Aryn Sands

@Clark & Stuart, Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$136.622M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	1.6%	$2.184M 8,721 shares@ $250.43 avg price	New Position
ABTAbbott Labs Recent Activity New Position	1.6%	$2.179M 19,269 shares@ $113.11 avg price	New Position
GWWGrainger W W Inc Recent Activity New Position	1.28%	$1.741M 1,652 shares@ $1054.06 avg price	New Position
ITWIllinois Tool Wks Inc Recent Activity New Position	1.27%	$1.729M 6,779 shares@ $255.04 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	1.23%	$1.677M 15,589 shares@ $107.58 avg price	New Position
KOCoca Cola Co Recent Activity New Position	1.16%	$1.582M 25,404 shares@ $62.26 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	1.11%	$1.503M 12,128 shares@ $123.94 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	1.03%	$1.398M 8,337 shares@ $167.65 avg price	New Position
CATCaterpillar Inc Recent Activity New Position	0.96%	$1.3M 3,584 shares@ $362.77 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.85%	$1.157M 2,745 shares@ $421.49 avg price	New Position