Clark & Stuart, Inc
Net buyer this quarter
$159M
56
+$2.96M
57.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MRK | $13.2M | 8.26% | 0.00% | -1.3% | Q4 2024 |
 JNJ | $11.9M | 7.45% | 0.00% | +6.0% | Q4 2024 |
 NYT | $9.62M | 6.04% | Not reported | -0.6% | Q4 2024 |
 UPS | $9.2M | 5.77% | 0.01% | +3.0% | Q4 2024 |
 MMM | $8.79M | 5.51% | 0.01% | -1.4% | Q4 2024 |
 SJM | $8.08M | 5.07% | 0.07% | +5.8% | Q4 2024 |
 ADP | $7.96M | 4.99% | 0.01% | +8.3% | Q4 2024 |
 FAST | $7.96M | 4.99% | 0.01% | -0.3% | Q4 2024 |
 SYY | $7.75M | 4.86% | 0.02% | +0.3% | Q4 2024 |
 KMB | $7.67M | 4.81% | 0.02% | +15.7% | Q4 2024 |
 NDSN | $6.42M | 4.03% | 0.04% | -0.5% | Q4 2024 |
 PEP | $5.69M | 3.57% | 0.00% | -1.9% | Q4 2024 |
 CBSH | $4.81M | 3.02% | 0.06% | -0.7% | Q4 2024 |
 RPM | $4.21M | 2.64% | 0.03% | -1.8% | Q4 2024 |
 ADBE | $3.56M | 2.24% | 0.00% | +29.9% | Q4 2025 |
 ABT | $3.12M | 1.96% | 0.00% | +126.9% | Q4 2024 |
 AAPL | $2.76M | 1.73% | 0.00% | +0.5% | Q4 2024 |
 SYK | $2.71M | 1.70% | 0.00% | -1.2% | Q4 2024 |
 GPC | $2.23M | 1.40% | 0.01% | +3.1% | Q4 2024 |
 XOM | $1.98M | 1.24% | 0.00% | -0.8% | Q4 2024 |
 INTC | $1.92M | 1.20% | 0.00% | -4.5% | Q4 2024 |
 KO | $1.75M | 1.10% | 0.00% | -0.6% | Q4 2024 |
 EMR | $1.68M | 1.05% | 0.00% | -0.6% | Q4 2024 |
 SLB | $1.63M | 1.02% | 0.00% | -48.5% | Q4 2024 |
 ITW | $1.61M | 1.01% | 0.00% | -2.0% | Q4 2024 |
 APD | $1.53M | 0.96% | 0.00% | -61.0% | Q4 2024 |
 GWW | $1.35M | 0.85% | 0.00% | Not reported | Q4 2024 |
 HSY | $1.33M | 0.84% | 0.00% | -1.1% | Q4 2024 |
 JPM | $1.29M | 0.81% | 0.00% | +1.4% | Q2 2025 |
 PG | $1.17M | 0.74% | 0.00% | -0.6% | Q4 2024 |
 MSFT | $1.16M | 0.73% | 0.00% | +1.4% | Q4 2024 |
 GOOG | $686K | 0.43% | Not reported | Not reported | Q4 2024 |
 GE | $647K | 0.41% | 0.00% | Not reported | Q4 2024 |
 ECL | $642K | 0.40% | 0.00% | Not reported | Q3 2025 |
 CVX | $640K | 0.40% | 0.00% | +2.1% | Q4 2024 |
 MDT | $634K | 0.40% | 0.00% | +26.9% | Q4 2024 |
 CAC | $534K | 0.34% | 0.06% | -3.0% | Q4 2024 |
 SBUX | $533K | 0.33% | 0.00% | +1.2% | Q4 2024 |
| GOOGL | $405K | 0.25% | 0.00% | +1.1% | Q3 2025 |
 STX | $348K | 0.22% | 0.00% | New | Q2 2026 |
 IDXX | $339K | 0.21% | 0.00% | Not reported | Q4 2024 |
 BRK.B | $323K | 0.20% | Not reported | +6.4% | Q4 2024 |
 PH | $296K | 0.19% | 0.00% | +3.4% | Q2 2025 |
 NVDA | $278K | 0.17% | 0.00% | Not reported | Q2 2025 |
 URI | $272K | 0.17% | 0.00% | Not reported | Q3 2025 |
 CRDO | $243K | 0.15% | 0.00% | New | Q2 2026 |
 VZ | $235K | 0.15% | 0.00% | +6.4% | Q1 2025 |
 CAT | $230K | 0.14% | 0.00% | -31.7% | Q4 2024 |
 AMGN | $230K | 0.14% | 0.00% | Not reported | Q4 2025 |
