Lanark Financial
Lanark Financial reported 2,480 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (2.9%), SPY (2.3%) and SPYM (2.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to VOO, IVV and QQQ, trimmed AAPL, SPY and SPYM and sold out of XOM, IPGP and IBTL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $42.5M | 2.9% | 128K | −9,554 (−7%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $34.4M | 2.3% | 45K | −489 (−1%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $33.1M | 2.3% | 369K | −10K (−3%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $29.5M | 2.0% | 42K | +1,508 (+4%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $26.1M | 1.8% | 51K | −3,337 (−6%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $24.2M | 1.6% | 106K | −287 (−0%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $18.1M | 1.2% | 73K | −1,862 (−2%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $16.9M | 1.1% | 49K | −7,304 (−13%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $16.5M | 1.1% | 22K | +945 (+5%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $16.3M | 1.1% | 47K | −1,236 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.7M | 42K |
 IPGP Ipg Photonics Corp | $1M | 8,763 |
 IBTL Ishares TR | $673K | 33K |
 WHR Whirlpool Corp | $650K | 16K |
 IESC Ies Hldgs Inc | $483K | 657 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lanark Financial 13F FAQ
What does Lanark Financial own?
Lanark Financial reported 2,480 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (2.9%), SPY (2.3%) and SPYM (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Lanark Financial buy and sell in Q3 2026?
Compared with Q2 2026: 172 new positions, 831 added to, 675 trimmed and 112 sold out. New positions include XOM. It sold all of XOM, IPGP and IBTL.
When will Lanark Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lanark Financial's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.