Clark & Stuart, Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Clark & Stuart, Inc reported 57 stock positions worth $159.4 million. Its top holding was Merck (MRK) at 8.3% of the portfolio, followed by Johnson & Johnson (JNJ, 7.5%) and New York Times Class A (NYT, 6.0%). Compared with Q1 2026, it opened 8 new positions, added to 20 and reduced 20. The biggest buy was Abbott Laboratories (ABT, shares +127%) and the biggest sale New York Times Class A (NYT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0002048750
- Portfolio Value
- $159.4M (Q2 2026)
- SEC Filing
- 0001754960-26-000477 ↗ filed Jul 14, 2026
Holdings Value
Holdings 57 stocks · $159.4M
| MRK Merck & Co. Inc. | 8.26% | 101,766 | $13.2M | Reduce -1.3% |
| JNJ Johnson & Johnson | 7.45% | 46,755 | $11.9M | Add +6.0% |
| NYT New York Times Co. Class A | 6.04% | 137,521 | $9.6M | Reduce -0.6% |
| UPS United Parcel Service Class B | 5.77% | 85,593 | $9.2M | Add +3.0% |
| MMM 3M Co. | 5.51% | 54,265 | $8.8M | Reduce -1.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 5.07% | 71,850 | $8.1M | Add +5.8% |
| ADP Automatic Data Processing | 4.99% | 35,289 | $8.0M | Add +8.3% |
| FAST Fastenal Co. | 4.99% | 165,640 | $8.0M | Reduce -0.3% |
| SYY Sysco Corp. | 4.86% | 92,744 | $7.8M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 4.81% | 69,078 | $7.7M | Add +15.7% |
| NDSN Nordson Corp. | 4.03% | 21,212 | $6.4M | Reduce -0.5% |
| PEP Pepsico Inc. | 3.57% | 41,995 | $5.7M | Reduce -1.9% |
| CBSH Commerce Bancshares Inc. | 3.02% | 83,351 | $4.8M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 2.82% | 36,238 | $4.5M | No change |
| RPM RPM International Inc. | 2.64% | 37,905 | $4.2M | Reduce -1.8% |
| ADBE Adobe Inc. | 2.24% | 17,382 | $3.6M | Add +29.9% |
| ABT Abbott Laboratories | 1.96% | 34,432 | $3.1M | Add +126.9% |
| AAPL Apple Inc. | 1.73% | 9,523 | $2.8M | Add +0.5% |
| SYK Stryker Corp. | 1.70% | 8,582 | $2.7M | Reduce -1.2% |
| GPC Genuine Parts Co. | 1.40% | 18,747 | $2.2M | Add +3.1% |
| XOM Exxon Mobil Corp. | 1.24% | 14,513 | $2.0M | Reduce -0.8% |
| INTC Intel Corp. | 1.20% | 13,732 | $1.9M | Reduce -4.5% |
| KO The Coca-Cola Co. | 1.10% | 21,442 | $1.8M | Reduce -0.6% |
| EMR Emerson Electric Co. | 1.05% | 11,737 | $1.7M | Reduce -0.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.02% | 34,919 | $1.6M | Reduce -48.5% |
| ITW Illinois Tool Works | 1.01% | 5,928 | $1.6M | Reduce -2.0% |
| APD Air Products & Chemicals Inc. | 0.96% | 5,218 | $1.5M | Reduce -61.0% |
| GWW WW Grainger Inc. | 0.84% | 990 | $1.3M | No change |
| HSY The Hershey Co. | 0.84% | 7,589 | $1.3M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.81% | 3,943 | $1.3M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.74% | 8,010 | $1.2M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.72% | 3,098 | $1.2M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.43% | 1,942 | $686K | No change |
| GE General Electric filed as GE AEROSPACE | 0.41% | 1,730 | $647K | No change |
| ECL Ecolab Inc. | 0.40% | 2,300 | $642K | No change |
| CVX Chevron Corp. | 0.40% | 3,858 | $640K | Add +2.1% |
| MDT Medtronic PLC | 0.40% | 8,027 | $634K | Add +26.9% |
| CAC Camden National Corp. | 0.34% | 9,850 | $534K | Reduce -3.0% |
| SBUX Starbucks Corp. | 0.33% | 5,214 | $533K | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,133 | $405K | Add +1.1% |
| STX Seagate Technology Holdings | 0.22% | 361 | $348K | New |
| IDXX Idexx Laboratories Inc. | 0.21% | 644 | $339K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 646 | $323K | Add +6.4% |
| PH Parker Hannifin Corp. | 0.19% | 303 | $296K | Add +3.4% |
| NVDA Nvidia Corp. | 0.17% | 1,390 | $278K | No change |
| URI United Rentals Inc. | 0.17% | 240 | $272K | New |
| CRDO Credo Technology Group Holdi | 0.15% | 894 | $243K | New |
