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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 ADBE ADOBE INC Technology 6,766.0 $2.4M 1.63% NEW $349.99 -30.3%
2 RGEN REPLIGEN CORP Healthcare 1,400.0 $229K 0.16% NEW $163.86 -31.8%
3 AMGN AMGEN INC Healthcare 635.0 $208K 0.14% NEW $327.31 +3.1%

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%