13F HOLDINGS REPORT
Clark & Stuart, Inc
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001754960-25-000467
Total Value
$132.8M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW YORK TIMES CO | NYT | 159,022 | $8.9M | 6.70% |
| 2 | MERCK & CO INC | MRK | 108,662 | $8.7M | 6.54% |
| 3 | 3M CO | MMM | 56,848 | $8.7M | 6.52% |
| 4 | FASTENAL CO | FAST | 198,954 | $8.4M | 6.29% |
| 5 | JOHNSON & JOHNSON | JNJ | 52,498 | $8.0M | 6.04% |
| 6 | SYSCO CORP | SYY | 98,084 | $7.4M | 5.59% |
| 7 | SMUCKER J M CO | 832696405 | 75,035 | $7.4M | 5.55% |
| 8 | UNITED PARCEL SERVICE INC | UPS | 62,478 | $6.3M | 4.75% |
| 9 | PEPSICO INC | PEP | 46,799 | $6.2M | 4.65% |
| 10 | COMMERCE BANCSHARES INC | CBSH | 85,236 | $5.3M | 3.99% |
| 11 | NORDSON CORP | NDSN | 22,412 | $4.8M | 3.63% |
| 12 | RPM INTL INC | 749685103 | 40,355 | $4.4M | 3.34% |
| 13 | KIMBERLY-CLARK CORP | KMB | 34,030 | $4.4M | 3.34% |
| 14 | AIR PRODS & CHEMS INC | AIIR | 14,148 | $4.0M | 3.01% |
| 15 | ISHARES TR | 464287614 | 9,095 | $3.9M | 2.91% |
| 16 | STRYKER CORPORATION | SYK | 8,834 | $3.5M | 2.64% |
| 17 | SCHLUMBERGER LTD | SLB | 95,957 | $3.3M | 2.46% |
| 18 | GENUINE PARTS CO | GPC | 24,799 | $3.0M | 2.28% |
| 19 | CHEVRON CORP NEW | CVX | 15,527 | $2.2M | 1.67% |
| 20 | ABBOTT LABS | ABLZF | 15,381 | $2.1M | 1.58% |
| 21 | APPLE INC | AAPL | 9,580 | $2.0M | 1.48% |
| 22 | EXXON MOBIL CORP | XOM | 15,599 | $1.7M | 1.27% |
| 23 | EMERSON ELEC CO | EMR | 12,094 | $1.6M | 1.21% |
| 24 | COCA COLA CO | KO | 22,258 | $1.6M | 1.19% |
| 25 | ILLINOIS TOOL WKS INC | 452308109 | 6,124 | $1.5M | 1.15% |
| 26 | MICROSOFT CORP | MSFT | 3,052 | $1.5M | 1.14% |
| 27 | HERSHEY CO | HSY | 7,920 | $1.3M | 0.99% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 8,135 | $1.3M | 0.98% |
| 29 | KELLANOVA | BEKE | 14,687 | $1.2M | 0.88% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 3,689 | $1.1M | 0.81% |
| 31 | GRAINGER W W INC | 384802104 | 990 | $1.0M | 0.78% |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 2,874 | $890,672 | 0.67% |
| 33 | MEDTRONIC PLC | MDT | 6,327 | $555,662 | 0.42% |
| 34 | STARBUCKS CORP | SBUX | 5,558 | $509,280 | 0.38% |
| 35 | GE AEROSPACE | 369604301 | 1,730 | $445,955 | 0.34% |
| 36 | CAMDEN NATL CORP | 133034108 | 10,150 | $411,887 | 0.31% |
| 37 | INTEL CORP | INTC | 18,353 | $411,111 | 0.31% |
| 38 | IDEXX LABS INC | 45168D104 | 754 | $404,560 | 0.30% |
| 39 | ALPHABET INC | GOOG | 1,942 | $344,549 | 0.26% |
| 40 | THE CIGNA GROUP | 125523100 | 930 | $307,439 | 0.23% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 607 | $294,862 | 0.22% |
| 42 | PARKER-HANNIFIN CORP | PH | 382 | $266,816 | 0.20% |
| 43 | CATERPILLAR INC | CAT | 639 | $248,066 | 0.19% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 767 | $226,096 | 0.17% |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 5,225 | $226,086 | 0.17% |
| 46 | NVIDIA CORPORATION | NVDA | 1,390 | $219,608 | 0.17% |
| 47 | BOEING CO | BA-PA | 1,002 | $209,949 | 0.16% |
| 48 | VISTRA CORP | VST | 1,033 | $200,206 | 0.15% |