StockDriftsStockDriftsTop 50 Lanark Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.69% | 137.1K | $39.7M | -1.14%(-1.58K) | $232.32(+31.45%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.31% | 45.6K | $34.0M | -6.23%(-3.03K) | $600.09(+29.21%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.26% | 379.0K | $33.3M | +3.55%(+12.99K) | $71.27(+28.05%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.89% | 40.6K | $27.9M | +5.77%(+2.21K) | $577.68(+23.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.44% | 106.1K | $21.2M | +0.61%(+644) | $127.62(+77.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.37% | 54.3K | $20.2M | -4.92%(-2.81K) | $399.70(+21.61%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.37% | 56.6K | $20.2M | +1.93%(+1.07K) | $187.04(+84.30%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.22% | 47.8K | $18.0M | -1.78%(-866) | $199.50(+97.37%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.21% | 74.7K | $17.8M | -1.55%(-1.18K) | $207.52(+26.51%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.04% | 20.6K | $15.4M | +9.94%(+1.86K) | $590.74(+31.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +66.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +72.29% |
Lanark Financial INC reports $1.48B in US-listed equity holdings across 2,420 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.7%), SPY (2.3%) and SPYM (2.3%). The top 20 holdings account for 24.03% of reported assets. Its disclosed equity book has returned +66.84% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lanark Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 791540). View Lanark Financial INC’s 13F filings on SEC