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Clark & Stuart, Inc.
Clark & Stuart, Inc. is an independent investment adviser based in Portland, Maine, founded in 1994 by Charles Stone 'Rocky' Clark and Michael Henry Stuart. The firm offers investment management services to high net-worth individuals, charitable organizations, and small businesses. With an employee count of 2-3 (notably 2 financial advisors as of recent filings), the firm provides tailored portfolio management and financial planning services on a discretionary, fee-only basis. Clark & Stuart is known for its patient, disciplined approach and its focus on client relationships founded on trust and accountability.
Investment Strategy
Clark & Stuart, Inc. pursues a patient and disciplined investment strategy centered on companies with iconic business franchises and enduring competitive advantages. The firm emphasizes long-term wealth creation by investing in businesses that have strong and sustainable competitive moats, aiming for steady growth over speculative gains. They favor a calm and thoughtful approach to investing, providing bespoke portfolio management aligned with individual client needs, especially for those seeking a long-term partnership built on trust and accountability.
Latest 13F Filing Activity
Clark & Stuart, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 52 equity positions with a total 13F market value of $140M. The fund increased holdings in Johnson & Johnson, United Parcel Service Inc., Ecolab Inc. among other positions. Clark & Stuart, Inc. reduced exposure to Genuine Parts Co., Commerce Bancshares Inc., Stryker Corporation among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JNJ | JOHNSON & JOHNSON | 6.88% | $9.6M | 51,922 | $144.63 | $185.42 | +$1.6M |
M MRK | MERCK & CO INC | 6.55% | $9.2M | 108,148 | $97.91 | $83.93 | +$474.9K |
N NYT | NEW YORK TIMES CO | 6.45% | $9.0M | 157,167 | $52.05 | $57.40 | +$119.3K |
M MMM | 3M CO | 6.26% | $8.8M | 56,400 | $129.09 | $155.18 | +$97.6K |
F FAST | FASTENAL CO | 6.02% | $8.4M | 171,682 | $59.12 | $49.04 | +$63.2K |
Industry Allocation
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