Clark & Stuart
Clark & Stuart reported 52 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are MRK (9.0%), JNJ (7.6%) and NYT (5.7%). Compared with Q2 2026, the fund opened new positions in RGEN and ZINN, added to NYT, UPS and PEP, trimmed MRK, JNJ and ADP and sold out of CRDO, CAT and BA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MRK Merck & Co Inc | $14.6M | 9.0% | 100K | −1,647 (−2%) | 8 of 8 | |
| 2 |  JNJ Johnson & Johnson | $12.3M | 7.6% | 47K | −176 (−0%) | 8 of 8 | |
| 3 |  NYT New York Times Co | $9.3M | 5.7% | 145K | +7,865 (+6%) | 8 of 8 | |
| 4 |  ADP Automatic Data Processing in | $9M | 5.6% | 35K | −514 (−1%) | 8 of 8 | |
| 5 |  MMM 3M Co | $8.9M | 5.5% | 54K | −178 (−0%) | 8 of 8 | |
| 6 |  SJM Smucker J M Co | $8.5M | 5.2% | 71K | −400 (−1%) | 8 of 8 | |
| 7 |  FAST Fastenal Co | $8.2M | 5.0% | 165K | −659 (−0%) | 8 of 8 | |
| 8 |  UPS United Parcel Service Inc | $8.2M | 5.0% | 87K | +1,806 (+2%) | 8 of 8 | |
| 9 |  SYY Sysco Corp | $7.1M | 4.4% | 91K | −1,251 (−1%) | 8 of 8 | |
| 10 |  NDSN Nordson Corp | $6.9M | 4.3% | 21K | −81 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CRDO Credo Technology Group Holdi | $243K | 894 |
 CAT Caterpillar Inc | $230K | 216 |
 BA Boeing Co | $221K | 1,020 |
 IBM Ibm Corp | $216K | 767 |
 APP Applovin Corp | $207K | 401 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clark & Stuart 13F FAQ
What does Clark & Stuart own?
Clark & Stuart reported 52 stocks worth $162M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are MRK (9.0%), JNJ (7.6%) and NYT (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Clark & Stuart buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 13 added to, 23 trimmed and 7 sold out. New positions include RGEN and ZINN. It sold all of CRDO, CAT and BA.
When will Clark & Stuart file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clark & Stuart's portfolio worth?
The Q3 2026 filing reports $162M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.