Long-term investor
Lanark Financial, Inc. @lanarkfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000791540).
Record
- Tracked since 2025-12-31 (257 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.7% · long · since 2025-12-31
- SPY · 2.3% · long · since 2025-12-31
- SPYM · 2.3% · long · since 2025-12-31
- VOO · 1.9% · long · since 2025-12-31
- NVDA · 1.4% · long · since 2025-12-31
- MSFT · 1.4% · long · since 2025-12-31
- GOOGL · 1.4% · long · since 2025-12-31
- AVGO · 1.2% · long · since 2025-12-31
- AMZN · 1.2% · long · since 2025-12-31
- IVV · 1.0% · long · since 2025-12-31
- JPM · 0.9% · long · since 2025-12-31
- 46090E103 · 0.9% · long · since 2025-12-31