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CIK: 0001525865
Total reported value
$403.0M
$403.0M
385 檔
18.6%
As reported in its official Q1 2026 Form 13F filing, Clean Yield Group's tracked investment portfolio stood at $403.0M with 385 total positions.
In Q1 2026, Clean Yield Group adopted a defensive or profit-taking posture, trimming 88 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $581.8K
Top Position Liquidated / Trimmed
AZNN
前期市值: $542.4K
Showing top 200 holdings (of 385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.27% | +0.04% | -0.27% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.18% | +1.19% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.45% | -0.09% | -6.26% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 3.30% | +0.50% | -4.51% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.57% | +0.71% | +1.90% | |
| 6 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.52% | -0.46% | +0.38% | |
| 7 | PLD | Prologis Inc | Stock-Real Estate | 2.09% | -0.46% | +1.36% | |
| 8 | AWK | American Water Works Co Inc | Stock-Utilities | 2.01% | -0.36% | -9.69% | |
| 9 | ANET | Arista Networks Inc | Stock-Tech | 1.86% | +0.42% | +1.29% | |
| 10 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.78% | -0.21% | +0.26% | |
| 11 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.77% | -0.23% | -4.49% | |
| 12 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.75% | -0.13% | -4.69% | |
| 13 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.75% | -0.46% | +0.26% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.62% | -0.17% | +21.79% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.51% | -0.21% | +4.49% | |
| 16 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.49% | -0.18% | -0.44% | |
| 17 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 1.48% | -0.36% | +1.54% | |
| 18 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.45% | -0.02% | -1.35% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.16% | +646.32% | |
| 20 | CAC | Camden National CORP | Stock-Other | 1.44% | +0.03% | +4.93% | |
| 21 | HUBB | Hubbell Inc | Stock-Industrials | 1.40% | -0.06% | +2.73% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.12% | -1.55% | |
| 23 | ECL | Ecolab Inc | Stock-Materials | 1.38% | -0.05% | +2.72% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.02% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.30% | +0.15% | +1.23% | |
| 26 | FSLR | First Solar Inc | Stock-Tech | 1.26% | -0.03% | -5.62% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.25% | -0.12% | +16.87% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 1.24% | -0.33% | -8.60% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | +0.04% | +1.26% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.15% | -0.13% | +53.01% | |
| 31 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.14% | +0.05% | +3.76% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | -0.34% | +69.44% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 1.13% | -0.10% | +7.09% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 1.12% | +0.10% | -0.66% | |
| 35 | VMI | Valmont Industries | Stock-Industrials | 1.10% | +0.10% | +2.30% | |
| 36 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.08% | -0.02% | +1.57% | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.08% | -0.14% | +0.25% | |
| 38 | STT | State Street CORP | Stock-Financials | 1.04% | +0.23% | +51.40% | |
| 39 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.01% | +0.38% | +16.78% | |
| 40 | KAI | Kadant Inc | Stock-Other | 1.00% | -0.01% | +3.16% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.00% | -0.18% | +2.60% | |
| 42 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.96% | -0.40% | -19.82% | |
| 43 | WAB | Wabtec CORP | Stock-Industrials | 0.96% | -0.02% | +7.86% | |
| 44 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.90% | -0.17% | -7.41% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.13% | — | |
| 46 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.80% | -0.02% | -20.51% | |
| 47 | HTO | H2o America | Stock-Other | 0.77% | -0.07% | +8.69% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +0.66% | +3032.96% | |
| 49 | COLB | Columbia Banking System Inc | Stock-Financials | 0.71% | +0.05% | +18.91% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.06% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.3% | +646.32% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.7% | +3032.96% | Add |
| 3 | ASML | ASML Holding N.V. | +0.5% | -4.51% | Trim |
| 4 | NFLX | Netflix Inc | +0.5% | +69.44% | Add |
| 5 | STT | State Street CORP | +0.4% | +51.40% | Add |
| 6 | NOK | Nokia Corp-spon Adr | +0.3% | +16.78% | Add |
| 7 | ROST | Ross Stores Inc | +0.3% | +0.26% | Add |
| 8 | GSK | Gsk Plc-spon Adr | +0.3% | +0.38% | Add |
| 9 | BWA | Borgwarner Inc | +0.2% | +3.76% | Add |
| 10 | WAB | Wabtec CORP | +0.2% | +7.86% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | -1.55% | Trim |
| 12 | CAC | Camden National CORP | +0.2% | +4.93% | Add |
| 13 | HASI | Ha Sustainable Infrastructur | +0.2% | -4.69% | Trim |
| 14 | SOFI | Sofi Technologies Inc | +0.2% | +184.36% | Add |
| 15 | HTO | H2o America | +0.2% | +8.69% | Add |
| 16 | HUBB | Hubbell Inc | +0.2% | +2.73% | Add |
| 17 | CMG | Chipotle Mexican Grill Inc | +0.2% | +47.04% | Add |
| 18 | DGX | Quest Diagnostics Inc | +0.2% | -1.35% | Trim |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +16.87% | Add |
| 20 | PLD | Prologis Inc | +0.1% | +1.36% | Add |
| 21 | COLB | Columbia Banking System Inc | +0.1% | +18.91% | Add |
| 22 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | -8.60% | Trim |
| 23 | FERG | Ferguson Enterprises Inc | +0.1% | +0.26% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +1.90% | Add |
| 25 | KAI | Kadant Inc | +0.1% | +3.16% | Add |
| 26 | ECL | Ecolab Inc | +0.1% | +2.72% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | +53.01% | Add |
| 28 | LULU | Lululemon Athletica Inc | +0.1% | +50.48% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -3.83% | Trim |
| 30 | KEYS | Keysight Technologies In | +0.1% | — | Unchanged |
| 31 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 32 | GLW | Corning Inc | 0% | — | Unchanged |
| 33 | WAT | Waters CORP | 0% | +93.85% | Add |
| 34 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 35 | ITW | Illinois Tool Works | 0% | -0.31% | Trim |
| 36 | MRK | Merck & Co. Inc. | 0% | -3.14% | Trim |
| 37 | PEP | Pepsico Inc | 0% | -1.37% | Trim |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +5085.29% | Add |
| 39 | VMI | Valmont Industries | 0% | +2.30% | Add |
| 40 | NEE | Nextera Energy Inc | 0% | -2.65% | Trim |
| 41 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 42 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 43 | TGT | Target CORP | 0% | — | Unchanged |
| 44 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 45 | FDX | Fedex CORP | 0% | — | Unchanged |
| 46 | HLIO | Helios Technologies Inc | 0% | -2.32% | Trim |
| 47 | WMT | Walmart Inc | 0% | — | Unchanged |
| 48 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 49 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 50 | UTHR | United Therapeutics CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Clean Yield Group reported a total U.S. public equity portfolio value of $403.0M across 385 disclosed positions in Q1 2026.
During Q1 2026, Clean Yield Group's top holdings by market value included AAPL (7.3%)、NVDA (4.5%)、AVGO (3.5%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q1 2026, Clean Yield Group made 156 total portfolio adjustments, initiating 10 new buys, adding to 42 positions, trimming 88 holdings, and fully liquidating 16 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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