Clarkston Capital Partners, LLC Diversified Active

Location: Rochester, MI

CIK: 0001562855 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $4.32B (100.0% shares, 0.0% debt)

Holdings (178)

POST POST HLDGS INC 6.6%
Value $284M Shares 2,868,367 Est. Cost $70.04 Unrealized +47.8%
AMG AFFILIATED MANAGERS GROUP IN 6.0%
Value $261M Shares 904,119 Est. Cost $105.30 Unrealized +145.4%
CLVT CLARIVATE PLC 5.0%
Value $217M Shares 64,972,134 Est. Cost $4.74 Unrealized -24.9%
AVTR AVANTOR INC 4.0%
Value $173M Shares 15,105,065 Est. Cost $16.99 Unrealized -27.5%
TAP MOLSON COORS BEVERAGE CO 3.6%
Value $156M Shares 3,351,415 Est. Cost $55.69 Unrealized -17.8%
CHRW C H ROBINSON WORLDWIDE INC 3.3%
Value $142M Shares 884,531 Est. Cost $99.08 Unrealized +48.7%
USFD US FOODS HLDG CORP 3.1%
Value $133M Shares 1,763,116 Est. Cost $28.85 Unrealized +160.2%
GFL GFL ENVIRONMENTAL INC 2.8%
Value $120M Shares 2,805,035 Est. Cost $45.30 Unrealized -1.4%
MIDD MIDDLEBY CORP 2.7%
Value $117M Shares 788,809 Est. Cost $136.94 Unrealized -4.1%
LKQ LKQ CORP 2.6%
Value $114M Shares 3,760,070 Est. Cost $35.39 Unrealized -15.3%
HSIC HENRY SCHEIN INC 2.6%
Value $112M Shares 1,477,665 Est. Cost $74.14 Unrealized -5.1%
CCC CCC INTELLIGENT SOLUTIONS HL 2.5%
Value $110M Shares 13,790,515 Est. Cost $9.12 Unrealized -10.8%
LPLA LPL FINL HLDGS INC 2.5%
Value $108M Shares 301,484 Est. Cost $348.21 Unrealized +1.6%
LW LAMB WESTON HLDGS INC 2.3%
Value $101M Shares 2,408,447 Est. Cost $67.80 Unrealized -13.4%
WTW WILLIS TOWERS WATSON PLC LTD 2.3%
Value $99.65M Shares 303,260 Est. Cost $322.30 Unrealized +1.3%
NVST ENVISTA HOLDINGS CORPORATION 2.1%
Value $91.44M Shares 4,211,735 Est. Cost $21.73 Unrealized -5.6%
ENR ENERGIZER HLDGS INC NEW 1.9%
Value $84.09M Shares 4,227,520 Est. Cost $28.60 Unrealized -25.6%
FDX FEDEX CORP 1.9%
Value $80.53M Shares 278,773 Est. Cost $253.59 Unrealized +3.1%
WLY WILEY JOHN & SONS INC 1.9%
Value $80.19M Shares 2,617,945 Est. Cost $33.81 Unrealized +3.0%
NEOG NEOGEN CORP 1.8%
Value $79.19M Shares 11,328,670 Est. Cost $8.58 Unrealized -26.7%
BDX BECTON DICKINSON & CO 1.6%
Value $71.08M Shares 366,250 Est. Cost $191.65 Unrealized -1.1%
SCHW SCHWAB CHARLES CORP 1.6%
Value $67.59M Shares 676,557 Est. Cost $42.52 Unrealized +122.8%
BUD ANHEUSER BUSCH INBEV SA/NV 1.5%
Value $65.64M Shares 1,025,010 Est. Cost $61.56 Unrealized
SYY SYSCO CORP 1.4%
Value $60.5M Shares 821,027 Est. Cost $54.14 Unrealized +39.5%
IQV IQVIA HLDGS INC 1.3%
Value $56.92M Shares 252,525 Est. Cost $154.53 Unrealized +40.8%
PRMB PRIMO BRANDS CORPORATION 1.3%
Value $56.84M Shares 3,476,460 Est. Cost $23.32 Unrealized -20.8%
COF CAPITAL ONE FINL CORP 1.2%
Value $53.23M Shares 219,639 Est. Cost $186.79 Unrealized +19.0%
GOOGL ALPHABET INC 1.2%
Value $51.97M Shares 166,047 Est. Cost $180.70 Unrealized +58.1%
AXP AMERICAN EXPRESS CO 1.1%
Value $48.4M Shares 130,830 Est. Cost $76.67 Unrealized +365.6%
MSFT MICROSOFT CORP 1.1%
Value $47.25M Shares 97,699 Est. Cost $77.65 Unrealized +544.7%
AAPL APPLE INC 1.0%
Value $45.08M Shares 165,816 Est. Cost $143.43 Unrealized +87.1%
BRO BROWN & BROWN INC 1.0%
Value $44.16M Shares 554,060 Est. Cost $29.79 Unrealized +179.8%
FTV FORTIVE CORP 1.0%
Value $43M Shares 778,830 Est. Cost $54.09 Unrealized -4.1%
USB US BANCORP DEL 0.8%
