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Portfolio (Quarterly) Guide ↗

Clark & Stuart, Inc

· CIK 0002048750
13F Portfolio $159M AUM 57 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 16 Added 24 Reduced 1 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECL ECOLAB INC Basic Materials 2,300.0 $642K 0.40% -521.0 -18.5% $279.34 +2.7%
22 CVX CHEVRON CORPORATION Energy 3,858.0 $640K 0.40% -11K -74.4% $165.76 +21.8%
23 CAC CAMDEN NATL CORP Financial Services 9,850.0 $534K 0.34% -300.0 -3.0% $54.22 +4.5%
24 PH PARKER-HANNIFIN CORP Industrials 303.0 $296K 0.19% -79.0 -20.7% $978.12 +1.7%
Page 2 of 2  ·  24 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
Industrials 30.6%
Consumer Defensive 21.8%
Healthcare 21.0%
Technology 6.9%
Communication Services 6.7%
Financial Services 4.3%
Basic Materials 4.1%
Energy 2.8%
Consumer Cyclical 1.8%