Clark & Stuart, Inc 13F Holdings · Q2 2026
Clark & Stuart, Inc reported 57 securities worth $159.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MRK (8.26%), JNJ (7.45%), NYT (6.04%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $13.2M | 8.26% | 101,766 | Trimmed |
| 2 | JNJ | JOHNSON & JOHNSON | $11.9M | 7.45% | 46,755 | Added |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $9.6M | 6.04% | 137,521 | Trimmed |
| 4 | UPS | UNITED PARCEL SVCS INC | $9.2M | 5.77% | 85,593 | Added |
| 5 | MMM | 3M CO | $8.8M | 5.51% | 54,265 | Trimmed |
| 6 | SJM | SMUCKER J M CO | $8.1M | 5.07% | 71,850 | Added |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $8.0M | 4.99% | 35,289 | Added |
| 8 | FAST | FASTENAL CO | $8.0M | 4.99% | 165,640 | Trimmed |
| 9 | SYY | SYSCO CORP | $7.8M | 4.86% | 92,744 | Added |
| 10 | KMB | KIMBERLY-CLARK CORP | $7.7M | 4.81% | 69,078 | Added |
| 11 | NDSN | NORDSON CORP | $6.4M | 4.03% | 21,212 | Trimmed |
| 12 | PEP | PEPSICO INC | $5.7M | 3.57% | 41,995 | Trimmed |
| 13 | CBSH | COMMERCE BANCSHARES INC | $4.8M | 3.02% | 83,351 | Trimmed |
| 14 | IWF | ISHARES TR | $4.5M | 2.82% | 36,238 | Added |
| 15 | RPM | RPM INTL INC | $4.2M | 2.64% | 37,905 | Trimmed |
| 16 | ADBE | ADOBE INC | $3.6M | 2.24% | 17,382 | Added |
| 17 | ABT | ABBOTT LABORATORIES | $3.1M | 1.96% | 34,432 | Added |
| 18 | AAPL | APPLE INC | $2.8M | 1.73% | 9,523 | Added |
| 19 | SYK | STRYKER CORPORATION | $2.7M | 1.70% | 8,582 | Trimmed |
| 20 | GPC | GENUINE PARTS CO | $2.2M | 1.40% | 18,747 | Added |
| 21 | XOM | EXXON MOBIL CORP | $2.0M | 1.24% | 14,513 | Trimmed |
| 22 | INTC | INTEL CORP | $1.9M | 1.20% | 13,732 | Trimmed |
| 23 | KO | COCA COLA CO | $1.8M | 1.10% | 21,442 | Trimmed |
| 24 | EMR | EMERSON ELEC CO | $1.7M | 1.05% | 11,737 | Trimmed |
| 25 | SLB | SLB LIMITED | $1.6M | 1.02% | 34,919 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR