Clark & Stuart, Inc - Portfolio Stock Holdings

Clark & Stuart, Inc disclosed 58 stock positions in a recent SEC 13F filing. $159,821,246 of stock holdings were filed, with the largest holdings including MRK, JNJ, and NYT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $195,585,257 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.