Value $35.5M Shares 665,273 Est. Cost $30.49 Unrealized +59.8%
BRBR BELLRING BRANDS INC 0.7%
Value $30.85M Shares 1,154,115 Est. Cost $42.63 Unrealized -27.2%
PEP PEPSICO INC 0.7%
Value $29.3M Shares 204,170 Est. Cost $91.32 Unrealized +59.8%
MAA MID-AMER APT CMNTYS INC 0.7%
Value $29.24M Shares 210,480 Est. Cost $153.24 Unrealized -13.2%
RAL RALLIANT CORP 0.7%
Value $28.47M Shares 559,215 Est. Cost $46.05 Unrealized +1.8%
IT GARTNER INC 0.7%
Value $28.22M Shares 111,867 Est. Cost $310.59 Unrealized -22.5%
DIS DISNEY WALT CO 0.6%
Value $27.66M Shares 243,156 Est. Cost $109.44 Unrealized +0.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.6%
Value $27.33M Shares 405,620 Est. Cost $68.33 Unrealized -5.7%
FIS FIDELITY NATL INFORMATION SV 0.6%
Value $26.76M Shares 402,720 Est. Cost $66.89 Unrealized -1.9%
ABNB AIRBNB INC 0.6%
Value $26.71M Shares 196,795 Est. Cost $129.08 Unrealized -3.5%
LSTR LANDSTAR SYS INC 0.6%
Value $26.71M Shares 185,865 Est. Cost $139.02 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $26.68M Shares 128,913 Est. Cost $143.74 Unrealized +37.1%
MA MASTERCARD INCORPORATED 0.5%
Value $23.52M Shares 41,204 Est. Cost $542.01 Unrealized +3.1%
PAYX PAYCHEX INC 0.5%
Value $22.2M Shares 197,896 Est. Cost $53.39 Unrealized +118.3%
ALGN ALIGN TECHNOLOGY INC 0.5%
Value $22.01M Shares 140,940 Est. Cost $185.89 Unrealized -22.9%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $20.99M Shares 211,592 Est. Cost $100.02 Unrealized -7.3%
XOM EXXON MOBIL CORP 0.5%
Value $20.61M Shares 171,226 Est. Cost $112.83 Unrealized +2.4%
MDT MEDTRONIC PLC 0.5%
Value $20.54M Shares 213,859 Est. Cost $84.45 Unrealized +15.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $19.36M Shares 33,414 Est. Cost $417.55 Unrealized +35.4%
DHR DANAHER CORPORATION 0.4%
Value $18.54M Shares 80,980 Est. Cost $192.93 Unrealized +13.8%
PG PROCTER AND GAMBLE CO 0.4%
Value $17.94M Shares 125,198 Est. Cost $84.01 Unrealized +75.2%
IEX IDEX CORP 0.4%
Value $17.76M Shares 99,835 Est. Cost $175.50 Unrealized -2.7%
BIL SPDR SERIES TRUST 0.4%
Value $17.75M Shares 194,262 Est. Cost $91.63 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value $17.17M Shares 78,129 Est. Cost $142.69 Unrealized +49.0%
WBD WARNER BROS DISCOVERY INC 0.3%
Value $14.83M Shares 514,700 Est. Cost $10.41 Unrealized +124.5%
CMCSA COMCAST CORP NEW 0.3%
Value $14.8M Shares 495,020 Est. Cost $35.04 Unrealized -18.6%
CPRT COPART INC 0.3%
Value $14.49M Shares 370,090 Est. Cost $41.46 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.3%
Value $14.17M Shares 505,970 Est. Cost $31.50 Unrealized -13.5%
AMZN AMAZON COM INC 0.3%
Value $14.03M Shares 60,771 Est. Cost $207.35 Unrealized +10.3%
FNDX SCHWAB STRATEGIC TR 0.3%
Value $12.92M Shares 474,710 Est. Cost $26.79 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value $12.63M Shares 144,554 Est. Cost $93.78 Unrealized -4.8%
FNDF SCHWAB STRATEGIC TR 0.3%
Value $12.39M Shares 274,126 Est. Cost $44.31 Unrealized
BX BLACKSTONE INC 0.3%
Value $11.61M Shares 75,325 Est. Cost $158.19 Unrealized -4.3%
OAKM HARRIS OAKMARK ETF TRUST 0.3%
Value $11.01M Shares 388,130 Est. Cost $28.01 Unrealized
META META PLATFORMS INC 0.3%
Value $10.84M Shares 16,416 Est. Cost $617.93 Unrealized +8.0%
DGRO ISHARES TR 0.2%
