StockDrifts LogoStockDrifts

Clark & Stuart, Inc

Portfolio Manager
Clark & Stuart, Inc
Performance
+4.55% (2026 Q1)
AUM (13F)
$148.40M
# of Holdings
49
Performance Rank
Allocation (Top 20)
83.93%

Clark & Stuart, Inc Holdings Map

Top 49 Clark & Stuart, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MRK
MERCK & CO INC
8.41%103.1K$12.5M
-3.10%(-3.30K)
2025-Q1: 107.6K shares2025-Q2: 108.7K shares2025-Q3: 108.1K shares2025-Q4: 106.4K shares2026-Q1: 103.1K shares
$104.63(+8.15%)
2026-03-31
NYT
NEW YORK TIMES CO MTN BE
7.81%138.4K$11.6M
-9.59%(-14.68K)
2025-Q1: 159.9K shares2025-Q2: 159.0K shares2025-Q3: 157.2K shares2025-Q4: 153.0K shares2026-Q1: 138.4K shares
$53.86(+43.45%)
2026-03-31
JNJ
JOHNSON & JOHNSON
7.27%44.1K$10.8M
-13.49%(-6.88K)
2025-Q1: 52.5K shares2025-Q2: 52.5K shares2025-Q3: 51.9K shares2025-Q4: 51.0K shares2026-Q1: 44.1K shares
$153.34(+47.09%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
5.51%83.1K$8.2M
-0.15%(-122)
2025-Q1: 59.0K shares2025-Q2: 62.5K shares2025-Q3: 87.2K shares2025-Q4: 83.2K shares2026-Q1: 83.1K shares
$119.13(-17.68%)
2026-03-31
MMM
3M CO
5.39%55.0K$8.0M
-0.69%(-384)
2025-Q1: 57.4K shares2025-Q2: 56.8K shares2025-Q3: 56.4K shares2025-Q4: 55.4K shares2026-Q1: 55.0K shares
$132.89(+7.47%)
2026-03-31
FAST
FASTENAL CO
5.2%166.2K$7.7M
-0.30%(-496)
2025-Q1: 113.9K shares2025-Q2: 199.0K shares2025-Q3: 171.7K shares2025-Q4: 166.6K shares2026-Q1: 166.2K shares
$35.83(+23.71%)
2026-03-31
ADP
AUTOMATIC DATA PROCESSING IN
4.49%32.6K$6.7M
+124.85%(+18.09K)
2025-Q1: 2.9K shares2025-Q2: 2.9K shares2025-Q3: 2.9K shares2025-Q4: 14.5K shares2026-Q1: 32.6K shares
$251.12(-16.13%)
2026-03-31
PEP
PEPSICO INC
4.48%42.8K$6.6M
-1.07%(-464)
2025-Q1: 40.4K shares2025-Q2: 46.8K shares2025-Q3: 44.9K shares2025-Q4: 43.3K shares2026-Q1: 42.8K shares
$155.85(-0.52%)
2026-03-31
SYY
SYSCO CORP
4.45%92.5K$6.6M
-1.45%(-1.36K)
2025-Q1: 99.4K shares2025-Q2: 98.1K shares2025-Q3: 97.0K shares2025-Q4: 93.8K shares2026-Q1: 92.5K shares
$77.26(-5.72%)
2026-03-31
SJM
SMUCKER J M CO
4.41%67.9K$6.6M
-1.51%(-1.04K)
2025-Q1: 72.4K shares2025-Q2: 75.0K shares2025-Q3: 73.4K shares2025-Q4: 69.0K shares2026-Q1: 67.9K shares
$115.27(-16.12%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Clark & Stuart, Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all