StockDriftsStockDriftsTop 50 Lanark Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.89% | 127.6K | $42.5M | -6.97%(-9.55K) | $232.32(+49.41%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.34% | 45.1K | $34.4M | -1.07%(-489) | $600.09(+28.26%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.26% | 368.8K | $33.1M | -2.68%(-10.15K) | $71.27(+27.13%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.01% | 42.1K | $29.5M | +3.72%(+1.51K) | $581.84(+20.19%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.78% | 50.9K | $26.1M | -6.15%(-3.34K) | $399.70(+32.93%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.65% | 105.8K | $24.2M | -0.27%(-287) | $127.62(+70.78%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.24% | 72.8K | $18.1M | -2.49%(-1.86K) | $207.52(+21.96%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.15% | 49.3K | $16.9M | -12.91%(-7.30K) | $187.04(+71.39%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.12% | 21.5K | $16.5M | +4.59%(+945) | $598.05(+29.30%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.11% | 46.5K | $16.3M | -2.59%(-1.24K) | $199.50(+71.59%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.33% | +74.21% | — | — | +74.21% |
| Top 20 Holdings Unweighted | +20.83% | +76.43% | — | — | +76.43% |
Lanark Financial INC reports $1.47B in US-listed equity holdings across 2,480 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.9%), SPY (2.3%) and SPYM (2.3%). The top 20 holdings account for 25.13% of reported assets. Its disclosed equity book has returned +74.21% on a three-year cumulative basis. Figures reflect the Q3 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