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CIK: 0000791540
Total reported value
$1.5B
$1.5B
2546 檔
9.4%
As reported in its official Q1 2026 Form 13F filing, Lanark Financial, Inc.'s tracked investment portfolio stood at $1.5B with 2546 total positions.
Lanark Financial, Inc. executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 12 holdings and trimming 84 positions.
Showing top 200 holdings (of 2546 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.05% | -2.78% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | -0.06% | -3.82% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.16% | +2.98% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.17% | +16.07% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.22% | -4.03% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.06% | +1.42% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.17% | -5.25% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.02% | -8.52% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.09% | -4.50% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.12% | -0.96% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | -1.03% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.14% | -4.25% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | +0.04% | -1.43% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.12% | -1.61% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.11% | -9.31% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.75% | — | +2.82% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.04% | +15.97% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.67% | -0.04% | +20.02% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.02% | +3.60% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.02% | +0.37% | |
| 21 | SRE | Sempra | Stock-Utilities | 0.58% | -0.08% | +1.32% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 0.54% | -0.05% | -1.23% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +8.15% | |
| 24 | DTM | Dt Midstream Inc | Stock-Energy | 0.53% | -0.01% | -0.01% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | +0.02% | +17.88% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.13% | +2.75% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.04% | +0.76% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | +16.37% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.50% | -0.02% | -7.03% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.11% | +13.72% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.47% | +0.08% | -0.03% | |
| 32 | NI | Nisource Inc | Stock-Utilities | 0.45% | -0.04% | -1.43% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.44% | -0.01% | -2.91% | |
| 34 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.44% | +0.15% | +23.86% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | -0.10% | -2.51% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.42% | +0.06% | -5.00% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | -0.02% | +7.69% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.02% | +2.43% | |
| 39 | ETR | Entergy CORP | Stock-Utilities | 0.41% | -0.03% | -0.38% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.41% | -0.13% | -15.59% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.05% | +11.83% | |
| 42 | IDA | Idacorp Inc | Stock-Utilities | 0.40% | -0.03% | +0.53% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.39% | +0.06% | -21.74% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | +2.50% | |
| 45 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.38% | +0.07% | -3.05% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.10% | +4.76% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.38% | -0.04% | +132.16% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.37% | -0.02% | +0.74% | |
| 49 | TLN | Talen Energy CORP | Stock-Utilities | 0.37% | +0.02% | -0.18% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.05% | +50.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PIZ | Invesco Dorsey Wright Develo | +0.2% | +132.73% | Add |
| 2 | SCHW | Schwab (charles) CORP | +0.2% | +132.16% | Add |
| 3 | MPC | Marathon Petroleum CORP | +0.2% | +2238.34% | Add |
| 4 | PDP | Invesco Dorsey Wright Moment | +0.2% | +188.74% | Add |
| 5 | IRM | Iron Mountain Inc | +0.2% | +601.21% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +16.07% | Add |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +106.93% | Add |
| 8 | LITE | Lumentum Holdings Inc | +0.2% | +437.68% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +2.75% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | +80.51% | Add |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -3.05% | Trim |
| 12 | EXPE | Expedia Group Inc | +0.1% | +24768.97% | Add |
| 13 | WTPI | Wisdomtree Equity Premium In | +0.1% | NEW | New buy |
| 14 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +1978.44% | Add |
| 15 | COHR | Coherent CORP | +0.1% | +4121.43% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +4.76% | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | -0.03% | Trim |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +20.02% | Add |
| 19 | SYK | Stryker CORP | +0.1% | +50.29% | Add |
| 20 | CGCP | Cap Group Core Plus Income | +0.1% | +5827.35% | Add |
| 21 | HYDB | Ishares High Yield Systemati | +0.1% | +2466.14% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | -1.61% | Trim |
| 23 | INTC | Intel CORP | +0.1% | +345.37% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +0.37% | Add |
| 25 | TEL | TE Connectivity plc | +0.1% | +1636.36% | Add |
| 26 | NYT | New York Times Co-a | +0.1% | +122.46% | Add |
| 27 | FFIV | F5 Inc | +0.1% | +4433.33% | Add |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +15.97% | Add |
| 29 | IAU | Ishares Gold Trust | +0.1% | +13.72% | Add |
| 30 | DDOG | Datadog Inc - Class A | +0.1% | +4327.47% | Add |
| 31 | WMB | Williams Cos Inc | +0.1% | -1.23% | Trim |
| 32 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +359.53% | Add |
| 33 | AGGH | Simplify Aggregate Bond ETF | +0.1% | +2778.16% | Add |
| 34 | EQIX | Equinix Inc | +0.1% | +0.74% | Add |
| 35 | AGG | Ishares Core U.s. Aggregate | +0.1% | +17.88% | Add |
| 36 | VIK | Viking Holdings Ltd | +0.1% | NEW | New buy |
| 37 | LMT | Lockheed Martin CORP | +0.1% | -2.51% | Trim |
| 38 | FUTY | Fidelity Msci US Utilities | +0.1% | +4359.74% | Add |
| 39 | ETR | Entergy CORP | +0.1% | -0.38% | Trim |
| 40 | GLW | Corning Inc | +0.1% | -21.74% | Trim |
| 41 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.1% | +27.08% | Add |
| 42 | HPP | Hudson Pacific Properties In | +0.1% | NEW | New buy |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +282.20% | Add |
| 44 | SHOP | Shopify Inc - Class A | +0.1% | +129.94% | Add |
| 45 | SRE | Sempra | +0.1% | +1.32% | Add |
| 46 | DTM | Dt Midstream Inc | +0.1% | -0.01% | Trim |
| 47 | VAL | Valaris Limited | +0.1% | — | Unchanged |
| 48 | DEM | Wisdomtree Emerging Markets | +0.1% | +116.69% | Add |
| 49 | GEV | GE Vernova Inc | +0.1% | -6.78% | Trim |
| 50 | LRCX | Lam Research CORP | +0.1% | +16.97% | Add |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 2546 disclosed positions in Q1 2026.
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, SPYM) accounted for 9.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
WTPI
市值: $1.6M
Top Position Liquidated / Trimmed
XDIAX
前期市值: $1.4M
During Q1 2026, Lanark Financial, Inc.'s top holdings by market value included AAPL (2.6%)、SPY (2.4%)、SPYM (2.1%). The largest single position, AAPL, represented 2.6% of total portfolio value.
In Q1 2026, Lanark Financial, Inc. made 198 total portfolio adjustments, initiating 15 new buys, adding to 87 positions, trimming 84 holdings, and fully liquidating 12 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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