Clarkston Capital Partners, LLC Top Holdings and 13F Report (2025) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $4.71 billion in total holdings as of June 30, 2025.Clarkston Capital Partners, LLC owns shares of 151 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.43% of the portfolio was purchased this quarter.About 14.69% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 145 new stocks and bought additional shares in 34 stocks.Clarkston Capital Partners, LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.Largest Holdings Post $331,862,243Clarivate $301,130,853Affiliated Managers Group $282,434,607LPL Financial $224,525,287US Foods $208,557,327 Largest New Holdings this Quarter 58506Q109 - Medpace $40,569,230 Holding515098101 - Landstar System $27,216,640 Holding45167R104 - IDEX $17,563,145 Holding30303M102 - Meta Platforms $11,972,558 Holding459506101 - International Flavors & Fragrances $11,938,636 Holding Largest Purchases this Quarter Avantor 4,390,140 shares (about $59.09M)Medpace 129,259 shares (about $40.57M)IQVIA 237,975 shares (about $37.50M)Neogen 7,729,650 shares (about $36.95M)Becton, Dickinson and Company 209,079 shares (about $36.01M) Largest Sales this Quarter GFL Environmental 1,443,750 shares (about $72.85M)US Foods 691,735 shares (about $53.27M)John Wiley & Sons 1,161,005 shares (about $51.82M)Molson Coors Beverage 951,437 shares (about $45.75M)Post 320,740 shares (about $34.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarkston Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPOSTPost$331,862,243$34,970,282 ▼-9.5%3,043,7707.0%Consumer StaplesCLVTClarivate$301,130,853$19,339,177 ▼-6.0%70,030,4316.4%Computer and TechnologyAMGAffiliated Managers Group$282,434,607$29,509,597 ▼-9.5%1,435,3546.0%FinanceLPLALPL Financial$224,525,287$28,289,612 ▼-11.2%598,7824.8%FinanceUSFDUS Foods$208,557,327$53,270,512 ▼-20.3%2,708,1854.4%Consumer StaplesAVTRAvantor$188,198,931$59,091,284 ▲45.8%13,982,0904.0%MedicalLWLamb Weston$176,650,849$16,312,012 ▼-8.5%3,406,9593.8%Consumer StaplesTAPMolson Coors Beverage$173,209,360$45,754,605 ▼-20.9%3,601,7753.7%Consumer StaplesGFLGFL Environmental$154,635,679$72,851,625 ▼-32.0%3,064,5203.3%Business ServicesWTWWillis Towers Watson Public$144,597,858$11,890,365 ▼-7.6%471,7713.1%FinanceSYYSysco$143,061,707$19,108,442 ▼-11.8%1,888,8533.0%Consumer StaplesCHRWC.H. Robinson Worldwide$135,913,818$23,555,912 ▼-14.8%1,416,5072.9%TransportationHSICHenry Schein$115,990,251$11,961,938 ▼-9.3%1,587,8202.5%MedicalMIDDMiddleby$99,758,016$605,376 ▲0.6%692,7642.1%IndustrialsLKQLKQ$96,679,632$3,625,574 ▲3.9%2,612,2572.1%Auto/Tires/TrucksENREnergizer$96,554,304$11,762,654 ▲13.9%4,789,4002.1%Consumer StaplesNVSTEnvista$91,903,068$324,032 ▲0.4%4,703,3302.0%MedicalWLYJohn