Clark & Stuart, Inc holds a focused book of 57 reported positions worth $159.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-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 reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+26.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.2 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 each quarter's actual reporting lag, ~14 days for the latest filing, with 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
+2 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clark & Stuart, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 25 / 57 | $423.0M |
| H&H International Investment, LLC | 6 / 57 | $14.9B |
| Ardent Capital Management, Inc. | 11 / 57 | $185.6M |
| Hoffman, Alan N Investment Management | 5 / 57 | $127.8M |
| V. M. Manning & Co., Inc. | 20 / 57 | $79.0M |
| Daniel Investment Group, Inc. | 7 / 57 | $112.8M |
| Stonebridge Capital Management Inc | 25 / 57 | $136.2M |
| Armstrong Henry H Associates Inc | 21 / 57 | $676.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Clark & Stuart, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.