Clean Yield Group

CIK

1525865

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

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$159,665,579	58
Healthcare	12.1%	$48,763,354	47
Financial Services	10.6%	$42,803,575	64
Industrials	10.4%	$41,788,221	52
Consumer Defensive	7.8%	$31,440,364	22
Consumer Cyclical	6.3%	$25,229,558	32
Communication Services	3.7%	$14,758,836	12
Utilities	2.9%	$11,560,932	15
Real Estate	2.5%	$10,220,575	11
Unclassified	2.4%	$9,778,535	30
Basic Materials	1.5%	$6,245,256	9
Energy	0.2%	$939,538	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CL	Colgate Palmolive Co	+24,283	36,568	$3,352,554
SHOP	Shopify Inc.	+22,973	23,329	$2,663,705
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,731	25,789	$2,662,818
CMG	Chipotle Mexican Grill Inc	+7,786	85,323	$2,900,982
CRM	Salesforce, Inc.	+6,451	37,243	$5,834,488
VITL	Vital Farms, Inc.	+6,356	72,507	$843,256
TSCO	Tractor Supply Co /De/	+6,325	14,945	$472,411
AYI	Acuity Inc. (De)	+5,663	6,648	$2,504,035
GOOGL	Alphabet Inc.	+5,240	19,703	$6,996,881
SOFI	SoFi Technologies, Inc.	+4,038	102,471	$1,837,305
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+3,774	4,609	$380,795
UPS	United Parcel Service Inc	+3,723	17,228	$1,852,010
MRK	Merck & Co., Inc.	+3,700	14,182	$1,822,387
VB	Vanguard Morningstar Small-Cap ETF	+3,166	5,348	$755,966
NFLX	Netflix Inc	+2,912	44,837	$3,201,361
AMRC	Ameresco, Inc.	+2,856	69,317	$1,913,149
DOW	Dow Inc.	+2,780	2,852	$78,030
NVDA	Nvidia Corp	+2,715	94,092	$18,826,868
COLB	Columbia Banking System, Inc.	+2,581	95,046	$3,046,224
NOW	ServiceNow, Inc.	+2,359	41,397	$4,109,894
ADP	Automatic Data Processing Inc	+2,299	21,872	$4,898,234
VEEV	Veeva Systems Inc	+2,081	23,988	$4,257,150
SCHW	Schwab Charles Corp	+2,043	49,314	$4,550,202
IBM	International Business Machines Corp	+1,734	20,791	$5,846,637
Q	Qnity Electronics, Inc.	+1,390	1,425	$232,716
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOC	Healthpeak Properties, Inc.	−56,158	138,158	$2,956,581
VOD	Vodafone Group Public Ltd Co	−55,913	171,770	$2,272,517
NOK	Nokia Corp	−24,172	422,437	$5,609,963
AFK	VanEck Africa Index ETF	−12,111	28,830	$940,924
TAK	Takeda Pharmaceutical Co Ltd	−10,377	227,988	$3,654,647
PLD	Prologis, Inc.	−7,649	48,601	$6,583,977
