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 |
---|---|---|---|
ADPAutomatic Data Processing In
| 0.62% | $844,866 2,872 shares@ $294.18 avg price | New Position |
HSYHershey Co
| 0.48% | $653,691 3,860 shares@ $169.35 avg price | New Position |
MDTMedtronic Plc
| 0.38% | $509,480 6,327 shares@ $80.53 avg price | New Position |
SBUXStarbucks Corp
| 0.38% | $507,168 5,558 shares@ $91.26 avg price | New Position |
OGNOrganon & Co
| 0.32% | $434,560 29,126 shares@ $14.93 avg price | New Position |
CACCamden Natl Corp
| 0.32% | $433,811 10,150 shares@ $42.74 avg price | New Position |
INTCIntel Corp
| 0.29% | $384,723 19,188 shares@ $20.06 avg price | New Position |
IDXXIdexx Labs Inc
| 0.23% | $311,857 754 shares@ $413.61 avg price | New Position |
GOOGAlphabet Inc
| 0.22% | $293,719 1,542 shares@ $190.48 avg price | New Position |
GEGe Aerospace
| 0.22% | $290,897 1,741 shares@ $167.09 avg price | New Position |