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Green Alpha Advisors, LLC

Location
NIWOT, CO
Portfolio Value
Small $145,711,072
Diversification
Diversified
Filing Date
Global Rank
#5,301 / 8,700 ▲ 2694
Top Industry
Semiconductors 15.9%
Period ended 2 months ago
Filed Aug 11, 2026 · 32d
23 quarters · since Dec 2020

Portfolio Concentration

112 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
8.1%
+2.1 pts
Top 5
28.8%
+4.8 pts
Top 10
43.0%
+5.0 pts
HHI
276
Sep 2023 → Jun 2026 · range 110 – 276
Diversified+53

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 63.8% $92,901,182
Healthcare 12.8% $18,663,633
Industrials 7.9% $11,523,418
Consumer Cyclical 4.7% $6,802,915
Utilities 4.6% $6,683,164
Consumer Defensive 3.6% $5,245,274
Financial Services 2.3% $3,345,607
Basic Materials 0.4% $545,879

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
112 tracked positions · $145,711,072 total · filing declares 113 positions · $149,052,519 · as of Jun 30, 2026
Showing 1–50 of 112 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.