Clark--Stuart

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "APD",
  "CAT",
  "RPM",
  "ITW",
  "EMR",
  "MDT",
  "MSFT",
  "GE",
  "GPC",
  "HSY",
  "FAST",
  "IWF",
  "PEP",
  "AAPL",
  "INTC",
  "OGN",
  "PG",
  "MRK",
  "VZ",
  "NYT",
  "SLB",
  "SYK",
  "SBUX",
  "CI",
  "UPS",
  "K",
  "IDXX",
  "NDSN",
  "SJM",
  "SYY",
  "GWW",
  "KMB",
  "ADP",
  "BRK-B",
  "CAC",
  "CVX",
  "KO",
  "CBSH",
  "GOOG",
  "XOM",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 43
Total Value: 137238937
Accession Number: 0001754960-25-000224
Form Type: 13F-HR
CIK: clark--stuart
Manager Name: Clark--Stuart

Data Enrichment

100% identified

43 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $137.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$234.7K

% of Portfolio:0.2% ($234.7K/$137.2M)

CATERPILLAR INC

CAT|149123101

Shares:689

Value:$227.2K

% of Portfolio:0.2% ($227.2K/$137.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.9K

Value:$222.8K

% of Portfolio:0.2% ($222.8K/$137.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ -2.59% (-40) YoY-	All Managers (Combined)	$234.7K	0.2% ($234.7K/$137.2M)	QoQ -20.09% (-$59.0K) YoY-
CATERPILLAR INC(CATcusip149123101)	689	QoQ -80.77% (-2.9K) YoY-	All Managers (Combined)	$227.2K	0.2% ($227.2K/$137.2M)	QoQ -82.52% (-$1.1M) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.9K	QoQ NEW(+4.9K) YoY-	All Managers (Combined)	$222.8K	0.2% ($222.8K/$137.2M)	QoQ NEW(+$222.8K) YoY-