Clark & Stuart, Inc

Portfolio Overview

Clark & Stuart, Inc disclosed 57 positions worth $159.4M in its Form 13F-HR for Q2 2026, led by $MRK (Merck & Co., Inc.) at 8.3% of the equity portfolio, followed by $JNJ and $NYT. During the quarter the fund opened 8 new positions and exited 0 — including a new stake in $STX. The portfolio is most concentrated in Healthcare (25.8% of disclosed assets). All figures are sourced directly from Clark & Stuart, Inc’s Form 13F-HR filing with the SEC under CIK 2048750.

• 

  Merck & Co., Inc.

  $MRK

  70.9#284

  Quality

  $13.2M101,766 sh
• 

  JOHNSON & JOHNSON

  $JNJ

  72.8#214

  Quality

  $11.9M46,755 sh
• 

  NEW YORK TIMES CO

  $NYT

  71.3#266

  Quality

  $9.6M137,521 sh
• 

  UNITED PARCEL SERVICE INC

  $UPS

  58.2

  Quality

  $9.2M85,593 sh
• 

  3M CO

  $MMM

  60.7

  Quality

  $8.8M54,265 sh
• 

  J M SMUCKER Co

  $SJM

  46.4

  Quality

  $8.1M71,850 sh
• 

  AUTOMATIC DATA PROCESSING INC

  $ADP

  77.9

  Quality

  $8.0M35,289 sh
• 

  FASTENAL CO

  $FAST

  73.5

  Quality

  $8.0M165,640 sh
• 

  SYSCO CORP

  $SYY

  58.4

  Quality

  $7.8M92,744 sh
• 

  KIMBERLY CLARK CORP

  $KMB

  61.7

  Quality

  $7.7M69,078 sh

Company	Quality	Value	Shares
Merck & Co., Inc.$MRK	70.9#284	$13.2M	101,766
JOHNSON & JOHNSON$JNJ	72.8#214	$11.9M	46,755
NEW YORK TIMES CO$NYT	71.3#266	$9.6M	137,521
UNITED PARCEL SERVICE INC$UPS	58.2	$9.2M	85,593
3M CO$MMM	60.7	$8.8M	54,265
J M SMUCKER Co$SJM	46.4	$8.1M	71,850
AUTOMATIC DATA PROCESSING INC$ADP	77.9	$8.0M	35,289
FASTENAL CO$FAST	73.5	$8.0M	165,640
SYSCO CORP$SYY	58.4	$7.8M	92,744
KIMBERLY CLARK CORP$KMB	61.7	$7.7M	69,078

Showing top 10 of 57 holdings.

Full Holdings — Clark & Stuart, Inc (Q2 2026)