UL	Unilever PLC	−6,694	103,553	$6,225,606
SFM	Sprouts Farmers Market, Inc.	−6,337	62,293	$5,268,741
TU	Telus Corp	−5,688	140,340	$1,483,393
AMAL	Amalgamated Financial Corp.	−5,408	68,140	$3,127,626
CSCO	Cisco Systems, Inc.	−5,008	112,661	$13,233,161
ROST	Ross Stores, Inc.	−4,276	24,364	$5,185,877
NVO	Novo Nordisk A S	−4,090	25,388	$1,217,100
AVGO	Broadcom Inc.	−3,768	35,801	$13,523,827
GSK	GSK plc	−3,258	158,720	$8,320,102
HR	Healthcare Realty Trust Inc	−3,000	840	$16,942
—		−2,953	4,009	$256,212
BWA	Borgwarner Inc	−2,903	72,057	$4,784,584
HASI	HA Sustainable Infrastructure Capital, Inc.	−1,931	167,397	$6,536,852
FSLR	First Solar, Inc.	−1,812	20,965	$4,946,901
AWK	American Water Works Company, Inc.	−1,800	50,633	$6,662,290
GIS	General Mills Inc	−1,672	13,666	$475,576
VMI	Valmont Industries Inc	−1,405	8,361	$4,829,313
WTRG	Essential Utilities, Inc.	−1,350	11,379	$435,929
MKC	Mccormick & Co Inc	−1,210	74,802	$3,771,516
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
ULTA	Ulta Beauty, Inc.	5,060	$2,281,958
EPD	Enterprise Products Partners L.P.	6,440	$236,734
CTVA	Corteva, Inc.	2,780	$235,438
MRVL	Marvell Technology, Inc.	644	$191,841
DCOR	Dimensional US Core Equity 1 ETF	3,231	$150,888
SHEL	Shell plc	930	$72,112
—		934	$52,453
BEPC	Brookfield Renewable Corp	1,384	$51,374
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	5,231	$51,316
O	Realty Income Corp	820	$50,807
FDXF	FedEx Freight Holding Company, Inc.	327	$49,377
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	666	$33,453
CC	Chemours Co	1,301	$26,696
FNDA	Schwab Fundamental U.S. Small Company ETF	185	$5,866
HONA	Honeywell Aerospace Inc.	21	$4,642
GLDM	World Gold Trust	47	$3,732
TRLV	Trulieve Cannabis Corp.	100	$983
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	214	$84,846
OTIS	Otis Worldwide Corp	134	$10,328
SONY	Sony Group Corp	400	$8,280
MDLZ	Mondelez International, Inc.	100	$5,764
TRI	Thomson Reuters Corp /Can/	54	$4,858
CTSH	Cognizant Technology Solutions Corp	79	$4,846
NDAQ	Nasdaq, Inc.	51	$4,329
XYZ	Block, Inc.	70	$4,212
PDD	PDD Holdings Inc.	26	$2,656
LDOS	Leidos Holdings, Inc.	14	$2,177
AGO	Assured Guaranty Ltd	17	$1,385
RAL	Ralliant Corp	15	$623
—		49	$0
—		12,007	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

