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CIK: 0002048750
Total reported value
$159.4M
$159.4M
49 檔
32.0%
The Q1 2026 SEC filing reveals that Clark & Stuart, Inc held a total portfolio value of $159.4M, covering 49 public equity positions.
In Q1 2026, Clark & Stuart, Inc adopted a defensive or profit-taking posture, trimming 26 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 32.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | Stock-Healthcare | 8.41% | -0.15% | -3.10% | |
| 2 | NYT | New York Times Co-a | Stock-Comm Services | 7.81% | -1.77% | -9.59% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.27% | +0.18% | -13.49% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.51% | +0.26% | -0.15% | |
| 5 | MMM | 3m Co | Stock-Industrials | 5.39% | +0.12% | -0.69% | |
| 6 | FAST | Fastenal Co | Stock-Industrials | 5.20% | -0.21% | -0.30% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 4.49% | +0.50% | +124.85% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.48% | -0.91% | -1.07% | |
| 9 | SYY | Sysco CORP | Stock-Consumer Staples | 4.45% | +0.41% | -1.45% | |
| 10 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 4.41% | +0.66% | -1.51% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.93% | +0.88% | +5.00% | |
| 12 | NDSN | Nordson CORP | Stock-Industrials | 3.83% | +0.20% | -0.47% | |
| 13 | CBSH | Commerce Bancshares Inc | Stock-Financials | 2.78% | +0.24% | -2.11% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.62% | -1.66% | -3.39% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.60% | +0.22% | +0.09% | |
| 16 | RPM | Rpm International Inc | Stock-Materials | 2.59% | +0.05% | -2.59% | |
| 17 | SLB | Slb LTD | Stock-Energy | 2.37% | -1.35% | -26.60% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.19% | +0.05% | +97.78% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.93% | -0.23% | -0.60% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.43% | -3.11% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.11% | -0.33% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.31% | +0.09% | — | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.01% | -1.33% | |
| 24 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.08% | -0.24% | -0.65% | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.07% | -0.06% | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | +0.91% | -1.08% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.04% | +0.01% | -1.04% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.04% | -0.19% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.04% | -0.05% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | +0.13% | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.73% | +0.11% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.13% | -74.94% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.43% | +0.77% | — | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.41% | -0.01% | -18.47% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.05% | — | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.37% | +0.03% | +8.58% | |
| 37 | GE | General Electric | Stock-Industrials | 0.33% | +0.08% | — | |
| 38 | CAC | Camden National CORP | Stock-Other | 0.32% | +0.02% | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.31% | +0.02% | — | |
| 40 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.24% | -0.03% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.18% | +0.01% | -23.30% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.18% | -0.03% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | -0.01% | — | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.15% | -0.01% | — | |
| 49 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +1.9% | +124.85% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.6% | -3.10% | Trim |
| 3 | FAST | Fastenal Co | +0.6% | -0.30% | Trim |
| 4 | ADBE | Adobe Inc | +0.6% | +97.78% | Add |
| 5 | NYT | New York Times Co-a | +0.5% | -9.59% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.4% | -3.11% | Trim |
| 7 | NDSN | Nordson CORP | +0.3% | -0.47% | Trim |
| 8 | APD | Air Products & Chemicals Inc | +0.3% | -3.39% | Trim |
| 9 | PEP | Pepsico Inc | +0.2% | -1.07% | Trim |
| 10 | HSY | Hershey Co/the | +0.1% | -0.65% | Trim |
| 11 | KO | Coca-cola Co/the | +0.1% | -1.33% | Trim |
| 12 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 13 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 14 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 15 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 16 | CAC | Camden National CORP | 0% | — | Unchanged |
| 17 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 18 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 19 | JNJ | Johnson & Johnson | — | -13.49% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 21 | CI | THE Cigna Group | 0% | — | Unchanged |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 24 | MDT | Medtronic plc | 0% | +8.58% | Add |
| 25 | PG | Procter & Gamble Co/the | 0% | -0.19% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 27 | GE | General Electric | 0% | — | Unchanged |
| 28 | PH | Parker Hannifin CORP | -0.1% | -23.30% | Trim |
| 29 | EMR | Emerson Electric Co | -0.1% | -1.04% | Trim |
| 30 | IDXX | Idexx Laboratories Inc | -0.1% | — | Unchanged |
| 31 | KMB | Kimberly-clark CORP | -0.1% | +5.00% | Add |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -0.05% | Trim |
| 33 | SLB | Slb LTD | -0.1% | -26.60% | Trim |
| 34 | ECL | Ecolab Inc | -0.1% | -18.47% | Trim |
| 35 | AAPL | Apple Inc | -0.2% | -0.33% | Trim |
| 36 | UPS | United Parcel Service-cl B | -0.2% | -0.15% | Trim |
| 37 | SYK | Stryker CORP | -0.2% | -0.60% | Trim |
| 38 | GPC | Genuine Parts Co | -0.2% | — | Unchanged |
| 39 | SJM | Jm Smucker Co/the | -0.2% | -1.51% | Trim |
| 40 | RPM | Rpm International Inc | -0.3% | -2.59% | Trim |
| 41 | MSFT | Microsoft CORP | -0.3% | +0.13% | Add |
| 42 | ABT | Abbott Laboratories | -0.3% | -1.08% | Trim |
| 43 | CBSH | Commerce Bancshares Inc | -0.3% | -2.11% | Trim |
| 44 | SYY | Sysco CORP | -0.3% | -1.45% | Trim |
| 45 | IWF | Ishares Russell 1000 Growth | -0.4% | +0.09% | Add |
| 46 | MMM | 3m Co | -0.7% | -0.69% | Trim |
| 47 | CVX | Chevron CORP | -1.1% | -74.94% | Trim |
| 48 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 49 | RGEN | Repligen CORP | — | EXIT | Sold out |
| 50 | IBM | Intl Business Machines 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 49 disclosed positions in Q1 2026.
During Q1 2026, Clark & Stuart, Inc's top holdings by market value included MRK (8.4%)、NYT (7.8%)、JNJ (7.3%). The largest single position, MRK, represented 8.4% of total portfolio value.
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Top New Position Initiated
CAT
市值: $223.9K
Top Position Liquidated / Trimmed
APP
前期市值: $270.2K
In Q1 2026, Clark & Stuart, Inc made 38 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 26 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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