | — | NEW | New buy |
| 49 | GLTR | Abrdn Precious Metals Basket | — | NEW | New buy |
| 50 | SPLP 6 02-07-26 ABond | Steel Partners Hlds LP | — | 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 2693 disclosed positions in Q4 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 10.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TIC
市值: $2.2M
Top Position Liquidated / Trimmed
TXNM
前期市值: $2.2M
During Q4 2025, Lanark Financial, Inc.'s top holdings by market value included AAPL (2.9%)、SPY (2.6%)、MSFT (2.2%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2025, Lanark Financial, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 30 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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