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Clean Yield Group — 13F Holdings & Portfolio

CIK 1525865 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Clean Yield Group manages $403.0M in 13F-reported U.S. long-equity assets across 395 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.31%), NVDA (4.67%), ASML (3.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions and exited 21; 197 existing positions rose in reported value and 87 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$403.0M

Long-equity book

Holdings
395

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+31 / −21 / ↑197 / ↓87

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL7.3% · 0%NVDA4.7% · +3%ASML3.8% · -13%AVGO3.4% · -10%CSCO3.3% · -4%ANET2.3% · +1%GSK2.1% · -2%AWK1.7% · -3%PLD1.6% · -14%HASI1.6% · -1%FERG1.6% · -2%UL1.5% · -6%CAC1.5% · +1%IBM1.5% · +9%CRM1.4% · +21%DGX1.4% · +3%PANW1.4% · +0%NOK1.4% · -5%HUBB1.3% · +2%ECL1.3% · +4%MSFT1.3% · +11%SFM1.3% · -9%SYK1.3% · +1%COST1.3% · +8%ROST1.3% · -15%STT1.3% · +4%HD1.3% · +9%JNJ1.3% · -1%FSLR1.2% · -8%ADP1.2% · +12%VMI1.2% · -14%BWA1.2% · -4%SCHW1.1% · +4%JKHY1.1% · -2%VEEV1.1% · +10%MCO1.0% · 0%NOW1.0% · +6%KAI1.0% · +4%GOOG1.0% · +91%LLY0.9% · +0%WAB0.9% · +3%MKC0.9% · -2%TAK0.9% · -4%CL0.8% · +198%CHKP0.8% · +1%NFLX0.8% · +7%AMAL0.8% · -7%GOOGL0.8% · 0%COLB0.8% · +3%DOC0.7% · -29%CMG0.7% · +10%HTO0.7% · -1%SHOP0.7% · +6453%AYI0.6% · +575%PG0.6% · -2%ITW0.6% · -0%ULTA0.6% · newVOD0.6% · -25%EXPD0.5% · -2%AMGN0.5% · +17%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 3, 2026.

