Clarkston Capital Partners, LLC

CIK 0001562855 • 6 13F filings • May 14, 2025 – Aug 11, 2026

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Filer information

Filed by: Clarkston Capital Partners, LLC, Chief Compliance Officer
Address: 303 E. THIRD STREET, SUITE 110, ROCHESTER, MI, 48307
Phone: 248-940-3040
AUM: $4.32B

AUM over time

$1.18B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $4.32B178 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$857K	0.0%Prev: 0.0%	6,842 SH	Decreased
ABBVIE INC	COM	$617K	0.0%Prev: 0.0%	2,700 SH	Decreased
ACCENTURE PLC IRELAND	SHS CLASS A	$711K	0.0%Prev: 0.0%	2,650 SH	Increased
ADOBE INC	COM	$7.3M	0.2%	20,991 SH	New
AFFILIATED MANAGERS GROUP IN	COM	$260.6M	6.0%Prev: 6.3%	904,119 SH	Decreased-328,214 SH
AGNC INVT CORP	COM	$118K	0.0%	10,975 SH	New
AGREE RLTY CORP	COM	$339K	0.0%Prev: 0.0%	4,700 SH	Increased
AIRBNB INC	COM CL A	$26.7M	0.6%Prev: 0.3%	196,795 SH	Increased+87,061 SH
ALIGN TECHNOLOGY INC	COM	$22.0M	0.5%Prev: 0.4%	140,940 SH	Increased-275 SH
ALPHABET INC	CAP STK CL A	$52.0M	1.2%Prev: 0.9%	166,047 SH	Increased-21 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.1%Prev: 0.0%	8,995 SH	Increased-445 SH
AMAZON COM INC	COM	$14.0M	0.3%Prev: 0.2%	60,771 SH	Increased+16,834 SH
AMERICAN EXPRESS CO	COM	$48.4M	1.1%Prev: 1.0%	130,830 SH	Increased-3,707 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.3M	0.0%Prev: 0.0%	10,000 SH	Decreased
AMGEN INC	COM	$211K	0.0%	646 SH	New
ANALOG DEVICES INC	COM	$9.2M	0.2%	33,857 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$65.6M	1.5%Prev: 1.3%	1,025,010 SH	Increased-10,352 SH
APPLE INC	COM	$45.1M	1.0%Prev: 0.9%	165,816 SH	Increased+9,868 SH
AUTOMATIC DATA PROCESSING IN	COM	$581K	0.0%Prev: 0.0%	2,260 SH	Decreased
AVANTOR INC	COM	$173.1M	4.0%Prev: 4.0%	15,105,065 SH	Decreased+84,740 SH
BANK AMERICA CORP	COM	$3.0M	0.1%Prev: 0.1%	54,000 SH	Increased
BANK MONTREAL QUE	COM	$230K	0.0%Prev: 0.0%	1,775 SH	Decreased
BANK NOVA SCOTIA HALIFAX	COM	$256K	0.0%Prev: 0.0%	3,476 SH	Increased
BECTON DICKINSON & CO	COM	$71.1M	1.6%Prev: 1.5%	366,250 SH	Increased-10,585 SH
BELLRING BRANDS INC	COMMON STOCK	$30.8M	0.7%Prev: 0.7%	1,154,115 SH	Decreased+208,175 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.1%Prev: 0.0%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.8M	0.2%Prev: 0.0%	17,531 SH	Increased+14,843 SH
BLACKSTONE INC	COM	$11.6M	0.3%Prev: 0.3%	75,325 SH	Decreased
BOEING CO	COM	$238K	0.0%Prev: 0.0%	1,097 SH	Increased
BOSTON SCIENTIFIC CORP	COM	$620K	0.0%Prev: 0.0%	6,500 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$2.5M	0.1%Prev: 0.0%	46,815 SH	Increased+815 SH