359 tracked positions · $403,194,323 total · filing declares 396 positions · $403,004,268 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 359 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	101,792	+30	$29,454,533	+14.0%	7.31%
NVDA	Nvidia Corp Technology	Added	94,092	+2,715	$18,826,868	+18.1%	4.67%
ASML	Asml Holding NV Technology	Reduced	7,698	-1,174	$15,314,708	+30.7%	3.80%
AVGO	Broadcom Inc. Technology	Reduced	35,801	-3,768	$13,523,827	+10.4%	3.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	112,661	-5,008	$13,233,161	+44.9%	3.28%
ANET	Arista Networks, Inc. Technology	Added	54,105	+359	$9,191,357	+39.3%	2.28%
GSK	GSK plc Healthcare	Reduced	158,720	-3,258	$8,320,102	−6.9%	2.06%
GOOGL	Alphabet Inc. Communication Services	Added	19,703	+5,240	$6,996,881	+68.4%	1.74%
AWK	American Water Works Company, Inc. Utilities	Reduced	50,633	-1,800	$6,662,290	−6.6%	1.65%
PLD	Prologis, Inc. Real Estate	Reduced	48,601	-7,649	$6,583,977	−11.4%	1.63%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	167,397	-1,931	$6,536,852	+5.0%	1.62%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	26,654	-518	$6,325,793	−0.2%	1.57%
UL	Unilever PLC Consumer Defensive	Reduced	103,553	-6,694	$6,225,606	−0.9%	1.54%
CAC	Camden National Corp Financial Services	Added	109,082	+1,327	$5,914,426	+15.7%	1.47%
IBM	International Business Machines Corp Technology	Added	20,791	+1,734	$5,846,637	+26.6%	1.45%
CRM	Salesforce, Inc. Technology	Added	37,243	+6,451	$5,834,488	+1.5%	1.45%
DGX	Quest Diagnostics Inc Healthcare	Added	27,117	+795	$5,747,448	+11.4%	1.43%
PANW	Palo Alto Networks Inc Technology	Added	16,761	+31	$5,715,836	+113.1%	1.42%
NOK	Nokia Corp Technology	Reduced	422,437	-24,172	$5,609,963	+56.2%	1.39%
HUBB	Hubbell Inc Industrials	Added	10,358	+205	$5,419,305	+8.8%	1.34%
ECL	Ecolab Inc. Basic Materials	Added	19,173	+749	$5,341,789	+9.0%	1.32%
MSFT	Microsoft Corp Technology	Added	14,173	+1,388	$5,286,812	+11.7%	1.31%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	62,293	-6,337	$5,268,741	−0.5%	1.31%
SYK	Stryker Corp Healthcare	Added	16,583	+229	$5,220,991	−2.8%	1.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,562	+390	$5,203,084	+1.0%	1.29%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	24,364	-4,276	$5,185,877	−16.4%	1.29%
STT	State Street Corp Financial Services	Added	30,276	+1,208	$5,134,809	+39.6%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,388	+1,234	$5,074,359	+17.3%	1.26%
JNJ	Johnson & Johnson Healthcare	Reduced	19,963	-121	$5,070,003	+3.3%	1.26%
FSLR	First Solar, Inc. Technology	Reduced	20,965	-1,812	$4,946,901	+10.1%	1.23%
ADP	Automatic Data Processing Inc Technology	Added	21,872	+2,299	$4,898,234	+23.2%	1.21%
VMI	Valmont Industries Inc Industrials	Reduced	8,361	-1,405	$4,829,313	+23.8%	1.20%
BWA	Borgwarner Inc Consumer Cyclical	Reduced	72,057	-2,903	$4,784,584	+17.6%	1.19%
SCHW	Schwab Charles Corp Financial Services	Added	49,314	+2,043	$4,550,202	+2.4%	1.13%
JKHY	Jack Henry & Associates Inc Technology	Reduced	32,725	-514	$4,507,541	−14.2%	1.12%
VEEV	Veeva Systems Inc Healthcare	Added	23,988	+2,081	$4,257,150	+10.6%	1.06%
MCO	Moodys Corp /De/ Financial Services	Held	9,183	0	$4,159,164	+3.8%	1.03%
NOW	ServiceNow, Inc. Technology	Added	41,397	+2,359	$4,109,894	+0.7%	1.02%
KAI	Kadant Inc Industrials	Added	12,636	+468	$3,970,610	+11.6%	0.98%
LLY	ELI LILLY & Co Healthcare	Added	3,179	+14	$3,812,988	+31.0%	0.95%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	14,119	+448	$3,806,482	+11.4%	0.94%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	74,802	-1,210	$3,771,516	−1.6%	0.94%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Reduced	227,988	-10,377	$3,654,647	−17.2%	0.91%
CL	Colgate Palmolive Co Consumer Defensive	Added	36,568	+24,283	$3,352,554	+220.2%	0.83%
CHKP	Check Point Software Technologies Ltd Technology	Added	25,104	+224	$3,299,418	−7.2%	0.82%
NFLX	Netflix Inc Communication Services	Added	44,837	+2,912	$3,201,361	−20.6%	0.79%
AMAL	Amalgamated Financial Corp. Financial Services	Reduced	68,140	-5,408	$3,127,626	+9.4%	0.78%
COLB	Columbia Banking System, Inc. Financial Services	Added	95,046	+2,581	$3,046,224	+20.1%	0.76%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	138,158	-56,158	$2,956,581	−7.4%	0.73%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	85,323	+7,786	$2,900,982	+16.9%	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.