Wiley & Sons$84,462,052$51,815,653 ▼-38.0%1,892,4951.8%Consumer StaplesBROBrown & Brown$82,707,357$22,697,861 ▼-21.5%745,9851.8%FinanceSCHWCharles Schwab$82,510,064$1,005,009 ▼-1.2%904,3191.8%FinanceCCCSCCC Intelligent Solutions$79,180,821$31,488,777 ▲66.0%8,414,5401.7%Computer and TechnologyFDXFedEx$77,339,862$509,628 ▼-0.7%340,2401.6%TransportationBUDAnheuser-Busch InBev SA/NV$71,113,311$31,849,658 ▼-30.9%1,034,8271.5%Consumer StaplesHIHillenbrand$67,170,296$8,311,990 ▼-11.0%3,346,8011.4%IndustrialsNEOGNeogen$66,947,365$36,947,727 ▲123.2%14,005,7251.4%MedicalWBDWarner Bros. Discovery$54,064,269$25,499 ▲0.0%4,717,6501.1%Consumer DiscretionaryBDXBecton, Dickinson and Company$51,113,896$36,013,797 ▲238.5%296,7431.1%MedicalMSFTMicrosoft$49,924,880$1,238,547 ▼-2.4%100,3701.1%Computer and TechnologyCOFCapital One Financial$49,416,084$1,061,673 ▼-2.1%232,2621.0%FinanceAXPAmerican Express$46,625,993$910,689 ▼-1.9%146,1721.0%FinanceIQVIQVIA$41,284,640$37,502,480 ▲991.6%261,9750.9%MedicalMEDPMedpace$40,569,230$40,569,230 ▲New Holding129,2590.9%MedicalCMCSAComcast$34,818,950$819,264 ▼-2.3%975,5940.7%Consumer DiscretionaryAAPLApple$31,943,414$129,668 ▼-0.4%155,6920.7%Computer and TechnologyUSBU.S. Bancorp$31,140,458$729,204 ▼-2.3%688,1870.7%FinanceMAAMid-America Apartment Communities$31,082,1000.0%210,0000.7%FinanceDISWalt Disney$30,397,743$564,370 ▲1.9%245,1230.6%Consumer DiscretionaryPAYXPaychex$29,693,814$708,828 ▼-2.3%204,1370.6%Computer and TechnologyFTVFortive$29,519,134$11,919,525 ▲67.7%566,2600.6%Computer and TechnologyGOOGLAlphabet$29,239,432$659,101 ▼-2.2%165,9160.6%Computer and TechnologyKVUEKenvue$27,990,802$691,737 ▼-2.4%1,337,3530.6%Consumer StaplesLSTRLandstar System$27,216,640$27,216,640 ▲New Holding195,7750.6%TransportationPEPPepsiCo$26,688,061$775,339 ▲3.0%202,1210.6%Consumer StaplesUPSUnited Parcel Service$23,309,294$5,993,521 ▼-20.5%230,9220.5%TransportationMAMastercard$23,181,732$696,806 ▼-2.9%41,2530.5%Business ServicesALGNAlign Technology$21,274,065$3,138,145 ▲17.3%112,3650.5%MedicalDEODiageo$19,631,984$106,891 ▼-0.5%194,6840.4%Consumer StaplesKDPKeurig Dr Pepper$19,481,006$416,060 ▼-2.1%589,2620.4%Consumer StaplesPGProcter & Gamble$19,305,441$470,313 ▼-2.4%121,1740.4%Consumer StaplesMDTMedtronic$18,933,021$4,924,310 ▼-20.6%217,1970.4%MedicalJNJJohnson & Johnson$18,613,701$384,931 ▼-2.0%121,8570.4%MedicalIEXIDEX$17,563,145$17,563,145 ▲New Holding100,0350.4%IndustrialsWMWaste Management$16,143,792$649,852 ▼-3.9%70,5520.3%Business ServicesDHRDanaher$15,605,462$15,328,906 ▲5,542.8%78,9990.3%MedicalABNBAirbnb$14,094,078$2,260,897 ▲19.1%106,4990.3%Consumer DiscretionaryTMOThermo Fisher Scientific$13,573,584$13,299,899 ▲4,859.6%33,4770.3%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$13,556,135$9,667,700 ▼-41.6%147,7830.3%ETFMETAMeta Platforms$11,972,558$11,972,558 ▲New Holding16,2210.3%Computer and TechnologyIFFInternational Flavors & Fragrances$11,938,636$11,938,636 ▲New Holding162,3200.3%Basic MaterialsBXBlackstone$11,267,1140.0%75,3250.2%FinanceOTISOtis Worldwide$9,426,437$145,659 ▼-1.5%95,1970.2%IndustrialsSERVISFIRST BANCSHARES INC$9,301,2000.0%120,0000.2%COMRalliant Corp$9,152,649$9,152,649 ▲New Holding188,7530.2%COMITGartner$8,882,734$8,882,734 ▲New Holding21,9750.2%Business ServicesLLYEli Lilly and Company$7,834,276$38,976 ▲0.5%10,0500.2%MedicalGSThe Goldman Sachs Group$7,077,5000.0%10,0000.2%FinanceEPDEnterprise Products Partners$6,245,4140.0%201,4000.1%EnergyXOMExxon Mobil$5,927,0440.0%54,9820.1%EnergyLESLLeslie's$5,894,183$3,843,950 ▼-39.5%14,037,1100.1%Consumer StaplesCSCOCisco Systems$5,390,8260.0%77,7000.1%Computer and TechnologyFISFidelity National Information Services$5,128,8300.0%63,0000.1%Business ServicesPMPhilip Morris International$4,717,1670.0%25,9000.1%Consumer StaplesBRK.ABerkshire Hathaway$4,372,8000.0%60.1%FinanceCOSTCostco Wholesale$3,747,075$255,415 ▲7.3%3,7850.1%Retail/WholesaleIVViShares Core S&P 500 ETF$3,737,501$22,354 ▼-0.6%6,0190.1%ETFVOOVanguard S&P 500 ETF$3,467,255$3,408 ▼-0.1%6,1040.1%ETFAMZNAmazon.com$2,769,360$219,171 ▼-7.3%12,6230.1%Retail/WholesaleSOSouthern$2,754,9000.0%30,0000.1%UtilitiesSPYSPDR S&P 500 ETF Trust$2,672,286$114,306 ▲4.5%4,3250.1%FinanceCVXChevron$2,645,292$780,385 ▲41.8%18,4740.1%EnergyNUENucor$2,590,8000.0%20,0000.1%Basic MaterialsBACBank of America$2,555,280$33,124 ▼-1.3%54,0000.1%FinanceHDHome Depot$2,492,0520.0%6,7970.1%Retail/WholesaleDUKDuke Energy$2,384,7800.0%20,2100.1%UtilitiesKOCocaCola$2,187,2360.0%30,9150.0%Consumer StaplesBMYBristol Myers Squibb$2,129,3400.0%46,0000.0%MedicalETEnergy Transfer$2,084,950$271,950 ▲15.0%115,0000.0%EnergyIBMInternational Business Machines$2,078,1990.0%7,0500.0%Computer and TechnologyCACCCredit Acceptance$2,037,7200.0%4,0000.0%FinancePFEPfizer$1,980,117$363,600 ▲22.5%81,6880.0%MedicalVICIVICI Properties$1,956,0000.0%60,0000.0%FinanceIWFiShares Russell 1000 Growth ETF$1,847,348$5,520 ▼-0.3%4,3510.0%ETFGOOGAlphabet$1,830,665$80,712 ▼-4.2%10,3200.0%Computer and TechnologyMCDMcDonald's$1,650,760$73,042 ▲4.6%5,6500.0%Retail/WholesalePRUPrudential Financial$1,611,600$268,600 ▲20.0%15,0000.0%FinanceSYKStryker$1,611,005$197,815 ▲14.0%4,0720.0%MedicalMRKMerck & Co., Inc.$1,602,990$169,640 ▲11.8%20,2500.0%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$1,599,3550.0%39,5000.0%ETFESEversource Energy$1,590,5000.0%25,0000.0%UtilitiesAWKAmerican Water Works$1,391,1000.0%10,0000.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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