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Portfolio (Quarterly) Guide ↗

Clarkston Capital Partners, LLC

· CIK 0001562855
13F Portfolio $1.3B AUM 100 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 2 Added 77 Reduced 90 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 AKRE PROFESIONALLY MANAGED PORTFO 3,475 $228K 0.01% SOLD
82 MFC MANULIFE FINL CORP Financial Services 5,963 $216K 0.01% SOLD
83 AMGN AMGEN INC Healthcare 646 $211K 0.01% SOLD
84 NVS NOVARTIS AG Healthcare 1,500 $207K 0.01% SOLD
85 TGT TARGET CORP Consumer Defensive 2,100 $205K 0.01% SOLD
86 GWW WW GRAINGER INC Industrials 200 $202K 0.01% SOLD
87 SHOP SHOPIFY INC Technology 1,250 $201K 0.01% SOLD
88 CAT CATERPILLAR INC Industrials 350 $201K 0.01% SOLD
89 AGNC AGNC INVT CORP Real Estate 10,975 $118K 0.00% SOLD
90 GAUZY LTD 12,537 $16K SOLD
Page 5 of 5  ·  90 positions
Sector Allocation
Technology 22.0%
Consumer Defensive 21.0%
Industrials 16.0%
Healthcare 15.8%
Financial Services 15.4%
Consumer Cyclical 5.3%
Communication Services 3.5%
Basic Materials 0.9%
Energy 0.1%