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