Clark & Stuart, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Clark & Stuart, Inc reported 43 stock positions worth $136.6 million. Its top holding was 3M (MMM) at 7.0% of the portfolio, followed by Merck (MRK, 6.8%) and New York Times Class A (NYT, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0002048750
- Portfolio Value
- $136.6M (Q4 2024)
- SEC Filing
- 0001754960-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 43 stocks · $136.6M
| MMM 3M Co. | 6.99% | 74,004 | $9.6M | — |
| MRK Merck & Co. Inc. | 6.77% | 92,332 | $9.3M | — |
| NYT New York Times Co. Class A | 6.21% | 163,122 | $8.5M | — |
| FAST Fastenal Co. | 6.02% | 114,316 | $8.2M | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 5.61% | 69,623 | $7.7M | — |
| JNJ Johnson & Johnson | 5.60% | 52,874 | $7.6M | — |
| SYY Sysco Corp. | 5.57% | 99,564 | $7.6M | — |
| UPS United Parcel Service Class B | 5.44% | 58,915 | $7.4M | — |
| SYK Stryker Corp. | 3.91% | 14,821 | $5.3M | — |
| CBSH Commerce Bancshares Inc. | 3.89% | 85,336 | $5.3M | — |
| RPM RPM International Inc. | 3.69% | 40,915 | $5.0M | — |
| KMB Kimberly-Clark Corp. | 3.34% | 34,493 | $4.6M | — |
| PEP Pepsico Inc. | 3.25% | 29,182 | $4.4M | — |
| APD Air Products & Chemicals Inc. | 3.03% | 14,296 | $4.1M | — |
| NDSN Nordson Corp. | 3.03% | 19,772 | $4.1M | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.76% | 97,685 | $3.8M | — |
| IWF iShares Russell 1000 Growth | 2.61% | 8,892 | $3.6M | — |
| K Kellanova | 2.46% | 41,545 | $3.4M | — |
| GPC Genuine Parts Co. | 2.20% | 25,496 | $3.0M | — |
| CVX Chevron Corp. | 1.64% | 15,427 | $2.2M | — |
| AAPL Apple Inc. | 1.60% | 8,721 | $2.2M | — |
| ABT Abbott Laboratories | 1.60% | 19,269 | $2.2M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.27% | 1,652 | $1.7M | — |
| ITW Illinois Tool Works | 1.27% | 6,779 | $1.7M | — |
| XOM Exxon Mobil Corp. | 1.23% | 15,589 | $1.7M | — |
| KO The Coca-Cola Co. | 1.16% | 25,404 | $1.6M | — |
| EMR Emerson Electric Co. | 1.10% | 12,128 | $1.5M | — |
| PG The Procter & Gamble Co. | 1.02% | 8,337 | $1.4M | — |
| CAT Caterpillar Inc. | 0.95% | 3,584 | $1.3M | — |
| MSFT Microsoft Corp. | 0.85% | 2,745 | $1.2M | — |
| ADP Automatic Data Processing | 0.62% | 2,872 | $845K | — |
| HSY The Hershey Co. | 0.48% | 3,860 | $654K | — |
| MDT Medtronic PLC | 0.37% | 6,327 | $509K | — |
| SBUX Starbucks Corp. | 0.37% | 5,558 | $507K | — |
| OGN Organon & Co. | 0.32% | 29,126 | $435K | — |
| CAC Camden National Corp. | 0.32% | 10,150 | $434K | — |
| INTC Intel Corp. | 0.28% | 19,188 | $385K | — |
| IDXX Idexx Laboratories Inc. | 0.23% | 754 | $312K | — |
| GOOG Alphabet Inc. Class C | 0.21% | 1,542 | $294K | — |
| GE General Electric filed as GE AEROSPACE | 0.21% | 1,741 | $291K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 610 | $277K | — |
| CI The Cigna Group | 0.17% | 830 | $229K | — |
| RGEN Repligen Corp. | 0.15% | 1,400 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |