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	Status
1	—	KELLANOVA	—	13,762	$1.1M	0.81%	SOLD
2	CAT	CATERPILLAR INC	Industrials	639	$305K	0.22%	SOLD
3	URI	UNITED RENTALS INC	Industrials	240	$229K	0.16%	SOLD
4	VST	VISTRA CORP	Utilities	1,033	$202K	0.14%	SOLD

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%