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Clark & Stuart, Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2048750
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Sector Allocation

  • Healthcare27.8%$45.1M
  • Industrials17.1%$27.9M
  • Technology12.9%$21.0M
  • Consumer Staples11.6%$18.8M
  • Materials7.7%$12.5M
  • Consumer Discretionary6.9%$11.2M
  • Communication Services5.9%$9.6M
  • Financials4.2%$6.8M
  • Energy3.0%$4.8M
  • Other2.9%$4.8M

AUM History

13fpro.ai/research/fund/clark-and-stuart-inc-2048750

Conviction and streaks

Stable · top 10 = 57.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

MRK$MRKConviction hold9.0% weight · held 8 quartersJNJ$JNJConviction hold7.6% weight · held 8 quartersNYT$NYTConviction hold5.7% weight · held 8 quartersADP$ADPConviction hold5.6% weight · held 8 quartersMMM$MMMConviction hold5.5% weight · held 8 quarters$Accumulating+301% shares · 4 quarters runningMSFT$MSFTAccumulating+8% shares · 3 quarters runningMDT$MDTAccumulating+55% shares · 3 quarters runningUPS$UPSAccumulating+5% shares · 2 quarters runningABT$ABTAccumulating+130% shares · 2 quarters runningMMM$MMMTrimming-27% shares · 7 quarters runningAPD$APDTrimming-64% shares · 7 quarters runningRPM$RPMTrimming-8% shares · 6 quarters runningXOM.R34088$XOM.R34088Trimming-8% shares · 6 quarters runningHSY$HSYTrimming-8% shares · 6 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/clark-and-stuart-inc-2048750

Clark & Stuart, Inc 13F holdings — Q3 2026

$162.5M portfolio (+1.9% QoQ) · 52 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio

All holdings — Clark & Stuart, Inc (Q3 2026)

52 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
KMB$KMBKIMBERLY CLARK CORP$6.7M-1%
PEP$PEPPEPSICO INC$6.0M+13%
— ISHARES TR - RUS 1000 GRW ETFetf/fund$4.5M+0.1%
CBSH$CBSHCOMMERCE BANCSHARES INC /MO/$4.5M-0.8%
SYK$SYKSTRYKER CORP$4.0M+67%
ADBE$ADBEADOBE INC.$3.8M-8%
RPM$RPMRPM INTERNATIONAL INC/DE/$3.7M-0.7%
ABT$ABTABBOTT LABORATORIES$3.4M+1%
AAPL$AAPLApple Inc.$3.1M-3%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$2.3M-0.5%
GPC$GPCGENUINE PARTS CO$2.3M-2%
KO$KOCOCA COLA CO$1.9M+0.0%
EMR$EMREMERSON ELECTRIC CO$1.8M-3%
MSFT$MSFTMICROSOFT CORP$1.7M+6%
SLB$SLBSLB LIMITED/NV$1.7M-2%

What changed in Q3 2026

Against the previous quarter's 13F: 2 new, 15 added to, 24 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • RGEN$RGENREPLIGEN CORP$269K

    first bought this quarter

  • VIRTUS ETF TR II - ZEVENBERGEN INNO *A*$212K

    first bought this quarter

Added to (15)

  • SYK$SYKSTRYKER CORP+67%

    now $4.0M · held 8+ qtrs

  • PEP$PEPPEPSICO INC+13%

    now $6.0M · held 8+ qtrs

  • NYT$NYTNEW YORK TIMES CO+6%

    now $9.3M · held 8+ qtrs

  • UPS$UPSUNITED PARCEL SERVICE INC+2%

    now $8.2M · held 8+ qtrs, 2 adds in a row

  • GOOGL$GOOGLAlphabet Inc.+26%

    now $492K · held 5 qtrs, 2 adds in a row

  • JPM$JPMJPMORGAN CHASE & CO+7%

    now $1.4M · held 6 qtrs, 2 adds in a row

+9 more in the Excel export

Trimmed (24)

  • ADBE$ADBEADOBE INC.-8%

    now $3.8M · held 4 qtrs

  • MRK$MRKMerck & Co., Inc.-2%

    now $14.6M · held 8+ qtrs, 4 trims in a row

  • ADP$ADPAUTOMATIC DATA PROCESSING INC-1%

    now $9.0M · held 8+ qtrs

  • AAPL$AAPLApple Inc.-3%

    now $3.1M · held 8+ qtrs

  • SYY$SYYSYSCO CORP-1%

    now $7.1M · held 8+ qtrs

  • KMB$KMBKIMBERLY CLARK CORP-1%

    now $6.7M · held 8+ qtrs

+18 more in the Excel export

Sold out (7)

  • CRDO$CRDOCredo Technology Group Holding Ltdwas $243K

    held 1 qtr

  • CAT$CATCATERPILLAR INCwas $230K

    held 2 qtrs

  • BA$BABOEING COwas $221K

    held 1 qtr

  • IBM$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $216K

    held 1 qtr

  • APP$APPAppLovin Corpwas $207K

    held 1 qtr

  • VRT$VRTVertiv Holdings Cowas $204K

+1 more in the Excel export

Firm AUM (Form ADV): $195.6M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Clark & Stuart, Inc has filed, 7 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Clark & Stuart?

Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Clark & Stuart's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+2.7%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 13% over the last 4

Top 10 weight

57%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Clark & Stuart, Inc disclosed 52 positions worth $162.5M in its Form 13F-HR for Q3 2026, led by $MRK (Merck & Co., Inc.) at 9.0% of the equity portfolio, followed by $JNJ and $NYT. During the quarter the fund opened 2 new positions and exited 7 — including a new stake in $RGEN and a full exit from $CRDO. The portfolio is most concentrated in Healthcare (27.8% of disclosed assets). All figures are sourced directly from Clark & Stuart, Inc’s Form 13F-HR filing with the SEC under CIK 2048750.

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AI-Powered Hedge Fund Analysis: Clark & Stuart, Inc

13F Pro is an AI hedge fund tracker and stock research platform. For Clark & Stuart, Inc (SEC CIK: 2048750), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Clark & Stuart, Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.