StockDriftsStockDriftsTop 50 Clark & Stuart INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 9% | 100.1K | $14.6M | -1.62%(-1.65K) | $104.63(+37.28%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 7.59% | 46.6K | $12.3M | -0.38%(-176) | $158.72(+59.90%) | 2026-09-30 | |
| NYT | NEW YORK TIMES CO MTN BE | 5.7% | 145.4K | $9.3M | +5.72%(+7.87K) | $54.56(+24.76%) | 2026-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 5.56% | 34.8K | $9.0M | -1.46%(-514) | $248.32(+15.59%) | 2026-09-30 | |
| MMM | 3M CO | 5.46% | 54.1K | $8.9M | -0.33%(-178) | $132.89(+21.91%) | 2026-09-30 | |
| SJM | SMUCKER J M CO | 5.23% | 71.5K | $8.5M | -0.56%(-400) | $114.65(+10.84%) | 2026-09-30 | |
| FAST | FASTENAL CO | 5.03% | 165.0K | $8.2M | -0.40%(-659) | $35.83(+42.38%) | 2026-09-30 | |
| UPS | UNITED PARCEL SVCS INC | 5.03% | 87.4K | $8.2M | +2.11%(+1.81K) | $118.23(-17.57%) | 2026-09-30 | |
| SYY | SYSCO CORP | 4.39% | 91.5K | $7.1M | -1.35%(-1.25K) | $77.26(+5.61%) | 2026-09-30 | |
| NDSN | NORDSON CORP | 4.28% | 21.1K | $6.9M | -0.38%(-81) | $232.46(+39.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.90% |
Clark & Stuart INC reports $162.48M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are MRK (9.0%), JNJ (7.6%) and NYT (5.7%). The top 20 holdings account for 83.23% of reported assets. Its disclosed equity book has returned +16.39% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clark & Stuart INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048750). View Clark & Stuart INC’s 13F filings on SEC