BROWN & BROWN INC	COM	$44.2M	1.0%Prev: 1.4%	554,060 SH	Decreased-156,010 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$142.2M	3.3%Prev: 3.1%	884,531 SH	Decreased-199,057 SH
CANADIAN IMPERIAL BANK OF CO	COM	$453K	0.0%Prev: 0.0%	5,000 SH	Increased
CAPITAL ONE FINL CORP	COM	$53.2M	1.2%Prev: 1.0%	219,639 SH	Increased-9,398 SH
CATERPILLAR INC	COM	$201K	0.0%	350 SH	New
CCC INTELLIGENT SOLUTIONS HL	COM	$109.6M	2.5%Prev: 1.6%	13,790,515 SH	Increased+5,691,950 SH
CHEVRON CORP NEW	COM	$2.9M	0.1%Prev: 0.1%	18,794 SH	Decreased+320 SH
CISCO SYS INC	COM	$5.9M	0.1%Prev: 0.1%	76,700 SH	Increased-1,000 SH
CLARIVATE PLC	ORD SHS	$217.0M	5.0%Prev: 5.5%	64,972,134 SH	Decreased-1,736,304 SH
COCA COLA CO	COM	$2.2M	0.1%Prev: 0.0%	30,915 SH	Increased
COMCAST CORP NEW	CL A	$14.8M	0.3%Prev: 0.6%	495,020 SH	Decreased-438,299 SH
COMERICA INC	COM	$314K	0.0%Prev: 0.0%	3,615 SH	Increased
COPART INC	COM	$14.5M	0.3%	370,090 SH	New
COSTCO WHSL CORP NEW	COM	$3.2M	0.1%Prev: 0.1%	3,665 SH	Decreased-10 SH
CREDIT ACCEP CORP MICH	COM	$1.8M	0.0%Prev: 0.0%	4,000 SH	Decreased
DANAHER CORPORATION	COM	$18.5M	0.4%Prev: 0.3%	80,980 SH	Increased+2,016 SH
DAVITA INC	COM	$790K	0.0%Prev: 0.0%	6,954 SH	Decreased
DEERE & CO	COM	$279K	0.0%Prev: 0.0%	600 SH	Increased
DIAGEO PLC	SPON ADR NEW	$2.0M	0.0%Prev: 0.1%	23,015 SH	Decreased-32,095 SH
DISNEY WALT CO	COM	$27.7M	0.6%Prev: 0.6%	243,156 SH	Decreased-1,782 SH
DUKE ENERGY CORP NEW	COM NEW	$2.4M	0.1%Prev: 0.1%	20,210 SH	Decreased
ELI LILLY & CO	COM	$8.7M	0.2%Prev: 0.2%	8,050 SH	Increased-2,000 SH
ENERGIZER HLDGS INC NEW	COM	$84.1M	1.9%Prev: 2.1%	4,227,520 SH	Decreased+372,465 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$2.5M	0.1%Prev: 0.1%	152,300 SH	Decreased+2,300 SH
ENTERPRISE PRODS PARTNERS L	COM	$6.6M	0.2%Prev: 0.1%	205,800 SH	Increased+1,200 SH
ENVISTA HOLDINGS CORPORATION	COM	$91.4M	2.1%Prev: 1.9%	4,211,735 SH	Increased-105,520 SH
ETORO GROUP LTD	SHS CL A	$228K	0.0%	6,491 SH	New
EVERSOURCE ENERGY	COM	$1.7M	0.0%Prev: 0.0%	25,580 SH	Decreased+580 SH
EXXON MOBIL CORP	COM	$20.6M	0.5%Prev: 0.1%	171,226 SH	Increased+116,244 SH
FAIR ISAAC CORP	COM	$254K	0.0%Prev: 0.0%	150 SH	Increased
FEDEX CORP	COM	$80.5M	1.9%Prev: 1.7%	278,773 SH	Increased-61,487 SH
FIDELITY NATL INFORMATION SV	COM	$26.8M	0.6%Prev: 0.1%	402,720 SH	Increased+339,720 SH
FIRST MERCHANTS CORP	COM	$1.3M	0.0%Prev: 0.0%	34,696 SH	Decreased
FORD MTR CO	COM	$516K	0.0%Prev: 0.0%	39,332 SH	Increased+3,272 SH
FORTIVE CORP	COM	$43.0M	1.0%Prev: 0.8%	778,830 SH	Increased-1,450 SH
GARTNER INC	COM	$28.2M	0.7%Prev: 0.8%	111,867 SH	Decreased-35,292 SH
GAUZY LTD	SHS	$16K	0.0%Prev: 0.0%	12,537 SH	Decreased
GENERAL DYNAMICS CORP	COM	$280K	0.0%Prev: 0.0%	831 SH	Decreased
GFL ENVIRONMENTAL INC	SUB VTG SHS	$120.5M	2.8%Prev: 2.9%	2,805,035 SH	Decreased-55,025 SH