Assets Under Management
$571.2M
Discretionary
$571.2M
Employees
9
Accounts
667
Address
16 BEAVER MEADOW RD.
NORWICH, VT 05055
Phone
(802) 526-2525
Website
Mailing Address
PO BOX 874, NORWICH, VT, 05055
Name Title / Status Ownership Type
BECKER, ERIC, MICHAEL ControlSECRETARY
since Oct 2012
25–50%Individual
GLENSHAW, ELIZABETH, DOYLE ControlPRESIDENT & TREASURER
since Oct 2014
25–50%Individual
HOFMANN, DORIGEN, RYAN ControlVICE PRESIDENT, CHIEF COMPLIANCE OFFICER
since Oct 2012
25–50%Individual
Ownership & leadership changes · 4 filings with changes since Mar 8, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2015 filing
  • ChangedGLENSHAW, ELIZABETH, DOYLE · title TREASURER → PRESIDENT & TREASURER
Mar 13, 2014 filing
  • ChangedBECKER, ERIC, MICHAEL · ownership 10–25% → 25–50%
  • ChangedGLENSHAW, ELIZABETH, DOYLE · ownership 10–25% → 25–50%
  • ChangedHOFMANN, DORIGEN, RYAN · ownership 10–25% → 25–50%
Dec 2, 2013 filing
  • No longer listedFRIED, RIAN, FABIAN · PRESIDENT · 25–50% · control person · listed since Jul 1986
Nov 19, 2012 filing
  • AddedBECKER, ERIC, MICHAEL · SECRETARY · 10–25% · control person
  • AddedGLENSHAW, ELIZABETH, DOYLE · TREASURER · 10–25% · control person
  • ChangedFRIED, RIAN, FABIAN · ownership 75% or more → 25–50%
  • ChangedHOFMANN, DORIGEN, RYAN · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 10–25%
Mar 8, 2012 filing (earliest on record)
  • ListedFRIED, RIAN, FABIAN · PRESIDENT · 75% or more · control person
  • ListedHOFMANN, DORIGEN, RYAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Clean Yield Group Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC COM AAPL 037833100 $29.5M 7.31% 101,792 SH
2 NVIDIA CORPORATION COM NVDA 67066G104 $18.8M 4.67% 94,092 SH
3 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $15.3M 3.80% 7,698 SH
4 BROADCOM INC COM AVGO 11135F101 $13.5M 3.36% 35,801 SH
5 CISCO SYS INC COM CSCO 17275R102 $13.2M 3.28% 112,661 SH
6 ARISTA NETWORKS INC COM SHS ANET 040413205 $9.2M 2.28% 54,105 SH
7 GSK PLC SPONSORED ADR GSK 37733W204 $8.3M 2.06% 158,720 SH
8 AMERICAN WTR WKS CO INC NEW COM AWK 030420103 $6.7M 1.65% 50,633 SH
9 PROLOGIS INC. COM PLD 74340W103 $6.6M 1.63% 48,601 SH
10 HA SUSTAINABLE INFRA CAP INC COM HASI 41068X100 $6.5M 1.62% 167,397 SH
11 FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG 31488V107 $6.3M 1.57% 26,654 SH
12 UNILEVER PLC SPON ADR NEW UL 904767803 $6.2M 1.54% 103,553 SH
13 CAMDEN NATL CORP COM CAC 133034108 $5.9M 1.47% 109,082 SH
14 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $5.8M 1.45% 20,791 SH
15 SALESFORCE INC COM CRM 79466L302 $5.8M 1.45% 37,243 SH
16 QUEST DIAGNOSTICS INC COM DGX 74834L100 $5.7M 1.43% 27,117 SH
17 PALO ALTO NETWORKS INC COM PANW 697435105 $5.7M 1.42% 16,761 SH
18 NOKIA CORP SPONSORED ADR NOK 654902204 $5.6M 1.39% 422,437 SH
19 HUBBELL INC COM HUBB 443510607 $5.4M 1.34% 10,358 SH
20 ECOLAB INC COM ECL 278865100 $5.3M 1.33% 19,173 SH
21 MICROSOFT CORP COM MSFT 594918104 $5.3M 1.31% 14,173 SH
22 SPROUTS FMRS MKT INC COM SFM 85208M102 $5.3M 1.31% 62,293 SH
23 STRYKER CORPORATION COM SYK 863667101 $5.2M 1.30% 16,583 SH
24 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $5.2M 1.29% 5,562 SH
25 ROSS STORES INC COM ROST 778296103 $5.2M 1.29% 24,364 SH
26 STATE STR CORP COM STT 857477103 $5.1M 1.27% 30,276 SH
27 HOME DEPOT INC HD 437076102 $5.1M 1.26% 14,388 SH
28 JOHNSON & JOHNSON COM JNJ 478160104 $5.1M 1.26% 19,963 SH
29 FIRST SOLAR INC COM FSLR 336433107 $4.9M 1.23% 20,965 SH
30 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $4.9M 1.22% 21,872 SH
31 VALMONT INDS INC COM VMI 920253101 $4.8M 1.20% 8,361 SH
32 BORGWARNER INC COM BWA 099724106 $4.8M 1.19% 72,057 SH
33 SCHWAB CHARLES CORP COM SCHW 808513105 $4.6M 1.13% 49,314 SH
34 HENRY JACK & ASSOC INC COM JKHY 426281101 $4.5M 1.12% 32,725 SH
35 VEEVA SYS INC CL A COM VEEV 922475108 $4.3M 1.06% 23,988 SH
36 MOODYS CORP COM MCO 615369105 $4.2M 1.03% 9,183 SH
37 SERVICENOW INC COM NOW 81762P102 $4.1M 1.02% 41,397 SH
38 KADANT INC COM KAI 48282T104 $4.0M 0.99% 12,636 SH
39 ALPHABET INC CAP STK CL C GOOG 02079K107 $3.9M 0.96% 10,985 SH
40 ELI LILLY & CO COM LLY 532457108 $3.8M 0.95% 3,179 SH
41 WABTEC COM WAB 929740108 $3.8M 0.94% 14,119 SH
42 MCCORMICK & CO INC COM NON VTG MKC 579780206 $3.8M 0.94% 74,802 SH
43 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS TAK 874060205 $3.7M 0.91% 227,988 SH
44 COLGATE PALMOLIVE CO COM CL 194162103 $3.4M 0.83% 36,568 SH
45 CHECK POINT SOFTWARE TECH LTD ORD CHKP M22465104 $3.3M 0.82% 25,104 SH
46 NETFLIX INC. COM NFLX 64110L106 $3.2M 0.79% 44,837 SH
47 AMALGAMATED FINANCIAL CORP COM AMAL 022671101 $3.1M 0.78% 68,140 SH
48 ALPHABET CLASS A GOOGL 02079K305 $3.1M 0.77% 8,718 SH
49 COLUMBIA BKG SYS INC COM COLB 197236102 $3.0M 0.76% 95,046 SH
50 HEALTHPEAK PROPERTIES INC COM DOC 42250P103 $3.0M 0.73% 138,158 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $403.0M 395 0001525865-26-000003
2026-03-31 2026-04-14 $355.2M 385 0001525865-26-000002
2025-12-31 2026-01-26 $360.2M 410 0001525865-26-000001
Filer Information
Address
16 BEAVER MEADOW RD.
NORWICH, VT 05055
Phone
(802) 526-2525
Filing Manager
Clean Yield Group
NORWICH, VT
Signatory
Jenny Ly
Operations and Reconciliation Manager