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 WKHS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3 | 1 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5 | 1 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||