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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) |
|---|
| CIK | Period |
|---|---|
| 0002048750 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| New York Times Co | 8.9 | ||
| Merck & Co Inc | 8.7 | ||
| 3M Co | 8.7 | ||
| Fastenal Co | 8.4 | ||
| Johnson & Johnson | 8.0 | ||
| Sysco Corp | 7.4 | ||
| Smucker J M Co | 7.4 | ||
| United Parcel Service Inc | 6.3 | ||
| PepsiCo Inc | 6.2 | ||
| Commerce Bancshares Inc /MO/ | 5.3 | ||
| Nordson Corp | 4.8 | ||
| RPM International Inc/De/ | 4.4 | ||
| Kimberly Clark Corp | 4.4 | ||
| Air Products & Chemicals Inc /DE/ | 4.0 | ||
| Stryker Corp | 3.5 | ||
| Schlumberger Ltd /NV/ | 3.3 | ||
| Genuine Parts Co | 3.0 | ||
| Chevron Corp | 2.2 | ||
| Abbott Laboratories | 2.1 | ||
| Apple Inc | 2.0 | ||
| Exxon Mobil Corp | 1.7 | ||
| Emerson Electric Co | 1.6 | ||
| Coca Cola Co | 1.6 | ||
| Illinois Tool Works Inc | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Hershey Co | 1.3 | ||
| Procter & Gamble Co | 1.3 | ||
| Kellogg Co | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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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