Fund Holdings

Clark & Stuart, Inc

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
KIMBERLY-CLARK CORP(KMB)59,72569,078+9,3535,834,8127,668,7824.81%+1,833,970
ABBOTT LABORATORIES15,17734,432+19,2551,558,2033,124,3761.96%+1,566,173
SMUCKER J M CO(SJM)67,93271,850+3,9186,551,3628,083,1255.07%+1,531,763
AUTOMATIC DATA PROCESSING IN32,58335,289+2,7066,660,3957,959,8684.99%+1,299,473
INTEL CORP(INTC)14,38213,732-650634,6071,917,3461.20%+1,282,739
SYSCO CORP(SYY)92,47892,744+2666,596,4567,751,5444.86%+1,155,088
JOHNSON & JOHNSON(JNJ)44,10846,755+2,64710,781,60011,874,2077.45%+1,092,607
UNITED PARCEL SVCS INC(UPS)83,07685,593+2,5178,173,0179,201,2485.77%+1,028,231
3M CO(MMM)55,03754,265-7727,992,8948,785,9175.51%+793,023
NORDSON CORP(NDSN)21,32221,212-1105,689,8276,416,1934.03%+726,366
COMMERCE BANCSHARES INC(CBSH)83,92983,351-5784,129,3074,813,5203.02%+684,213
MERCK & CO INC(MRK)103,085101,766-1,31912,483,96513,159,9028.26%+675,937
ISHARES TR9,05236,238+27,1863,859,6464,499,6462.82%+640,000
RPM INTL INC(RPM)38,60537,905-7003,837,3374,213,1412.64%+375,804
APPLE INC(AAPL)9,4739,523+502,404,1532,755,5751.73%+351,422
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0361+3610348,3650.22%+348,365
ADOBE INC(ADBE)13,38217,382+4,0003,252,8973,563,6582.24%+310,761
GENUINE PARTS CO(GPC)18,18518,747+5621,941,6552,231,0691.40%+289,414
UNITED RENTALS INC(URI)0240+2400271,8940.17%+271,894
WW GRAINGER INC(GWW)99099001,079,9021,346,7960.85%+266,894
FASTENAL CO(FAST)166,151165,640-5117,709,3857,955,6854.99%+246,300
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0894+8940243,1230.15%+243,123
BOEING CO(BA)01,020+1,0200220,7990.14%+220,799
INTERNATIONAL BUSINESS MACHS(IBM)0767+7670215,6880.14%+215,688
CSX CORP(CSX)04,470+4,4700212,4590.13%+212,459
APPLOVIN CORP(APP)0401+4010206,6070.13%+206,607
VERTIV HOLDINGS CO(VRT)0610+6100204,2400.13%+204,240
GE AEROSPACE(GE)1,7301,7300491,550647,3880.41%+155,838
JPMORGAN CHASE & CO(JPM)3,8883,943+551,143,6941,290,6620.81%+146,968
EMERSON ELEC CO(EMR)11,80611,737-691,546,6801,679,9691.05%+133,289
ALPHABET INC(GOOG)1,9421,9420557,176686,2830.43%+129,107
COCA COLA CO(KO)21,57321,442-1311,651,6431,753,5231.10%+101,880
ALPHABET INC(GOOG)1,1211,133+12322,355404,9000.25%+82,545
MEDTRONIC PLC(MDT)6,3278,027+1,700552,727633,7320.40%+81,005
STARBUCKS CORP(SBUX)5,1505,214+64461,389532,8190.33%+71,430
CAMDEN NATL CORP(CAC)10,1509,850-300481,618534,0670.34%+52,449
NVIDIA CORPORATION(NVDA)1,3901,3900242,418278,1250.17%+35,707
PARKER-HANNIFIN CORP(PH)293303+10262,305296,3700.19%+34,065
BERKSHIRE HATHAWAY INC DEL607646+39290,874323,2520.20%+32,378
ECOLAB INC(ECL)2,3002,3000613,525642,4820.40%+28,957
ILLINOIS TOOL WKS INC(ITW)6,0495,928-1211,583,7611,612,5251.01%+28,764
MICROSOFT CORP(MSFT)3,0563,098+421,131,2151,155,5920.73%+24,377
PROCTER & GAMBLE CO(PG)8,0608,010-501,164,1861,174,5860.74%+10,400
THE CIGNA GROUP(CI)8308300221,403228,8140.14%+7,411
AMGEN INC(AMGN)6356350223,425229,9460.14%+6,521
CATERPILLAR INC(CAT)316216-100223,873230,0180.14%+6,145
FLOWERS FOODS INC(FLO)10,60011,600+1,00086,39091,6400.06%+5,250
IDEXX LABS INC(IDXX)6446440362,024339,1840.21%-22,840
VERIZON COMMUNICATIONS INC(VZ)5,2255,559+334262,295235,3680.15%-26,927
CHEVRON CORPORATION(CVX)3,7803,858+78782,082639,5020.40%-142,580
STRYKER CORPORATION(SYK)8,6838,582-1012,860,5952,709,1951.70%-151,400
HERSHEY CO(HSY)7,6757,589-861,595,5561,331,4900.84%-264,066
EXXON MOBIL CORP14,62814,513-1152,481,7461,984,2051.24%-497,541
PEPSICO INC(PEP)42,80141,995-8066,646,5825,686,1183.57%-960,464
SLB LIMITED(SLB)67,84534,919-32,9263,512,5571,633,2631.02%-1,879,294
NEW YORK TIMES CO MTN BE(NYT)138,362137,521-84111,585,0509,623,7206.04%-1,961,330
AIR PRODUCTS AND CHEMICALS I13,3785,218-8,1603,886,1751,529,8130.96%-2,356,362
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