§ 13F · FUND PROFILE
Clark & Stuart, Inc.
AUM · $159M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | 102K | $13M | 8.3% | −1% |
| 2 | JNJ | JOHNSON & JOHNSON | 47K | $12M | 7.5% | +6% |
| 3 | NYT | NEW YORK TIMES CO MTN BE | 138K | $10M | 6.0% | −1% |
| 4 | UPS | UNITED PARCEL SVCS INC | 86K | $9M | 5.8% | +3% |
| 5 | MMM | 3M CO | 54K | $9M | 5.5% | −1% |
| 6 | SJM | SMUCKER J M CO | 72K | $8M | 5.1% | +6% |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | 35K | $8M | 5.0% | +8% |
| 8 | FAST | FASTENAL CO | 166K | $8M | 5.0% | ±0% |
| 9 | SYY | SYSCO CORP | 93K | $8M | 4.9% | ±0% |
| 10 | KMB | KIMBERLY-CLARK CORP | 69K | $8M | 4.8% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARK SIGNAL
AC read
Clark & Stuart, Inc is a Other fund managing $159 million in assets. The fund runs a portfolio of 57 positions.
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