All 57 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MRK	Merck & Co., Inc.	$13.2M	8.3%	-1%	70.9
2	$JNJ	JOHNSON & JOHNSON	$11.9M	7.5%	+6%	72.8
3	$NYT	NEW YORK TIMES CO	$9.6M	6.0%	-1%	71.3
4	$UPS	UNITED PARCEL SERVICE INC	$9.2M	5.8%	+3%	58.2
5	$MMM	3M CO	$8.8M	5.5%	-1%	60.7
6	$SJM	J M SMUCKER Co	$8.1M	5.1%	+6%	46.4
7	$ADP	AUTOMATIC DATA PROCESSING INC	$8.0M	5.0%	+8%	77.9
8	$FAST	FASTENAL CO	$8.0M	5.0%	-0%	73.5
9	$SYY	SYSCO CORP	$7.8M	4.9%	+0%	58.4
10	$KMB	KIMBERLY CLARK CORP	$7.7M	4.8%	+16%	61.7
11	$NDSN	NORDSON CORP	$6.4M	4.0%	-1%	67.8
12	$PEP	PEPSICO INC	$5.7M	3.6%	-2%	62.7
13	$CBSH	COMMERCE BANCSHARES INC /MO/	$4.8M	3.0%	-1%	—
14	—	ISHARES TR - RUS 1000 GRW ETF	$4.5M	2.8%	+300%	—
15	$RPM	RPM INTERNATIONAL INC/DE/	$4.2M	2.6%	-2%	57.3
16	$ADBE	ADOBE INC.	$3.6M	2.2%	+30%	80.4
17	$ABT	ABBOTT LABORATORIES	$3.1M	2.0%	+127%	67
18	$AAPL	Apple Inc.	$2.8M	1.7%	+1%	76.1
19	$SYK	STRYKER CORP	$2.7M	1.7%	-1%	69.8
20	$GPC	GENUINE PARTS CO	$2.2M	1.4%	+3%	54.2
21	$XOM	EXXON MOBIL CORP	$2.0M	1.2%	-1%	61.8
22	$INTC	INTEL CORP	$1.9M	1.2%	-5%	41.5
23	$KO	COCA COLA CO	$1.8M	1.1%	-1%	74
24	$EMR	EMERSON ELECTRIC CO	$1.7M	1.1%	-1%	65.9
25	$SLB	SLB LIMITED/NV	$1.6M	1.0%	-49%	63.2
26	$ITW	ILLINOIS TOOL WORKS INC	$1.6M	1.0%	-2%	71.2
27	$APD	Air Products & Chemicals, Inc.	$1.5M	1.0%	-61%	41.2
28	$GWW	W.W. GRAINGER, INC.	$1.3M	0.8%	+0%	69.5
29	$HSY	HERSHEY CO	$1.3M	0.8%	-1%	59.4
30	$JPM	JPMORGAN CHASE & CO	$1.3M	0.8%	+1%	35.6
31	$PG	PROCTER & GAMBLE Co	$1.2M	0.7%	-1%	72.9
32	$MSFT	MICROSOFT CORP	$1.2M	0.7%	+1%	83.7
33	$GOOGL	Alphabet Inc.	$686,283	0.4%	+0%	80.2
34	$GE	GENERAL ELECTRIC CO	$647,388	0.4%	+0%	74.8
35	$ECL	ECOLAB INC.	$642,482	0.4%	+0%	64.3
36	$CVX	CHEVRON CORP	$639,502	0.4%	+2%	54.7
37	$MDT	Medtronic plc	$633,732	0.4%	+27%	—
38	$CAC	CAMDEN NATIONAL CORP	$534,067	0.3%	-3%	61.5
39	$SBUX	STARBUCKS CORP	$532,819	0.3%	+1%	54.6
40	$GOOG	Alphabet Inc.	$404,900	0.3%	+1%	80.2
41	$STX	Seagate Technology Holdings plc	$348,365	0.2%	NEW	—
42	$IDXX	IDEXX LABORATORIES INC /DE	$339,184	0.2%	+0%	73.6
43	$BRK.B	BERKSHIRE HATHAWAY INC	$323,252	0.2%	+6%	64.5
44	$PH	Parker-Hannifin Corp	$296,370	0.2%	+3%	73.8
45	$NVDA	NVIDIA CORP	$278,125	0.2%	+0%	90.2
46	$URI	UNITED RENTALS, INC.	$271,894	0.2%	NEW	70.7
47	$CRDO	Credo Technology Group Holding Ltd	$243,123	0.1%	NEW	—
48	$VZ	VERIZON COMMUNICATIONS INC	$235,368	0.1%	+6%	71.6
49	$CAT	CATERPILLAR INC	$230,018	0.1%	-32%	67.8
50	$AMGN	AMGEN INC	$229,946	0.1%	+0%	79.5
51	$CI	Cigna Group	$228,814	0.1%	+0%	66.8
52	$BA	BOEING CO	$220,799	0.1%	NEW	51.8
53	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$215,688	0.1%	NEW	66.7
54	$CSX	CSX CORP	$212,459	0.1%	NEW	66.4
55	$APP	AppLovin Corp	$206,607	0.1%	NEW	86.8
56	$VRT	Vertiv Holdings Co	$204,240	0.1%	NEW	82.7
57	$FLO	FLOWERS FOODS INC	$91,640	0.1%	+9%	57.2