CLARK & STUART, INC

PrivateCIK: 2048750
Location

PORTLAND, ME

57
Positions
$159.38M
Total AUM (reported)
1.37M
Total Shares

Allocation by class

TOTAL AUM$159.38M57 positions
COM$122.64M76.9%
CL A$9.62M6.0%
CL B$9.20M5.8%
COM NEW$8.73M5.5%
RUS 1000 GRW ETF$4.50M2.8%
COM STK$1.63M1.0%
CAP STK CL C$686.3K0.4%

Portfolio Concentration

Top 321.7%4–1036.0%11–2530.7%Rest11.5%TOP 1057.8%0%100%
Top 3$34.66M21.7%
4–10$57.41M36.0%
11–25$48.98M30.7%
Rest$18.34M11.5%

Top 3 weight

21.7%

Top 10 weight

57.8%

Voting Authority Distribution

Total shares with voting rights: 1.37M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.37M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:

MERCK & CO INC

SOLE
COM
Shares101.77K
TypeSH
Market value$13.16M
8.26%
Sole
0.00
Shared
0.00
None
101.77K

JOHNSON & JOHNSON

SOLE
COM
Shares46.76K
TypeSH
Market value$11.87M
7.45%
Sole
0.00
Shared
0.00
None
46.76K

NEW YORK TIMES CO MTN BE

SOLE
CL A
Shares137.52K
TypeSH
Market value$9.62M
6.04%
Sole
0.00
Shared
0.00
None
137.52K

UNITED PARCEL SVCS INC

SOLE
CL B
Shares85.59K
TypeSH
Market value$9.20M
5.77%
Sole
0.00
Shared
0.00
None
85.59K

3M CO

SOLE
COM
Shares54.27K
TypeSH
Market value$8.79M
5.51%
Sole
0.00
Shared
0.00
None
54.27K

SMUCKER J M CO

SOLE
COM NEW
Shares71.85K
TypeSH
Market value$8.08M
5.07%
Sole
0.00
Shared
0.00
None
71.85K

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares35.29K
TypeSH
Market value$7.96M
4.99%
Sole
0.00
Shared
0.00
None
35.29K

FASTENAL CO

SOLE
COM
Shares165.64K
TypeSH
Market value$7.96M
4.99%
Sole
0.00
Shared
0.00
None
165.64K

SYSCO CORP

SOLE
COM
Shares92.74K
TypeSH
Market value$7.75M
4.86%
Sole
0.00
Shared
0.00
None
92.74K

KIMBERLY-CLARK CORP

SOLE
COM
Shares69.08K
TypeSH
Market value$7.67M
4.81%
Sole
0.00
Shared
0.00
None
69.08K

NORDSON CORP

SOLE
COM
Shares21.21K
TypeSH
Market value$6.42M
4.03%
Sole
0.00
Shared
0.00
None
21.21K

PEPSICO INC

SOLE
COM
Shares41.99K
TypeSH
Market value$5.69M
3.57%
Sole
0.00
Shared
0.00
None
41.99K

COMMERCE BANCSHARES INC

SOLE
COM
Shares83.35K
TypeSH
Market value$4.81M
3.02%
Sole
0.00
Shared
0.00
None
83.35K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares36.24K
TypeSH
Market value$4.50M
2.82%
Sole
0.00
Shared
0.00
None
36.24K

RPM INTL INC

SOLE
COM
Shares37.91K
TypeSH
Market value$4.21M
2.64%
Sole
0.00
Shared
0.00
None
37.91K

ADOBE INC

SOLE
COM
Shares17.38K
TypeSH
Market value$3.56M
2.24%
Sole
0.00
Shared
0.00
None
17.38K

ABBOTT LABORATORIES

SOLE
COM
Shares34.43K
TypeSH
Market value$3.12M
1.96%
Sole
0.00
Shared
0.00
None
34.43K

APPLE INC

SOLE
COM
Shares9.52K
TypeSH
Market value$2.76M
1.73%
Sole
0.00
Shared
0.00
None
9.52K

STRYKER CORPORATION

SOLE
COM
Shares8.58K
TypeSH
Market value$2.71M
1.70%
Sole
0.00
Shared
0.00
None
8.58K

GENUINE PARTS CO

SOLE
COM
Shares18.75K
TypeSH
Market value$2.23M
1.40%
Sole
0.00
Shared
0.00
None
18.75K

EXXON MOBIL CORP

SOLE
COM
Shares14.51K
TypeSH
Market value$1.98M
1.24%
Sole
0.00
Shared
0.00
None
14.51K

INTEL CORP

SOLE
COM
Shares13.73K
TypeSH
Market value$1.92M
1.20%
Sole
0.00
Shared
0.00
None
13.73K

COCA COLA CO

SOLE
COM
Shares21.44K
TypeSH
Market value$1.75M
1.10%
Sole
0.00
Shared
0.00
None
21.44K

EMERSON ELEC CO

SOLE
COM
Shares11.74K
TypeSH
Market value$1.68M
1.05%
Sole
0.00
Shared
0.00
None
11.74K

SLB LIMITED

SOLE
COM STK
Shares34.92K
TypeSH
Market value$1.63M
1.02%
Sole
0.00
Shared
0.00
None
34.92K
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