Clark & Stuart, Inc

All 13F Filings

Location
Portland, ME
Most recent 13F
Q2 2026
Holdings value ($000)
159,383
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/13/2026 57 159,383 13F-HR Clark & Stuart, Inc
Q1 2026 4/13/2026 49 148,398 13F-HR Clark & Stuart, Inc
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 154.9 K 97.2% 10.35 K 0 10.35 K
ETFs 4.5 K 2.8% 640 0 640
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
159,383
Holdings
57
QoQ value change ($000)
10,985 (7.4%)
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.