CIK: 0001525865
申告総資産額
$3.6億
報告対象四半期: 2026-03-31 · 銘柄数: 385
Clean Yield Groupは最新の13F報告書で385件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$3.6億、四半期回転率は17.5%です。
Clean Yield Groupが開示している保有銘柄のハーフィンダール集中度指数は 0.019 で、これは約 53 件の均等加重ポジションに相当し、実際の開示銘柄数 385 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 2.52）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
増加 COST
+646.3% $455.6万
減少 HO1
-79.3% -$340.6万
増加 PANW
+3033.0% $258.4万
減少 AVGO
-6.3% -$236.2万
増加 ASML
-4.5% $177.8万
減少 FSLR
-5.6% -$181.1万
上位200銘柄を表示中（全385銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 7.27% | -0.43% | -0.27% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.49% | -0.19% | +1.19% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.45% | -0.61% | -6.26% | |
| 4 | ASML | ASML Holding N.V. | 株式-IT | 3.30% | +0.54% | -4.51% | |
| 5 | CSCO | Cisco Systems INC | 株式-IT | 2.57% | — | +1.90% | |
| 6 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 2.52% | +0.32% | +0.38% | |
| 7 | PLD | Prologis INC | 株式-不動産 | 2.09% | +0.12% | +1.36% | |
| 8 | AWK | American Water Works Co INC | 株式-公益事業 | 2.01% | -0.09% | -9.69% | |
| 9 | ANET | Arista Networks INC | 株式-IT | 1.86% | -0.07% | +1.29% | |
| 10 | FERG | Ferguson Enterprises INC | 株式-資本財 | 1.78% | — | +0.26% | |
| 11 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 1.77% | -0.33% | -4.49% | |
| 12 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 1.75% | +0.20% | -4.69% | |
| 13 | ROST | Ross Stores INC | 株式-一般消費財 | 1.75% | +0.32% | +0.26% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.62% | -0.24% | +21.79% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 1.51% | — | +4.49% | |
| 16 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 1.49% | — | -0.44% | |
| 17 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.48% | -0.18% | +1.54% | |
| 18 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.45% | +0.16% | -1.35% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | +1.28% | +646.32% | |
| 20 | CAC | Camden National CORP | 株式-その他 | 1.44% | +0.20% | +4.93% | |
| 21 | HUBB | Hubbell INC | 株式-資本財 | 1.40% | +0.18% | +2.73% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | +0.21% | -1.55% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 1.38% | — | +2.72% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.39% | — | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.30% | -0.25% | +1.23% | |
| 26 | FSLR | First Solar INC | 株式-IT | 1.26% | -0.49% | -5.62% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.25% | +0.13% | +16.87% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 1.24% | +0.11% | -8.60% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | +1.26% | |
| 30 | NOW | Servicenow INC | 株式-IT | 1.15% | — | +53.01% | |
| 31 | BWA | Borgwarner INC | 株式-一般消費財 | 1.14% | +0.24% | +3.76% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 1.13% | +0.49% | +69.44% | |
| 33 | MCO | Moody's CORP | 株式-金融 | 1.13% | -0.09% | +7.09% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 1.12% | -0.29% | -0.66% | |
| 35 | VMI | Valmont Industries | 株式-資本財 | 1.10% | — | +2.30% | |
| 36 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.08% | -0.26% | +1.57% | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.08% | -0.35% | +0.25% | |
| 38 | STT | State Street CORP | 株式-金融 | 1.04% | +0.35% | +51.40% | |
| 39 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.01% | +0.32% | +16.78% | |
| 40 | KAI | Kadant INC | 株式-その他 | 1.00% | — | +3.16% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.00% | -0.25% | +2.60% | |
