Fund HoldingsClark & Stuart, Inc

Total Portfolio Value
$145.11M
Total Bought
$8.14M
Total Sold
$14.26M
Net Transaction
-$6.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AUTOMATIC DATA PROCESSING IN2,87414,491+11,6178483,7482.58%+2,900
ADOBE INC(ADBE)06,766+6,76602,3681.63%+2,368
MERCK & CO INC(MRK)108,148106,384-1,7649,16311,2817.77%+2,119
NEW YORK TIMES CO(NYT)157,167153,042-4,1259,02110,6247.32%+1,603
KIMBERLY-CLARK CORP(KMB)33,83156,883+23,0524,2485,8144.01%+1,567
UNITED PARCEL SERVICE INC(UPS)87,17283,198-3,9747,2818,2525.69%+971
JOHNSON & JOHNSON(JNJ)51,92250,987-9359,62710,5527.27%+924
SLB LIMITED(SLB)96,45892,434-4,0243,3413,5742.46%+233
REPLIGEN CORP(RGEN)01,400+1,40002290.16%+229
AMGEN INC(AMGN)0635+63502080.14%+208
APPLE INC(AAPL)9,5259,504-212,4252,5841.78%+158
ALPHABET INC(GOOG)1,9421,94204736100.42%+136
NORDSON CORP(NDSN)22,22221,422-8005,0435,1683.56%+124
3M CO(MMM)56,40055,421-9798,7528,8736.11%+121
ALPHABET INC(GOOG)1,1211,12102733510.24%+78
EXXON MOBIL CORP15,49615,097-3991,7471,8171.25%+70
WW GRAINGER INC(GWW)99099009439990.69%+56
CAMDEN NATL CORP(CAC)10,15010,15003924400.30%+49
ISHARES TR9,0359,044+94,2324,2802.95%+48
PARKER-HANNIFIN CORP(PH)38238202903360.23%+46
COCA COLA CO(KO)22,26021,863-3971,4871,5281.05%+41
JPMORGAN CHASE & CO.(JPM)3,8963,890-61,2291,2530.86%+25
GE AEROSPACE(GE)1,7301,73005205340.37%+13
INTERNATIONAL BUSINESS MACHS(IBM)76776702162270.16%+11
BOEING CO(BA)1,0021,00202162180.15%+1
BERKSHIRE HATHAWAY INC DEL60760703053050.21%-0
NVIDIA CORPORATION(NVDA)1,3901,39002592590.18%-0
EMERSON ELEC CO(EMR)12,09511,930-1651,5861,5831.09%-3
VERIZON COMMUNICATIONS INC(VZ)5,2255,22502302130.15%-17
APPLOVIN CORP(APP)40140102882700.19%-18
ECOLAB INC(ECL)2,8212,82107747420.51%-32
STARBUCKS CORP(SBUX)5,5585,150-4084704340.30%-37
THE CIGNA GROUP(CI)930830-1002682280.16%-40
MEDTRONIC PLC(MDT)6,3275,827-5006075640.39%-43
IDEXX LABS INC(IDXX)754644-1104824360.30%-46
INTEL CORP(INTC)17,65314,382-3,2715925310.37%-62
HERSHEY CO(HSY)7,8707,725-1451,4721,4060.97%-66
CHEVRON CORP NEW(CVX)15,36215,085-2772,3862,2991.58%-86
PROCTER AND GAMBLE CO(PG)8,1358,075-601,2501,1570.80%-93
ILLINOIS TOOL WKS INC(ITW)6,0746,049-251,5931,4991.03%-94
PEPSICO INC(PEP)44,91543,265-1,6506,3086,2094.28%-98
MICROSOFT CORP(MSFT)3,0523,05201,5811,4761.02%-105
ABBOTT LABS15,38115,342-392,0601,9221.32%-138
STRYKER CORPORATION(SYK)8,8358,735-1003,2733,0772.12%-196
VISTRA CORP(VST)1,0330-1,0332020-202
UNITED RENTALS INC(URI)2400-2402290-229
GENUINE PARTS CO(GPC)18,08018,185+1052,5232,2541.55%-269
CATERPILLAR INC(CAT)6390-6393050-305
AIR PRODS & CHEMS INC14,02313,848-1753,8243,4212.36%-404
COMMERCE BANCSHARES INC(CBSH)84,30085,741+1,4415,0384,4883.09%-550
RPM INTL INC(RPM)39,83039,630-2004,6954,1222.84%-574
SYSCO CORP(SYY)97,02193,843-3,1787,9896,9154.77%-1,073
KELLANOVA13,7620-13,7621,1290-1,129
SMUCKER J M CO(SJM)73,41068,976-4,4347,9726,7474.65%-1,226
FASTENAL CO(FAST)171,682166,647-5,0358,4196,6884.61%-1,732
Page 1 of 1