Aryn Sands
@Clark & Stuart, Inc
Latest period2024 - Q4ReportedManaged Assets$136.622MTotal holdings43
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Clark & Stuart, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.
Assets under management
The assets under management (AUM) of Clark & Stuart, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 136.622M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
RPMRpm Intl Inc
| 3.69% | $5.035M 40,915 shares@ $123.07 avg price | New Position |
KMBKimberly-clark Corp
| 3.34% | $4.562M 34,493 shares@ $132.25 avg price | New Position |
PEPPepsico Inc
| 3.25% | $4.437M 29,182 shares@ $152.06 avg price | New Position |
APDAir Prods & Chems Inc
| 3.04% | $4.146M 14,296 shares@ $290.05 avg price | New Position |
NDSNNordson Corp
| 3.03% | $4.137M 19,772 shares@ $209.24 avg price | New Position |
SLBSchlumberger Ltd
| 2.77% | $3.772M 97,685 shares@ $38.62 avg price | New Position |
IWFIshares Tr
| 2.62% | $3.571M 8,892 shares@ $401.59 avg price | New Position |
KKellanova
| 2.47% | $3.364M 41,545 shares@ $80.97 avg price | New Position |
GPCGenuine Parts Co
| 2.2% | $3.002M 25,496 shares@ $117.75 avg price | New Position |
CVXChevron Corp New
| 1.64% | $2.234M 15,427 shares@ $144.85 avg price | New Position |