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Portfolio (Quarterly) Guide ↗

Clark & Stuart, Inc

· CIK 0002048750
13F Portfolio $145M AUM 51 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 4 Added 25 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KMB KIMBERLY-CLARK CORP Consumer Defensive 56,883.0 $5.8M 4.01% +23K +68.1% $102.22 -3.4%
2 CBSH COMMERCE BANCSHARES INC Financial Services 85,741.0 $4.5M 3.09% +1K +1.7% $52.34 -0.3%
3 ADP AUTOMATIC DATA PROCESSING IN Industrials 14,491.0 $3.7M 2.58% +12K +404.2% $258.63 -14.9%
4 GPC GENUINE PARTS CO Consumer Cyclical 18,185.0 $2.3M 1.55% +105.0 +0.6% $123.95 -21.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 27.0%
Consumer Defensive 21.2%
Healthcare 20.3%
Communication Services 8.4%
Basic Materials 5.9%
Technology 5.5%
Energy 5.5%
Financial Services 4.4%
Consumer Cyclical 1.9%