Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clark & Stuart, Inc (CIK 2048750) reported $148.4M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRK ($12.5M, 8.41%), NYT ($11.6M, 7.81%), JNJ ($10.8M, 7.27%), UPS ($8.2M, 5.51%), MMM ($8.0M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $12.5M | 8.41% | 103,085 | Trimmed |
| 2 | NYT | NEW YORK TIMES CO MTN BE | $11.6M | 7.81% | 138,362 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $10.8M | 7.27% | 44,108 | Trimmed |
| 4 | UPS | UNITED PARCEL SVCS INC | $8.2M | 5.51% | 83,076 | Trimmed |
| 5 | MMM | 3M CO | $8.0M | 5.39% | 55,037 | Trimmed |
| 6 | FAST | FASTENAL CO | $7.7M | 5.20% | 166,151 | Trimmed |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $6.7M | 4.49% | 32,583 | Added |
| 8 | PEP | PEPSICO INC | $6.6M | 4.48% | 42,801 | Trimmed |
| 9 | SYY | SYSCO CORP | $6.6M | 4.45% | 92,478 | Trimmed |
| 10 | SJM | SMUCKER J M CO | $6.6M | 4.41% | 67,932 | Trimmed |
| 11 | KMB | KIMBERLY-CLARK CORP | $5.8M | 3.93% | 59,725 | Added |
| 12 | NDSN | NORDSON CORP | $5.7M | 3.83% | 21,322 | Trimmed |
| 13 | CBSH | COMMERCE BANCSHARES INC | $4.1M | 2.78% | 83,929 | Trimmed |
| 14 | APD | AIR PRODUCTS AND CHEMICALS I | $3.9M | 2.62% | 13,378 | Trimmed |
| 15 | IWF | ISHARES TR | $3.9M | 2.60% | 9,052 | Added |
| 16 | RPM | RPM INTL INC | $3.8M | 2.59% | 38,605 | Trimmed |
| 17 | SLB | SLB LIMITED | $3.5M | 2.37% | 67,845 | Trimmed |
| 18 | ADBE | ADOBE INC | $3.3M | 2.19% | 13,382 | Added |
| 19 | SYK | STRYKER CORPORATION | $2.9M | 1.93% | 8,683 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $2.5M | 1.67% | 14,628 | Trimmed |
| 21 | AAPL | APPLE INC | $2.4M | 1.62% | 9,473 | Trimmed |
| 22 | GPC | GENUINE PARTS CO | $1.9M | 1.31% | 18,185 | Hold |
| 23 | KO | COCA COLA CO | $1.7M | 1.11% | 21,573 | Trimmed |
| 24 | HSY | HERSHEY CO | $1.6M | 1.08% | 7,675 | Trimmed |
| 25 | ITW | ILLINOIS TOOL WKS INC | $1.6M | 1.07% | 6,049 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31