Fund HoldingsClark & Stuart, Inc

Total Portfolio Value
$137.24M
Total Bought
$6.02M
Total Sold
$8.63M
Net Transaction
-$2.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PEPSICO INC(PEP)29,18240,368+11,1864,4376,0534.41%+1,615
JOHNSON & JOHNSON(JNJ)52,87452,462-4127,6478,7006.34%+1,053
SMUCKER J M CO(SJM)69,62372,434+2,8117,6678,5776.25%+910
HERSHEY CO(HSY)3,8608,180+4,3206541,3991.02%+745
FASTENAL CO(FAST)114,316113,871-4458,2208,8316.43%+610
MERCK & CO INC(MRK)92,332107,555+15,2239,2559,7397.10%+484
ABBOTT LABS19,26919,290+212,1792,5591.86%+379
KIMBERLY-CLARK CORP(KMB)34,49334,293-2004,5624,9203.58%+358
CHEVRON CORP NEW(CVX)15,42715,42702,2342,5811.88%+346
SCHLUMBERGER LTD(SLB)97,68597,386-2993,7724,0982.99%+326
COCA COLA CO(KO)25,40425,289-1151,5821,8241.33%+242
VERIZON COMMUNICATIONS INC(VZ)04,911+4,91102230.16%+223
EXXON MOBIL CORP15,58915,710+1211,6771,8681.36%+191
STRYKER CORPORATION(SYK)14,82114,711-1105,3485,4884.00%+140
NORDSON CORP(NDSN)19,77221,112+1,3404,1374,2753.11%+138
MEDTRONIC PLC(MDT)6,3276,32705095730.42%+63
AIR PRODS & CHEMS INC14,29614,266-304,1464,2073.07%+61
GE AEROSPACE(GE)1,7411,735-62913480.25%+57
INTEL CORP(INTC)19,18819,163-253854350.32%+50
BERKSHIRE HATHAWAY INC DEL610607-32773230.24%+47
GENUINE PARTS CO(GPC)25,49625,366-1303,0023,0482.22%+46
THE CIGNA GROUP(CI)83083002292730.20%+44
STARBUCKS CORP(SBUX)5,5585,55805075450.40%+38
AUTOMATIC DATA PROCESSING IN2,8722,873+18458820.64%+37
PROCTER AND GAMBLE CO(PG)8,3378,312-251,3981,4171.03%+19
IDEXX LABS INC(IDXX)75475403123170.23%+5
ORGANON & CO(OGN)29,12629,12604354340.32%-1
COMMERCE BANCSHARES INC(CBSH)85,33685,101-2355,3175,2963.86%-21
CAMDEN NATL CORP(CAC)10,15010,15004344110.30%-23
ALPHABET INC(GOOG)1,5421,502-402942350.17%-59
ILLINOIS TOOL WKS INC(ITW)6,7796,629-1501,7291,6541.21%-75
GRAINGER W W INC(GWW)1,6521,642-101,7411,6221.18%-119
MICROSOFT CORP(MSFT)2,7452,74501,1571,0300.75%-127
SYSCO CORP(SYY)99,56499,369-1957,6137,4575.43%-156
EMERSON ELEC CO(EMR)12,12811,939-1891,5031,3090.95%-194
REPLIGEN CORP(RGEN)1,4000-1,4002020-202
APPLE INC(AAPL)8,7218,72102,1841,9371.41%-247
RPM INTL INC(RPM)40,91540,91505,0354,7333.45%-302
ISHARES TR8,8928,902+103,5713,2142.34%-357
NEW YORK TIMES CO(NYT)163,122159,947-3,1758,4917,9335.78%-557
UNITED PARCEL SERVICE INC(UPS)58,91559,028+1137,4296,4924.73%-937
CATERPILLAR INC(CAT)3,584689-2,8951,3002270.17%-1,073
3M CO(MMM)74,00457,355-16,6499,5538,4236.14%-1,130
KELLANOVA41,54516,115-25,4303,3641,3290.97%-2,035
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