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Portfolio (Quarterly) Guide ↗

Clarkston Capital Partners, LLC

· CIK 0001562855
13F Portfolio $1.2B AUM 96 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 14 Added 62 Reduced 8 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRSH MARSH & MCLENNAN COS INC Financial Services 1,700.0 $283K 0.02% -25.0 -1.4% $166.67 +14.1%
62 DGRO ISHARES TR 2,755.0 $209K 0.02% -17K -86.3% $75.79 +4.6%
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Consumer Defensive 17.7%
Healthcare 17.2%
Financial Services 15.8%
Industrials 14.9%
Consumer Cyclical 5.5%
Communication Services 3.8%
Basic Materials 0.8%
Real Estate 0.1%