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CIK: 0002048750
Total reported value
$159.4M
$159.4M
48 檔
26.7%
During the Q2 2025 filing period, Clark & Stuart, Inc (CIK: 0002048750) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $159.4M across 48 reported positions.
During Q2 2025, 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 | NYT | New York Times Co-a | Stock-Comm Services | 6.70% | -1.77% | -0.58% | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 6.54% | -0.15% | +1.03% | |
| 3 | MMM | 3m Co | Stock-Industrials | 6.52% | +0.12% | -0.88% | |
| 4 | FAST | Fastenal Co | Stock-Industrials | 6.29% | -0.21% | +74.72% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.04% | +0.18% | +0.07% | |
| 6 | SYY | Sysco CORP | Stock-Consumer Staples | 5.59% | +0.41% | -1.29% | |
| 7 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 5.55% | +0.66% | +3.59% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.75% | +0.26% | +5.84% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.65% | -0.91% | +15.93% | |
| 10 | CBSH | Commerce Bancshares Inc | Stock-Financials | 3.99% | +0.24% | +0.16% | |
| 11 | NDSN | Nordson CORP | Stock-Industrials | 3.63% | +0.20% | +6.16% | |
| 12 | RPM | Rpm International Inc | Stock-Materials | 3.34% | +0.05% | -1.37% | |
| 13 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.34% | +0.88% | -0.77% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.01% | -1.66% | -0.83% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.91% | +0.22% | +2.17% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 2.64% | -0.23% | -39.95% | |
| 17 | SLB | Slb LTD | Stock-Energy | 2.46% | -1.35% | -1.47% | |
| 18 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.28% | +0.09% | -2.24% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.67% | -0.13% | +0.65% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | +0.91% | -20.26% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.11% | +9.85% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.43% | -0.71% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.21% | +0.01% | +1.30% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | -0.01% | -11.99% | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.15% | -0.06% | -7.62% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.04% | +11.18% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.99% | -0.24% | -3.18% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.04% | -2.13% | |
| 29 | KEL | Kellanova | Stock-Other | 0.88% | — | -8.86% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.04% | — | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.78% | +0.11% | -39.71% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | +0.50% | +0.03% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | +0.03% | — | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | +0.02% | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.34% | +0.08% | -0.29% | |
| 36 | CAC | Camden National CORP | Stock-Other | 0.31% | +0.02% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.77% | -4.23% | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.30% | -0.03% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.05% | +29.29% | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.23% | -0.01% | +12.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.20% | +0.01% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.01% | -7.26% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | +0.14% | NEW | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | -0.03% | +6.39% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.01% | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.16% | +0.14% | NEW | |
| 48 | VST | Vistra CORP | Stock-Utilities | 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 48 disclosed positions in Q2 2025.
During Q2 2025, Clark & Stuart, Inc's top holdings by market value included NYT (6.7%)、MRK (6.5%)、MMM (6.5%). The largest single position, NYT, represented 6.7% 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 NYT, MRK, MMM) accounted for 26.7% of total reported equity market value during Q2 2025.
In Q2 2025, 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.
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