Clark & Stuart, Inc
•CIK: 2048750•Filing: Q4 2025
**Clark & Stuart, Inc.** manages $145M across a concentrated portfolio of 51 positions. The fund exhibits significant exposure to healthcare and consumer staples, evidenced by top holdings including MRK ($11.3M), JNJ ($10.6M), and NYT ($10.6M). Notable allocations also include substantial positions in industrial and consumer services sectors, such as MMM ($8.9M) and UPS ($8.3M). This structure suggests a value-oriented approach targeting established, defensive market leaders.
Total AUM
$145.1M
QoQ Performance
+3.7%
Positions
50
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MRK
NYT
JNJ
MMM
UPS
MRK7.8%
NYT7.3%
JNJ7.3%
MMM6.1%
UPS5.7%
SYY4.8%
SJM4.6%
FAST4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.4%
Healthcare17.1%
Industrial12.3%
Technology5.8%
Consumer Staples5.3%
Energy3.7%
Materials2.9%
Financial1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑5 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024