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| Happy Holidays!! thanks for using AUM13F!! |
| Clark & Stuart Inc
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|---|---|
| CRD # | 107991 |
| SEC # | 801-113250 |
| CIK # | 0002048750 |
| AUM | $167.8 M (2025-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 207-775-1140 |
| Address | 1945 Congress Street Building A Portland, ME 04102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| New York Times Co | 8.9 | ||
| Merck & Co Inc | 8.7 | ||
| 3M Co | 8.7 | ||
| Fastenal Co | 8.4 | ||
| Johnson & Johnson | 8.0 | ||
| Sysco Corp | 7.4 | ||
| Smucker J M Co | 7.4 | ||
| United Parcel Service Inc | 6.3 | ||
| PepsiCo Inc | 6.2 | ||
| Commerce Bancshares Inc /MO/ | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 168 | 162.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 167.8 |
| By Discretionary | ||
| Discretionary | 170 | 167.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 170 | 167.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.8 | |
| Total | 170 | 167.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048750] |
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