Clean Yield Group
Filing Date
Global Rank
#3,186
/ 8,623
▲ 47
· as of Mar 2026
Top Industry
Semiconductors
8.5%
3Y Alpha vs SPY
-7.7%
Period ended 4 months ago
Filed Apr 14, 2026 · 4mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+40.3%
SPY
+65.3%
Annualised alpha
-6.3%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
335 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.4%
−0.4 pts
Top 5
21.6%
−0.6 pts
Top 10
32.0%
−0.6 pts
HHI
198
Diversified−9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.4% | $129,915,535 |
| Healthcare | 13.8% | $48,063,603 |
| Financial Services | 10.9% | $37,765,284 |
| Industrials | 10.1% | $35,201,996 |
| Consumer Defensive | 8.5% | $29,610,046 |
| Consumer Cyclical | 6.5% | $22,593,721 |
| Communication Services | 3.7% | $12,705,429 |
| Utilities | 3.4% | $11,978,689 |
| Real Estate | 3.2% | $11,135,480 |
| Basic Materials | 1.5% | $5,340,626 |
| Unclassified | 0.7% | $2,261,330 |
| Energy | 0.2% | $782,539 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOK | Nokia Corp | +64,188 | 446,609 | $3,590,736 | |
| SOFI | SoFi Technologies, Inc. | +63,817 | 98,433 | $1,563,116 | |
| CMG | Chipotle Mexican Grill Inc | +24,805 | 77,537 | $2,481,959 | |
| NFLX | Netflix Inc | +17,182 | 41,925 | $4,031,088 | |
| PANW | Palo Alto Networks Inc | +16,196 | 16,730 | $2,682,153 | |
| COLB | Columbia Banking System, Inc. | +14,703 | 92,465 | $2,536,314 | |
| NOW | ServiceNow, Inc. | +13,525 | 39,038 | $4,081,422 | |
| STT | State Street Corp | +9,869 | 29,068 | $3,678,846 | |
| SCHW | Schwab Charles Corp | +6,822 | 47,271 | $4,442,528 | |
| CRM | Salesforce, Inc. | +5,510 | 30,792 | $5,747,942 | |
| CAC | Camden National Corp | +5,060 | 107,755 | $5,112,974 | |
| LULU | lululemon athletica inc. | +4,774 | 14,231 | $2,178,766 | |
| COST | Costco Wholesale Corp /New | +4,479 | 5,172 | $5,153,535 | |
| AMRC | Ameresco, Inc. | +3,719 | 66,461 | $1,694,755 | |
| HTO | H2o America | +3,712 | 46,418 | $2,723,344 | |
| BWA | Borgwarner Inc | +2,713 | 74,960 | $4,067,329 | |
| CSCO | Cisco Systems, Inc. | +2,196 | 117,669 | $9,129,937 | |
| NVDA | Nvidia Corp | +1,074 | 91,377 | $15,936,148 | |
| WAB | Westinghouse Air Brake Technologies Corp | +996 | 13,671 | $3,416,519 | |
| PLD | Prologis, Inc. | +754 | 56,250 | $7,435,125 | |
| VITL | Vital Farms, Inc. | +745 | 66,151 | $934,052 | |
| GIS | General Mills Inc | +741 | 15,338 | $570,880 | |
| SYK | Stryker Corp | +703 | 16,354 | $5,373,760 | |
| ANET | Arista Networks, Inc. | +685 | 53,746 | $6,598,933 | |
| CHKP | Check Point Software Technologies Ltd | +631 | 24,880 | $3,554,108 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VOD | Vodafone Group Public Ltd Co | −56,295 | 227,683 | $3,419,798 | |
| HOLX | HOLOGIC INC | −45,906 | 12,007 | $907,609 | |
| TU | Telus Corp | −27,833 | 146,028 | $1,873,539 | |
| MICC | Magnum Ice Cream Co N.V. | −24,342 | 1,225 | $18,313 | |
| TAK | Takeda Pharmaceutical Co Ltd | −22,439 | 238,365 | $4,414,519 | |
| AMAL | Amalgamated Financial Corp. | −18,973 | 73,548 | $2,858,810 | |
| DOC | Healthpeak Properties, Inc. | −15,542 | 194,316 | $3,192,611 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | −8,330 | 169,328 | $6,222,804 | |
| AWK | American Water Works Company, Inc. | −5,624 | 52,433 | $7,135,606 | |
| UL | Unilever PLC | −5,183 | 110,247 | $6,280,771 | |
| AVGO | Broadcom Inc. | −2,641 | 39,569 | $12,247,001 | |
| USB | US Bancorp De | −2,079 | 19,817 | $1,030,682 | |
| PFE | Pfizer Inc | −2,033 | 6,823 | $191,589 | |
| T | At&T Inc. | −1,864 | 5,192 | $150,516 | |
| CL | Colgate Palmolive Co | −1,500 | 12,285 | $1,047,050 | |
| FSLR | First Solar, Inc. | −1,356 | 22,777 | $4,492,991 | |
| EXPD | Expeditors International Of Washington Inc | −1,287 | 13,468 | $1,929,021 | |
| DIS | Walt Disney Co | −1,150 | 3,997 | $385,230 | |
| CWT | California Water Service Group | −800 | 10,135 | $459,520 | |
| INTU | Intuit Inc. | −687 | 2,609 | $1,128,079 | |
| NVO | Novo Nordisk A S | −663 | 29,478 | $1,083,316 | |
| TRMB | Trimble Inc. | −630 | 12,781 | $833,704 | |
| VZ | Verizon Communications Inc | −560 | 752 | $37,750 | |
| SPY | Spdr S&P 500 ETF Trust | −555 | 2,403 | $1,562,767 | |
| AMZN | Amazon Com Inc | −515 | 2,037 | $424,245 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADSK | Autodesk, Inc. | 179 | $52,985 | |
| EMN | Eastman Chemical Co | 755 | $48,191 | |
| IFF | International Flavors & Fragrances Inc | 410 | $27,629 | |
| DTE | Dte Energy Co | 197 | $25,409 | |
| NI | Nisource Inc. | 485 | $20,253 | |
| NOMD | Nomad Foods Ltd | 709 | $8,869 | |
| SNN | Smith & Nephew PLC | 175 | $5,741 | |
| ACM | Aecom | 50 | $4,766 | |
| GDDY | GoDaddy Inc. | 37 | $4,590 | |
| CDNS | Cadence Design Systems Inc | 14 | $4,376 | |
| PTC | Ptc Inc. | 18 | $3,135 | |
| AER | AerCap Holdings N.V. | 20 | $2,875 | |
