Clark & Stuart, Inc 13F 持仓 · 2026年Q2
Clark & Stuart 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 1.59 亿美元。前几大持仓：MRK（8.26%）、JNJ（7.45%）、NYT（6.04%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $13.2M | 8.26% | 101,766 | 减持 |
| 2 | JNJ | JOHNSON & JOHNSON | $11.9M | 7.45% | 46,755 | 增持 |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $9.6M | 6.04% | 137,521 | 减持 |
| 4 | UPS | UNITED PARCEL SVCS INC | $9.2M | 5.77% | 85,593 | 增持 |
| 5 | MMM | 3M CO | $8.8M | 5.51% | 54,265 | 减持 |
| 6 | SJM | SMUCKER J M CO | $8.1M | 5.07% | 71,850 | 增持 |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | $8.0M | 4.99% | 35,289 | 增持 |
| 8 | FAST | FASTENAL CO | $8.0M | 4.99% | 165,640 | 减持 |
| 9 | SYY | SYSCO CORP | $7.8M | 4.86% | 92,744 | 增持 |
| 10 | KMB | KIMBERLY-CLARK CORP | $7.7M | 4.81% | 69,078 | 增持 |
| 11 | NDSN | NORDSON CORP | $6.4M | 4.03% | 21,212 | 减持 |
| 12 | PEP | PEPSICO INC | $5.7M | 3.57% | 41,995 | 减持 |
| 13 | CBSH | COMMERCE BANCSHARES INC | $4.8M | 3.02% | 83,351 | 减持 |
| 14 | IWF | ISHARES TR | $4.5M | 2.82% | 36,238 | 增持 |
| 15 | RPM | RPM INTL INC | $4.2M | 2.64% | 37,905 | 减持 |
| 16 | ADBE | ADOBE INC | $3.6M | 2.24% | 17,382 | 增持 |
| 17 | ABT | ABBOTT LABORATORIES | $3.1M | 1.96% | 34,432 | 增持 |
| 18 | AAPL | APPLE INC | $2.8M | 1.73% | 9,523 | 增持 |
| 19 | SYK | STRYKER CORPORATION | $2.7M | 1.70% | 8,582 | 减持 |
| 20 | GPC | GENUINE PARTS CO | $2.2M | 1.40% | 18,747 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $2.0M | 1.24% | 14,513 | 减持 |
| 22 | INTC | INTEL CORP | $1.9M | 1.20% | 13,732 | 减持 |
| 23 | KO | COCA COLA CO | $1.8M | 1.10% | 21,442 | 减持 |
| 24 | EMR | EMERSON ELEC CO | $1.7M | 1.05% | 11,737 | 减持 |
| 25 | SLB | SLB LIMITED | $1.6M | 1.02% | 34,919 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR