CY

Clean Yield Group

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$355.2M

Reporting period: 2026-03-31 · Number of holdings: 385

Clean Yield Group disclosed 385 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $355.2M and a quarterly turnover rate of 17.5%.

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Personality snowflake

Concentration
7.6
Portfolio Stability
17.49
Momentum/Contrarian
100
Sector conviction
63.71
Diversification
100
Sizing Uniformity
74.84

Recent moves

  • Add COST

    +646.3%　$4.6M

  • Trim HO1

    -79.3%　-$3.4M

  • Add PANW

    +3033.0%　$2.6M

  • Trim AVGO

    -6.3%　-$2.4M

  • Add ASML

    -4.5%　$1.8M

  • Trim FSLR

    -5.6%　-$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.27%-0.43%-0.27%
2NVDANvidia CORPStock-Tech4.49%-0.19%+1.19%
3AVGOBroadcom INCStock-Tech3.45%-0.61%-6.26%
4ASMLASML Holding N.V.Stock-Tech3.30%+0.54%-4.51%
5CSCOCisco Systems INCStock-Tech2.57%—+1.90%
6GSKGsk Plc-spon AdrStock-Healthcare2.52%+0.32%+0.38%
7PLDPrologis INCStock-Real Estate2.09%+0.12%+1.36%
8AWKAmerican Water Works Co INCStock-Utilities2.01%-0.09%-9.69%
9ANETArista Networks INCStock-Tech1.86%-0.07%+1.29%
10FERGFerguson Enterprises INCStock-Industrials1.78%—+0.26%
11ULUnilever Plc-sponsored AdrStock-Consumer Staples1.77%-0.33%-4.49%
12HASIHa Sustainable InfrastructurStock-Financials1.75%+0.20%-4.69%
13ROSTRoss Stores INCStock-Consumer Disc1.75%+0.32%+0.26%
14CRMSalesforce INCStock-Tech1.62%-0.24%+21.79%
15SYKStryker CORPStock-Healthcare1.51%—+4.49%
16SFMSprouts Farmers Market INCStock-Consumer Staples1.49%—-0.44%
17JKHYJack Henry & Associates INCStock-Tech1.48%-0.18%+1.54%
18DGXQuest Diagnostics INCStock-Healthcare1.45%+0.16%-1.35%
19COSTCostco Wholesale CORPStock-Consumer Staples1.45%+1.28%+646.32%
20CACCamden National CORPStock-Other1.44%+0.20%+4.93%
21HUBBHubbell INCStock-Industrials1.40%+0.18%+2.73%
22JNJJohnson & JohnsonStock-Healthcare1.38%+0.21%-1.55%
23ECLEcolab INCStock-Materials1.38%—+2.72%
24MSFTMicrosoft CORPStock-Tech1.33%-0.39%—
25IBMIntl Business Machines CORPStock-Tech1.30%-0.25%+1.23%
26FSLRFirst Solar INCStock-Tech1.26%-0.49%-5.62%
27SCHWSchwab (charles) CORPStock-Financials1.25%+0.13%+16.87%
28TAKTakeda Pharmaceutic-sp AdrStock-Healthcare1.24%+0.11%-8.60%
29HDHome Depot INCStock-Consumer Disc1.22%—+1.26%
30NOWServicenow INCStock-Tech1.15%—+53.01%
31BWABorgwarner INCStock-Consumer Disc1.14%+0.24%+3.76%
32NFLXNetflix INCStock-Comm Services1.13%+0.49%+69.44%
33MCOMoody's CORPStock-Financials1.13%-0.09%+7.09%
34ADPAutomatic Data ProcessingStock-Tech1.12%-0.29%-0.66%
35VMIValmont IndustriesStock-Industrials1.10%—+2.30%
36VEEVVeeva Systems Inc-class AStock-Healthcare1.08%-0.26%+1.57%
37MKCMccormick & Co-non Vtg ShrsStock-Consumer Staples1.08%-0.35%+0.25%
38STTState Street CORPStock-Financials1.04%+0.35%+51.40%
39NOKNokia Corp-spon AdrStock-Tech1.01%+0.32%+16.78%
40KAIKadant INCStock-Other1.00%—+3.16%
41CHKPCheck Point Software Technologies Ltd.Stock-Tech1.00%-0.25%+2.60%
42VODVodafone Group Plc-sp AdrStock-Comm Services0.96%-0.08%-19.82%
43WABWabtec CORPStock-Industrials0.96%+0.21%+7.86%
44DOCHealthpeak Properties INCStock-Real Estate0.90%—-7.41%
45LLYEli Lilly & CoStock-Healthcare0.82%-0.12%—
46AMALAmalgamated Financial CORPStock-Other0.80%—-20.51%
47HTOH2o AmericaStock-Other0.77%+0.19%+8.69%
48PANWPalo Alto Networks INCStock-Tech0.76%+0.73%+3032.96%
49COLBColumbia Banking System INCStock-Financials0.71%+0.11%+18.91%
50GOOGLAlphabet Inc-cl AStock-Comm Services0.71%—-0.11%
1–50 of 385

Holding changes this quarter

Clean Yield Group's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Ishares Esg Aware Msci USA (ESGU); Add: Costco Wholesale CORP (COST) — shares +646.32%; Trim: Hologic INC (HO1) — shares -79.27%.

Position changes disclosed by Clean Yield Group for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1COSTCostco Wholesale CORP+1.3%+646.32%Add
2PANWPalo Alto Networks INC+0.7%+3032.96%Add
3ASMLASML Holding N.V.+0.5%-4.51%Trim
4NFLXNetflix INC+0.5%+69.44%Add
5STTState Street CORP+0.4%+51.40%Add
6NOKNokia Corp-spon Adr+0.3%+16.78%Add
7ROSTRoss Stores INC+0.3%+0.26%Add
8GSKGsk Plc-spon Adr+0.3%+0.38%Add
9BWABorgwarner INC+0.2%+3.76%Add
10WABWabtec CORP+0.2%+7.86%Add
11JNJJohnson & Johnson+0.2%-1.55%Trim
12CACCamden National CORP+0.2%+4.93%Add
13HASIHa Sustainable Infrastructur+0.2%-4.69%Trim
14SOFISofi Technologies INC+0.2%+184.36%Add
15HTOH2o America+0.2%+8.69%Add
16HUBBHubbell INC+0.2%+2.73%Add
17CMGChipotle Mexican Grill INC+0.2%+47.04%Add
18DGXQuest Diagnostics INC+0.2%-1.35%Trim
19SCHWSchwab (charles) CORP+0.1%+16.87%Add
20PLDPrologis INC+0.1%+1.36%Add
21COLBColumbia Banking System INC+0.1%+18.91%Add
22TAKTakeda Pharmaceutic-sp Adr+0.1%-8.60%Trim
23ANETArista Networks INC-0.1%+1.29%Add
24VODVodafone Group Plc-sp Adr-0.1%-19.82%Trim
25AWKAmerican Water Works Co INC-0.1%-9.69%Trim
26MCOMoody's CORP-0.1%+7.09%Add
27MICCThe Magnum Ice Cream Company N.-0.1%-95.21%Trim
28TUTelus CORP-0.1%-16.01%Trim
29LLYEli Lilly & Co-0.1%—Unchanged
30SPYSs Spdr S&p 500 ETF Trust-us-0.1%-18.76%Trim
31NVONovo-nordisk A/s-spons Adr-0.1%-2.20%Trim
32JKHYJack Henry & Associates INC-0.2%+1.54%Add
33NVDANvidia CORP-0.2%+1.19%Add
34CRMSalesforce INC-0.2%+21.79%Add
35IBMIntl Business Machines CORP-0.3%+1.23%Add
36CHKPCheck Point Software Technologies Ltd.-0.3%+2.60%Add
37VEEVVeeva Systems Inc-class A-0.3%+1.57%Add
38ADPAutomatic Data Processing-0.3%-0.66%Trim
39INTUIntuit INC-0.3%-20.84%Trim
40VITLVital Farms INC-0.3%+1.14%Add
41ULUnilever Plc-sponsored Adr-0.3%-4.49%Trim
42MKCMccormick & Co-non Vtg Shrs-0.4%+0.25%Add
43MSFTMicrosoft CORP-0.4%—Unchanged
44AAPLApple INC-0.4%-0.27%Trim
45FSLRFirst Solar INC-0.5%-5.62%Trim
46AVGOBroadcom INC-0.6%-6.26%Trim
47HO1Hologic INC-0.9%-79.27%Trim
48AZNAstraZeneca PLC—NEWNew buy
49AZNNAstrazeneca Plc-spons Adr—EXITSold out
50ESGUIshares Esg Aware Msci USA—NEWNew buy

FAQ

What is Clean Yield Group and what type of investor is it?
Clean Yield Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $355.2M, spread across 385 disclosed positions.
What are Clean Yield Group's largest equity positions?
Based on the latest 13F filing, Clean Yield Group's top holdings by market value are: 1. Apple INC (AAPL) — $25.8M (7.3%) 2. Nvidia CORP (NVDA) — $15.9M (4.5%) 3. Broadcom INC (AVGO) — $12.2M (3.5%) 4. ASML Holding N.V. (ASML) — $11.7M (3.3%) 5. Cisco Systems INC (CSCO) — $9.1M (2.6%)
What changes did Clean Yield Group make in its most recent portfolio filing?
In the latest reported quarter, Clean Yield Group made 48 notable position adjustments: 2 new positions were initiated, 27 existing holdings were added to, 18 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Ishares Esg Aware Msci USA (ESGU); Add: Costco Wholesale CORP (COST) — shares +646.32%; Trim: Hologic INC (HO1) — shares -79.27%
What sectors does Clean Yield Group focus on?
Clean Yield Group is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 39.9% • Health Care: 14.5% • Financials: 9.0% • Industrials: 9.0% • Consumer Staples: 8.7% • Consumer Discretionary: 7.0%

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