GOLDMAN SACHS GROUP INC	COM	$8.8M	0.2%Prev: 0.2%	10,000 SH	Increased
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$11.0M	0.3%Prev: 0.0%	388,130 SH	Increased+302,205 SH
HENRY SCHEIN INC	COM	$111.7M	2.6%Prev: 2.1%	1,477,665 SH	Increased-21,935 SH
HOME DEPOT INC	COM	$4.5M	0.1%Prev: 0.1%	13,062 SH	Increased+6,047 SH
IDEX CORP	COM	$17.8M	0.4%Prev: 0.4%	99,835 SH	Increased-200 SH
ILLINOIS TOOL WKS INC	COM	$701K	0.0%Prev: 0.0%	2,845 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	0.0%Prev: 0.0%	7,100 SH	Increased-105 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$27.3M	0.6%Prev: 0.2%	405,620 SH	Increased+243,300 SH
INTUIT	COM	$233K	0.0%Prev: 0.0%	351 SH	Decreased+5 SH
INTUITIVE SURGICAL INC	COM NEW	$1.4M	0.0%Prev: 0.0%	2,482 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$505K	0.0%	2,634 SH	New
INVESCO QQQ TR	UNIT SER 1	$760K	0.0%Prev: 0.0%	1,238 SH	Increased+187 SH
IQVIA HLDGS INC	COM	$56.9M	1.3%Prev: 1.1%	252,525 SH	Increased-9,450 SH
ISHARES GOLD TR	ISHARES NEW	$237K	0.0%Prev: 0.0%	2,925 SH	Increased
ISHARES TR	CORE DIV GRWTH	$10.0M	0.2%	144,369 SH	New
ISHARES TR	CORE MSCI EAFE	$530K	0.0%Prev: 0.0%	5,928 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$734K	0.0%Prev: 0.0%	11,125 SH	Increased
ISHARES TR	CORE S&P500 ETF	$4.2M	0.1%Prev: 0.1%	6,145 SH	Increased+95 SH
ISHARES TR	MSCI EAFE ETF	$605K	0.0%Prev: 0.0%	6,302 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$670K	0.0%Prev: 0.0%	12,250 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$2.0M	0.0%Prev: 0.0%	4,234 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$726K	0.0%Prev: 0.0%	2,950 SH	Increased
JOHNSON & JOHNSON	COM	$26.7M	0.6%Prev: 0.5%	128,913 SH	Increased+4,303 SH
JPMORGAN CHASE & CO.	COM	$691K	0.0%Prev: 0.0%	2,145 SH	Increased
KENVUE INC	COM	$3.4M	0.1%Prev: 0.5%	198,340 SH	Decreased-1,133,313 SH
KEURIG DR PEPPER INC	COM	$14.2M	0.3%Prev: 0.3%	505,970 SH	Decreased-55,405 SH
LAMB WESTON HLDGS INC	COM	$100.9M	2.3%Prev: 3.1%	2,408,447 SH	Decreased-107,210 SH
LANDSTAR SYS INC	COM	$26.7M	0.6%Prev: 0.5%	185,865 SH	Increased-2,310 SH
LIBERTY BROADBAND CORP	COM SER C	$292K	0.0%Prev: 0.0%	6,000 SH	Decreased
LINDE PLC	SHS	$7.4M	0.2%	17,266 SH	New
LKQ CORP	COM	$113.6M	2.6%Prev: 2.4%	3,760,070 SH	Increased+182,375 SH
LPL FINL HLDGS INC	COM	$107.7M	2.5%Prev: 3.6%	301,484 SH	Decreased-197,149 SH
MANULIFE FINL CORP	COM	$216K	0.0%	5,963 SH	New
MARCUS & MILLICHAP INC	COM	$369K	0.0%Prev: 0.0%	13,530 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$413K	0.0%Prev: 0.0%	2,225 SH	Decreased
MASTERCARD INCORPORATED	CL A	$23.5M	0.5%Prev: 0.5%	41,204 SH	Increased+161 SH
MCDONALDS CORP	COM	$1.8M	0.0%Prev: 0.0%	5,729 SH	Increased-25 SH
