Clean Yield Group — 13F Holdings & Portfolio
CIK 1525865 · latest 13F-HR filed 2026-04-14
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
$355.2M
Long-equity book
Holdings
385
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+11 / −36 / ↑107 / ↓178
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION COM$4.6M +762.4%
- PALO ALTO NETWORKS INC COM$2.6M +2626.8%
- ASML HLDG NV N Y REGISTRY SHS$1.8M +17.9%
- NETFLIX INC. COM$1.7M +73.8%
- STATE STR CORP COM$1.2M +48.5%
Top Trims
- HOLOGIC INC COM-$3.4M -79.0%
- BROADCOM INC COM-$2.4M -16.2%
- APPLE INC COM-$1.9M -6.9%
- FIRST SOLAR INC COM-$1.8M -28.7%
- MICROSOFT CORP COM-$1.5M -23.5%
New Positions
- ASTRAZENECA PLC ORD$581.8K
- ISHARES ESG AWARE MSCI USA ETF$349.9K
- BNY MELLON MUNICIPAL INTERMEDIATE ETF$274.8K
- STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$173.9K
- STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$171.7K
Exited Positions
- ASTRAZENECA PLC SPONSORED ADR$542.4K
- VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF$77.8K
- SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$76.5K
- ISHARES ESG MSCI USA LEADERS ETF$55.2K
- VANGUARD ESG U.S. STOCK ETF$55.0K
All Holdings
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 | $25.8M | 7.27% | 101,762 | SH |
| 2 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $15.9M | 4.49% | 91,377 | SH |
| 3 | BROADCOM INC COM | AVGO | 11135F101 | $12.2M | 3.45% | 39,569 | SH |
| 4 | ASML HLDG NV N Y REGISTRY SHS | ASML | N07059210 | $11.7M | 3.30% | 8,872 | SH |
| 5 | CISCO SYS INC COM | CSCO | 17275R102 | $9.1M | 2.57% | 117,669 | SH |
| 6 | GSK PLC SPONSORED ADR | GSK | 37733W204 | $8.9M | 2.52% | 161,978 | SH |
| 7 | PROLOGIS INC. COM | PLD | 74340W103 | $7.4M | 2.09% | 56,250 | SH |
| 8 | AMERICAN WTR WKS CO INC NEW COM | AWK | 030420103 | $7.1M | 2.01% | 52,433 | SH |
| 9 | ARISTA NETWORKS INC COM SHS | ANET | 040413205 | $6.6M | 1.86% | 53,746 | SH |
| 10 | FERGUSON ENTERPRISES INC COMMON STOCK NEW | FERG | 31488V107 | $6.3M | 1.78% | 27,172 | SH |
| 11 | UNILEVER PLC SPON ADR NEW | UL | 904767803 | $6.3M | 1.77% | 110,247 | SH |
| 12 | HA SUSTAINABLE INFRA CAP INC COM | HASI | 41068X100 | $6.2M | 1.75% | 169,328 | SH |
| 13 | ROSS STORES INC COM | ROST | 778296103 | $6.2M | 1.75% | 28,640 | SH |
| 14 | SALESFORCE INC COM | CRM | 79466L302 | $5.7M | 1.62% | 30,792 | SH |
| 15 | STRYKER CORPORATION COM | SYK | 863667101 | $5.4M | 1.51% | 16,354 | SH |
| 16 | SPROUTS FMRS MKT INC COM | SFM | 85208M102 | $5.3M | 1.49% | 68,630 | SH |
| 17 | HENRY JACK & ASSOC INC COM | JKHY | 426281101 | $5.3M | 1.48% | 33,239 | SH |
| 18 | QUEST DIAGNOSTICS INC COM | DGX | 74834L100 | $5.2M | 1.45% | 26,322 | SH |
