Lanark Financial, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Lanark Financial, Inc. reported 1,246 stock positions worth $1.1 million. Its top holding was Royal Bank of Canada (RY) at 4.0% of the portfolio, followed by Apple (AAPL, 3.2%) and Microsoft (MSFT, 3.1%).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, AL
- CIK
- 0000791540
- Portfolio Value
- $1.1M (Q4 2024)
- SEC Filing
- 0000791540-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 1,246 stocks · $1.1M
| RY Royal Bank of Canada | 3.98% | 360 | $43K | — |
| AAPL Apple Inc. | 3.21% | 139 | $35K | — |
| MSFT Microsoft Corp. | 3.10% | 80 | $34K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.76% | 32 | $19K | — |
| AVGO Broadcom Inc. | 1.65% | 77 | $18K | — |
| AMZN Amazon.com Inc. | 1.45% | 72 | $16K | — |
| NVDA Nvidia Corp. | 1.04% | 84 | $11K | — |
| WMT Walmart Inc. | 0.92% | 111 | $10K | — |
| JPM JPMorgan Chase & Co. | 0.91% | 41 | $10K | — |
| PG The Procter & Gamble Co. | 0.91% | 59 | $10K | — |
| SSB Southstate Bank Corp. | 0.88% | 96 | $10K | — |
| CEG Constellation Energy | 0.85% | 41 | $9K | — |
| HD Home Depot Inc. | 0.79% | 22 | $9K | — |
| V Visa Inc. Class A | 0.77% | 26 | $8K | — |
| IVV iShares Core S&P 500 ETF | 0.76% | 14 | $8K | — |
| GOOGL Alphabet Inc. Class A | 0.75% | 43 | $8K | — |
| NEE Nextera Energy Inc. | 0.74% | 112 | $8K | — |
| LMT Lockheed Martin Corp. | 0.63% | 14 | $7K | — |
| UNP Union Pacific Corp. | 0.62% | 29 | $7K | — |
| DE Deere & Co. | 0.61% | 15 | $7K | — |
| SRE Sempra | 0.57% | 70 | $6K | — |
| ORCL Oracle Corp. | 0.55% | 36 | $6K | — |
| VEA Vanguard Ftse Developed ETF | 0.55% | 125 | $6K | — |
| GOOG Alphabet Inc. Class C | 0.54% | 31 | $6K | — |
| FTCS First Trust Capital Strength | 0.54% | 67 | $6K | — |
| TMUS T-Mobile US Inc. | 0.54% | 26 | $6K | — |
| JNJ Johnson & Johnson | 0.54% | 40 | $6K | — |
| UNH Unitedhealth Group Inc. | 0.53% | 11 | $6K | — |
| CB Chubb Ltd. | 0.52% | 20 | $6K | — |
| DTM DT Midstream Inc. | 0.50% | 54 | $5K | — |
| CVX Chevron Corp. | 0.49% | 37 | $5K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.48% | 149 | $5K | — |
| IWF iShares Russell 1000 Growth | 0.45% | 12 | $5K | — |
| VOO Vanguard S&P 500 ETF | 0.45% | 9 | $5K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 10 | $5K | — |
| MRK Merck & Co. Inc. | 0.43% | 47 | $5K | — |
| XOM Exxon Mobil Corp. | 0.42% | 43 | $5K | — |
| PH Parker Hannifin Corp. | 0.42% | 7 | $5K | — |
| NI Nisource Inc. | 0.42% | 125 | $5K | — |
| META Meta Platforms Inc. Class A | 0.42% | 7 | $5K | — |
| SYY Sysco Corp. | 0.41% | 57 | $4K | — |
| LLY Eli Lilly & Co. | 0.40% | 5 | $4K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 8 | $4K | — |
| XLK SS Technology Select Sector | 0.40% | 18 | $4K | — |
| LIN Linde PLC | 0.40% | 10 | $4K | — |
| MS Morgan Stanley | 0.40% | 34 | $4K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.38% | 66 | $4K | — |
| CMCSA Comcast Corp. Class A | 0.38% | 110 | $4K | — |
| PEG Public Service Enterprise GP | 0.38% | 48 | $4K | — |
| CCOI Cogent Communications Holdin | 0.38% | 53 | $4K | — |
| EQIX Equinix Inc. | 0.37% | 4 | $4K | — |
| MA Mastercard Inc. Class A | 0.37% | 7 | $4K | — |
| RDVY First Trust Rising Dividend | 0.37% | 68 | $4K | — |
| LOW Lowe's Cos Inc. | 0.37% | 16 | $4K | — |
