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Livermore
Livermore
ZHEN

Clark & Stuart, Inc

SEC CIK
0002048750
Latest filing
Jul 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
48
+5 vs. Q1 2025
Portfolio value
$132.8M
−$4.44M (−3.2%) vs. Q1 2025
Filed
Jul 23, 2025
SEC
Holdings of Clark & Stuart, Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NYTNew York Times CoCL A159,022$8.90M6.7%−925−0.6%ReducedHistory
MRKMerck & Co., Inc.Stock108,662$8.69M6.5%+1,107+1.0%AddedHistory
MMM3M CoStock56,848$8.65M6.5%−507−0.9%ReducedHistory
FASTFastenal CoStock198,954$8.36M6.3%−28,788−12.6%ReducedConverted for a 2-for-1 splitHistory
JNJJohnson & JohnsonStock52,498$8.02M6.0%+36+0.1%AddedHistory
SYYSysco CorpStock98,084$7.43M5.6%−1,285−1.3%ReducedHistory
SJMJ M SMUCKER CoStock75,035$7.37M5.5%+2,601+3.6%AddedHistory
UPSUnited Parcel Service IncStock62,478$6.31M4.7%+3,450+5.8%AddedHistory
PEPPepsiCo IncStock46,799$6.18M4.7%+6,431+15.9%AddedHistory
CBSHCommerce Bancshares IncStock85,236$5.30M4.0%+135+0.2%AddedHistory
NDSNNordson CorpCOM22,412$4.82M3.6%+1,300+6.2%AddedHistory
RPMRPM International IncCOM40,355$4.43M3.3%−560−1.4%ReducedHistory
KMBKimberly Clark CorpStock34,030$4.43M3.3%−263−0.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock14,148$3.99M3.0%−118−0.8%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF9,095$3.86M2.9%+193+2.2%Added–
SYKStryker CorpStock8,834$3.50M2.6%−5,877−39.9%ReducedHistory
SLBSLB LimitedStock95,957$3.27M2.5%−1,429−1.5%ReducedHistory
GPCGenuine Parts CoStock24,799$3.03M2.3%−567−2.2%ReducedHistory
CVXChevron CorpStock15,527$2.22M1.7%+100+0.6%AddedHistory
ABTAbbott LaboratoriesStock15,381$2.09M1.6%−3,909−20.3%ReducedHistory
AAPLApple Inc.Stock9,580$1.97M1.5%+859+9.8%AddedHistory
XOMExxonMobil Holdings CorpCOM15,599$1.68M1.3%−111−0.7%ReducedHistory
EMREmerson Electric CoStock12,094$1.61M1.2%+155+1.3%AddedHistory
KOCoca Cola CoStock22,258$1.59M1.2%−3,031−12.0%ReducedHistory
ITWIllinois Tool Works IncStock6,124$1.52M1.1%−505−7.6%ReducedHistory
MSFTMicrosoft CorpStock3,052$1.52M1.1%+307+11.2%AddedHistory
HSYHershey CoCOM7,920$1.31M1.0%−260−3.2%ReducedHistory
PGProcter & Gamble CoStock8,135$1.30M1.0%−177−2.1%ReducedHistory
KKellanovaStock14,687$1.17M0.9%−1,428−8.9%ReducedHistory
JPMJPMorgan Chase & CoStock3,689$1.07M0.8%+3,689NewHistory
GWWW.W. Grainger, Inc.Stock990$1.03M0.8%−652−39.7%ReducedHistory
ADPAutomatic Data Processing IncStock2,874$890.7K0.7%+10.0%AddedHistory
MDTMedtronic plcStock6,327$555.7K0.4%00.0%UnchangedHistory
SBUXStarbucks CorpStock5,558$509.3K0.4%00.0%UnchangedHistory
GEGeneral Electric CoStock1,730$446.0K0.3%−5−0.3%ReducedHistory
CACCamden National CorpCOM10,150$411.9K0.3%00.0%UnchangedHistory
INTCIntel CorpStock18,353$411.1K0.3%−810−4.2%ReducedHistory
IDXXIDEXX Laboratories IncCOM754$404.6K0.3%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,942$344.5K0.3%+440+29.3%AddedHistory
CICigna GroupStock930$307.4K0.2%+100+12.0%AddedHistory
BRK.BBerkshire Hathaway IncStock607$294.9K0.2%00.0%UnchangedHistory
PHParker-Hannifin CorpStock382$266.8K0.2%+382NewHistory
CATCaterpillar IncStock639$248.1K0.2%−50−7.3%ReducedHistory
IBMInternational Business Machines CorpStock767$226.1K0.2%+767NewHistory
VZVerizon Communications IncStock5,225$226.1K0.2%+314+6.4%AddedHistory
NVDANVIDIA CorpStock1,390$219.6K0.2%+1,390NewHistory
BABoeing CoStock1,002$209.9K0.2%+1,002NewHistory
VSTVistra Corp.Stock1,033$200.2K0.2%+1,033NewHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Clark & Stuart, Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
OGNOrganon & Co.Stock29,126$433.7K0.3%History