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

  59.9#898

  Quality

  $13.2M101,766 sh
• 

  JOHNSON & JOHNSON

  $JNJ

  69.0#285

  Quality

  $11.9M46,755 sh
• 

  NEW YORK TIMES CO

  $NYT

  68.2#326

  Quality

  $9.6M137,521 sh
• 

  UNITED PARCEL SERVICE INC

  $UPS

  58.6

  Quality

  $9.2M85,593 sh
• 

  3M CO

  $MMM

  64.9

  Quality

  $8.8M54,265 sh
• 

  J M SMUCKER Co

  $SJM

  59.1

  Quality

  $8.1M71,850 sh
• 

  AUTOMATIC DATA PROCESSING INC

  $ADP

  69.8

  Quality

  $8.0M35,289 sh
• 

  FASTENAL CO

  $FAST

  66.9

  Quality

  $8.0M165,640 sh
• 

  SYSCO CORP

  $SYY

  54.7

  Quality

  $7.8M92,744 sh
• 

  KIMBERLY CLARK CORP

  $KMB

  58.7

  Quality

  $7.7M69,078 sh

Company	Quality	Value	Shares
Merck & Co., Inc.$MRK	59.9#898	$13.2M	101,766
JOHNSON & JOHNSON$JNJ	69.0#285	$11.9M	46,755
NEW YORK TIMES CO$NYT	68.2#326	$9.6M	137,521
UNITED PARCEL SERVICE INC$UPS	58.6	$9.2M	85,593
3M CO$MMM	64.9	$8.8M	54,265
J M SMUCKER Co$SJM	59.1	$8.1M	71,850
AUTOMATIC DATA PROCESSING INC$ADP	69.8	$8.0M	35,289
FASTENAL CO$FAST	66.9	$8.0M	165,640
SYSCO CORP$SYY	54.7	$7.8M	92,744
KIMBERLY CLARK CORP$KMB	58.7	$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%	59.9
2	$JNJ	JOHNSON & JOHNSON	$11.9M	7.5%	+6%	69
3	$NYT	NEW YORK TIMES CO	$9.6M	6.0%	-1%	68.2
4	$UPS	UNITED PARCEL SERVICE INC	$9.2M	5.8%	+3%	58.6
5	$MMM	3M CO	$8.8M	5.5%	-1%	64.9
6	$SJM	J M SMUCKER Co	$8.1M	5.1%	+6%	59.1
7	$ADP	AUTOMATIC DATA PROCESSING INC	$8.0M	5.0%	+8%	69.8
8	$FAST	FASTENAL CO	$8.0M	5.0%	-0%	66.9
9	$SYY	SYSCO CORP	$7.8M	4.9%	+0%	54.7
10	$KMB	KIMBERLY CLARK CORP	$7.7M	4.8%	+16%	58.7
11	$NDSN	NORDSON CORP	$6.4M	4.0%	-1%	69.2
12	$PEP	PEPSICO INC	$5.7M	3.6%	-2%	63.4
13	$CBSH	COMMERCE BANCSHARES INC /MO/	$4.8M	3.0%	-1%	59.1
14	—	ISHARES TR - RUS 1000 GRW ETF	$4.5M	2.8%	+300%	—
15	$RPM	RPM INTERNATIONAL INC/DE/	$4.2M	2.6%	-2%	59.6
16	$ADBE	ADOBE INC.	$3.6M	2.2%	+30%	77.6
17	$ABT	ABBOTT LABORATORIES	$3.1M	2.0%	+127%	65.5
18	$AAPL	Apple Inc.	$2.8M	1.7%	+1%	76.4
19	$SYK	STRYKER CORP	$2.7M	1.7%	-1%	72.1
20	$GPC	GENUINE PARTS CO	$2.2M	1.4%	+3%	52.7
21	$XOM.R34088	EXXON MOBIL CORP	$2.0M	1.2%	-1%	57.9
22	$INTC	INTEL CORP	$1.9M	1.2%	-5%	45.6
23	$KO	COCA COLA CO	$1.8M	1.1%	-1%	69.5
24	$EMR	EMERSON ELECTRIC CO	$1.7M	1.1%	-1%	65.3
25	$SLB	SLB LIMITED/NV	$1.6M	1.0%	-49%	57.9
26	$ITW	ILLINOIS TOOL WORKS INC	$1.6M	1.0%	-2%	63.6
27	$APD	Air Products & Chemicals, Inc.	$1.5M	1.0%	-61%	46.4
28	$GWW	W.W. GRAINGER, INC.	$1.3M	0.8%	+0%	61.8
29	$HSY	HERSHEY CO	$1.3M	0.8%	-1%	65.7
30	$JPM	JPMORGAN CHASE & CO	$1.3M	0.8%	+1%	70.7
31	$PG	PROCTER & GAMBLE Co	$1.2M	0.7%	-1%	64.6
32	$MSFT	MICROSOFT CORP	$1.2M	0.7%	+1%	79.8
33	$GOOGL	Alphabet Inc.	$686,283	0.4%	+0%	78.2
34	$GE	GENERAL ELECTRIC CO	$647,388	0.4%	+0%	73.8
35	$ECL	ECOLAB INC.	$642,482	0.4%	+0%	63.3
36	$CVX	CHEVRON CORP	$639,502	0.4%	+2%	62.8
37	$MDT	Medtronic plc	$633,732	0.4%	+27%	68.7
38	$CAC	CAMDEN NATIONAL CORP	$534,067	0.3%	-3%	63.2
39	$SBUX	STARBUCKS CORP	$532,819	0.3%	+1%	58.2
40	$GOOG	Alphabet Inc.	$404,900	0.3%	+1%	78.2
41	$STX	Seagate Technology Holdings plc	$348,365	0.2%	NEW	—
42	$IDXX	IDEXX LABORATORIES INC /DE	$339,184	0.2%	+0%	73.8
43	$BRK.B	BERKSHIRE HATHAWAY INC	$323,252	0.2%	+6%	73.8
44	$PH	Parker-Hannifin Corp	$296,370	0.2%	+3%	65.8
45	$NVDA	NVIDIA CORP	$278,125	0.2%	+0%	85.9
46	$URI	UNITED RENTALS, INC.	$271,894	0.2%	NEW	63.9
47	$CRDO	Credo Technology Group Holding Ltd	$243,123	0.1%	NEW	55.1
48	$VZ	VERIZON COMMUNICATIONS INC	$235,368	0.1%	+6%	65.8
49	$CAT	CATERPILLAR INC	$230,018	0.1%	-32%	66.5
50	$AMGN	AMGEN INC	$229,946	0.1%	+0%	79.2
51	$CI	Cigna Group	$228,814	0.1%	+0%	66.2
52	$BA	BOEING CO	$220,799	0.1%	NEW	61.6
53	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$215,688	0.1%	NEW	70
54	$CSX	CSX CORP	$212,459	0.1%	NEW	65.2
55	$APP	AppLovin Corp	$206,607	0.1%	NEW	84.4
56	$VRT	Vertiv Holdings Co	$204,240	0.1%	NEW	81
57	$FLO	FLOWERS FOODS INC	$91,640	0.1%	+9%	53.1