account_balance
Investment manager · 13F filer · SEC CIK 791540
Lanark Financial, Inc.
Reported value$1.47Bas of Sep 30, 2026
Positions2,480 169 new, 109 sold out
Top 10 weight17.6%AAPL alone is 3%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
2.9%Trimmed −7%
SPYState STR SPDR S&P 500 ETF T
2.3%
SPYMSPDR Series Trust
2.3%Trimmed −3%
VOOVanguard Index FDS
2.0%Added +4%
MSFTMicrosoft Corp
1.8%Trimmed −6%
NVDANvidia Corporation
1.6%
AMZNAmazon Com Inc
1.2%Trimmed −2%
GOOGLAlphabet Inc
1.2%Trimmed −13%
IVViShares Tr
1.1%Added +5%
AVGOBroadcom Inc
1.1%Trimmed −3%
QQQInvesco QQQ Tr
1.0%Added +12%
VEAVanguard Tax-managed FDS
0.9%Added +8%
AAPLApple Inc
2.9%Trimmed −7%
SPYState STR SPDR S&P 500 ETF T
2.3%
SPYMSPDR Series Trust
2.3%Trimmed −3%
VOOVanguard Index FDS
2.0%Added +4%
MSFTMicrosoft Corp
1.8%Trimmed −6%
NVDA1.6%AMZN1.2%GOOGL1.2%IVV1.1%
AVGO1.1%QQQ1.0%
VEA0.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 2.9% Trimmed −7%SPY State STR SPDR S&P 500 ETF T 2.3% Held
SPYM SPDR Series Trust 2.3% Trimmed −3%
VOO Vanguard Index FDS 2.0% Added +4%
MSFT Microsoft Corp 1.8% Trimmed −6%NVDA Nvidia Corporation 1.6% HeldAMZN Amazon Com Inc 1.2% Trimmed −2%GOOGL Alphabet Inc 1.2% Trimmed −13%IVV iShares Tr 1.1% Added +5%
AVGO Broadcom Inc 1.1% Trimmed −3%QQQ Invesco QQQ Tr 1.0% Added +12%
VEA Vanguard Tax-managed FDS 0.9% Added +8%
What changed