| VZ Verizon Communications Inc. | 0.15% | 5,559 | $235K | Add +6.4% |
| CAT Caterpillar Inc. | 0.14% | 216 | $230K | Reduce -31.6% |
| AMGN Amgen Inc. | 0.14% | 635 | $230K | No change |
| CI The Cigna Group | 0.14% | 830 | $229K | No change |
| BA The Boeing Co. | 0.14% | 1,020 | $221K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 767 | $216K | New |
| CSX CSX Corp. | 0.13% | 4,470 | $212K | New |
| APP AppLovin Corp. Class A | 0.13% | 401 | $207K | New |
| VRT Vertiv Holdings Co. Class A | 0.13% | 610 | $204K | New |
| FLO Flowers Foods Inc. | 0.06% | 11,600 | $92K | Add +9.4% |
Portfolio Sells Q1 2026 → Q2 2026
| NYT New York Times Co. Class A | Reduce -0.6% | 6.04% | −1.77 |
| APD Air Products & Chemicals Inc. | Reduce -61.0% | 0.96% | −1.66 |
| SLB SLB Ltd. | Reduce -48.5% | 1.02% | −1.34 |
| PEP Pepsico Inc. | Reduce -1.9% | 3.57% | −0.91 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 1.24% | −0.43 |
| HSY The Hershey Co. | Reduce -1.1% | 0.84% | −0.24 |
| SYK Stryker Corp. | Reduce -1.2% | 1.70% | −0.23 |
| FAST Fastenal Co. | Reduce -0.3% | 4.99% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 8.26% | −0.16 |
| ITW Illinois Tool Works | Reduce -2.0% | 1.01% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.74% | −0.05 |
| KO The Coca-Cola Co. | Reduce -0.6% | 1.10% | −0.01 |
| CAT Caterpillar Inc. | Reduce -31.6% | 0.14% | −0.01 |
| CAC Camden National Corp. | Reduce -3.0% | 0.34% | +0.01 |
| EMR Emerson Electric Co. | Reduce -0.6% | 1.05% | +0.01 |
| RPM RPM International Inc. | Reduce -1.8% | 2.64% | +0.06 |
| MMM 3M Co. | Reduce -1.4% | 5.51% | +0.13 |
| NDSN Nordson Corp. | Reduce -0.5% | 4.03% | +0.19 |
| CBSH Commerce Bancshares Inc. | Reduce -0.7% | 3.02% | +0.24 |
| INTC Intel Corp. | Reduce -4.5% | 1.20% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
| ABT Abbott Laboratories | Add +126.9% | 1.96% | +0.91 |
| KMB Kimberly-Clark Corp. | Add +15.7% | 4.81% | +0.88 |
| SJM The JM Smucker Co. | Add +5.8% | 5.07% | +0.66 |
| ADP Automatic Data Processing | Add +8.3% | 4.99% | +0.51 |
| SYY Sysco Corp. | Add +0.3% | 4.86% | +0.42 |
| UPS United Parcel Service Class B | Add +3.0% | 5.77% | +0.27 |
| STX Seagate Technology Holdings | New | 0.22% | +0.22 |
| JNJ Johnson & Johnson | Add +6.0% | 7.45% | +0.18 |
| URI United Rentals Inc. | New | 0.17% | +0.17 |
| CRDO Credo Technology Group Holdi | New | 0.15% | +0.15 |
| BA The Boeing Co. | New | 0.14% | +0.14 |
| IBM Intl Business Machines Corp. | New | 0.14% | +0.14 |
| CSX CSX Corp. | New | 0.13% | +0.13 |
| APP AppLovin Corp. Class A | New | 0.13% | +0.13 |
| VRT Vertiv Holdings Co. Class A | New | 0.13% | +0.13 |
| AAPL Apple Inc. | Add +0.5% | 1.73% | +0.11 |
| GPC Genuine Parts Co. | Add +3.1% | 1.40% | +0.09 |
| ADBE Adobe Inc. | Add +29.9% | 2.24% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.81% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.25% | +0.04 |
| MDT Medtronic PLC | Add +26.9% | 0.40% | +0.03 |
| SBUX Starbucks Corp. | Add +1.2% | 0.33% | +0.02 |
| PH Parker Hannifin Corp. | Add +3.4% | 0.19% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.4% | 0.20% | +0.01 |
| FLO Flowers Foods Inc. | Add +9.4% | 0.06% | −0.00 |
| VZ Verizon Communications Inc. | Add +6.4% | 0.15% | −0.03 |
| MSFT Microsoft Corp. | Add +1.4% | 0.72% | −0.04 |
| CVX Chevron Corp. | Add +2.1% | 0.40% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $159.4M | MRK, JNJ, NYT, UPS, MMM |
| Q1 2026 | 49 | $148.4M | MRK, NYT, JNJ, UPS, MMM |
| Q4 2025 | 51 | $145.1M | MRK, NYT, JNJ, MMM, UPS |
| Q3 2025 | 52 | $139.9M | JNJ, MRK, NYT, MMM, FAST |
| Q2 2025 | 48 | $132.8M | NYT, MRK, MMM, FAST, JNJ |
| Q1 2025 | 43 | $137.2M | MRK, FAST, JNJ, SJM, MMM |
| Q4 2024 | 43 | $136.6M | MMM, MRK, NYT, FAST, SJM |