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CIK: 0001525865
Total reported value
$403.0M
$403.0M
426 檔
18.4%
During the Q3 2025 filing period, Clean Yield Group (CIK: 0001525865) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $403.0M across 426 reported positions.
In Q3 2025, Clean Yield Group adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.42% | +0.04% | +0.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.77% | +0.18% | -1.36% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.94% | -0.09% | -3.47% | |
| 4 | AWK | American Water Works Co Inc | Stock-Utilities | 2.44% | -0.36% | -2.31% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 2.37% | +0.50% | -0.17% | |
| 6 | UL | Unilever PLC | Stock-Consumer Staples | 2.26% | — | -1.48% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.24% | +0.71% | -1.68% | |
| 8 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.20% | -0.18% | -2.03% | |
| 9 | ANET | Arista Networks Inc | Stock-Tech | 2.18% | +0.42% | -0.89% | |
| 10 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.00% | -0.46% | -2.15% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.02% | -0.41% | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.81% | -0.02% | -0.99% | |
| 13 | PLD | Prologis Inc | Stock-Real Estate | 1.78% | -0.46% | +4.93% | |
| 14 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.71% | -0.21% | -1.13% | |
| 15 | FSLR | First Solar Inc | Stock-Tech | 1.71% | -0.03% | -2.98% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.69% | -0.17% | +8.20% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 1.62% | +0.10% | -1.81% | |
| 18 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.59% | -0.13% | -2.12% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.21% | +4.11% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | +0.15% | -2.85% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | +0.04% | +2.13% | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.44% | -0.14% | -0.26% | |
| 23 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.44% | -0.02% | +0.42% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.41% | -0.18% | -1.05% | |
| 25 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 1.36% | -0.36% | +1.84% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 1.31% | -0.05% | +33166.67% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.29% | -0.13% | +1.43% | |
| 28 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.23% | -0.46% | +0.42% | |
| 29 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.19% | -0.17% | -7.23% | |
| 30 | HUBB | Hubbell Inc | Stock-Industrials | 1.18% | -0.06% | -1.05% | |
| 31 | KAI | Kadant Inc | Stock-Other | 1.14% | -0.01% | -0.10% | |
| 32 | CAC | Camden National CORP | Stock-Other | 1.12% | +0.03% | +1.18% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 1.11% | -0.10% | +8.18% | |
| 34 | HO1 | Hologic Inc | Stock-Other | 1.11% | -0.26% | EXIT | |
| 35 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 1.10% | -0.33% | -3.26% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.12% | +0.86% | |
| 37 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 1.03% | -0.40% | -6.39% | |
| 38 | VMI | Valmont Industries | Stock-Industrials | 1.00% | +0.10% | +5.99% | |
| 39 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.87% | +0.05% | +2.58% | |
| 40 | TU | Telus CORP | Stock-Other | 0.84% | -0.16% | -4.37% | |
| 41 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.82% | +0.02% | +7.38% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.34% | -0.09% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.08% | +0.01% | |
| 44 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.77% | -0.02% | -3.43% | |
| 45 | VITL | Vital Farms Inc | Stock-Other | 0.75% | -0.05% | -1.35% | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | -0.12% | +182.74% | |
| 47 | WAB | Wabtec CORP | Stock-Industrials | 0.72% | -0.02% | +7.37% | |
| 48 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.71% | -0.01% | -35.65% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.13% | -3.39% | |
| 50 | HTO | H2o America | Stock-Other | 0.70% | -0.07% | -5.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | +1.7% | +4.93% | Add |
| 2 | AVGO | Broadcom Inc | +1.5% | -3.47% | Trim |
| 3 | NVDA | Nvidia CORP | +1.5% | -1.36% | Trim |
| 4 | ECL | Ecolab Inc | +1.3% | +33166.67% | Add |
| 5 | SYK | Stryker CORP | +1% | +4.11% | Add |
| 6 | HD | Home Depot Inc | +1% | +2.13% | Add |
| 7 | ANET | Arista Networks Inc | +0.9% | -0.89% | Add |
| 8 | FSLR | First Solar Inc | +0.5% | -2.98% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.5% | -0.17% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.5% | +182.74% | Add |
| 11 | MCO | Moody's CORP | +0.5% | +8.18% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | -0.41% | Trim |
| 13 | AMRC | Ameresco Inc-cl A | +0.3% | -35.65% | Trim |
| 14 | FERG | Ferguson Enterprises Inc | +0.3% | -1.13% | Trim |
| 15 | COLB | Columbia Banking System Inc | +0.2% | +70.35% | Add |
| 16 | VEEV | Veeva Systems Inc-class A | +0.2% | -0.99% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.44% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 19 | HUBB | Hubbell Inc | +0.1% | -1.05% | Trim |
| 20 | VITL | Vital Farms Inc | +0.1% | -1.35% | Trim |
| 21 | NFLX | Netflix Inc | +0.1% | -0.09% | Trim |
| 22 | ROST | Ross Stores Inc | +0.1% | +0.42% | Add |
| 23 | HO1 | Hologic Inc | +0.1% | -0.23% | Add |
| 24 | NOW | Servicenow Inc | 0% | +1.43% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +0.86% | Trim |
| 26 | DGX | Quest Diagnostics Inc | -0.1% | +0.42% | Trim |
| 27 | CSCO | Cisco Systems Inc | -0.2% | -1.68% | Trim |
| 28 | UNH | Unitedhealth Group Inc | -0.2% | -2.90% | Trim |
| 29 | GIS | General Mills Inc | -0.2% | -14.63% | Trim |
| 30 | CL | Colgate-palmolive Co | -0.2% | -4.42% | Trim |
| 31 | NOK | Nokia Corp-spon Adr | -0.2% | -4.40% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +2.17% | Trim |
| 33 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -4.41% | Trim |
| 34 | AAPL | Apple Inc | -0.3% | +0.43% | Trim |
| 35 | AMAL | Amalgamated Financial CORP | -0.3% | -3.43% | Trim |
| 36 | SNN | Smith & Nephew PLC -spon Adr | -0.3% | — | Trim |
| 37 | LULU | Lululemon Athletica Inc | -0.3% | +16.87% | Add |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.4% | +7.38% | Add |
| 39 | ADP | Automatic Data Processing | -0.4% | -1.81% | Trim |
| 40 | HTO | H2o America | -0.4% | -5.08% | Trim |
| 41 | DOC | Healthpeak Properties Inc | -0.5% | -7.23% | Trim |
| 42 | CHKP | Check Point Software Technologies Ltd. | -0.5% | -1.05% | Trim |
| 43 | JKHY | Jack Henry & Associates Inc | -0.6% | +1.84% | Add |
| 44 | UL | Unilever PLC | -0.6% | -1.48% | Trim |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.6% | -0.26% | Trim |
| 46 | AWK | American Water Works Co Inc | -0.7% | -2.31% | Trim |
| 47 | STAG | Stag Industrial Inc | -0.8% | -33.97% | Trim |
| 48 | SFM | Sprouts Farmers Market Inc | -1.7% | -2.03% | Trim |
| 49 | VMI | Valmont Industries | — | NEW | New buy |
| 50 | BWA | Borgwarner Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Clean Yield Group reported a total U.S. public equity portfolio value of $403.0M across 426 disclosed positions in Q3 2025.
During Q3 2025, Clean Yield Group's top holdings by market value included AAPL (7.4%)、NVDA (4.8%)、AVGO (3.9%). The largest single position, AAPL, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 18.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VMI
市值: $3.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $23.7M
In Q3 2025, Clean Yield Group made 50 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 32 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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