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Blaine Miller

Lanark Financial, Inc.

Assets Managed
$1.476B
Holdings
2420
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.79%(2Q avg: 5.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lanark Financial, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2420 positions.

Assets under management

The assets under management (AUM) of Lanark Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.476B in assets, with a quarterly growth rate of 10.79% and a 2-quarter average growth rate of 5.34%. The portfolio is managed by Blaine Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.14%
2.69%
$39.68M
137,129 shares@ $289.37 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.22%
2.31%
$34.034M
45,575 shares@ $746.78 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.56%
2.26%
$33.302M
378,953 shares@ $87.89 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.77%
1.89%
$27.874M
40,585 shares@ $686.82 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.62%
1.44%
$21.223M
106,066 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.92%
1.38%
$20.247M
54,278 shares@ $373.03 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.93%
1.37%
$20.214M
56,564 shares@ $357.38 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.78%
1.23%
$18.04M
47,756 shares@ $377.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.55%
1.21%
$17.801M
74,688 shares@ $238.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.95%
1.05%
$15.422M
20,592 shares@ $748.91 avg price

1-10 of 2420