MEDTRONIC PLC	SHS	$20.5M	0.5%Prev: 0.4%	213,859 SH	Decreased-2,725 SH
MERCK & CO INC	COM	$2.3M	0.1%Prev: 0.0%	21,725 SH	Increased+1,475 SH
META PLATFORMS INC	CL A	$10.8M	0.3%Prev: 0.3%	16,416 SH	Decreased+25 SH
MICROSOFT CORP	COM	$47.2M	1.1%Prev: 1.1%	97,699 SH	Decreased-882 SH
MID-AMER APT CMNTYS INC	COM	$29.2M	0.7%Prev: 0.6%	210,480 SH	Decreased+480 SH
MIDDLEBY CORP	COM	$117.3M	2.7%Prev: 1.9%	788,809 SH	Increased+139,637 SH
MOLSON COORS BEVERAGE CO	CL B	$156.4M	3.6%Prev: 3.3%	3,351,415 SH	Increased-12,345 SH
NEOGEN CORP	COM	$79.2M	1.8%Prev: 1.4%	11,328,670 SH	Increased-364,580 SH
NETFLIX INC	COM	$264K	0.0%Prev: 0.0%	2,820 SH	Decreased+2,503 SH
NOVARTIS AG	SPONSORED ADR	$207K	0.0%	1,500 SH	New
NUCOR CORP	COM	$3.3M	0.1%Prev: 0.1%	20,100 SH	Increased+100 SH
NVIDIA CORPORATION	COM	$1.6M	0.0%Prev: 0.0%	8,707 SH	Increased+1,450 SH
OLD NATL BANCORP IND	COM	$273K	0.0%Prev: 0.0%	12,230 SH	Decreased-25,123 SH
ORACLE CORP	COM	$1.2M	0.0%Prev: 0.0%	6,296 SH	Decreased
OREILLY AUTOMOTIVE INC	COM	$1.3M	0.0%Prev: 0.0%	14,475 SH	Decreased
OTIS WORLDWIDE CORP	COM	$12.6M	0.3%Prev: 0.3%	144,554 SH	Decreased-13,144 SH
PAYCHEX INC	COM	$22.2M	0.5%Prev: 0.5%	197,896 SH	Decreased-2,808 SH
PEPSICO INC	COM	$29.3M	0.7%Prev: 0.6%	204,170 SH	Increased-1,235 SH
PFIZER INC	COM	$2.1M	0.0%Prev: 0.0%	84,036 SH	Increased+2,320 SH
PHILIP MORRIS INTL INC	COM	$4.2M	0.1%Prev: 0.1%	25,900 SH	Decreased
POST HLDGS INC	COM	$284.1M	6.6%Prev: 6.7%	2,868,367 SH	Decreased-35,493 SH
PRIMO BRANDS CORPORATION	CLASS A COM SHS	$56.8M	1.3%Prev: 1.1%	3,476,460 SH	Increased+1,201,305 SH
PROCTER AND GAMBLE CO	COM	$17.9M	0.4%Prev: 0.4%	125,198 SH	Decreased+3,559 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$228K	0.0%	3,475 SH	New
PRUDENTIAL FINL INC	COM	$1.7M	0.0%Prev: 0.0%	15,000 SH	Increased
PULTE GROUP INC	COM	$566K	0.0%Prev: 0.0%	4,829 SH	Decreased
QUALCOMM INC	COM	$436K	0.0%Prev: 0.0%	2,551 SH	Increased
RALLIANT CORP	COM	$28.5M	0.7%Prev: 0.5%	559,215 SH	Increased-7,190 SH
ROCKWELL AUTOMATION INC	COM	$7.5M	0.2%	19,197 SH	New
ROPER TECHNOLOGIES INC	COM	$2.3M	0.1%	5,100 SH	New
ROYAL BK CDA	COM	$461K	0.0%Prev: 0.0%	2,706 SH	Increased
RTX CORPORATION	COM	$371K	0.0%Prev: 0.0%	2,022 SH	Increased
SCHWAB CHARLES CORP	COM	$67.6M	1.6%Prev: 1.7%	676,557 SH	Decreased-145,756 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$12.4M	0.3%Prev: 0.1%	274,126 SH	Increased+164,586 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$12.9M	0.3%Prev: 0.1%	474,710 SH	Increased+258,201 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$483K	0.0%Prev: 0.0%	17,606 SH	Decreased-1,452 SH
SERVISFIRST BANCSHARES INC	COM	$8.6M	0.2%Prev: 0.2%	120,000 SH	Decreased
