Clark & Stuart, Inc
- SEC CIK
- 0002048750
- Latest filing
- Jul 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 51
- −1 vs. Q3 2025
- Portfolio value
- $145.1M
- +$5.23M (+3.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 106,384 | $11.3M | 7.8% | −1,764−1.6% | Reduced | History |
| NYTNew York Times Co | CL A | 153,042 | $10.6M | 7.3% | −4,125−2.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 50,987 | $10.6M | 7.3% | −935−1.8% | Reduced | History |
| MMM3M Co | Stock | 55,421 | $8.87M | 6.1% | −979−1.7% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 83,198 | $8.25M | 5.7% | −3,974−4.6% | Reduced | History |
| SYYSysco Corp | Stock | 93,843 | $6.92M | 4.8% | −3,178−3.3% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 68,976 | $6.75M | 4.6% | −4,434−6.0% | Reduced | History |
| FASTFastenal Co | Stock | 166,647 | $6.69M | 4.6% | −5,035−2.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 43,265 | $6.21M | 4.3% | −1,650−3.7% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 56,883 | $5.81M | 4.0% | +23,052+68.1% | Added | History |
| NDSNNordson Corp | COM | 21,422 | $5.17M | 3.6% | −800−3.6% | Reduced | History |
| CBSHCommerce Bancshares Inc | Stock | 85,741 | $4.49M | 3.1% | +1,441+1.7% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,044 | $4.28M | 2.9% | +9+0.1% | Added | – |
| RPMRPM International Inc | COM | 39,630 | $4.12M | 2.8% | −200−0.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 14,491 | $3.75M | 2.6% | +11,617+404.2% | Added | History |
| SLBSLB Limited | Stock | 92,434 | $3.57M | 2.5% | −4,024−4.2% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 13,848 | $3.42M | 2.4% | −175−1.2% | Reduced | History |
| SYKStryker Corp | Stock | 8,735 | $3.08M | 2.1% | −100−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 9,504 | $2.58M | 1.8% | −21−0.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 6,766 | $2.37M | 1.6% | +6,766 | New | History |
| CVXChevron Corp | Stock | 15,085 | $2.30M | 1.6% | −277−1.8% | Reduced | History |
| GPCGenuine Parts Co | Stock | 18,185 | $2.25M | 1.6% | +105+0.6% | Added | History |
| ABTAbbott Laboratories | Stock | 15,342 | $1.92M | 1.3% | −39−0.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 15,097 | $1.82M | 1.3% | −399−2.6% | Reduced | History |
| EMREmerson Electric Co | Stock | 11,930 | $1.58M | 1.1% | −165−1.4% | Reduced | History |
| KOCoca Cola Co | Stock | 21,863 | $1.53M | 1.1% | −397−1.8% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 6,049 | $1.50M | 1.0% | −25−0.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,052 | $1.48M | 1.0% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 7,725 | $1.41M | 1.0% | −145−1.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,890 | $1.25M | 0.9% | −6−0.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,075 | $1.16M | 0.8% | −60−0.7% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 990 | $999.0K | 0.7% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 2,821 | $742.4K | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,942 | $609.5K | 0.4% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 5,827 | $563.9K | 0.4% | −500−7.9% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,730 | $533.6K | 0.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 14,382 | $530.7K | 0.4% | −3,271−18.5% | Reduced | History |
| CACCamden National Corp | COM | 10,150 | $440.3K | 0.3% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 644 | $435.9K | 0.3% | −110−14.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 5,150 | $433.7K | 0.3% | −408−7.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,121 | $350.9K | 0.2% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 382 | $335.8K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 607 | $305.1K | 0.2% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 401 | $270.2K | 0.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,390 | $259.2K | 0.2% | 00.0% | Unchanged | History |
| RGENRepligen Corp | COM | 1,400 | $229.4K | 0.2% | +1,400 | New | History |
| CICigna Group | Stock | 830 | $228.4K | 0.2% | −100−10.8% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 767 | $227.2K | 0.2% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 1,002 | $217.6K | 0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 5,225 | $212.8K | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 635 | $207.8K | 0.1% | +635 | New | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| KKellanova | Stock | 13,762 | $1.13M | 0.8% | History |
| CATCaterpillar Inc | Stock | 639 | $304.9K | 0.2% | History |
| URIUnited Rentals, Inc. | COM | 240 | $229.1K | 0.2% | History |
| VSTVistra Corp. | Stock | 1,033 | $202.4K | 0.1% | History |