Clean Yield Group
Top Portfolio Positions
335 positions ·
$347,347,835 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
101,762 | $25,826,177 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
91,377 | $15,936,148 | 4.59% | |
| AVGO |
Broadcom Inc.
Technology
|
39,569 | $12,247,001 | 3.53% | |
| ASML |
Asml Holding NV
Technology
|
8,872 | $11,718,403 | 3.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
117,669 | $9,129,937 | 2.63% | |
| GSK |
GSK plc
Healthcare
|
161,978 | $8,939,565 | 2.57% | |
| PLD |
Prologis, Inc.
Real Estate
|
56,250 | $7,435,125 | 2.14% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
52,433 | $7,135,606 | 2.05% | |
| ANET |
Arista Networks, Inc.
Technology
|
53,746 | $6,598,933 | 1.90% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
27,172 | $6,338,140 | 1.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,112,974 | 107,755 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,454,909 | 102,695 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,959,604 | 102,607 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,115,177 | 101,409 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,193,582 | 103,622 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,468,979 | 104,562 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,380,374 | 106,011 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,611,553 | 109,441 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,097,951 | 92,421 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $3,038,584 | 80,749 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,159,225 | 76,514 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,999,547 | 64,564 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,354,340 | 65,055 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,893,286 | 69,400 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,044,196 | 71,460 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,396,034 | 77,095 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,690,288 | 78,450 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,049,726 | 84,089 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,094,444 | 85,479 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,959,733 | 82,909 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,117,252 | 86,027 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,264,066 | 91,226 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,116,251 | 70,005 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $770,242 | 22,300 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,239,507 | 39,412 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||