SHERWIN WILLIAMS CO	COM	$1.4M	0.0%	4,175 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$201K	0.0%	1,250 SH	New
SOUTHERN CO	COM	$2.6M	0.1%Prev: 0.1%	30,000 SH	Decreased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.8M	0.0%Prev: 0.0%	39,500 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$7.2M	0.2%Prev: 0.1%	10,628 SH	Increased+4,903 SH
SPDR SERIES TRUST	STATE STREET SPD	$17.8M	0.4%	194,262 SH	New
STRYKER CORPORATION	COM	$1.5M	0.0%Prev: 0.0%	4,272 SH	Decreased
SYSCO CORP	COM	$60.5M	1.4%Prev: 3.1%	821,027 SH	Decreased-908,443 SH
TARGET CORP	COM	$205K	0.0%	2,100 SH	New
TESLA INC	COM	$1.5M	0.0%Prev: 0.0%	3,365 SH	Increased+140 SH
TEXAS INSTRS INC	COM	$902K	0.0%Prev: 0.0%	5,200 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$19.4M	0.4%Prev: 0.3%	33,414 SH	Increased+196 SH
TORONTO DOMINION BK ONT	COM NEW	$299K	0.0%Prev: 0.0%	3,178 SH	Increased
UBER TECHNOLOGIES INC	COM	$1.7M	0.0%	20,860 SH	New
UNITED PARCEL SERVICE INC	CL B	$21.0M	0.5%Prev: 0.4%	211,592 SH	Increased-348 SH
UNITED STS 12 MONTH OIL FD L	UNIT BEN INT	$416K	0.0%Prev: 0.0%	12,500 SH	Decreased
US BANCORP DEL	COM NEW	$35.5M	0.8%Prev: 0.7%	665,273 SH	Increased-16,354 SH
US FOODS HLDG CORP	COM	$132.8M	3.1%Prev: 3.1%	1,763,116 SH	Decreased-132,429 SH
VANGUARD INDEX FDS	MID CAP ETF	$447K	0.0%	1,540 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.4M	0.2%Prev: 0.1%	11,874 SH	Increased+5,754 SH
VANGUARD INDEX FDS	SMALL CP ETF	$359K	0.0%	1,392 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$720K	0.0%	11,523 SH	New
VANGUARD WORLD FD	INF TECH ETF	$452K	0.0%Prev: 0.0%	599 SH	Increased+18 SH
VERIZON COMMUNICATIONS INC	COM	$298K	0.0%Prev: 0.0%	7,315 SH	Increased+2,515 SH
VICI PPTYS INC	COM	$2.3M	0.1%Prev: 0.0%	81,775 SH	Increased+21,775 SH
VISA INC	COM CL A	$1.3M	0.0%Prev: 0.0%	3,781 SH	Increased-8 SH
WALMART INC	COM	$446K	0.0%Prev: 0.0%	4,005 SH	Increased
WARNER BROS DISCOVERY INC	COM SER A	$14.8M	0.3%Prev: 1.2%	514,700 SH	Decreased-2,312,125 SH
WASTE MGMT INC DEL	COM	$17.2M	0.4%Prev: 0.3%	78,129 SH	Increased+6,442 SH
WELLS FARGO CO NEW	COM	$247K	0.0%Prev: 0.0%	2,650 SH	Increased
WILEY JOHN & SONS INC	CL A	$80.2M	1.9%Prev: 1.9%	2,617,945 SH	Decreased+410,121 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$99.7M	2.3%Prev: 3.3%	303,260 SH	Decreased-146,503 SH
WORKDAY INC	CL A	$7.6M	0.2%Prev: 0.2%	35,565 SH	Decreased-2,149 SH
WW GRAINGER INC	COM	$202K	0.0%	200 SH	New

Sold (vs prior filing)

HILLENBRAND INC — $84.9M
MEDPACE HLDGS INC — $63.3M
NICOLET BANKSHARES INC — $209K
SPDR SERIES TRUST — $12.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001398344-26-002957	$4.32B	View
Nov 13, 2025	Q3 2025	13F-HR	0001398344-25-020819	$4.64B	View
Aug 11, 2026	Q2 2026