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Clean Yield Group reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 5 August 2026, signed by Jenny Ly, Operations and Reconciliation Manager. Retrieved 14 October 2026. Page updated 21 October 2026.

Clean Yield Group’s reported 13F holdings total $403M across 395 positions as of 30 June 2026. The ten largest make up 31.7% of it, and its value rose 13.4% from the prior quarter.

$403M
Reported 13F value
395
Positions
31.7%
In the 10 largest
+13.4%
Value vs. prior quarter

Largest positions

Apple Inc.Stock$29.5M
Class
Stock
Share
7.3%
Nvidia CorporationStock$18.8M
Class
Stock
Share
4.7%
ASML Hldg NV N Y Registry ShsADR$15.3M
Class
ADR
Share
3.8%
Broadcom Inc.Stock$13.5M
Class
Stock
Share
3.4%
Cisco Sys Inc.Stock$13.2M
Class
Stock
Share
3.3%
Arista Networks Inc. Com ShsStock$9.19M
Class
Stock
Share
2.3%
Gsk PLC Sponsored ADRADR$8.32M
Class
ADR
Share
2.1%
American Wtr Wks CO Inc. NewStock$6.66M
Class
Stock
Share
1.7%
Prologis Inc..REIT$6.58M
Class
REIT
Share
1.6%
HA Sustainable Infra Cap Inc.REIT$6.54M
Class
REIT
Share
1.6%
Ferguson Enterprises Inc. Common Stock NewStock$6.33M
Class
Stock
Share
1.6%
Unilever PLC Spon ADR NewADR$6.23M
Class
ADR
Share
1.5%
Camden Natl Corp.Stock$5.91M
Class
Stock
Share
1.5%
International Business MachsStock$5.85M
Class
Stock
Share
1.5%
Salesforce Inc.Stock$5.83M
Class
Stock
Share
1.4%
Quest Diagnostics Inc.Stock$5.75M
Class
Stock
Share
1.4%
Palo Alto Networks Inc.Stock$5.72M
Class
Stock
Share
1.4%
Nokia Corp. Sponsored ADRADR$5.61M
Class
ADR
Share
1.4%
Hubbell Inc.Stock$5.42M
Class
Stock
Share
1.3%
Ecolab Inc.Stock$5.34M
Class
Stock
Share
1.3%
Microsoft Corp.Stock$5.29M
Class
Stock
Share
1.3%
Sprouts Fmrs Mkt Inc.Stock$5.27M
Class
Stock
Share
1.3%
Stryker CorporationStock$5.22M
Class
Stock
Share
1.3%
Costco Wholesale CorporationStock$5.2M
Class
Stock
Share
1.3%
Ross Stores Inc.Stock$5.19M
Class
Stock
Share
1.3%
State Str Corp.Stock$5.13M
Class
Stock
Share
1.3%
Home Depot Inc.Stock$5.07M
Class
Stock
Share
1.3%
Johnson & JohnsonStock$5.07M
Class
Stock
Share
1.3%
First Solar Inc.Stock$4.95M
Class
Stock
Share
1.2%
Automatic Data Processing Inc.Stock$4.9M
Class
Stock
Share
1.2%
Valmont Inds Inc.Stock$4.83M
Class
Stock
Share
1.2%
Borgwarner Inc.Stock$4.78M
Class
Stock
Share
1.2%
Schwab Charles Corp.Stock$4.55M
Class
Stock
Share
1.1%
Henry Jack & Assoc Inc.Stock$4.51M
Class
Stock
Share
1.1%
Veeva Sys Inc. CL AStock$4.26M
Class
Stock
Share
1.1%
Moodys Corp.Stock$4.16M
Class
Stock
Share
1.0%
Servicenow Inc.Stock$4.11M
Class
Stock
Share
1.0%
Kadant Inc.Stock$3.97M
Class
Stock
Share
1.0%
Alphabet Inc. Cap Stk CL CStock$3.88M
Class
Stock
Share
1.0%
Eli Lilly & COStock$3.81M
Class
Stock
Share
0.9%
WabtecStock$3.81M
Class
Stock
Share
0.9%
Mccormick & CO Inc. Com Non VtgStock$3.77M
Class
Stock
Share
0.9%
Takeda Pharmaceutical CO Ltd Sponsored ADSADR$3.65M
Class
ADR
Share
0.9%
Colgate Palmolive COStock$3.35M
Class
Stock
Share
0.8%
Check Point Software Tech Ltd OrdStock$3.3M
Class
Stock
Share
0.8%
Netflix Inc..Stock$3.2M
Class
Stock
Share
0.8%
Amalgamated Financial Corp.Stock$3.13M
Class
Stock
Share
0.8%
Alphabet Class AStock$3.12M
Class
Stock
Share
0.8%
Columbia Bkg Sys Inc.Stock$3.05M
Class
Stock
Share
0.8%
Healthpeak Properties Inc.REIT$2.96M
Class
REIT
Share
0.7%

The share class is shown on a wider screen.

The 50 largest of 395 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1525865
File number
028-14512
Options
0 call, 0 put
In the 25 largest
52.6%
Prior quarter
$355M at 31 March 2026
Positions opened
31
Positions closed
21

Common questions

What are Clean Yield Group’s 13F holdings worth?

$403 million across 395 positions for the quarter ended 30 June 2026.

What is Clean Yield Group’s largest 13F holding?

APPLE INC COM (Stock) was the largest position at $29.5 million, or 7.3% of reported 13F value, as of 30 June 2026.

How concentrated is Clean Yield Group’s 13F portfolio?

The ten largest positions accounted for 31.7% of reported value and the twenty-five largest for 52.6%, across 395 positions as of 30 June 2026.

Does Form 13F show everything Clean Yield Group manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Clean Yield Group file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Clean Yield Group profile

Sources

  1. Form 13F-HR, accession 0001525865-26-000003, filed 5 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001525865-26-000002, filed 14 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Clean Yield Group Inc, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.