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Clark & Stuart, Inc.

CIK:0002048750
Investment Adviser
$170M AUM
52 holdings
Portland, ME, United States
Founded:1994
2 employees
Latest filing:Sep 30, 2025

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.

Top Buys
J
JNJJOHNSON & JOHNSON
+$1.6M
U
UPSUNITED PARCEL SERVICE INC
+$974.9K
E
ECLECOLAB INC
+$774.4K
S
SJMSMUCKER J M CO
+$603.9K
S
SYYSYSCO CORP
+$559.8K
Top Sells
G
GPCGENUINE PARTS CO
-$510.4K
C
CBSHCOMMERCE BANCSHARES INC
-$261.4K
S
SYKSTRYKER CORPORATION
-$229.3K
K
KMBKIMBERLY-CLARK CORP
-$181.9K
A
APDAIR PRODS & CHEMS INC
-$166.2K

Top Holdings

J
JNJJOHNSON & JOHNSON
+6.9%$9.6M
M
MRKMERCK & CO INC
+6.6%$9.2M
N
NYTNEW YORK TIMES CO
+6.4%$9.0M
M
MMM3M CO
+6.3%$8.8M
F
FASTFASTENAL CO
+6.0%$8.4M

Equity Positions (52)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JNJ
JOHNSON & JOHNSON6.88%$9.6M51,922$144.63$185.42+$1.6M
M
MRK
MERCK & CO INC6.55%$9.2M108,148$97.91$83.93+$474.9K
N
NYT
NEW YORK TIMES CO6.45%$9.0M157,167$52.05$57.40+$119.3K
M
MMM
3M CO6.26%$8.8M56,400$129.09$155.18+$97.6K
F
FAST
FASTENAL CO6.02%$8.4M171,682$59.12$49.04+$63.2K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+14.9%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+8.6%
NEWSPAPERS: PUBLISHING OR PUBLISHING & PRINTING
+6.4%
RETAIL-BUILDING MATERIALS, HARDWARE, GARDEN SUPPLY
+6.0%
WHOLESALE-GROCERIES & RELATED PRODUCTS
+5.7%