Clarkston Capital Partners, LLC Portfolio Holdings

Clarkston Capital Partners, LLC

$4.54 Billion
Q3 2025

Clarkston Capital Partners, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.54 Billion distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Post Holdings, Inc. with a value of $312M, Affiliated Managers Group, Inc. with a value of $294M, Clarivate PLC with a value of $255M, Avantor, Inc. with a value of $187M, and Lpl Financial Holdings Inc. with a value of $166M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $4.67B to 4.54B.

Clarkston Capital Partners, LLC is based out at Bloomfield Hills, MI

Below you can find more details about Clarkston Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.54 Billion

Consumer Defensive: $1.07 Billion

Financial Services: $957 Million

Industrials: $742 Million

Healthcare: $550 Million

Technology: $523 Million

Communication Services: $258 Million

Basic Materials: $200 Million

Consumer Cyclical: $141 Million

Other: $102 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$12.8 Million 0.28% of portfolio	139,363	Q3 2025 Reduced 5.7%
FNDX Schwab Fundamental U S Large C ETFs	$0	$5.69 Million 0.13% of portfolio	216,509	Q3 2025 New
FNDF Schwab Fundamental Intl Large ETFs	$0	$4.71 Million 0.1% of portfolio	109,540	Q3 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$4.05 Million 0.09% of portfolio	6,050	Q3 2025 Added 0.52%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.81 Million 0.08% of portfolio	5,725	Q3 2025 Added 32.37%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.75 Million 0.08% of portfolio	6,120	Q3 2025 Added 0.26%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.69 Million 0.04% of portfolio	39,500	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.98 Million 0.04% of portfolio	4,234	Q3 2025 Reduced 2.69%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$726,000 0.02% of portfolio	11,125	Q1 2024 Added 20.6%

IWM Ishares Russell 2000 ETF ETFs	$0	$713,000 0.02% of portfolio	2,950	Q3 2025 Added 13.46%
IEFA Ishares Tr ETFs	$0	$517,000 0.01% of portfolio	5,928	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$630,000 0.01% of portfolio	1,051	Q3 2025 Added 91.44%
USL United States 12 Month Oil Fund, LP ETFs	$466M	$445,000 0.01% of portfolio	12,500	Q1 2025 New
VGT Vanguard Information Technolog ETFs	$0	$433,000 0.01% of portfolio	581	Q3 2025 Reduced 19.53%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$588,000 0.01% of portfolio	6,302	Q3 2025 Added 5.17%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$520,000 0.01% of portfolio	19,058	Q3 2025 Reduced 3.21%
EEM Ishares Msci Emerging Markets ETFs	$0	$654,000 0.01% of portfolio	12,250	Q1 2022 Added 834.4%
IAU Ishares Gold Trust ETFs	$65.3B	$212,000 0.0% of portfolio	2,925	Q3 2025 New

Summary

Portfolio
No. of Stocks 207
Current Value $4.54 Billion
Prior Value $4.67 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 11 stocks
Additional Purchases 45 stocks
Sold out of 0 stocks
Reduced holdings in 46 stocks

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Clarkston Capital Partners, LLC Portfolio Holdings