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
MMM3m Co Recent Activity New Position	7%	$9.553M 74,004 shares@ $129.09 avg price	New Position
MRKMerck & Co Inc Recent Activity New Position	6.78%	$9.255M 92,332 shares@ $100.24 avg price	New Position
NYTNew York Times Co Recent Activity New Position	6.22%	$8.49M 163,122 shares@ $52.05 avg price	New Position
FASTFastenal Co Recent Activity New Position	6.02%	$8.22M 114,316 shares@ $71.92 avg price	New Position
SJMSmucker J M Co Recent Activity New Position	5.62%	$7.667M 69,623 shares@ $110.13 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	5.6%	$7.647M 52,874 shares@ $144.63 avg price	New Position
SYYSysco Corp Recent Activity New Position	5.58%	$7.613M 99,564 shares@ $76.46 avg price	New Position
UPSUnited Parcel Service Inc Recent Activity New Position	5.44%	$7.429M 58,915 shares@ $126.11 avg price	New Position
SYKStryker Corporation Recent Activity New Position	3.92%	$5.348M 14,821 shares@ $360.84 avg price	New Position
CBSHCommerce Bancshares Inc Recent Activity New Position	3.9%	$5.317M 85,336 shares@ $62.32 avg price	New Position