Clark & Stuart, Inc has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $11.3B, New York Times CO with a value of $10.6B, Johnson & Johnson with a value of $10.6B, 3 M CO with a value of $8.87B, and United Parcel Service Inc with a value of $8.25B.

Examining the 13F form we can see an increase of $5.23B in the current position value, from $140B to 145B.

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 $145 Billion
Industrials: $37.9 Billion
Consumer Defensive: $29.8 Billion
Healthcare: $28.5 Billion
Communication Services: $11.8 Billion
Basic Materials: $8.28 Billion
Technology: $7.72 Billion
Energy: $7.69 Billion
Financial Services: $6.49 Billion
Other: $6.97 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $145 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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