Clean Yield Group

CIK

1525865

Location

NORWICH, VT

Portfolio Value

Small $346,666,669

Diversification

Diversified

Filing Date

Global Rank

#3,182 / 8,605 ▲ 52 · as of Mar 2026

Top Industry

Semiconductors 8.5%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.8%

SPY

+76.5%

Annualised alpha

-7.5%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

334 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.4 pts

Top 5

21.6%

−0.6 pts

Top 10

32.1%

−0.6 pts

HHI

199

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.5%	$129,915,535	63
Healthcare	13.9%	$48,063,603	48
Financial Services	10.9%	$37,762,233	65
Industrials	10.1%	$35,150,721	52
Consumer Defensive	8.5%	$29,610,046	23
Consumer Cyclical	6.5%	$22,593,721	32
Communication Services	3.7%	$12,705,429	12
Utilities	3.5%	$11,978,689	14
Real Estate	3.2%	$11,135,480	10
Basic Materials	1.5%	$5,347,130	7
Unclassified	0.7%	$2,261,330	4
Energy	0.0%	$142,752	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,950	$581,799
VSNT	Versant Media Group, Inc.	166	$6,145
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

334 positions · $346,666,669 total · 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 334 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	101,762	-276	$25,826,177	−6.9%	7.45%
NVDA	Nvidia Corp Technology	Added	91,377	+1,074	$15,936,148	−5.4%	4.60%
AVGO	Broadcom Inc. Technology	Reduced	39,569	-2,641	$12,247,001	−16.2%	3.53%
ASML	Asml Holding NV Technology	Reduced	8,872	-419	$11,718,403	+17.9%	3.38%
CSCO	Cisco Systems, Inc. Technology	Added	117,669	+2,196	$9,129,937	+2.6%	2.63%
GSK	GSK plc Healthcare	Added	161,978	+621	$8,939,565	+13.0%	2.58%
PLD	Prologis, Inc. Real Estate	Added	56,250	+754	$7,435,125	+4.9%	2.14%
AWK	American Water Works Company, Inc. Utilities	Reduced	52,433	-5,624	$7,135,606	−5.8%	2.06%
ANET	Arista Networks, Inc. Technology	Added	53,746	+685	$6,598,933	−5.1%	1.90%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	27,172	+71	$6,338,140	+5.0%	1.83%
UL	Unilever PLC Consumer Defensive	Reduced	110,247	-5,183	$6,280,771	−16.8%	1.81%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	169,328	-8,330	$6,222,804	+11.4%	1.80%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	28,640	+73	$6,204,283	+20.6%	1.79%
CRM	Salesforce, Inc. Technology	Added	30,792	+5,510	$5,747,942	−14.2%	1.66%
SYK	Stryker Corp Healthcare	Added	16,354	+703	$5,373,760	−2.3%	1.55%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	68,630	-302	$5,293,431	−3.6%	1.53%
JKHY	Jack Henry & Associates Inc Technology	Added	33,239	+505	$5,253,091	−12.1%	1.52%
DGX	Quest Diagnostics Inc Healthcare	Reduced	26,322	-359	$5,158,585	+11.4%	1.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,172	+4,479	$5,153,535	+762.4%	1.49%
CAC	Camden National Corp Financial Services	Added	107,755	+5,060	$5,112,974	+14.8%	1.47%
HUBB	Hubbell Inc Industrials	Added	10,153	+270	$4,982,483	+13.5%	1.44%
JNJ	Johnson & Johnson Healthcare	Reduced	20,084	-316	$4,909,332	+16.3%	1.42%
ECL	Ecolab Inc. Basic Materials	Added	18,424	+488	$4,901,152	+4.1%	1.41%
MSFT	Microsoft Corp Technology	Held	12,785	0	$4,732,623	−23.5%	1.37%
IBM	International Business Machines Corp Technology	Added	19,057	+232	$4,619,226	−17.2%	1.33%
FSLR	First Solar, Inc. Technology	Reduced	22,777	-1,356	$4,492,991	−28.7%	1.30%
SCHW	Schwab Charles Corp Financial Services	Added	47,271	+6,822	$4,442,528	+9.9%	1.28%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Reduced	238,365	-22,439	$4,414,519	+8.6%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,154	+164	$4,326,219	−3.2%	1.25%
NOW	ServiceNow, Inc. Technology	Added	39,038	+13,525	$4,081,422	+4.4%	1.18%
BWA	Borgwarner Inc Consumer Cyclical	Added	74,960	+2,713	$4,067,329	+24.9%	1.17%
NFLX	Netflix Inc Communication Services	Added	41,925	+17,182	$4,031,088	+73.8%	1.16%
MCO	Moodys Corp /De/ Financial Services	Added	9,183	+608	$4,006,083	−8.5%	1.16%
ADP	Automatic Data Processing Inc Technology	Reduced	19,573	-130	$3,976,842	−21.5%	1.15%
VMI	Valmont Industries Inc Industrials	Added	9,766	+220	$3,902,200	+1.6%	1.13%
VEEV	Veeva Systems Inc Healthcare	Added	21,907	+339	$3,848,183	−20.1%	1.11%
MKC	Mccormick & Co Inc Consumer Defensive	Added	76,012	+187	$3,834,045	−25.8%	1.11%
STT	State Street Corp Financial Services	Added	29,068	+9,869	$3,678,846	+48.5%	1.06%
NOK	Nokia Corp Technology	Added	446,609	+64,188	$3,590,736	+45.1%	1.04%
KAI	Kadant Inc Industrials	Added	12,168	+373	$3,557,314	+5.8%	1.03%
CHKP	Check Point Software Technologies Ltd Technology	Added	24,880	+631	$3,554,108	−21.0%	1.03%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	227,683	-56,295	$3,419,798	−8.8%	0.99%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	13,671	+996	$3,416,519	+26.3%	0.99%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	194,316	-15,542	$3,192,611	−5.4%	0.92%
LLY	ELI LILLY & Co Healthcare	Held	3,165	0	$2,911,072	−14.4%	0.84%
AMAL	Amalgamated Financial Corp. Financial Services	Reduced	73,548	-18,973	$2,858,810	−3.5%	0.82%
HTO	H2o America Utilities	Added	46,418	+3,712	$2,723,344	+30.2%	0.79%
PANW	Palo Alto Networks Inc Technology	Added	16,730	+16,196	$2,682,153	+2626.8%	0.77%
COLB	Columbia Banking System, Inc. Financial Services	Added	92,465	+14,703	$2,536,314	+16.7%	0.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,718	-10	$2,506,948	−8.2%	0.72%