Clark & Stuart, Inc
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 145,113
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 51 | 145,113 | 13F-HR | Clark & Stuart, Inc |
| Q3 2025 | 10/15/2025 | 52 | 139,880 | 13F-HR | Clark & Stuart, Inc |
| Q2 2025 | 7/23/2025 | 48 | 132,796 | 13F-HR | Clark & Stuart, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.8 K | 97.1% | 5.189 K | 0 | 5.189 K |
| ETFs | 4.28 K | 2.9% | 48 | 0 | 48 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
145,113
Holdings
51
QoQ value change ($000)
5,233
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.