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Clean Yield Group

Location
NORWICH, VT
Portfolio Value
Small $403,194,323
Diversification
Diversified
Filing Date
Global Rank
#4,382 / 8,795 ▼ 309 · as of Jun 2026
Top Industry
Semiconductors 8.7%
Period ended 3 months ago
Filed Aug 5, 2026 · 2mo
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

359 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
7.3%
−0.0 pts
Top 5
22.4%
+1.2 pts
Top 10
31.8%
+0.2 pts
HHI
193
Sep 2023 → Jun 2026 · range 192 – 214
Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 39.6% $159,665,579
Healthcare 12.1% $48,763,354
Financial Services 10.6% $42,803,575
Industrials 10.4% $41,788,221
Consumer Defensive 7.8% $31,440,364
Consumer Cyclical 6.3% $25,229,558
Communication Services 3.7% $14,758,836
Utilities 2.9% $11,560,932
Real Estate 2.5% $10,220,575
Unclassified 2.4% $9,778,535
Basic Materials 1.5% $6,245,256
Energy 0.2% $939,538

Last Quarter's Activity

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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
— −2,953 4,009 $256,212

New Positions

Positions the filer opened this quarter
17 positions
Ticker Shares Value Open
— 934 $52,453

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open
— 49 $0
— 12,007 $0

Portfolio Positions

Export CSV View 13F filing
359 tracked positions · $403,194,323 total · filing declares 396 positions · $403,004,268 · as of Jun 30, 2026
Showing 1–50 of 359 positions by value · page 1 of 8
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.