Clark & Stuart, Inc
Filing Date
Global Rank
#4,923
/ 8,578
▲ 181
Top Industry
Drug Manufacturers - General
16.3%
3Y Alpha vs SPY
-6.0%
Period ended 3 months ago
Filed Apr 13, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.2%
SPY
+25.8%
Annualised alpha
-6.2%
Max drawdown
−13.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.6%
+0.6 pts
Top 5
35.4%
+0.1 pts
Top 10
59.2%
+0.8 pts
HHI
459
Diversified+18
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 24.2% | $34,726,693 |
| Consumer Defensive | 20.9% | $30,042,811 |
| Healthcare | 20.1% | $28,948,138 |
| Technology | 9.9% | $14,285,593 |
| Communication Services | 8.5% | $12,169,699 |
| Basic Materials | 5.8% | $8,335,358 |
| Energy | 4.7% | $6,750,422 |
| Financial Services | 4.2% | $6,045,491 |
| Consumer Cyclical | 1.7% | $2,384,451 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | +18,092 | 32,583 | $6,620,213 | |
| ADBE | Adobe Inc. | +6,616 | 13,382 | $3,252,896 | |
| KMB | Kimberly Clark Corp | +2,842 | 59,725 | $5,761,670 | |
| MDT | Medtronic plc | +500 | 6,327 | $548,234 | |
| MSFT | Microsoft Corp | +4 | 3,056 | $1,131,239 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLB | Slb Limited/Nv | −24,589 | 67,845 | $3,486,554 | |
| NYT | New York Times Co | −14,680 | 138,362 | $11,585,050 | |
| CVX | Chevron Corp | −11,305 | 3,780 | $782,082 | |
| JNJ | Johnson & Johnson | −6,879 | 44,108 | $10,781,759 | |
| MRK | Merck & Co., Inc. | −3,299 | 103,085 | $12,400,094 | |
| CBSH | Commerce Bancshares Inc /Mo/ | −1,812 | 83,929 | $4,129,306 | |
| SYY | Sysco Corp | −1,365 | 92,478 | $6,596,455 | |
| SJM | J M SMUCKER Co | −1,044 | 67,932 | $6,551,362 | |
| RPM | Rpm International Inc/De/ | −1,025 | 38,605 | $3,837,337 | |
| ECL | Ecolab Inc. | −521 | 2,300 | $611,846 | |
| FAST | Fastenal Co | −496 | 166,151 | $7,709,406 | |
| APD | Air Products & Chemicals, Inc. | −470 | 13,378 | $3,886,175 | |
| XOM | Exxon Mobil Corp | −469 | 14,628 | $2,481,786 | |
| PEP | Pepsico Inc | −464 | 42,801 | $6,646,567 | |
| MMM | 3M Co | −384 | 55,037 | $7,993,023 | |
| KO | Coca Cola Co | −290 | 21,573 | $1,640,626 | |
| ABT | Abbott Laboratories | −165 | 15,177 | $1,558,222 | |
| EMR | Emerson Electric Co | −124 | 11,806 | $1,546,822 | |
| UPS | United Parcel Service Inc | −122 | 83,076 | $8,173,016 | |
| NDSN | Nordson Corp | −100 | 21,322 | $5,672,931 | |
| PH | Parker-Hannifin Corp | −89 | 293 | $262,305 | |
| SYK | Stryker Corp | −52 | 8,683 | $2,853,146 | |
| HSY | Hershey Co | −50 | 7,675 | $1,595,555 | |
| AAPL | Apple Inc. | −31 | 9,473 | $2,404,152 | |
| PG | PROCTER & GAMBLE Co | −15 | 8,060 | $1,164,186 | |
| No positions match the current search. | |||||
8 positions ·
$28,948,138 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 103,085 | $12,400,094 | 42.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 44,108 | $10,781,759 | 37.25% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 8,683 | $2,853,146 | 9.86% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 15,177 | $1,558,222 | 5.38% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 6,327 | $548,234 | 1.89% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Held | 644 | $361,857 | 1.25% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 635 | $223,424 | 0.77% | |
| CI |
Cigna Group
Healthcare
|
Held | 830 | $221,402 | 0.76% |