Skip to main content
Livermore
Livermore
ZHEN

Clark & Stuart, Inc

SEC CIK
0002048750
Latest filing
Jul 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
57
+8 vs. Q1 2026
Portfolio value
$159.4M
+$11.0M (+7.4%) vs. Q1 2026
Filed
Jul 13, 2026
SEC
Holdings of Clark & Stuart, Inc in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MRKMerck & Co., Inc.Stock101,766$13.2M8.3%−1,319−1.3%ReducedHistory
JNJJohnson & JohnsonStock46,755$11.9M7.5%+2,647+6.0%AddedHistory
NYTNew York Times CoCL A137,521$9.62M6.0%−841−0.6%ReducedHistory
UPSUnited Parcel Service IncStock85,593$9.20M5.8%+2,517+3.0%AddedHistory
MMM3M CoStock54,265$8.79M5.5%−772−1.4%ReducedHistory
SJMJ M SMUCKER CoStock71,850$8.08M5.1%+3,918+5.8%AddedHistory
ADPAutomatic Data Processing IncStock35,289$7.96M5.0%+2,706+8.3%AddedHistory
FASTFastenal CoStock165,640$7.96M5.0%−511−0.3%ReducedHistory
SYYSysco CorpStock92,744$7.75M4.9%+266+0.3%AddedHistory
KMBKimberly Clark CorpStock69,078$7.67M4.8%+9,353+15.7%AddedHistory
NDSNNordson CorpCOM21,212$6.42M4.0%−110−0.5%ReducedHistory
PEPPepsiCo IncStock41,995$5.69M3.6%−806−1.9%ReducedHistory
CBSHCommerce Bancshares IncStock83,351$4.81M3.0%−578−0.7%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF36,238$4.50M2.8%00.0%UnchangedConverted for a 4-for-1 split–
RPMRPM International IncCOM37,905$4.21M2.6%−700−1.8%ReducedHistory
ADBEAdobe Inc.Stock17,382$3.56M2.2%+4,000+29.9%AddedHistory
ABTAbbott LaboratoriesStock34,432$3.12M2.0%+19,255+126.9%AddedHistory
AAPLApple Inc.Stock9,523$2.76M1.7%+50+0.5%AddedHistory
SYKStryker CorpStock8,582$2.71M1.7%−101−1.2%ReducedHistory
GPCGenuine Parts CoStock18,747$2.23M1.4%+562+3.1%AddedHistory
XOMExxonMobil Holdings CorpCOM14,513$1.98M1.2%−115−0.8%ReducedHistory
INTCIntel CorpStock13,732$1.92M1.2%−650−4.5%ReducedHistory
KOCoca Cola CoStock21,442$1.75M1.1%−131−0.6%ReducedHistory
EMREmerson Electric CoStock11,737$1.68M1.1%−69−0.6%ReducedHistory
SLBSLB LimitedStock34,919$1.63M1.0%−32,926−48.5%ReducedHistory
ITWIllinois Tool Works IncStock5,928$1.61M1.0%−121−2.0%ReducedHistory
APDAir Products & Chemicals, Inc.Stock5,218$1.53M1.0%−8,160−61.0%ReducedHistory
GWWW.W. Grainger, Inc.Stock990$1.35M0.8%00.0%UnchangedHistory
HSYHershey CoCOM7,589$1.33M0.8%−86−1.1%ReducedHistory
JPMJPMorgan Chase & CoStock3,943$1.29M0.8%+55+1.4%AddedHistory
PGProcter & Gamble CoStock8,010$1.17M0.7%−50−0.6%ReducedHistory
MSFTMicrosoft CorpStock3,098$1.16M0.7%+42+1.4%AddedHistory
GOOGAlphabet Inc.Stock1,942$686.3K0.4%00.0%UnchangedHistory
GEGeneral Electric CoStock1,730$647.4K0.4%00.0%UnchangedHistory
ECLEcolab Inc.Stock2,300$642.5K0.4%00.0%UnchangedHistory
CVXChevron CorpStock3,858$639.5K0.4%+78+2.1%AddedHistory
MDTMedtronic plcStock8,027$633.7K0.4%+1,700+26.9%AddedHistory
CACCamden National CorpCOM9,850$534.1K0.3%−300−3.0%ReducedHistory
SBUXStarbucks CorpStock5,214$532.8K0.3%+64+1.2%AddedHistory
GOOGLAlphabet Inc.Stock1,133$404.9K0.3%+12+1.1%AddedHistory
STXSeagate Technology Holdings plcORD SHS361$348.4K0.2%+361NewHistory
IDXXIDEXX Laboratories IncCOM644$339.2K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock646$323.3K0.2%+39+6.4%AddedHistory
PHParker-Hannifin CorpStock303$296.4K0.2%+10+3.4%AddedHistory
NVDANVIDIA CorpStock1,390$278.1K0.2%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM240$271.9K0.2%+240NewHistory
CRDOCredo Technology Group Holding LtdStock894$243.1K0.2%+894NewHistory
VZVerizon Communications IncStock5,559$235.4K0.1%+334+6.4%AddedHistory
CATCaterpillar IncStock216$230.0K0.1%−100−31.6%ReducedHistory
AMGNAmgen IncStock635$229.9K0.1%00.0%UnchangedHistory
CICigna GroupStock830$228.8K0.1%00.0%UnchangedHistory
BABoeing CoStock1,020$220.8K0.1%+1,020NewHistory
IBMInternational Business Machines CorpStock767$215.7K0.1%+767NewHistory
CSXCSX CorpStock4,470$212.5K0.1%+4,470NewHistory
APPAppLovin CorpCOM CL A401$206.6K0.1%+401NewHistory
VRTVertiv Holdings CoCOM CL A610$204.2K0.1%+610NewHistory
FLOFlowers Foods IncCOM11,600$91.6K0.1%+1,000+9.4%AddedHistory