| PSO | Pearson PLC | 137 | $1,923 | |
| ASR | Southeast Airport Group | 5 | $1,617 | |
| HRB | H&R Block Inc | 37 | $1,612 | |
| AON | Aon plc | 3 | $1,058 | |
| GIB | Cgi Inc | 9 | $830 | |
| SOLS | Solstice Advanced Materials Inc. | 10 | $485 | |
| SEDG | Solaredge Technologies, Inc. | 5 | $144 | |
| BYND | Beyond Meat, Inc. | 30 | $24 | |
| RYN | Rayonier Inc | 1 | $21 | |
| No positions match the current search. | ||||
335 tracked positions ·
$347,354,278 total
· filing declares
386 positions · $355,230,160
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 335 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 101,762 | $25,826,177 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 91,377 | $15,936,148 | 4.59% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 39,569 | $12,247,001 | 3.53% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 8,872 | $11,718,403 | 3.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 117,669 | $9,129,937 | 2.63% | |
| GSK |
GSK plc
Healthcare
|
Added | 161,978 | $8,939,565 | 2.57% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 56,250 | $7,435,125 | 2.14% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 52,433 | $7,135,606 | 2.05% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 53,746 | $6,598,933 | 1.90% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
Added | 27,172 | $6,338,140 | 1.82% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 110,247 | $6,280,771 | 1.81% | |
| HASI |
HA Sustainable Infrastructure Capital, Inc.
Financial Services
|
Reduced | 169,328 | $6,222,804 | 1.79% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Added | 28,640 | $6,204,283 | 1.79% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 30,792 | $5,747,942 | 1.65% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 16,354 | $5,373,760 | 1.55% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 68,630 | $5,293,431 | 1.52% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Added | 33,239 | $5,253,091 | 1.51% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Reduced | 26,322 | $5,158,585 | 1.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,172 | $5,153,535 | 1.48% | |
| CAC |
Camden National Corp
Financial Services
|
Added | 107,755 | $5,112,974 | 1.47% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 10,153 | $4,982,483 | 1.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 20,084 | $4,909,332 | 1.41% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 18,424 | $4,901,152 | 1.41% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 12,785 | $4,732,623 | 1.36% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 19,057 | $4,619,226 | 1.33% | |
| FSLR |
First Solar, Inc.
Technology
|
Reduced | 22,777 | $4,492,991 | 1.29% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 47,271 | $4,442,528 | 1.28% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
Reduced | 238,365 | $4,414,519 | 1.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 13,154 | $4,326,219 | 1.25% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 39,038 | $4,081,422 | 1.18% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
Added | 74,960 | $4,067,329 | 1.17% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 41,925 | $4,031,088 | 1.16% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 9,183 | $4,006,083 | 1.15% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 19,573 | $3,976,842 | 1.14% | |
| VMI |
Valmont Industries Inc
Industrials
|
Added | 9,766 | $3,902,200 | 1.12% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Added | 21,907 | $3,848,183 | 1.11% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 76,012 | $3,834,045 | 1.10% | |
| STT |
State Street Corp
Financial Services
|
Added | 29,068 | $3,678,846 | 1.06% | |
| NOK |
Nokia Corp
Technology
|
Added | 446,609 | $3,590,736 | 1.03% | |
| KAI |
Kadant Inc
Industrials
|
Added | 12,168 | $3,557,314 | 1.02% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Added | 24,880 | $3,554,108 | 1.02% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Reduced | 227,683 | $3,419,798 | 0.98% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Added | 13,671 | $3,416,519 | 0.98% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Reduced | 194,316 | $3,192,611 | 0.92% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 3,165 | $2,911,072 | 0.84% | |
| AMAL |
Amalgamated Financial Corp.
Financial Services
|
Reduced | 73,548 | $2,858,810 | 0.82% | |
| HTO |
H2o America
Utilities
|
Added | 46,418 | $2,723,344 | 0.78% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 16,730 | $2,682,153 | 0.77% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Added | 92,465 | $2,536,314 | 0.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,718 | $2,506,948 | 0.72% |
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.