Clean Yield Group
Top Portfolio Positions
334 positions ·
$346,222,674 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 LVWR
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,486 | 2,100 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,282 | 2,100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,975 | 2,100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,660 | 2,100 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,200 | 2,100 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,101 | 2,100 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $12,810 | 2,100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $16,086 | 2,100 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $15,183 | 2,100 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $23,751 | 2,100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $14,553 | 2,100 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $24,801 | 2,100 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $13,545 | 2,100 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,185 | 2,100 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,078 | 2,100 | Shares | Sole | 2022-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||