Clark & Stuart, Inc Portfolio Holdings

Clark & Stuart, Inc

  • $133 Billion
  • Q2 2025

Clark & Stuart, Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: New York Times CO with a value of $8.9B, Merck & Co., Inc. with a value of $8.69B, 3 M CO with a value of $8.65B, Fastenal CO with a value of $8.36B, and Johnson & Johnson with a value of $8.02B.

Examining the 13F form we can see an decrease of $4.44B in the current position value, from $137B to 133B.

Clark & Stuart, Inc is based out at Portland, ME

Below you can find more details about Clark & Stuart, Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Industrials: $34.4 Billion
Consumer Defensive: $30.8 Billion
Healthcare: $23.6 Billion
Communication Services: $9.47 Billion
Basic Materials: $8.42 Billion
Energy: $7.18 Billion
Financial Services: $7.08 Billion
Technology: $4.34 Billion
Other: $7.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207B
$8.69 Billion 6.54% of portfolio
108,662
Q2 2025 Added 1.03%
$439B
$8.02 Billion 6.04% of portfolio
52,498
Q2 2025 Added 0.07%
$201B
$6.18 Billion 4.65% of portfolio
46,799
Q2 2025 Added 15.93%
$294B
$2.22 Billion 1.67% of portfolio
15,527
Q2 2025 Added 0.65%
$220B
$2.09 Billion 1.58% of portfolio
15,381
Q2 2025 Reduced 20.26%
$3.45T
$1.97 Billion 1.48% of portfolio
9,580
Q2 2025 Added 9.85%
$452B
$1.68 Billion 1.27% of portfolio
15,599
Q2 2025 Reduced 0.71%
$301B
$1.59 Billion 1.19% of portfolio
22,258
Q2 2025 Reduced 11.99%
$3.77T
$1.52 Billion 1.14% of portfolio
3,052
Q2 2025 Added 11.18%
$375B
$1.3 Billion 0.98% of portfolio
8,135
Q2 2025 Reduced 2.13%
$855B
$1.07 Billion 0.81% of portfolio
3,689
Q2 2025 New
$283B
$446 Million 0.34% of portfolio
1,730
Q2 2025 Reduced 0.29%
$1.17T
$345 Million 0.26% of portfolio
1,942
Q2 2025 Added 29.29%
$622B
$295 Million 0.22% of portfolio
607
Q1 2025 Reduced 0.49%
$220B
$248 Million 0.19% of portfolio
639
Q2 2025 Reduced 7.26%
$253B
$226 Million 0.17% of portfolio
767
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $133 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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