 CI | $229K | 0.14% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| MRK | $12.5M | 8.41% | 0.00% | -3.1% | Q4 2024 |
| NYT | $11.6M | 7.81% | Not reported | -9.6% | Q4 2024 |
| JNJ | $10.8M | 7.27% | 0.00% | -13.5% | Q4 2024 |
| UPS | $8.17M | 5.51% | 0.01% | -0.2% | Q4 2024 |
| MMM | $7.99M | 5.39% | 0.01% | -0.7% | Q4 2024 |
| FAST | $7.71M | 5.20% | 0.01% | -0.3% | Q4 2024 |
| ADP | $6.66M | 4.49% | 0.01% | +124.9% | Q4 2024 |
| PEP | $6.65M | 4.48% | 0.00% | -1.1% | Q4 2024 |
| SYY | $6.6M | 4.45% | 0.02% | -1.5% | Q4 2024 |
| SJM | $6.55M | 4.41% | 0.06% | -1.5% | Q4 2024 |
| KMB | $5.83M | 3.93% | 0.02% | +5.0% | Q4 2024 |
| NDSN | $5.69M | 3.83% | 0.04% | -0.5% | Q4 2024 |
| CBSH | $4.13M | 2.78% | 0.06% | -2.1% | Q4 2024 |
| APD | $3.89M | 2.62% | 0.01% | -3.4% | Q4 2024 |
| RPM | $3.84M | 2.59% | 0.03% | -2.6% | Q4 2024 |
| SLB | $3.51M | 2.37% | 0.00% | -26.6% | Q4 2024 |
| ADBE | $3.25M | 2.19% | 0.00% | +97.8% | Q4 2025 |
| SYK | $2.86M | 1.93% | 0.00% | -0.6% | Q4 2024 |
| XOM | $2.48M | 1.67% | 0.00% | -3.1% | Q4 2024 |
| AAPL | $2.4M | 1.62% | 0.00% | -0.3% | Q4 2024 |
| GPC | $1.94M | 1.31% | 0.01% | Not reported | Q4 2024 |
| KO | $1.65M | 1.11% | 0.00% | -1.3% | Q4 2024 |
| HSY | $1.6M | 1.08% | 0.00% | -0.7% | Q4 2024 |
| ITW | $1.58M | 1.07% | 0.00% | Not reported | Q4 2024 |
| ABT | $1.56M | 1.05% | 0.00% | -1.1% | Q4 2024 |
| EMR | $1.55M | 1.04% | 0.00% | -1.0% | Q4 2024 |
| PG | $1.16M | 0.78% | 0.00% | -0.2% | Q4 2024 |
| JPM | $1.14M | 0.77% | 0.00% | -0.1% | Q2 2025 |
| MSFT | $1.13M | 0.76% | 0.00% | +0.1% | Q4 2024 |
| GWW | $1.08M | 0.73% | 0.00% | Not reported | Q4 2024 |
| CVX | $782K | 0.53% | 0.00% | -74.9% | Q4 2024 |
| INTC | $635K | 0.43% | 0.00% | Not reported | Q4 2024 |
| ECL | $614K | 0.41% | 0.00% | -18.5% | Q3 2025 |
| GOOG | $557K | 0.38% | Not reported | Not reported | Q4 2024 |
| MDT | $553K | 0.37% | 0.00% | +8.6% | Q4 2024 |
| GE | $492K | 0.33% | 0.00% | Not reported | Q4 2024 |
| CAC | $482K | 0.32% | 0.06% | Not reported | Q4 2024 |
| SBUX | $461K | 0.31% | 0.00% | Not reported | Q4 2024 |
| IDXX | $362K | 0.24% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $322K | 0.22% | 0.00% | Not reported | Q3 2025 |
| BRK.B | $291K | 0.20% | Not reported | Not reported | Q4 2024 |
| PH | $262K | 0.18% | 0.00% | -23.3% | Q2 2025 |
| VZ | $262K | 0.18% | 0.00% | Not reported | Q1 2025 |
| NVDA | $242K | 0.16% | 0.00% | Not reported | Q2 2025 |
| CAT | $224K | 0.15% | 0.00% | Not reported | Q4 2024 |
| AMGN | $223K | 0.15% | 0.00% | Not reported | Q4 2025 |
| CI | $221K | 0.15% | 0.00% | Not reported | Q4 2024 |
 FLO | $86.4K | 0.06% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| MRK | $11.3M | 7.77% | 0.00% | -1.6% | Q4 2024 |
| NYT | $10.6M | 7.32% | Not reported | -2.6% | Q4 2024 |
| JNJ | $10.6M | 7.27% | 0.00% | -1.8% | Q4 2024 |
| MMM | $8.87M | 6.11% | 0.01% | -1.7% | Q4 2024 |
| UPS | $8.25M | 5.69% | 0.01% | -4.6% | Q4 2024 |
| SYY | $6.92M | 4.77% | 0.02% | -3.3% | Q4 2024 |
| SJM | $6.75M | 4.65% | 0.06% | -6.0% | Q4 2024 |
| FAST | $6.69M | 4.61% | 0.01% | -2.9% | Q4 2024 |
| PEP | $6.21M | 4.28% | 0.00% | -3.7% | Q4 2024 |
| KMB | $5.81M | 4.01% | 0.02% | +68.1% | Q4 2024 |
| NDSN | $5.17M | 3.56% | 0.04% | -3.6% | Q4 2024 |
| CBSH | $4.49M | 3.09% | 0.06% | -3.1% | Q4 2024 |
| RPM | $4.12M | 2.84% | 0.03% | -0.5% | Q4 2024 |
| ADP | $3.75M | 2.58% | 0.00% | +404.2% | Q4 2024 |
| SLB | $3.57M | 2.46% | 0.01% | -4.2% | Q4 2024 |
| APD | $3.42M | 2.36% | 0.01% | -1.3% | Q4 2024 |
| SYK | $3.08M | 2.12% | 0.00% | -1.1% | Q4 2024 |
| AAPL | $2.58M | 1.78% | 0.00% | -0.2% | Q4 2024 |
| ADBE | $2.37M | 1.63% | 0.00% | New | Q4 2025 |
| CVX | $2.3M | 1.58% | 0.00% | -1.8% | Q4 2024 |
| GPC | $2.25M | 1.55% | 0.01% | +0.6% | Q4 2024 |
| ABT | $1.92M | 1.32% | 0.00% | -0.3% | Q4 2024 |
| XOM | $1.82M | 1.25% | 0.00% | -2.6% | Q4 2024 |
| EMR | $1.58M | 1.09% | 0.00% | -1.4% | Q4 2024 |
| KO | $1.53M | 1.05% | 0.00% | -1.8% | Q4 2024 |
| ITW | $1.5M | 1.03% | 0.00% | -0.4% | Q4 2024 |
| MSFT | $1.48M | 1.02% | 0.00% | Not reported | Q4 2024 |
| HSY | $1.41M | 0.97% | 0.00% | -1.8% | Q4 2024 |
| JPM | $1.25M | 0.86% | 0.00% | -0.2% | Q2 2025 |
| PG | $1.16M | 0.80% | 0.00% | -0.7% | Q4 2024 |
| GWW | $999K | 0.69% | 0.00% | Not reported | Q4 2024 |
| ECL | $742K | 0.51% | 0.00% | Not reported | Q3 2025 |
| GOOG | $610K | 0.42% | Not reported | Not reported | Q4 2024 |
| MDT | $564K | 0.39% | 0.00% | -7.9% | Q4 2024 |
| GE | $534K | 0.37% | 0.00% | Not reported | Q4 2024 |
| INTC | $531K | 0.37% | 0.00% | -18.5% | Q4 2024 |
| CAC | $440K | 0.30% | 0.06% | Not reported | Q4 2024 |
| IDXX | $436K | 0.30% | 0.00% | -14.6% | Q4 2024 |
| SBUX | $434K | 0.30% | 0.00% | -7.3% | Q4 2024 |
| GOOGL | $351K | 0.24% | 0.00% | Not reported | Q3 2025 |
| PH | $336K | 0.23% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $305K | 0.21% | Not reported | Not reported | Q4 2024 |
 APP | $270K | 0.19% | 0.00% | Not reported | Q3 2025 |
| NVDA | $259K | 0.18% | 0.00% | Not reported | Q2 2025 |
 RGEN | $229K | 0.16% | 0.00% | Not reported | Q4 2024 |
| CI | $228K | 0.16% | 0.00% | -10.8% | Q4 2024 |
 IBM | $227K | 0.16% | 0.00% | Not reported | Q2 2025 |
 BA | $218K | 0.15% | 0.00% | Not reported | Q2 2025 |
| VZ | $213K | 0.15% | 0.00% | Not reported | Q1 2025 |
| AMGN | $208K | 0.14% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| JNJ | $9.63M | 6.88% | 0.00% | -1.1% | Q4 2024 |