Value $10.02M Shares 144,369 Est. Cost $69.42 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $9.182M Shares 33,857 Est. Cost $250.62 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $8.812M Shares 17,531 Est. Cost $463.46 Unrealized +7.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $8.79M Shares 10,000 Est. Cost $590.71 Unrealized +37.7%
LLY ELI LILLY & CO 0.2%
Value $8.651M Shares 8,050 Est. Cost $248.50 Unrealized +284.5%
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value $8.615M Shares 120,000 Est. Cost $85.32 Unrealized -14.5%
WDAY WORKDAY INC 0.2%
Value $7.639M Shares 35,565 Est. Cost $231.22 Unrealized -1.7%
ROK ROCKWELL AUTOMATION INC 0.2%
Value $7.469M Shares 19,197 Est. Cost $375.21 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value $7.447M Shares 11,874 Est. Cost $769.00 Unrealized
LIN LINDE PLC 0.2%
Value $7.362M Shares 17,266 Est. Cost $427.28 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value $7.347M Shares 20,991 Est. Cost $340.09 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value $7.248M Shares 10,628 Est. Cost $631.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $6.598M Shares 205,800 Est. Cost $23.82 Unrealized
CSCO CISCO SYS INC 0.1%
Value $5.908M Shares 76,700 Est. Cost $60.10 Unrealized +22.8%
HD HOME DEPOT INC 0.1%
Value $4.495M Shares 13,062 Est. Cost $278.03 Unrealized +31.1%
IVV ISHARES TR 0.1%
Value $4.209M Shares 6,145 Est. Cost $426.90 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $4.154M Shares 25,900 Est. Cost $67.92 Unrealized +126.1%
KVUE KENVUE INC 0.1%
Value $3.421M Shares 198,340 Est. Cost $21.38 Unrealized -24.0%
NUE NUCOR CORP 0.1%
Value $3.279M Shares 20,100 Est. Cost $119.11 Unrealized +25.7%
COST COSTCO WHSL CORP NEW 0.1%
Value $3.161M Shares 3,665 Est. Cost $971.94 Unrealized -6.8%
BAC BANK AMERICA CORP 0.1%
Value $2.97M Shares 54,000 Est. Cost $32.38 Unrealized +62.7%
CVX CHEVRON CORP NEW 0.1%
Value $2.864M Shares 18,794 Est. Cost $129.73 Unrealized +16.7%
GOOG ALPHABET INC 0.1%
Value $2.823M Shares 8,995 Est. Cost $182.46 Unrealized +56.9%
SO SOUTHERN CO 0.1%
Value $2.616M Shares 30,000 Est. Cost $46.07 Unrealized +97.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $2.525M Shares 46,815 Est. Cost $48.61 Unrealized -2.2%
ET ENERGY TRANSFER L P 0.1%
Value $2.511M Shares 152,300 Est. Cost $18.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $2.369M Shares 20,210 Est. Cost $110.55 Unrealized +10.0%
VICI VICI PPTYS INC 0.1%
Value $2.3M Shares 81,775 Est. Cost $27.50 Unrealized +6.6%
MRK MERCK & CO INC 0.1%
Value $2.287M Shares 21,725 Est. Cost $89.08 Unrealized +4.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $2.27M Shares 5,100 Est. Cost $462.16 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.264M Shares 3 Est. Cost $688691.06 Unrealized +8.4%
KO COCA COLA CO 0.1%
Value $2.161M Shares 30,915 Est. Cost $50.74 Unrealized +36.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $2.103M Shares 7,100 Est. Cost $217.24 Unrealized +37.5%
PFE PFIZER INC 0.0%
Value $2.092M Shares 84,036 Est. Cost $29.59 Unrealized -15.4%
IWF ISHARES TR 0.0%
Value $2.004M Shares 4,234 Est. Cost $230.11 Unrealized
DEO DIAGEO PLC 0.0%
Value $1.986M Shares 23,015 Est. Cost $104.79 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value $1.774M Shares 4,000 Est. Cost $544.73 Unrealized -14.9%
