StockDriftsStockDriftsTop 50 Clark & Stuart, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 8.26% | 101.8K | $13.2M | -1.28%(-1.32K) | $104.63(+26.17%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.45% | 46.8K | $11.9M | +6.00%(+2.65K) | $158.72(+65.49%) | 2026-06-30 | |
| NYT | NEW YORK TIMES CO MTN BE | 6.04% | 137.5K | $9.6M | -0.61%(-841) | $53.86(+17.97%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 5.77% | 85.6K | $9.2M | +3.03%(+2.52K) | $118.61(-11.19%) | 2026-06-30 | |
| MMM | 3M CO | 5.51% | 54.3K | $8.8M | -1.40%(-772) | $132.89(+37.96%) | 2026-06-30 | |
| SJM | SMUCKER J M CO | 5.07% | 71.8K | $8.1M | +5.77%(+3.92K) | $114.65(+3.23%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.99% | 35.3K | $8.0M | +8.30%(+2.71K) | $248.32(+9.37%) | 2026-06-30 | |
| FAST | FASTENAL CO | 4.99% | 165.6K | $8.0M | -0.31%(-511) | $35.83(+46.79%) | 2026-06-30 | |
| SYY | SYSCO CORP | 4.86% | 92.7K | $7.8M | +0.29%(+266) | $77.26(+8.80%) | 2026-06-30 | |
| KMB | KIMBERLY-CLARK CORP | 4.81% | 69.1K | $7.7M | +15.66%(+9.35K) | $122.52(-11.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.57% |
Clark & Stuart, Inc reports $159.38M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are MRK (8.3%), JNJ (7.5%) and NYT (6.0%). The top 20 holdings account for 82.86% of reported assets. Its disclosed equity book has returned +15.14% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Clark & Stuart, Inc, compare funds side by side, and get alerts the moment positions change.
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