Clean Yield Group
Top Portfolio Positions
334 positions ·
$346,222,674 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
101,762 | $25,826,177 | 7.46% |
| NVDA |
Nvidia Corp
Technology
|
91,377 | $15,936,148 | 4.60% |
| AVGO |
Broadcom Inc.
Technology
|
39,569 | $12,247,001 | 3.54% |
| ASML |
Asml Holding Nv
Technology
|
8,872 | $11,718,403 | 3.38% |
| CSCO |
Cisco Systems, Inc.
Technology
|
117,669 | $9,129,937 | 2.64% |
| GSK |
GSK plc
Healthcare
|
161,978 | $8,939,565 | 2.58% |
| PLD |
Prologis, Inc.
Real Estate
|
56,250 | $7,435,125 | 2.15% |
| AWK |
American Water Works Company, Inc.
Utilities
|
52,433 | $7,135,606 | 2.06% |
| ANET |
Arista Networks, Inc.
Technology
|
53,746 | $6,598,933 | 1.91% |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
27,172 | $6,338,140 | 1.83% |
Portfolio Trend
Holdings in BETA
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,362 | 8,324 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $234,820 | 8,324 | Shares | Sole | 2026-01-26 | |
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