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CIK: 0001525865
Total reported value
$403.0M
$403.0M
410 檔
19.4%
According to the latest 13F quarterly dataset, Clean Yield Group managed an equity portfolio of $403.0M at the end of Q4 2025, spanning 410 distinct U.S. exchange-listed positions.
In Q4 2025, Clean Yield Group displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.70% | +0.04% | -1.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +0.18% | -0.17% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.06% | -0.09% | +0.02% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 2.76% | +0.50% | +7.09% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.47% | +0.71% | -0.23% | |
| 6 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.20% | -0.46% | -1.49% | |
| 7 | AWK | American Water Works Co Inc | Stock-Utilities | 2.10% | -0.36% | -6.26% | |
| 8 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 2.10% | -0.23% | — | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 1.97% | -0.46% | +1.17% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.93% | +0.42% | +0.16% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 1.86% | -0.17% | +0.32% | |
| 12 | FSLR | First Solar Inc | Stock-Tech | 1.75% | -0.03% | -11.93% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.02% | -1.36% | |
| 14 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.67% | -0.21% | +0.42% | |
| 15 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 1.66% | -0.36% | +1.18% | |
| 16 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.55% | -0.13% | -3.05% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | +0.15% | -0.77% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.21% | +4.68% | |
| 19 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.52% | -0.18% | -3.47% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.43% | -0.14% | -0.41% | |
| 21 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.43% | -0.46% | +0.40% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.41% | +0.10% | +0.74% | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.34% | -0.02% | +0.38% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.31% | -0.05% | +5.72% | |
| 25 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.29% | -0.02% | +0.09% | |
| 26 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.25% | -0.18% | +0.85% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | +0.04% | +1.00% | |
| 28 | CAC | Camden National CORP | Stock-Other | 1.24% | +0.03% | +0.09% | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 1.22% | -0.06% | +2.19% | |
| 30 | MCO | Moody's CORP | Stock-Financials | 1.22% | -0.10% | +3.69% | |
| 31 | HO1 | Hologic Inc | Stock-Other | 1.20% | -0.26% | EXIT | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.12% | — | |
| 33 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 1.13% | -0.33% | -1.97% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.12% | -0.12% | +47.90% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.13% | +412.72% | |
| 36 | VMI | Valmont Industries | Stock-Industrials | 1.07% | +0.10% | +4.11% | |
| 37 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 1.04% | -0.40% | -9.70% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.13% | -3.39% | |
| 39 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.94% | -0.17% | -4.63% | |
| 40 | KAI | Kadant Inc | Stock-Other | 0.93% | -0.01% | -13.18% | |
| 41 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.90% | +0.05% | +2.94% | |
| 42 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.82% | -0.02% | -7.78% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.06% | — | |
| 44 | WAB | Wabtec CORP | Stock-Industrials | 0.75% | -0.02% | +0.32% | |
| 45 | STT | State Street CORP | Stock-Financials | 0.69% | +0.23% | +8247.39% | |
| 46 | NOK | Nokia Corp-spon Adr | Stock-Tech | 0.69% | +0.38% | +14.96% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.08% | -7.45% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.34% | +960.57% | |
| 49 | TU | Telus CORP | Stock-Other | 0.64% | -0.16% | -7.62% | |
| 50 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.61% | -0.01% | -0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STT | State Street CORP | +0.7% | +8247.39% | Add |
| 2 | ASML | ASML Holding N.V. | +0.4% | +7.09% | Add |
| 3 | SCHW | Schwab (charles) CORP | +0.4% | +47.90% | Add |
| 4 | JKHY | Jack Henry & Associates Inc | +0.3% | +1.18% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -1.02% | Trim |
| 6 | NOK | Nokia Corp-spon Adr | +0.2% | +14.96% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -0.23% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | -3.39% | Trim |
| 9 | GSK | Gsk Plc-spon Adr | +0.2% | -1.49% | Trim |
| 10 | ROST | Ross Stores Inc | +0.2% | +0.40% | Add |
| 11 | PLD | Prologis Inc | +0.2% | +1.17% | Add |
| 12 | CRM | Salesforce Inc | +0.2% | +0.32% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.02% | Add |
| 15 | CAC | Camden National CORP | +0.1% | +0.09% | Add |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +475.85% | Add |
| 17 | MCO | Moody's CORP | +0.1% | +3.69% | Add |
| 18 | COLB | Columbia Banking System Inc | +0.1% | +14.60% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | Trim |
| 21 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.67% | Trim |
| 22 | HO1 | Hologic Inc | +0.1% | -0.71% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +81100.00% | Add |
| 24 | VMI | Valmont Industries | +0.1% | +4.11% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.08% | Add |
| 26 | FSLR | First Solar Inc | 0% | -11.93% | Trim |
| 27 | LULU | Lululemon Athletica Inc | -0.1% | -28.36% | Trim |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -7.45% | Trim |
| 29 | HTO | H2o America | -0.1% | -15.74% | Trim |
| 30 | NFLX | Netflix Inc | -0.2% | +960.57% | Add |
| 31 | DGX | Quest Diagnostics Inc | -0.2% | +0.09% | Add |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.2% | +0.85% | Add |
| 33 | VITL | Vital Farms Inc | -0.2% | +0.92% | Add |
| 34 | MSFT | Microsoft CORP | -0.2% | -1.36% | Trim |
| 35 | AMRC | Ameresco Inc-cl A | -0.2% | -16.60% | Trim |
| 36 | TU | Telus CORP | -0.2% | -7.62% | Trim |
| 37 | KAI | Kadant Inc | -0.2% | -13.18% | Trim |
| 38 | ADP | Automatic Data Processing | -0.2% | +0.74% | Add |
| 39 | NOW | Servicenow Inc | -0.2% | +412.72% | Add |
| 40 | HD | Home Depot Inc | -0.2% | +1.00% | Add |
| 41 | DOC | Healthpeak Properties Inc | -0.3% | -4.63% | Trim |
| 42 | ANET | Arista Networks Inc | -0.3% | +0.16% | Add |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -29.05% | Trim |
| 44 | AWK | American Water Works Co Inc | -0.3% | -6.26% | Trim |
| 45 | VEEV | Veeva Systems Inc-class A | -0.5% | +0.38% | Add |
| 46 | SFM | Sprouts Farmers Market Inc | -0.7% | -3.47% | Trim |
| 47 | UL | Unilever PLC | — | EXIT | Sold out |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 49 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 50 | MICC | The Magnum Ice Cream Company N. | — | 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 410 disclosed positions in Q4 2025.
During Q4 2025, Clean Yield Group's top holdings by market value included AAPL (7.7%)、NVDA (4.7%)、AVGO (4.1%). The largest single position, AAPL, represented 7.7% 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 19.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $7.5M
Top Position Liquidated / Trimmed
UL
前期市值: $8.0M
In Q4 2025, Clean Yield Group made 48 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 19 holdings, and fully liquidating 1 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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