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CIK: 0002048750
Total reported value
$159.4M
$159.4M
52 檔
28.2%
According to the latest 13F quarterly dataset, Clark & Stuart, Inc managed an equity portfolio of $159.4M at the end of Q3 2025, spanning 52 distinct U.S. exchange-listed positions.
Clark & Stuart, Inc executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.88% | +0.18% | -1.10% | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 6.55% | -0.15% | -0.47% | |
| 3 | NYT | New York Times Co-a | Stock-Comm Services | 6.45% | -1.77% | -1.17% | |
| 4 | MMM | 3m Co | Stock-Industrials | 6.26% | +0.12% | -0.79% | |
| 5 | FAST | Fastenal Co | Stock-Industrials | 6.02% | -0.21% | -13.71% | |
| 6 | SYY | Sysco CORP | Stock-Consumer Staples | 5.71% | +0.41% | -1.08% | |
| 7 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 5.70% | +0.66% | -2.17% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.21% | +0.26% | +39.52% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.51% | -0.91% | -4.03% | |
| 10 | NDSN | Nordson CORP | Stock-Industrials | 3.61% | +0.20% | -0.85% | |
| 11 | CBSH | Commerce Bancshares Inc | Stock-Financials | 3.60% | +0.24% | -1.10% | |
| 12 | RPM | Rpm International Inc | Stock-Materials | 3.36% | +0.05% | -1.30% | |
| 13 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.04% | +0.88% | -0.58% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.03% | +0.22% | -0.66% | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.73% | -1.66% | -0.88% | |
| 16 | SLB | Slb LTD | Stock-Energy | 2.39% | -1.35% | +0.52% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.34% | -0.23% | +0.01% | |
| 18 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.80% | +0.09% | -27.09% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.11% | -0.57% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.71% | -0.13% | -1.06% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.47% | +0.91% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.43% | -0.66% | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 1.14% | -0.06% | -0.82% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.13% | +0.01% | +0.01% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.04% | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.06% | -0.01% | +0.01% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.05% | -0.24% | -0.63% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.04% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.04% | +5.61% | |
| 30 | KEL | Kellanova | Stock-Other | 0.81% | — | -6.30% | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.67% | +0.11% | — | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.61% | +0.50% | — | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.55% | -0.01% | — | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | +0.03% | — | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.77% | -3.81% | |
| 36 | GE | General Electric | Stock-Industrials | 0.37% | +0.08% | — | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.34% | -0.03% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.05% | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.34% | +0.02% | — | |
| 40 | CAC | Camden National CORP | Stock-Other | 0.28% | +0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | -0.01% | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.21% | +0.01% | — | |
| 44 | APP | Applovin Corp-class A | Stock-Tech | 0.21% | +0.13% | NEW | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.03% | — | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.19% | -0.01% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.16% | -0.03% | — | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.16% | +0.17% | NEW | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | +0.14% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.7% | -0.66% | Add |
| 2 | NYT | New York Times Co-a | +0.7% | -1.17% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.5% | -1.10% | Trim |
| 4 | NDSN | Nordson CORP | +0.5% | -0.85% | Add |
| 5 | UPS | United Parcel Service-cl B | +0.5% | +39.52% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | — | Add |
| 7 | AAPL | Apple Inc | +0.3% | -0.57% | Add |
| 8 | SYY | Sysco CORP | +0.3% | -1.08% | Trim |
| 9 | EMR | Emerson Electric Co | +0.2% | +0.01% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | — | Add |
| 11 | MMM | 3m Co | +0.1% | -0.79% | Trim |
| 12 | GE | General Electric | +0.1% | — | Trim |
| 13 | IDXX | Idexx Laboratories Inc | +0.1% | — | Unchanged |
| 14 | PEP | Pepsico Inc | +0.1% | -4.03% | Add |
| 15 | INTC | Intel CORP | +0.1% | -3.81% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Trim |
| 17 | HSY | Hershey Co/the | 0% | -0.63% | Trim |
| 18 | MDT | Medtronic plc | 0% | — | Unchanged |
| 19 | CAC | Camden National CORP | 0% | — | Unchanged |
| 20 | ADP | Automatic Data Processing | 0% | — | Add |
| 21 | SBUX | Starbucks CORP | -0.1% | — | Unchanged |
| 22 | ITW | Illinois Tool Works | -0.1% | -0.82% | Trim |
| 23 | RPM | Rpm International Inc | -0.1% | -1.30% | Trim |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -0.66% | Trim |
| 25 | PG | Procter & Gamble Co/the | -0.1% | — | Trim |
| 26 | KEL | Kellanova | -0.2% | -6.30% | Trim |
| 27 | CVX | Chevron CORP | -0.2% | -1.06% | Trim |
| 28 | CBSH | Commerce Bancshares Inc | -0.3% | -1.10% | Trim |
| 29 | KO | Coca-cola Co/the | -0.3% | +0.01% | Trim |
| 30 | APD | Air Products & Chemicals Inc | -0.3% | -0.88% | Trim |
| 31 | ABT | Abbott Laboratories | -0.4% | — | Trim |
| 32 | FAST | Fastenal Co | -0.4% | -13.71% | Add |
| 33 | GPC | Genuine Parts Co | -0.4% | -27.09% | Trim |
| 34 | GWW | Ww Grainger Inc | -0.5% | — | Trim |
| 35 | KMB | Kimberly-clark CORP | -0.5% | -0.58% | Trim |
| 36 | SJM | Jm Smucker Co/the | -0.6% | -2.17% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.6% | -0.47% | Add |
| 38 | SLB | Slb LTD | -0.6% | +0.52% | Trim |
| 39 | SYK | Stryker CORP | -1.7% | +0.01% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 41 | ECL | Ecolab Inc | — | NEW | New buy |
| 42 | OGN | Organon & Co | — | EXIT | Sold out |
| 43 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 44 | APP | Applovin Corp-class A | — | NEW | New buy |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 46 | NVDA | Nvidia CORP | — | NEW | New buy |
| 47 | URI | United Rentals Inc | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 49 | BA | Boeing Co/the | — | NEW | New buy |
| 50 | VST | Vistra CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Clark & Stuart, Inc reported a total U.S. public equity portfolio value of $159.4M across 52 disclosed positions in Q3 2025.
During Q3 2025, Clark & Stuart, Inc's top holdings by market value included JNJ (6.9%)、MRK (6.5%)、NYT (6.5%). The largest single position, JNJ, represented 6.9% 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 JNJ, MRK, NYT) accounted for 28.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JPM
市值: $1.2M
Top Position Liquidated / Trimmed
OGN
前期市值: $433.7K
In Q3 2025, Clark & Stuart, Inc made 46 total portfolio adjustments, initiating 10 new buys, adding to 12 positions, trimming 23 holdings, and fully liquidating 1 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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