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CIK: 0002048750
Total reported value
$159.4M
$159.4M
51 檔
31.1%
In Q4 2025, Clark & Stuart, Inc's U.S. equity holdings reached a combined market value of $159.4M, distributed across 51 disclosed stock positions.
In Q4 2025, Clark & Stuart, Inc adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MRK, NYT, JNJ) accounted for 31.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | Stock-Healthcare | 7.77% | -0.15% | -1.63% | |
| 2 | NYT | New York Times Co-a | Stock-Comm Services | 7.32% | -1.77% | -2.62% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.27% | +0.18% | -1.80% | |
| 4 | MMM | 3m Co | Stock-Industrials | 6.11% | +0.12% | -1.74% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.69% | +0.26% | -4.56% | |
| 6 | SYY | Sysco CORP | Stock-Consumer Staples | 4.77% | +0.41% | -3.28% | |
| 7 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 4.65% | +0.66% | -6.04% | |
| 8 | FAST | Fastenal Co | Stock-Industrials | 4.61% | -0.21% | -2.93% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.28% | -0.91% | -3.67% | |
| 10 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 4.01% | +0.88% | +68.14% | |
| 11 | NDSN | Nordson CORP | Stock-Industrials | 3.56% | +0.20% | -3.60% | |
| 12 | CBSH | Commerce Bancshares Inc | Stock-Financials | 3.09% | +0.24% | +1.71% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.95% | +0.22% | +0.10% | |
| 14 | RPM | Rpm International Inc | Stock-Materials | 2.84% | +0.05% | -0.50% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 2.58% | +0.50% | +404.21% | |
| 16 | SLB | Slb LTD | Stock-Energy | 2.46% | -1.35% | -4.17% | |
| 17 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.36% | -1.66% | -1.25% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.12% | -0.23% | -1.13% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.11% | -0.22% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.63% | +0.05% | — | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.58% | -0.13% | -1.80% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.55% | +0.09% | +0.58% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | +0.91% | -0.25% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.43% | -2.57% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.09% | +0.01% | -1.36% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.01% | -1.78% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 1.03% | -0.06% | -0.41% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.04% | — | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.97% | -0.24% | -1.84% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.04% | -0.15% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.04% | -0.74% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 0.69% | +0.11% | — | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.51% | -0.01% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.05% | — | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.39% | +0.03% | -7.90% | |
| 36 | GE | General Electric | Stock-Industrials | 0.37% | +0.08% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.37% | +0.77% | -18.53% | |
| 38 | CAC | Camden National CORP | Stock-Other | 0.30% | +0.02% | — | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.30% | -0.03% | -14.59% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.30% | +0.02% | -7.34% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.03% | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.23% | +0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 44 | APP | Applovin Corp-class A | Stock-Tech | 0.19% | +0.13% | NEW | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.01% | — | |
| 46 | RGEN | Repligen CORP | Stock-Healthcare | 0.16% | — | — | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.16% | -0.01% | -10.75% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.14% | NEW | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.15% | +0.14% | NEW | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.15% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +2% | +404.21% | Add |
| 2 | MRK | Merck & Co. Inc. | +1.2% | -1.63% | Trim |
| 3 | KMB | Kimberly-clark CORP | +1% | +68.14% | Add |
| 4 | NYT | New York Times Co-a | +0.9% | -2.62% | Trim |
| 5 | UPS | United Parcel Service-cl B | +0.5% | -4.56% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.4% | -1.80% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 8 | SLB | Slb LTD | +0.1% | -4.17% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -0.22% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 11 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 12 | CAC | Camden National CORP | 0% | — | Unchanged |
| 13 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | — | -2.57% | Trim |
| 15 | GE | General Electric | — | — | Unchanged |
| 16 | KO | Coca-cola Co/the | 0% | -1.78% | Trim |
| 17 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 18 | JPM | Jpmorgan Chase & Co | 0% | -0.15% | Trim |
| 19 | APP | Applovin Corp-class A | 0% | — | Unchanged |
| 20 | CI | THE Cigna Group | 0% | -10.75% | Trim |
| 21 | IDXX | Idexx Laboratories Inc | 0% | -14.59% | Trim |
| 22 | MDT | Medtronic plc | 0% | -7.90% | Trim |
| 23 | SBUX | Starbucks CORP | 0% | -7.34% | Trim |
| 24 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 25 | NDSN | Nordson CORP | -0.1% | -3.60% | Trim |
| 26 | INTC | Intel CORP | -0.1% | -18.53% | Trim |
| 27 | HSY | Hershey Co/the | -0.1% | -1.84% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.10% | Add |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -0.74% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 31 | ITW | Illinois Tool Works | -0.1% | -0.41% | Trim |
| 32 | CVX | Chevron CORP | -0.1% | -1.80% | Trim |
| 33 | ABT | Abbott Laboratories | -0.2% | -0.25% | Trim |
| 34 | MMM | 3m Co | -0.2% | -1.74% | Trim |
| 35 | SYK | Stryker CORP | -0.2% | -1.13% | Trim |
| 36 | PEP | Pepsico Inc | -0.2% | -3.67% | Trim |
| 37 | GPC | Genuine Parts Co | -0.3% | +0.58% | Add |
| 38 | APD | Air Products & Chemicals Inc | -0.4% | -1.25% | Trim |
| 39 | CBSH | Commerce Bancshares Inc | -0.5% | +1.71% | Add |
| 40 | RPM | Rpm International Inc | -0.5% | -0.50% | Trim |
| 41 | SYY | Sysco CORP | -0.9% | -3.28% | Trim |
| 42 | SJM | Jm Smucker Co/the | -1.1% | -6.04% | Trim |
| 43 | FAST | Fastenal Co | -1.4% | -2.93% | Trim |
| 44 | ADBE | Adobe Inc | — | NEW | New buy |
| 45 | KEL | Kellanova | — | EXIT | Sold out |
| 46 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 47 | RGEN | Repligen CORP | — | NEW | New buy |
| 48 | URI | United Rentals Inc | — | EXIT | Sold out |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | VST | Vistra CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Clark & Stuart, Inc reported a total U.S. public equity portfolio value of $159.4M across 51 disclosed positions in Q4 2025.
During Q4 2025, Clark & Stuart, Inc's top holdings by market value included MRK (7.8%)、NYT (7.3%)、JNJ (7.3%). The largest single position, MRK, represented 7.8% of total portfolio value.
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Top New Position Initiated
ADBE
市值: $2.4M
Top Position Liquidated / Trimmed
KEL
前期市值: $1.1M
In Q4 2025, Clark & Stuart, Inc made 40 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 28 holdings, and fully liquidating 4 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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