Clark & Stuart, Inc holds a focused book of 57 stocks worth $159.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Merck & Co. Inc.. Their largest long position is Merck & Co. Inc. at 8% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+32.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2048750/holdings"
Use Arkolith to show Clark & Stuart, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Clark & Stuart, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clark & Stuart, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 57 / 57 | $2.2T |
| BlackRock, Inc. | 57 / 57 | $1.8T |
| FMR LLC | 57 / 57 | $562.8B |
| MORGAN STANLEY | 57 / 57 | $391.2B |
| JPMORGAN CHASE & CO | 57 / 57 | $355.5B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 57 / 57 | $278.9B |
| BANK OF AMERICA CORP /DE/ | 57 / 57 | $241.4B |
| NORTHERN TRUST CORP | 57 / 57 | $239.6B |
Ranked by how many of Clark & Stuart, Inc's top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Merck & Co Inc COM | $13.2M | 101.8K | 8.3% | ▼−1.3% Reduced · −1K sh | |
| 2 | Johnson & Johnson COM | $11.9M | 46.8K | 7.5% | ▲+6.0% Added · +3K sh | |
| 3 | New York Times Co MTN Be CL A | $9.6M | 137.5K | 6.0% | ▼−0.6% Reduced · −841 sh | |
| 4 | United Parcel Svcs Inc CL B | $9.2M | 85.6K | 5.8% | ▲+3.0% Added · +3K sh | |
| 5 | 3M Co COM | $8.8M | 54.3K | 5.5% | ▼−1.4% Reduced · −772 sh | |
| 6 | Smucker J M Co COM NEW | $8.1M | 71.8K | 5.1% | ▲+5.8% Added · +4K sh | |
| 7 | Automatic Data Processing In COM | $8.0M | 35.3K | 5.0% | ▲+8.3% Added · +3K sh | |
| 8 | Fastenal Co COM | $8.0M | 165.6K | 5.0% | ▼−0.3% Reduced · −511 sh | |
| 9 | Sysco Corp COM | $7.8M | 92.7K | 4.9% | ▲+0.3% Added · +266 sh | |
| 10 | Kimberly-Clark Corp COM | $7.7M | 69.1K | 4.8% | ▲+16% Added · +9K sh | |
| 11 | Nordson Corp COM | $6.4M | 21.2K | 4.0% | ▼−0.5% Reduced · −110 sh | |
| 12 | Pepsico Inc COM | $5.7M | 42.0K | 3.6% | ▼−1.9% Reduced · −806 sh | |
| 13 | Commerce Bancshares Inc COM | $4.8M | 83.4K | 3.0% | ▼−0.7% Reduced · −578 sh | |
| 14 | Ishares TR RUS 1000 GRW ETF | $4.5M | 36.2K | 2.8% | ▲+300% Added · +27K sh | |
| 15 | RPM Intl Inc COM | $4.2M | 37.9K | 2.6% | ▼−1.8% Reduced · −700 sh | |
| 16 | Adobe Inc COM | $3.6M | 17.4K | 2.2% | ▲+30% Added · +4K sh | |
| 17 | Abbott Laboratories COM | $3.1M | 34.4K | 2.0% | ▲+127% Added · +19K sh | |
| 18 | Apple Inc COM | $2.8M | 9.5K | 1.7% | ▲+0.5% Added · +50 sh | |
| 19 | Stryker Corporation COM | $2.7M | 8.6K | 1.7% | ▼−1.2% Reduced · −101 sh | |
| 20 | Genuine Parts Co COM | $2.2M | 18.7K | 1.4% | ▲+3.1% Added · +562 sh | |
| 21 | Exxon Mobil Corp COM | $2.0M | 14.5K | 1.2% | ▼−0.8% Reduced · −115 sh | |
| 22 | Intel Corp COM | $1.9M | 13.7K | 1.2% | ▼−4.5% Reduced · −650 sh | |
| 23 | Coca Cola Co COM | $1.8M | 21.4K | 1.1% | ▼−0.6% Reduced · −131 sh | |
| 24 | Emerson Elec Co COM | $1.7M | 11.7K | 1.1% | ▼−0.6% Reduced · −69 sh | |
| 25 | SLB Limited COM STK | $1.6M | 34.9K | 1.0% | ▼−49% Reduced · −33K sh | |
| 26 | Illinois Tool WKS Inc COM | $1.6M | 5.9K | 1.0% | ▼−2.0% Reduced · −121 sh | |
| 27 | Air Products And Chemicals I COM | $1.5M | 5.2K | 1.0% | ▼−61% Reduced · −8K sh | |
| 28 | WW Grainger Inc COM | $1.3M | 990 | 0.8% | —Held | |
| 29 | Hershey Co COM | $1.3M | 7.6K | 0.8% | ▼−1.1% Reduced · −86 sh | |
| 30 | JPMorgan Chase & Co COM | $1.3M | 3.9K | 0.8% | ▲+1.4% Added · +55 sh | |
| 31 | Procter & Gamble Co COM | $1.2M | 8.0K | 0.7% | ▼−0.6% Reduced · −50 sh | |
| 32 | Microsoft Corp COM | $1.2M | 3.1K | 0.7% | ▲+1.4% Added · +42 sh | |
| 33 | Alphabet Inc CAP STK CL C | $686K | 1.9K | 0.4% | —Held | |
| 34 | Ge Aerospace COM NEW | $647K | 1.7K | 0.4% | —Held | |
| 35 | Ecolab Inc COM | $642K | 2.3K | 0.4% | —Held | |
| 36 | Chevron Corporation COM | $640K | 3.9K | 0.4% | ▲+2.1% Added · +78 sh | |
| 37 | Medtronic PLC SHS | $634K | 8.0K | 0.4% | ▲+27% Added · +2K sh | |
| 38 | Camden Natl Corp COM | $534K | 9.8K | 0.3% | ▼−3.0% Reduced · −300 sh | |
| 39 | Starbucks Corp COM | $533K | 5.2K | 0.3% | ▲+1.2% Added · +64 sh | |
| 40 | Alphabet Inc CAP STK CL A | $405K | 1.1K | 0.3% | ▲+1.1% Added · +12 sh | |
| 41 | Seagate Technology HLDNGS PL ORD SHS | $348K | 361 | 0.2% | ▲New New position | |
| 42 | Idexx Labs Inc COM | $339K | 644 | 0.2% | —Held | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $323K | 646 | 0.2% | ▲+6.4% Added · +39 sh | |
| 44 | Parker-Hannifin Corp COM | $296K | 303 | 0.2% | ▲+3.4% Added · +10 sh | |
| 45 | Nvidia Corporation COM | $278K | 1.4K | 0.2% | —Held | |
| 46 | United Rentals Inc COM | $272K | 240 | 0.2% | ▲New New position | |
| 47 | Credo Technology Group Holdi ORDINARY SHARES | $243K | 894 | 0.2% | ▲New New position | |
| 48 | Verizon Communications Inc COM | $235K | 5.6K | 0.1% | ▲+6.4% Added · +334 sh | |
| 49 | Caterpillar Inc COM | $230K | 216 | 0.1% | ▼−32% Reduced · −100 sh | |
| 50 | Amgen Inc COM | $230K | 635 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.