13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002048750
Total reported value
$159.4M
$159.4M
43 檔
27.1%
According to the latest 13F quarterly dataset, Clark & Stuart, Inc managed an equity portfolio of $159.4M at the end of Q4 2024, spanning 43 distinct U.S. exchange-listed positions.
During Q4 2024, Clark & Stuart, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MMM | 3m Co | Stock-Industrials | 6.99% | +0.12% | — | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 6.77% | -0.15% | — | |
| 3 | NYT | New York Times Co-a | Stock-Comm Services | 6.21% | -1.77% | — | |
| 4 | FAST | Fastenal Co | Stock-Industrials | 6.02% | -0.21% | — | |
| 5 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 5.61% | +0.66% | — | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.60% | +0.18% | — | |
| 7 | SYY | Sysco CORP | Stock-Consumer Staples | 5.57% | +0.41% | — | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.44% | +0.26% | — | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 3.91% | -0.23% | — | |
| 10 | CBSH | Commerce Bancshares Inc | Stock-Financials | 3.89% | +0.24% | — | |
| 11 | RPM | Rpm International Inc | Stock-Materials | 3.69% | +0.05% | — | |
| 12 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.34% | +0.88% | — | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.25% | -0.91% | — | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.03% | -1.66% | — | |
| 15 | NDSN | Nordson CORP | Stock-Industrials | 3.03% | +0.20% | — | |
| 16 | SLB | Slb LTD | Stock-Energy | 2.76% | -1.35% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.61% | +0.22% | — | |
| 18 | KEL | Kellanova | Stock-Other | 2.46% | — | — | |
| 19 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.20% | +0.09% | — | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.64% | -0.13% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.11% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | +0.91% | — | |
| 23 | GWW | Ww Grainger Inc | Stock-Industrials | 1.27% | +0.11% | — | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 1.27% | -0.06% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.43% | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | -0.01% | — | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +0.01% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.04% | — | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | -0.01% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.04% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | +0.50% | — | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.48% | -0.24% | — | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.37% | +0.03% | — | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.37% | +0.02% | — | |
| 35 | OGN | Organon & Co | Stock-Healthcare | 0.32% | — | — | |
| 36 | CAC | Camden National CORP | Stock-Other | 0.32% | +0.02% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.28% | +0.77% | — | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.23% | -0.03% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.05% | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.21% | +0.08% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | — | |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.17% | -0.01% | — | |
| 43 | RGEN | Repligen CORP | Stock-Healthcare | 0.15% | — | — |
According to official SEC Form 13F filings, Clark & Stuart, Inc reported a total U.S. public equity portfolio value of $159.4M across 43 disclosed positions in Q4 2024.
During Q4 2024, Clark & Stuart, Inc's top holdings by market value included MMM (7.0%)、MRK (6.8%)、NYT (6.2%). The largest single position, MMM, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MMM, MRK, NYT) accounted for 27.1% of total reported equity market value during Q4 2024.
In Q4 2024, Clark & Stuart, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.