Clark & Stuart, Inc Portfolio Holdings

Clark & Stuart, Inc

$140 Billion
Q3 2025

Clark & Stuart, Inc has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $9.63B, Merck & Co., Inc. with a value of $9.16B, New York Times CO with a value of $9.02B, 3 M CO with a value of $8.75B, and Fastenal CO with a value of $8.42B.

Examining the 13F form we can see an increase of $7.08B in the current position value, from $133B to 140B.

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 $140 Billion

Industrials: $36 Billion

Consumer Defensive: $31.9 Billion

Healthcare: $25.5 Billion

Communication Services: $10 Billion

Basic Materials: $9.29 Billion

Energy: $7.47 Billion

Financial Services: $6.96 Billion

Technology: $5.36 Billion

Other: $7.43 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JNJ Johnson & Johnson Healthcare	$522B	$9.63 Billion 6.88% of portfolio	51,922	Q3 2025 Reduced 1.1%
MRK Merck & Co., Inc. Healthcare	$235B	$9.16 Billion 6.55% of portfolio	108,148	Q3 2025 Reduced 0.47%
NYT New York Times CO Communication Services	$10.6B	$9.02 Billion 6.45% of portfolio	157,167	Q3 2025 Reduced 1.17%
MMM 3 M CO Industrials	$91.4B	$8.75 Billion 6.26% of portfolio	56,400	Q3 2025 Reduced 0.79%
FAST Fastenal CO Industrials	$23.2B	$8.42 Billion 6.02% of portfolio	171,682	Q3 2025 Reduced 13.71%
SYY Sysco Corp Consumer Defensive	$37.9B	$7.99 Billion 5.71% of portfolio	97,021	Q3 2025 Reduced 1.08%
SJM J M Smucker CO Consumer Defensive	$11.6B	$7.97 Billion 5.7% of portfolio	73,410	Q3 2025 Reduced 2.17%
UPS United Parcel Service Inc Industrials	$68.7B	$7.28 Billion 5.21% of portfolio	87,172	Q3 2025 Added 39.52%
PEP Pepsico Inc Consumer Defensive	$204B	$6.31 Billion 4.51% of portfolio	44,915	Q3 2025 Reduced 4.03%

NDSN Nordson Corp Industrials	$13.2B	$5.04 Billion 3.61% of portfolio	22,222	Q3 2025 Reduced 0.85%
CBSH Commerce Bancshares Inc Financial Services	$6.39B	$5.04 Billion 3.6% of portfolio	84,300	Q3 2025 Reduced 1.1%
RPM Rpm International Inc Basic Materials	$13.8B	$4.7 Billion 3.36% of portfolio	39,830	Q3 2025 Reduced 1.3%
KMB Kimberly Clark Corp Consumer Defensive	$35.1B	$4.25 Billion 3.04% of portfolio	33,831	Q3 2025 Reduced 0.58%
APD Air Products & Chemicals, Inc. Basic Materials	$57.5B	$3.82 Billion 2.73% of portfolio	14,023	Q3 2025 Reduced 0.88%
SLB Schlumberger Limited Energy	$52.4B	$3.34 Billion 2.39% of portfolio	96,458	Q3 2025 Added 0.52%
SYK Stryker Corp Healthcare	$136B	$3.27 Billion 2.34% of portfolio	8,835	Q3 2025 Added 0.01%
GPC Genuine Parts CO Consumer Cyclical	$18B	$2.52 Billion 1.8% of portfolio	18,080	Q3 2025 Reduced 27.09%
AAPL Apple Inc. Technology	$4.3T	$2.43 Billion 1.73% of portfolio	9,525	Q3 2025 Reduced 0.57%

