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CIK: 0001525865
Total reported value
$403.0M
$403.0M
383 檔
12.3%
In Q1 2024, Clean Yield Group's U.S. equity holdings reached a combined market value of $403.0M, distributed across 383 disclosed stock positions.
During Q1 2024, Clean Yield Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GSK, UL) accounted for 12.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.04% | -1.02% | |
| 2 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.54% | -0.46% | -0.46% | |
| 3 | UL | Unilever PLC | Stock-Consumer Staples | 3.49% | — | -0.63% | |
| 4 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 3.35% | -0.18% | -11.52% | |
| 5 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 3.12% | -0.17% | +75.41% | |
| 6 | AWK | American Water Works Co Inc | Stock-Utilities | 2.73% | -0.36% | +168.41% | |
| 7 | NOMD | Nomad Foods Limited | Stock-Other | 2.64% | — | +2.98% | |
| 8 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 2.60% | -0.33% | -5.69% | |
| 9 | HTO | H2o America | Stock-Other | 2.54% | -0.07% | +30.70% | |
| 10 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.30% | -0.13% | -2.85% | |
| 11 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.16% | -0.40% | -0.44% | |
| 12 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 2.15% | — | +1.50% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.02% | -4.20% | |
| 14 | TU | Telus CORP | Stock-Other | 2.06% | -0.16% | -1.48% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.80% | — | -9.66% | |
| 16 | FSLR | First Solar Inc | Stock-Tech | 1.78% | -0.03% | +35.64% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.67% | +0.71% | +25.00% | |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.66% | -0.14% | +71.63% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | +0.15% | -1.77% | |
| 20 | AMRC | Ameresco Inc-cl A | Stock-Other | 1.59% | -0.01% | +65.26% | |
| 21 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.51% | — | +1.30% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.12% | -1.40% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.42% | +0.10% | -4.32% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.39% | -0.18% | +2.89% | |
| 25 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.34% | -0.02% | -1.55% | |
| 26 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.27% | +0.38% | +3.63% | |
| 27 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 1.24% | -0.02% | +7.19% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.08% | -4.55% | |
| 29 | CAC | Camden National CORP | Stock-Other | 1.21% | +0.03% | +14.45% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.13% | -2.94% | |
| 31 | OGN | Organon & Co | Stock-Healthcare | 1.09% | — | -20.26% | |
| 32 | 2655957D | Premier Inc-class A | Stock-Other | 1.01% | — | — | |
| 33 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.99% | -0.02% | +20.94% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.97% | -0.04% | -6.69% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.90% | -0.15% | -2.73% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.90% | -0.05% | — | |
| 37 | UTMD | Utah Medical Products Inc | Stock-Other | 0.88% | — | -0.11% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.85% | +0.54% | -7.15% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.11% | -2.21% | |
| 40 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.78% | -0.01% | -0.30% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | +0.03% | -4.15% | |
| 42 | AGCO | Agco CORP | Stock-Industrials | 0.72% | — | — | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.21% | -3.74% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.65% | -0.04% | -0.22% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.65% | -0.04% | -1.72% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.18% | +0.84% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | +0.10% | -0.82% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | +0.04% | -0.62% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.03% | -0.28% | |
| 50 | HUBB | Hubbell Inc | Stock-Industrials | 0.58% | -0.06% | +65.05% |
According to official SEC Form 13F filings, Clean Yield Group reported a total U.S. public equity portfolio value of $403.0M across 383 disclosed positions in Q1 2024.
During Q1 2024, Clean Yield Group's top holdings by market value included AAPL (5.7%)、GSK (3.5%)、UL (3.5%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2024, Clean Yield Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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