| MRK | $9.16M | 6.55% | 0.00% | -0.5% | Q4 2024 |
| NYT | $9.02M | 6.45% | Not reported | -1.2% | Q4 2024 |
| MMM | $8.75M | 6.26% | 0.01% | -0.8% | Q4 2024 |
| FAST | $8.42M | 6.02% | 0.02% | -13.7% | Q4 2024 |
| SYY | $7.99M | 5.71% | 0.02% | -1.1% | Q4 2024 |
| SJM | $7.97M | 5.70% | 0.07% | -2.2% | Q4 2024 |
| UPS | $7.28M | 5.21% | 0.01% | +39.5% | Q4 2024 |
| PEP | $6.31M | 4.51% | 0.00% | -4.0% | Q4 2024 |
| NDSN | $5.04M | 3.61% | 0.04% | -0.9% | Q4 2024 |
| CBSH | $5.04M | 3.60% | 0.06% | -1.1% | Q4 2024 |
| RPM | $4.7M | 3.36% | 0.03% | -1.3% | Q4 2024 |
| KMB | $4.25M | 3.04% | 0.01% | -0.6% | Q4 2024 |
| APD | $3.82M | 2.73% | 0.01% | -0.9% | Q4 2024 |
| SLB | $3.34M | 2.39% | 0.01% | +0.5% | Q4 2024 |
| SYK | $3.27M | 2.34% | 0.00% | 0.0% | Q4 2024 |
| GPC | $2.52M | 1.80% | 0.01% | -27.1% | Q4 2024 |
| AAPL | $2.43M | 1.73% | 0.00% | -0.6% | Q4 2024 |
| CVX | $2.39M | 1.71% | 0.00% | -1.1% | Q4 2024 |
| ABT | $2.06M | 1.47% | 0.00% | Not reported | Q4 2024 |
| XOM | $1.75M | 1.25% | 0.00% | -0.7% | Q4 2024 |
| ITW | $1.59M | 1.14% | 0.00% | -0.8% | Q4 2024 |
| EMR | $1.59M | 1.13% | 0.00% | 0.0% | Q4 2024 |
| MSFT | $1.58M | 1.13% | 0.00% | Not reported | Q4 2024 |
| KO | $1.49M | 1.06% | 0.00% | 0.0% | Q4 2024 |
| HSY | $1.47M | 1.05% | 0.00% | -0.6% | Q4 2024 |
| PG | $1.25M | 0.89% | 0.00% | Not reported | Q4 2024 |
| JPM | $1.23M | 0.88% | 0.00% | +5.6% | Q2 2025 |
| GWW | $943K | 0.67% | 0.00% | Not reported | Q4 2024 |
| ADP | $848K | 0.61% | 0.00% | Not reported | Q4 2024 |
| ECL | $774K | 0.55% | 0.00% | New | Q3 2025 |
| MDT | $607K | 0.43% | 0.00% | Not reported | Q4 2024 |
| INTC | $592K | 0.42% | 0.00% | -3.8% | Q4 2024 |
| GE | $520K | 0.37% | 0.00% | Not reported | Q4 2024 |
| IDXX | $482K | 0.34% | 0.00% | Not reported | Q4 2024 |
| GOOG | $473K | 0.34% | Not reported | Not reported | Q4 2024 |
| SBUX | $470K | 0.34% | 0.00% | Not reported | Q4 2024 |
| CAC | $392K | 0.28% | 0.06% | Not reported | Q4 2024 |
| BRK.B | $305K | 0.22% | Not reported | Not reported | Q4 2024 |
| CAT | $305K | 0.22% | 0.00% | Not reported | Q4 2024 |
| PH | $290K | 0.21% | 0.00% | Not reported | Q2 2025 |
| APP | $288K | 0.21% | 0.00% | New | Q3 2025 |
| GOOGL | $273K | 0.19% | 0.00% | New | Q3 2025 |
| CI | $268K | 0.19% | 0.00% | Not reported | Q4 2024 |
| NVDA | $259K | 0.19% | 0.00% | Not reported | Q2 2025 |
| VZ | $230K | 0.16% | 0.00% | Not reported | Q1 2025 |
| URI | $229K | 0.16% | 0.00% | New | Q3 2025 |
| IBM | $216K | 0.15% | 0.00% | Not reported | Q2 2025 |
| BA | $216K | 0.15% | 0.00% | Not reported | Q2 2025 |
 VST | $202K | 0.14% | 0.00% | Not reported | Q2 2025 |