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Livermore
Livermore
ZHEN

Clark & Stuart, Inc

SEC CIK
0002048750
Latest filing
Jul 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
49
−2 vs. Q4 2025
Portfolio value
$148.4M
+$3.29M (+2.3%) vs. Q4 2025
Filed
Apr 13, 2026
SEC
Holdings of Clark & Stuart, Inc in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MRKMerck & Co., Inc.Stock103,085$12.5M8.4%−3,299−3.1%ReducedHistory
NYTNew York Times CoCL A138,362$11.6M7.8%−14,680−9.6%ReducedHistory
JNJJohnson & JohnsonStock44,108$10.8M7.3%−6,879−13.5%ReducedHistory
UPSUnited Parcel Service IncStock83,076$8.17M5.5%−122−0.1%ReducedHistory
MMM3M CoStock55,037$7.99M5.4%−384−0.7%ReducedHistory
FASTFastenal CoStock166,151$7.71M5.2%−496−0.3%ReducedHistory
ADPAutomatic Data Processing IncStock32,583$6.66M4.5%+18,092+124.8%AddedHistory
PEPPepsiCo IncStock42,801$6.65M4.5%−464−1.1%ReducedHistory
SYYSysco CorpStock92,478$6.60M4.4%−1,365−1.5%ReducedHistory
SJMJ M SMUCKER CoStock67,932$6.55M4.4%−1,044−1.5%ReducedHistory
KMBKimberly Clark CorpStock59,725$5.83M3.9%+2,842+5.0%AddedHistory
NDSNNordson CorpCOM21,322$5.69M3.8%−100−0.5%ReducedHistory
CBSHCommerce Bancshares IncStock83,929$4.13M2.8%−1,812−2.1%ReducedHistory
APDAir Products & Chemicals, Inc.Stock13,378$3.89M2.6%−470−3.4%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF9,052$3.86M2.6%+8+0.1%Added–
RPMRPM International IncCOM38,605$3.84M2.6%−1,025−2.6%ReducedHistory
SLBSLB LimitedStock67,845$3.51M2.4%−24,589−26.6%ReducedHistory
ADBEAdobe Inc.Stock13,382$3.25M2.2%+6,616+97.8%AddedHistory
SYKStryker CorpStock8,683$2.86M1.9%−52−0.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM14,628$2.48M1.7%−469−3.1%ReducedHistory
AAPLApple Inc.Stock9,473$2.40M1.6%−31−0.3%ReducedHistory
GPCGenuine Parts CoStock18,185$1.94M1.3%00.0%UnchangedHistory
KOCoca Cola CoStock21,573$1.65M1.1%−290−1.3%ReducedHistory
HSYHershey CoCOM7,675$1.60M1.1%−50−0.6%ReducedHistory
ITWIllinois Tool Works IncStock6,049$1.58M1.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock15,177$1.56M1.1%−165−1.1%ReducedHistory
EMREmerson Electric CoStock11,806$1.55M1.0%−124−1.0%ReducedHistory
PGProcter & Gamble CoStock8,060$1.16M0.8%−15−0.2%ReducedHistory
JPMJPMorgan Chase & CoStock3,888$1.14M0.8%−2−0.1%ReducedHistory
MSFTMicrosoft CorpStock3,056$1.13M0.8%+4+0.1%AddedHistory
GWWW.W. Grainger, Inc.Stock990$1.08M0.7%00.0%UnchangedHistory
CVXChevron CorpStock3,780$782.1K0.5%−11,305−74.9%ReducedHistory
INTCIntel CorpStock14,382$634.6K0.4%00.0%UnchangedHistory
ECLEcolab Inc.Stock2,300$613.5K0.4%−521−18.5%ReducedHistory
GOOGAlphabet Inc.Stock1,942$557.2K0.4%00.0%UnchangedHistory
MDTMedtronic plcStock6,327$552.7K0.4%+500+8.6%AddedHistory
GEGeneral Electric CoStock1,730$491.6K0.3%00.0%UnchangedHistory
CACCamden National CorpCOM10,150$481.6K0.3%00.0%UnchangedHistory
SBUXStarbucks CorpStock5,150$461.4K0.3%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM644$362.0K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,121$322.4K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock607$290.9K0.2%00.0%UnchangedHistory
PHParker-Hannifin CorpStock293$262.3K0.2%−89−23.3%ReducedHistory
VZVerizon Communications IncStock5,225$262.3K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,390$242.4K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock316$223.9K0.2%+316NewHistory
AMGNAmgen IncStock635$223.4K0.2%00.0%UnchangedHistory
CICigna GroupStock830$221.4K0.1%00.0%UnchangedHistory
FLOFlowers Foods IncCOM10,600$86.4K0.1%+10,600NewHistory

Sold out since Q4 2025 (4)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Clark & Stuart, Inc sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
APPAppLovin CorpCOM CL A401$270.2K0.2%History
RGENRepligen CorpCOM1,400$229.4K0.2%History
IBMInternational Business Machines CorpStock767$227.2K0.2%History
BABoeing CoStock1,002$217.6K0.1%History