CVX Chevron Corp Energy	$303B	$2.39 Billion 1.71% of portfolio	15,362	Q3 2025 Reduced 1.06%
ABT Abbott Laboratories Healthcare	$228B	$2.06 Billion 1.47% of portfolio	15,381	Q2 2025 Reduced 20.26%
XOM Exxon Mobil Corp Energy	$490B	$1.75 Billion 1.25% of portfolio	15,496	Q3 2025 Reduced 0.66%
ITW Illinois Tool Works Inc Industrials	$74.9B	$1.59 Billion 1.14% of portfolio	6,074	Q3 2025 Reduced 0.82%
MSFT Microsoft Corp Technology	$3.78T	$1.58 Billion 1.13% of portfolio	3,052	Q2 2025 Added 11.18%
EMR Emerson Electric CO Industrials	$75.4B	$1.59 Billion 1.13% of portfolio	12,095	Q3 2025 Added 0.01%
KO Coca Cola CO Consumer Defensive	$306B	$1.49 Billion 1.06% of portfolio	22,260	Q3 2025 Added 0.01%
HSY Hershey CO Consumer Defensive	$26.3B	$1.47 Billion 1.05% of portfolio	7,870	Q3 2025 Reduced 0.63%
PG Procter & Gamble CO Consumer Defensive	$346B	$1.25 Billion 0.89% of portfolio	8,135	Q2 2025 Reduced 2.13%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.23 Billion 0.88% of portfolio	3,896	Q3 2025 Added 5.61%
K Kellogg CO Consumer Defensive	$28.3B	$1.13 Billion 0.81% of portfolio	13,762	Q3 2025 Reduced 6.3%
GWW W.W. Grainger, Inc. Industrials	$46.8B	$943 Million 0.67% of portfolio	990	Q2 2025 Reduced 39.71%
ADP Automatic Data Processing Inc Industrials	$104B	$848 Million 0.61% of portfolio	2,874	Q2 2025 Added 0.03%
ECL Ecolab Inc. Basic Materials	$73.7B	$774 Million 0.55% of portfolio	2,821	Q3 2025 New
MDT Medtronic PLC Healthcare	$128B	$607 Million 0.43% of portfolio	6,327	Q4 2024 New
INTC Intel Corp Technology	$143B	$592 Million 0.42% of portfolio	17,653	Q3 2025 Reduced 3.81%
GE General Electric CO Industrials	$328B	$520 Million 0.37% of portfolio	1,730	Q2 2025 Reduced 0.29%
SBUX Starbucks Corp Consumer Cyclical	$97.3B	$470 Million 0.34% of portfolio	5,558	Q4 2024 New
GOOG Alphabet Inc. Communication Services	$1.74T	$473 Million 0.34% of portfolio	1,942	Q2 2025 Added 29.29%
IDXX Idexx Laboratories Inc Healthcare	$57.4B	$482 Million 0.34% of portfolio	754	Q4 2024 New
CAC Camden National Corp Financial Services	$575M	$392 Million 0.28% of portfolio	10,150	Q4 2024 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$305 Million 0.22% of portfolio	607	Q1 2025 Reduced 0.49%
CAT Caterpillar Inc Industrials	$291B	$305 Million 0.22% of portfolio	639	Q2 2025 Reduced 7.26%
PH Parker Hannifin Corp Industrials	$107B	$290 Million 0.21% of portfolio	382	Q2 2025 New
APP App Lovin Corp Technology	$163B	$288 Million 0.21% of portfolio	401	Q3 2025 New
CI Cigna Corp Healthcare	$82.8B	$268 Million 0.19% of portfolio	930	Q2 2025 Added 12.05%
NVDA Nvidia Corp Technology	$465B	$259 Million 0.19% of portfolio	1,390	Q2 2025 New
GOOGL Alphabet Inc. Communication Services	$1.65T	$273 Million 0.19% of portfolio	1,121	Q3 2025 New
URI United Rentals, Inc. Industrials	$55.9B	$229 Million 0.16% of portfolio	240	Q3 2025 New
VZ Verizon Communications Inc Communication Services	$172B	$230 Million 0.16% of portfolio	5,225	Q2 2025 Added 6.39%
BA Boeing CO Industrials	$114B	$216 Million 0.15% of portfolio	1,002	Q2 2025 New
IBM International Business Machines Corp Technology	$266B	$216 Million 0.15% of portfolio	767	Q2 2025 New

Summary

Portfolio
No. of Stocks 52
Current Value $140 Billion
Prior Value $133 Billion
Filing
Period Q3 2025
Filing Date October 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks

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