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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RPMRpm Intl Inc
Recent Activity
New Position
3.69%
$5.035M
40,915 shares@ $123.07 avg price
KMBKimberly-clark Corp
Recent Activity
New Position
3.34%
$4.562M
34,493 shares@ $132.25 avg price
PEPPepsico Inc
Recent Activity
New Position
3.25%
$4.437M
29,182 shares@ $152.06 avg price
APDAir Prods & Chems Inc
Recent Activity
New Position
3.04%
$4.146M
14,296 shares@ $290.05 avg price
NDSNNordson Corp
Recent Activity
New Position
3.03%
$4.137M
19,772 shares@ $209.24 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
2.77%
$3.772M
97,685 shares@ $38.62 avg price
IWFIshares Tr
Recent Activity
New Position
2.62%
$3.571M
8,892 shares@ $401.59 avg price
KKellanova
Recent Activity
New Position
2.47%
$3.364M
41,545 shares@ $80.97 avg price
GPCGenuine Parts Co
Recent Activity
New Position
2.2%
$3.002M
25,496 shares@ $117.75 avg price
CVXChevron Corp New
Recent Activity
New Position
1.64%
$2.234M
15,427 shares@ $144.85 avg price