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Clark & Stuart, Inc Portfolio
$162.5M across 52 positions as of 2026-09-30, with 57% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.4%
-2.0% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +5.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +3.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | -2.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +1.4% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MRKMerck & Co Inc | $14.6M | 9.0% | 100,119 |
| JNJJohnson & Johnson | $12.3M | 7.6% | 46,579 |
| NYTNew York Times Co | $9.3M | 5.7% | 145,386 |
| ADPAutomatic Data Processing Inc | $9M | 5.6% | 34,775 |
| MMM3M Co | $8.9M | 5.5% | 54,087 |
| SJMJ.M. Smucker Co | $8.5M | 5.2% | 71,450 |
| FASTFastenal Co | $8.2M | 5.0% | 164,981 |
| UPSUnited Parcel Service Inc | $8.2M | 5.0% | 87,399 |
| SYYSysco Corp | $7.1M | 4.4% | 91,493 |
| NDSNNordson Corp | $6.9M | 4.3% | 21,131 |
| KMBKimberly-Clark Corp | $6.7M | 4.1% | 68,235 |
| PEPPepsiCo Inc | $6M | 3.7% | 47,495 |
| IWFiShares Russell 1000 Growth ETF | $4.5M | 2.8% | 36,270 |
| CBSHCommerce Bancshares Inc | $4.5M | 2.8% | 82,649 |
| SYKStryker Corp | $4M | 2.4% | 14,343 |
| ADBEAdobe Inc | $3.8M | 2.4% | 15,967 |
| RPMRPM International Inc | $3.7M | 2.3% | 37,640 |
| ABTAbbott Laboratories | $3.4M | 2.1% | 34,841 |
| AAPLApple Inc | $3.1M | 1.9% | 9,191 |
| EXXON MOBIL CORP | $2.3M | 1.4% | 14,438 |
| GPCGenuine Parts Co | $2.3M | 1.4% | 18,345 |
| KOCoca-Cola Co | $1.9M | 1.1% | 21,444 |
| EMREmerson Electric Co | $1.8M | 1.1% | 11,403 |
| MSFTMicrosoft Corp | $1.7M | 1.0% | 3,283 |
| SLBSLB NV | $1.7M | 1.0% | 34,188 |
| INTCIntel Corp | $1.6M | 1.0% | 13,632 |
| ITWIllinois Tool Works Inc | $1.5M | 0.9% | 5,908 |
| APDAir Products and Chemicals Inc | $1.5M | 0.9% | 5,213 |
| JPMJPMorgan Chase & Co | $1.4M | 0.9% | 4,236 |
| GWWWW Grainger Inc | $1.2M | 0.8% | 990 |
| PGProcter & Gamble Co | $1.2M | 0.7% | 8,316 |
| HSYHershey Co | $1.2M | 0.7% | 7,549 |
| MEDTRONIC PLC | $785.4K | 0.5% | 9,027 |
| CVXChevron Corp | $782.7K | 0.5% | 3,833 |
| GOOGAlphabet Inc | $661.8K | 0.4% | 1,942 |
| ECLEcolab Inc | $633.2K | 0.4% | 2,300 |
| GEGeneral Electric Co | $540.3K | 0.3% | 1,730 |
| CAMDEN NATL CORP | $528.5K | 0.3% | 9,550 |
| GOOGLAlphabet Inc | $492K | 0.3% | 1,430 |
| SBUXStarbucks Corp | $461.7K | 0.3% | 4,914 |
| BRK.BBerkshire Hathaway Inc | $379.9K | 0.2% | 763 |
| IDXXIDEXX Laboratories Inc | $336.4K | 0.2% | 644 |
| SEAGATE TECHNOLOGY HLDNGS PL | $333K | 0.2% | 361 |
| VZVerizon Communications Inc | $317.6K | 0.2% | 6,923 |
| NVDANVIDIA Corp | $317.5K | 0.2% | 1,390 |
| PHParker-Hannifin Corp | $289.5K | 0.2% | 303 |
| RGENRepligen Corp | $269.1K | 0.2% | 1,400 |
| AMGNAmgen Inc | $267.7K | 0.2% | 635 |
| URIUnited Rentals Inc | $240.2K | 0.1% | 240 |
| CICigna Group | $239.2K | 0.1% | 880 |
| VIRTUS ETF TR II | $212.2K | 0.1% | 5,135 |
| CSXCSX Corp | $207.9K | 0.1% | 4,470 |
Quarter ending 2026-09-30.
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