SPDW SPDR INDEX SHS FDS 0.0%
Value $1.754M Shares 39,500 Est. Cost $36.41 Unrealized
MCD MCDONALDS CORP 0.0%
Value $1.751M Shares 5,729 Est. Cost $124.30 Unrealized +145.5%
ES EVERSOURCE ENERGY 0.0%
Value $1.722M Shares 25,580 Est. Cost $57.45 Unrealized +21.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value $1.704M Shares 20,860 Est. Cost $90.05 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value $1.693M Shares 15,000 Est. Cost $91.13 Unrealized +16.9%
NVDA NVIDIA CORPORATION 0.0%
Value $1.624M Shares 8,707 Est. Cost $139.13 Unrealized +33.8%
TSLA TESLA INC 0.0%
Value $1.513M Shares 3,365 Est. Cost $338.04 Unrealized +31.1%
SYK STRYKER CORPORATION 0.0%
Value $1.501M Shares 4,272 Est. Cost $190.62 Unrealized +90.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $1.406M Shares 2,482 Est. Cost $553.02 Unrealized -3.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value $1.353M Shares 4,175 Est. Cost $334.11 Unrealized 0.0%
V VISA INC 0.0%
Value $1.326M Shares 3,781 Est. Cost $336.71 Unrealized +1.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $1.32M Shares 14,475 Est. Cost $90.96 Unrealized +7.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $1.305M Shares 10,000 Est. Cost $160.41 Unrealized -17.0%
FRME FIRST MERCHANTS CORP 0.0%
Value $1.3M Shares 34,696 Est. Cost $34.77 Unrealized +5.8%
ORCL ORACLE CORP 0.0%
Value $1.227M Shares 6,296 Est. Cost $162.66 Unrealized +46.4%
TXN TEXAS INSTRS INC 0.0%
Value $902K Shares 5,200 Est. Cost $40.23 Unrealized +324.4%
ABT ABBOTT LABS 0.0%
Value $857K Shares 6,842 Est. Cost $86.35 Unrealized +47.4%
DVA DAVITA INC 0.0%
Value $790K Shares 6,954 Est. Cost $157.11 Unrealized -22.6%
QQQ INVESCO QQQ TR 0.0%
Value $760K Shares 1,238 Est. Cost $547.23 Unrealized
IJH ISHARES TR 0.0%
Value $734K Shares 11,125 Est. Cost $238.40 Unrealized
IWM ISHARES TR 0.0%
Value $726K Shares 2,950 Est. Cost $211.46 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $720K Shares 11,523 Est. Cost $62.47 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $711K Shares 2,650 Est. Cost $349.45 Unrealized -27.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $701K Shares 2,845 Est. Cost $185.23 Unrealized +33.7%
JPM JPMORGAN CHASE & CO. 0.0%
Value $691K Shares 2,145 Est. Cost $250.91 Unrealized +23.4%
EEM ISHARES TR 0.0%
Value $670K Shares 12,250 Est. Cost $45.70 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $620K Shares 6,500 Est. Cost $37.97 Unrealized +158.2%
ABBV ABBVIE INC 0.0%
Value $617K Shares 2,700 Est. Cost $189.39 Unrealized +20.1%
EFA ISHARES TR 0.0%
Value $605K Shares 6,302 Est. Cost $74.41 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $581K Shares 2,260 Est. Cost $159.20 Unrealized +66.3%
PHM PULTE GROUP INC 0.0%
Value $566K Shares 4,829 Est. Cost $41.03 Unrealized +198.4%
IEFA ISHARES TR 0.0%
Value $530K Shares 5,928 Est. Cost $75.65 Unrealized
F FORD MTR CO 0.0%
Value $516K Shares 39,332 Est. Cost $9.63 Unrealized +33.2%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $505K Shares 2,634 Est. Cost $191.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $483K Shares 17,606 Est. Cost $38.52 Unrealized
RY ROYAL BK CDA 0.0%