| CRM Salesforce Inc. | 0.36% | 11 | $4K | — |
| PAYX Paychex Inc. | 0.36% | 27 | $4K | — |
| PEP Pepsico Inc. | 0.35% | 25 | $4K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.35% | 35 | $4K | — |
| RSG Republic Services Inc. | 0.34% | 18 | $4K | — |
| TXNM TXNM Energy Inc. | 0.33% | 73 | $4K | — |
| ETR Entergy Corp. | 0.33% | 47 | $4K | — |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 40 | $4K | — |
| SYK Stryker Corp. | 0.33% | 9 | $4K | — |
| ATO Atmos Energy Corp. | 0.31% | 24 | $3K | — |
| PWR Quanta Services Inc. | 0.31% | 10 | $3K | — |
| DY Dycom Industries Inc. | 0.31% | 19 | $3K | — |
| NFLX Netflix Inc. | 0.31% | 3 | $3K | — |
| ABBV Abbvie Inc. | 0.31% | 18 | $3K | — |
| DUK Duke Energy Corp. | 0.30% | 30 | $3K | — |
| SCHD Schwab US DVD Equity ETF | 0.30% | 120 | $3K | — |
| IWD iShares Russell 1000 Value E | 0.30% | 17 | $3K | — |
| PNW Pinnacle West Capital | 0.29% | 38 | $3K | — |
| FVD First Trust Value Line DVD | 0.29% | 71 | $3K | — |
| VTHR Vanguard Russell 3000 | 0.29% | 12 | $3K | — |
| MDT Medtronic PLC | 0.28% | 38 | $3K | — |
| ODFL Old Dominion Freight Line | 0.28% | 17 | $3K | — |
| IJR iShares Core S&P Small-Cap E | 0.28% | 26 | $3K | — |
| JCI Johnson Controls Internation | 0.27% | 37 | $3K | — |
| COST Costco Wholesale Corp. | 0.27% | 3 | $3K | — |
| TLN Talen Energy Corp. | 0.27% | 14 | $3K | — |
| PPL PPL Corp. | 0.27% | 89 | $3K | — |
| KO The Coca-Cola Co. | 0.26% | 46 | $3K | — |
| CP Canadian Pacific Kansas City | 0.26% | 39 | $3K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.26% | 29 | $3K | — |
| IDA Idacorp Inc. | 0.26% | 26 | $3K | — |
| CCJ Cameco Corp. | 0.26% | 55 | $3K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.26% | 37 | $3K | — |
| GNRC Generac Holdings Inc. | 0.25% | 17 | $3K | — |
| NXPI NXP Semiconductors NV | 0.25% | 13 | $3K | — |
| VZ Verizon Communications Inc. | 0.25% | 69 | $3K | — |
| UBER Uber Technologies Inc. | 0.25% | 45 | $3K | — |
| VCIT Vanguard Int-Term Corporate | 0.25% | 33 | $3K | — |
| ADBE Adobe Inc. | 0.24% | 5 | $3K | — |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 14 | $3K | — |
| SBAC SBA Communications Corp. | 0.24% | 12 | $3K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.24% | 61 | $3K | — |
| PKG Packaging Corp. of America | 0.23% | 10 | $2K | — |
| AGGY Wisdomtree Yield Enhanced US | 0.22% | 57 | $2K | — |
| HIG Hartford Insurance Group Inc. | 0.22% | 22 | $2K | — |
| STAG Stag Industrial Inc. | 0.22% | 70 | $2K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $301 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 7 | $301 | — |
Total filed on the 13F, all lines: $1.1M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,401 | $1.5B | AAPL, SPY, SPYM, VOO, NVDA |
| Q1 2026 | 2,542 | $1.3B | AAPL, SPY, SPYM, VOO, MSFT |
| Q4 2025 | 2,484 | $1.3B | AAPL, SPY, MSFT, SPYM, VOO |
| Q3 2025 | 2,479 | $1.3B | AAPL, SPY, MSFT, SPYM, NVDA |
| Q2 2025 | 2,326 | $1.2B | MSFT, AAPL, SPYM, SPY, AVGO |
| Q1 2025 | 2,108 | $1.2B | BRK.A, RY, MSFT, AAPL, SPY |
| Q4 2024 | 1,246 | $1.1M | RY, AAPL, MSFT, SPY, AVGO |
| Q3 2024 | 2,104 | $1.2B | RY, AAPL, MSFT, BRK.A, SPY |
| Q2 2024 | 2,068 | $1.1B | AAPL, RY, MSFT, BRK.A, SPY |
| Q1 2024 | 2,158 | $1.1B | RY, MSFT, AAPL, BRK.A, SPY |