Institutional
Clark & Stuart, Inc
CIK 0002048750
$159.4M
Reported AUM
57
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for Clark & Stuart, Inc · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $130.22 | 0.33% | 68.33% | 97.86% | $13.2M | 8.26% | — | HELD |
| 2 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | 58.23% | 70.72% | $11.9M | 7.45% | — | HELD |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $74.89 | -1.24% | 44.91% | 55.51% | $9.6M | 6.04% | — | HELD |
| 4 | UPS | UNITED PARCEL SVCS INC | $104.22 | -1.00% | 31.82% | -33.57% | $9.2M | 5.77% | — | HELD |
| 5 | MMM | 3M CO | $176.28 | 0.12% | 24.35% | 28.42% | $8.8M | 5.51% | — | HELD |
| 6 | SJM | SMUCKER J M CO | $119.26 | -2.41% | 14.77% | 13.64% | $8.1M | 5.07% | — | HELD |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $266.46 | 0.98% | -9.73% | 40.87% | $8.0M | 4.99% | — | HELD |
| 8 | FAST | FASTENAL CO | $47.71 | 2.25% | 4.92% | 88.48% | $8.0M | 4.99% | — | HELD |
| 9 | SYY | SYSCO CORP | $85.24 | 0.63% | 9.65% | 22.07% | $7.8M | 4.86% | — | HELD |
| 10 | KMB | KIMBERLY-CLARK CORP | $109.31 | -0.80% | -12.31% | -4.04% | $7.7M | 4.81% | — | HELD |
| 11 | NDSN | NORDSON CORP | $297.78 | 0.86% | 44.18% | 31.96% | $6.4M | 4.03% | — | HELD |
| 12 | PEP | PEPSICO INC | $139.56 | -0.46% | 4.65% | 5.03% | $5.7M | 3.57% | — | HELD |
| 13 | CBSH | COMMERCE BANCSHARES INC | $59.27 | -0.29% | 6.28% | 11.80% | $4.8M | 3.02% | — | HELD |
| 14 | IWF | ISHARES TR | $118.35 | 0.78% | 9.16% | 66.32% | $4.5M | 2.82% | — | HELD |
| 15 | RPM | RPM INTL INC | $107.07 | -0.70% | -6.38% | 43.77% | $4.2M | 2.64% | — | HELD |
| 16 | ADBE | ADOBE INC | $250.41 | 1.01% | -28.84% | -62.71% | $3.6M | 2.24% | — | HELD |
| 17 | ABT | ABBOTT LABORATORIES | $105.74 | 0.12% | -15.36% | -8.15% | $3.1M | 1.96% | — | HELD |
| 18 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $2.8M | 1.73% | — | HELD |
| 19 | SYK | STRYKER CORPORATION | $325.69 | -6.42% | -14.18% | 22.00% | $2.7M | 1.70% | — | HELD |
| 20 | GPC | GENUINE PARTS CO | $124.37 | -0.37% | 0.41% | 17.49% | $2.2M | 1.40% | — | HELD |
| 21 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | 45.72% | 236.23% | $2.0M | 1.24% | — | HELD |
| 22 | INTC | INTEL CORP | $90.20 | -1.02% | 367.12% | 81.15% | $1.9M | 1.20% | — | HELD |
| 23 | KO | COCA COLA CO | $87.58 | -1.02% | 30.88% | 80.45% | $1.8M | 1.10% | — | HELD |
| 24 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | 6.54% | 55.01% | $1.7M | 1.05% | — | HELD |
| 25 | SLB | SLB LIMITED | $49.59 | 1.39% | 54.14% | 96.49% | $1.6M | 1.02% | — | HELD |
| 26 | ITW | ILLINOIS TOOL WKS INC | $287.01 | 1.16% | 15.28% | 37.09% | $1.6M | 1.01% | — | HELD |
| 27 | APD | AIR PRODUCTS AND CHEMICALS I | $294.89 | -1.77% | 9.39% | 26.33% | $1.5M | 0.96% | — | HELD |
| 28 | GWW | WW GRAINGER INC | $1383.20 | 2.04% | 46.63% | 227.78% | $1.3M | 0.85% | — | HELD |
| 29 | HSY | HERSHEY CO | $175.05 | -1.23% | -4.39% | 11.12% | $1.3M | 0.84% | — | HELD |
| 30 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $1.3M | 0.81% | — | HELD |
| 31 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $1.2M | 0.74% | — | HELD |
| 32 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $1.2M | 0.73% | — | HELD |
| 33 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $686K | 0.43% | — | HELD |
| 34 | GE | GE AEROSPACE | $360.33 | 1.49% | — | — | $647K | 0.41% | — | HELD |
| 35 | ECL | ECOLAB INC | $277.81 | -0.55% | — | — | $642K | 0.40% | — | HELD |
| 36 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | — | — | $640K | 0.40% | — | HELD |
| 37 | MDT | MEDTRONIC PLC | $85.39 | -0.37% | — | — | $634K | 0.40% | — | HELD |
| 38 | CAC | CAMDEN NATL CORP | $57.89 | 0.07% | — | — | $534K | 0.34% | — | HELD |
| 39 | SBUX | STARBUCKS CORP | $105.25 | -0.57% | — | — | $533K | 0.33% | — | HELD |
| 40 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $405K | 0.25% | — | HELD |
| 41 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $856.13 | 0.52% | — | — | $348K | 0.22% | — | HELD |
| 42 | IDXX | IDEXX LABS INC | $559.07 | 0.05% | — | — | $339K | 0.21% | — | HELD |
| 43 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $323K | 0.20% | — | HELD |
| 44 | PH | PARKER-HANNIFIN CORP | $976.53 | 1.43% | — | — | $296K | 0.19% | — | HELD |
| 45 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $278K | 0.17% | — | HELD |
| 46 | URI | UNITED RENTALS INC | $1079.26 | 0.99% | — | — | $272K | 0.17% | — | HELD |
| 47 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.99 | 2.94% | — | — | $243K | 0.15% | — | HELD |
| 48 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | — | — | $235K | 0.15% | — | HELD |
| 49 | CAT | CATERPILLAR INC | $815.28 | 0.76% | — | — | $230K | 0.14% | — | HELD |
| 50 | AMGN | AMGEN INC | $385.16 | -0.64% | — | — | $230K | 0.14% | — | HELD |
| 51 | CI | THE CIGNA GROUP | $279.05 | -2.99% | — | — | $229K | 0.14% | — | HELD |
| 52 | BA | BOEING CO | $216.14 | -2.15% | — | — | $221K | 0.14% | — | HELD |
| 53 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $216K | 0.14% | — | HELD |
| 54 | CSX | CSX CORP | $50.40 | 0.42% | — | — | $212K | 0.13% | — | HELD |
| 55 | APP | APPLOVIN CORP | $395.90 | -1.97% | — | — | $207K | 0.13% | — | HELD |
| 56 | VRT | VERTIV HOLDINGS CO | $241.57 | 6.18% | — | — | $204K | 0.13% | — | HELD |
| 57 | FLO | FLOWERS FOODS INC | $7.02 | -1.68% | — | — | $92K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000477. 13F discloses long positions only — shorts, foreign equities, and options are excluded.