Value $461K Shares 2,706 Est. Cost $99.13 Unrealized +54.9%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value $453K Shares 5,000 Est. Cost $56.55 Unrealized +51.7%
VGT VANGUARD WORLD FD 0.0%
Value $452K Shares 599 Est. Cost $548.74 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $447K Shares 1,540 Est. Cost $290.22 Unrealized
WMT WALMART INC 0.0%
Value $446K Shares 4,005 Est. Cost $53.37 Unrealized +100.9%
QCOM QUALCOMM INC 0.0%
Value $436K Shares 2,551 Est. Cost $130.05 Unrealized +31.3%
USL UNITED STS 12 MONTH OIL FD L 0.0%
Value $416K Shares 12,500 Est. Cost $38.20 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $413K Shares 2,225 Est. Cost $131.74 Unrealized +41.5%
RTX RTX CORPORATION 0.0%
Value $371K Shares 2,022 Est. Cost $127.01 Unrealized +36.5%
MMI MARCUS & MILLICHAP INC 0.0%
Value $369K Shares 13,530 Est. Cost $36.34 Unrealized -20.4%
VB VANGUARD INDEX FDS 0.0%
Value $359K Shares 1,392 Est. Cost $257.95 Unrealized
ADC AGREE RLTY CORP 0.0%
Value $339K Shares 4,700 Est. Cost $67.71 Unrealized
CMA COMERICA INC 0.0%
Value $314K Shares 3,615 Est. Cost $51.74 Unrealized +54.6%
TD TORONTO DOMINION BK ONT 0.0%
Value $299K Shares 3,178 Est. Cost $75.06 Unrealized +12.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $298K Shares 7,315 Est. Cost $41.36 Unrealized -2.1%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value $292K Shares 6,000 Est. Cost $76.15 Unrealized -31.7%
GD GENERAL DYNAMICS CORP 0.0%
Value $280K Shares 831 Est. Cost $234.24 Unrealized +45.5%
DE DEERE & CO 0.0%
Value $279K Shares 600 Est. Cost $366.89 Unrealized +27.5%
ONB OLD NATL BANCORP IND 0.0%
Value $273K Shares 12,230 Est. Cost $17.59 Unrealized +22.5%
NFLX NETFLIX INC 0.0%
Value $264K Shares 2,820 Est. Cost $105.58 Unrealized +2.1%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value $256K Shares 3,476 Est. Cost $58.93 Unrealized +15.3%
FICO FAIR ISAAC CORP 0.0%
Value $254K Shares 150 Est. Cost $475.37 Unrealized +262.1%
WFC WELLS FARGO CO NEW 0.0%
Value $247K Shares 2,650 Est. Cost $71.15 Unrealized +21.8%
BA BOEING CO 0.0%
Value $238K Shares 1,097 Est. Cost $188.88 Unrealized +8.9%
IAU ISHARES GOLD TR 0.0%
Value $237K Shares 2,925 Est. Cost $72.77 Unrealized
INTU INTUIT 0.0%
Value $233K Shares 351 Est. Cost $546.33 Unrealized +20.9%
BMO BANK MONTREAL QUE 0.0%
Value $230K Shares 1,775 Est. Cost $118.02 Unrealized +7.3%
ETOR ETORO GROUP LTD 0.0%
Value $228K Shares 6,491 Est. Cost $38.62 Unrealized 0.0%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $228K Shares 3,475 Est. Cost $65.51 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $216K Shares 5,963 Est. Cost $33.94 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value $211K Shares 646 Est. Cost $315.95 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value $207K Shares 1,500 Est. Cost $137.87 Unrealized
TGT TARGET CORP 0.0%
Value $205K Shares 2,100 Est. Cost $91.63 Unrealized 0.0%
GWW WW GRAINGER INC 0.0%
Value $202K Shares 200 Est. Cost $968.92 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value $201K Shares 1,250 Est. Cost $160.56 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value $201K Shares 350 Est. Cost $555.50 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value $118K Shares 10,975 Est. Cost $10.72 Unrealized
GAUZ GAUZY LTD 0.0%
Value $16,173 Shares 12,537 Est. Cost $8.85 Unrealized -57.4%