| 19 | COSTCO WHOLESALE CORPORATION COM | COST | 22160K105 | $5.2M | 1.45% | 5,172 | SH |
| 20 | CAMDEN NATL CORP COM | CAC | 133034108 | $5.1M | 1.44% | 107,755 | SH |
| 21 | HUBBELL INC COM | HUBB | 443510607 | $5.0M | 1.40% | 10,153 | SH |
| 22 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $4.9M | 1.38% | 20,084 | SH |
| 23 | ECOLAB INC COM | ECL | 278865100 | $4.9M | 1.38% | 18,424 | SH |
| 24 | MICROSOFT CORP COM | MSFT | 594918104 | $4.7M | 1.33% | 12,785 | SH |
| 25 | INTERNATIONAL BUSINESS MACHS COM | IBM | 459200101 | $4.6M | 1.30% | 19,057 | SH |
| 26 | FIRST SOLAR INC COM | FSLR | 336433107 | $4.5M | 1.26% | 22,777 | SH |
| 27 | SCHWAB CHARLES CORP COM | SCHW | 808513105 | $4.4M | 1.25% | 47,271 | SH |
| 28 | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | TAK | 874060205 | $4.4M | 1.24% | 238,365 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $4.3M | 1.22% | 13,154 | SH |
| 30 | SERVICENOW INC COM | NOW | 81762P102 | $4.1M | 1.15% | 39,038 | SH |
| 31 | BORGWARNER INC COM | BWA | 099724106 | $4.1M | 1.14% | 74,960 | SH |
| 32 | NETFLIX INC. COM | NFLX | 64110L106 | $4.0M | 1.13% | 41,925 | SH |
| 33 | MOODYS CORP COM | MCO | 615369105 | $4.0M | 1.13% | 9,183 | SH |
| 34 | AUTOMATIC DATA PROCESSING INC COM | ADP | 053015103 | $4.0M | 1.12% | 19,573 | SH |
| 35 | VALMONT INDS INC COM | VMI | 920253101 | $3.9M | 1.10% | 9,766 | SH |
| 36 | VEEVA SYS INC CL A COM | VEEV | 922475108 | $3.8M | 1.08% | 21,907 | SH |
| 37 | MCCORMICK & CO INC COM NON VTG | MKC | 579780206 | $3.8M | 1.08% | 76,012 | SH |
| 38 | STATE STR CORP COM | STT | 857477103 | $3.7M | 1.04% | 29,068 | SH |
| 39 | NOKIA CORP SPONSORED ADR | NOK | 654902204 | $3.6M | 1.01% | 446,609 | SH |
| 40 | KADANT INC COM | KAI | 48282T104 | $3.6M | 1.00% | 12,168 | SH |
| 41 | CHECK POINT SOFTWARE TECH LTD ORD | CHKP | M22465104 | $3.6M | 1.00% | 24,880 | SH |
| 42 | VODAFONE GROUP PLC SPONSORED ADR | VOD | 92857W308 | $3.4M | 0.96% | 227,683 | SH |
| 43 | WABTEC COM | WAB | 929740108 | $3.4M | 0.96% | 13,671 | SH |
| 44 | HEALTHPEAK PROPERTIES INC COM | DOC | 42250P103 | $3.2M | 0.90% | 194,316 | SH |
| 45 | ELI LILLY & CO COM | LLY | 532457108 | $2.9M | 0.82% | 3,165 | SH |
| 46 | AMALGAMATED FINANCIAL CORP COM | AMAL | 022671101 | $2.9M | 0.80% | 73,548 | SH |
| 47 | H2O AMERICA COM | HTO | 784305104 | $2.7M | 0.77% | 46,418 | SH |
| 48 | PALO ALTO NETWORKS INC COM | PANW | 697435105 | $2.7M | 0.76% | 16,730 | SH |
| 49 | COLUMBIA BKG SYS INC COM | COLB | 197236102 | $2.5M | 0.71% | 92,465 | SH |
| 50 | ALPHABET CLASS A | GOOGL | 02079K305 | $2.5M | 0.71% | 8,718 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $355.2M | 385 | 0001525865-26-000002 |
| 2025-12-31 | 2026-01-26 | $360.2M | 410 | 0001525865-26-000001 |