Investor
Clark & Stuart, Inc
CIK 0002048750 · filed 2026-04-13 · SEC filing
13F book
$148.4M
Positions
49
2 new · 4 sold
Largest name
8.4%
Merck & Co., Inc. · MRK
Est. mark
$4.83M
Price effect on 47 names still held. Flow −$1.54M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Merck & Co., Inc. | MRK | 103.1K | $12.5M | 8.4% | $1.55M | Cut$1.2M |
| New York Times Co | NYT | 138.4K | $11.6M | 7.8% | $1.98M | Cut$960.9K |
| Johnson & Johnson | JNJ | 44.1K | $10.8M | 7.3% | $1.65M | Cut$229.9K |
| United Parcel Service Inc | UPS | 83.1K | $8.17M | 5.5% | −$67.3K | Cut−$79.4K |
| 3M CO | MMM | 55K | $7.99M | 5.4% | −$818.5K | Cut−$879.9K |
| Fastenal Co | FAST | 166.2K | $7.71M | 5.2% | $1.04M | Cut$1.02M |
| Automatic Data Processing In | — | 32.6K | $6.66M | 4.5% | −$785.6K | Added$2.91M |
| Pepsico Inc | PEP | 42.8K | $6.65M | 4.5% | $503.8K | Cut$437.3K |
| Sysco Corp | SYY | 92.5K | $6.6M | 4.4% | −$218.2K | Cut−$318.8K |
| Smucker J M Co | — | 67.9K | $6.55M | 4.4% | −$93.1K | Cut−$195.2K |
| Kimberly Clark Corp | KMB | 59.7K | $5.83M | 3.9% | −$257.1K | Added$20.5K |
| Nordson Corp | NDSN | 21.3K | $5.69M | 3.8% | $546.3K | Cut$522.2K |
| Commerce Bancshares Inc | — | 83.9K | $4.13M | 2.8% | −$263.5K | Cut−$358.4K |
| Air Prods & Chems Inc | — | 13.4K | $3.89M | 2.6% | $581.5K | Cut$465.4K |
| Ishares Tr | — | 9.05K | $3.86M | 2.6% | −$424.1K | Added−$420.7K |
| Rpm Intl Inc | — | 38.6K | $3.84M | 2.6% | −$177.6K | Cut−$284.2K |
| Slb Limited/Nv | SLB | 67.8K | $3.51M | 2.4% | $889.5K | Cut−$61.2K |
| Adobe Inc. | ADBE | 13.4K | $3.25M | 2.2% | −$723.4K | Added$884.9K |
| Stryker Corp | SYK | 8.68K | $2.86M | 1.9% | −$198.4K | Cut−$216.7K |
| Exxon Mobil Corp | — | 14.6K | $2.48M | 1.7% | $721.4K | Cut$665K |
| Apple Inc. | AAPL | 9.47K | $2.4M | 1.6% | −$171.2K | Cut−$179.6K |
| Genuine Parts Co | GPC | 18.2K | $1.94M | 1.3% | −$312.4K | Held |
| Coca Cola Co | KO | 21.6K | $1.65M | 1.1% | $143.5K | Cut$123.2K |
| Hershey Co | HSY | 7.67K | $1.6M | 1.1% | $198.9K | Cut$189.8K |
| Illinois Tool Wks Inc | — | 6.05K | $1.58M | 1.1% | $84.4K | Held |
| Abbott Labs | ABT | 15.2K | $1.56M | 1.1% | −$343.3K | Cut−$363.9K |
| Emerson Elec Co | — | 11.8K | $1.55M | 1.0% | −$20.2K | Cut−$36.6K |
| Procter And Gamble Co | PG | 8.06K | $1.16M | 0.8% | $9.11K | Cut$6.96K |
| Jpmorgan Chase & Co. | — | 3.89K | $1.14M | 0.8% | −$109.1K | Cut−$109.7K |
| Microsoft Corp | MSFT | 3.06K | $1.13M | 0.8% | −$346.2K | Added−$344.8K |
| Ww Grainger Inc | — | 990 | $1.08M | 0.7% | $80.9K | Held |
| Chevron Corp New | CVX | 3.78K | $782.1K | 0.5% | $206K | Cut−$1.52M |
| Intel Corp | INTC | 14.4K | $634.6K | 0.4% | $103.9K | Held |
| Ecolab Inc. | ECL | 2.3K | $613.5K | 0.4% | $8.23K | Cut−$128.9K |
| Alphabet Inc | — | 1.94K | $557.2K | 0.4% | −$52.3K | Held |
| Medtronic Plc | MDT | 6.33K | $552.7K | 0.4% | −$54.8K | Added−$11.2K |
| Ge Aerospace | — | 1.73K | $491.6K | 0.3% | −$42K | Held |
| Camden Natl Corp | — | 10.2K | $481.6K | 0.3% | $41.3K | Held |
| Starbucks Corp | SBUX | 5.15K | $461.4K | 0.3% | $27.7K | Held |
| Idexx Labs Inc | — | 644 | $362K | 0.2% | −$73.9K | Held |
| Alphabet Inc | — | 1.12K | $322.4K | 0.2% | −$28.5K | Held |
| Berkshire Hathaway Inc Del | — | 607 | $290.9K | 0.2% | −$14.2K | Held |
| Parker-Hannifin Corp | PH | 293 | $262.3K | 0.2% | $4.77K | Cut−$73.5K |
| Verizon Communications Inc | VZ | 5.22K | $262.3K | 0.2% | $49.5K | Held |
| Nvidia Corp | NVDA | 1.39K | $242.4K | 0.2% | −$16.8K | Held |
| Caterpillar Inc | CAT | 316 | $223.9K | 0.2% | — | New |
| Amgen Inc | AMGN | 635 | $223.4K | 0.2% | $15.6K | Held |
| Cigna Group | CI | 830 | $221.4K | 0.1% | −$7.04K | Held |
| Flowers Foods Inc | FLO | 10.6K | $86.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.