| 42 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.96% | -0.08% | -19.82% | |
| 43 | WAB | Wabtec CORP | 株式-資本財 | 0.96% | +0.21% | +7.86% | |
| 44 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.90% | — | -7.41% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.12% | — | |
| 46 | AMAL | Amalgamated Financial CORP | 株式-その他 | 0.80% | — | -20.51% | |
| 47 | HTO | H2o America | 株式-その他 | 0.77% | +0.19% | +8.69% | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.76% | +0.73% | +3032.96% | |
| 49 | COLB | Columbia Banking System INC | 株式-金融 | 0.71% | +0.11% | +18.91% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -0.11% |
Q3 2026のパフォーマンス
+5.7%
直近4四半期のパフォーマンス
+17.7%
価格取得が可能な保有銘柄（報告価値の84%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 385 | $3.6億 | 17 | |
| 2025-12-31 | 410 | $3.6億 | 17 | |
| 2025-09-30 | 426 | $3.5億 | 29 | |
| 2025-06-30 | 408 | $3.3億 | 0 | |
| 2025-03-31 | 449 | $3.1億 | 100 | |
| 2024-12-31 | 458 | $3.1億 | 0 | |
| 2024-09-30 | 474 | $3.2億 | 0 | |
| 2024-06-30 | 367 | $2.7億 | 0 | |
| 2024-03-31 | 384 | $2.6億 | 0 | |
| 2023-12-31 | 375 | $2.4億 | 0 | |
| 2023-09-30 | 383 | $2.3億 | 0 | |
| 2023-06-30 | 408 | $2.4億 | 0 | |
| 2023-03-31 | 428 | $2.3億 | 0 | |
| 2022-12-31 | 483 | $2.3億 | 0 | |
| 2022-09-30 | 485 | $2.2億 | 0 | |
| 2022-06-30 | 423 | $2.4億 | 0 | |
| 2022-03-31 | 483 | $2.8億 | 0 | |
| 2021-12-31 | 454 | $3.1億 | 0 | |
| 2021-09-30 | 484 | $3.0億 | 0 | |
| 2021-06-30 | 482 | $2.9億 | 100 | |
| 2021-03-31 | 160 | $2.7億 | 28 | |
| 2020-12-31 | 440 | $2.8億 | 25 | |
| 2020-09-30 | 390 | $2.5億 | 13 | |
| 2020-06-30 | 352 | $2.3億 | 23 | |
| 2020-03-31 | 389 | $2.1億 | 49 | |
| 2019-12-31 | 361 | $3.2億 | 16 | |
| 2019-09-30 | 349 | $3.0億 | 19 | |
| 2019-06-30 | 353 | $2.8億 | 28 | |
| 2019-03-31 | 313 | $2.5億 | 18 | |
| 2018-12-31 | 309 | $2.3億 | 22 | |
| 2018-09-30 | 137 | $2.5億 | 17 | |
| 2018-06-30 | 132 | $2.4億 | 14 | |
| 2018-03-31 | 131 | $2.4億 | 19 | |
| 2017-12-31 | 130 | $2.5億 | 13 | |
| 2017-09-30 | 133 | $2.5億 | 12 | |
| 2017-06-30 | 130 | $2.4億 | 18 | |
| 2017-03-31 | 300 | $2.4億 | 21 | |
| 2016-12-31 | 125 | $2.2億 | 16 | |
| 2016-09-30 | 320 | $2.3億 | 18 | |
| 2016-06-30 | 304 | $2.3億 | 13 | |
| 2016-03-31 | 299 | $2.2億 | 18 | |
| 2015-12-31 | 124 | $2.0億 | 18 | |
| 2015-09-30 | 123 | $2.1億 | 24 | |
| 2015-06-30 | 127 | $2.2億 | 20 | |
| 2015-03-31 | 360 | $2.3億 | 59 | |
| 2014-12-31 | 128 | $2.2億 | 14 | |
| 2014-09-30 | 124 | $2.1億 | 15 | |
| 2014-06-30 | 126 | $2.0億 | 12 | |
| 2014-03-31 | 115 | $1.9億 | 19 | |
| 2013-12-31 | 112 | $1.9億 | 23 | |
| 2013-09-30 | 109 | $1.8億 | 14 | |
| 2013-06-30 | 107 | $1.7億 | — |
Clean Yield Groupの2026-03-31時点における主要なポジション変更： 新規購入: AstraZeneca PLC (AZN); 全売却: Astrazeneca Plc-spons Adr (AZNN); 新規購入: Ishares Esg Aware Msci USA (ESGU); 増加: Costco Wholesale CORP (COST) — 保有株数 +646.32%; 減少: Hologic INC (HO1) — 保有株数 -79.27%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.3% | +646.32% | 増加 |
| 2 | PANW | Palo Alto Networks INC | +0.7% | +3032.96% | 増加 |
| 3 | ASML | ASML Holding N.V. | +0.5% | -4.51% | 減少 |
| 4 | NFLX | Netflix INC | +0.5% | +69.44% | 増加 |
| 5 | STT | State Street CORP | +0.4% | +51.40% | 増加 |
| 6 | NOK | Nokia Corp-spon Adr | +0.3% | +16.78% | 増加 |
| 7 | ROST | Ross Stores INC | +0.3% | +0.26% | 増加 |
| 8 | GSK | Gsk Plc-spon Adr | +0.3% | +0.38% | 増加 |
| 9 | BWA | Borgwarner INC | +0.2% | +3.76% | 増加 |
| 10 | WAB | Wabtec CORP | +0.2% | +7.86% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -1.55% | 減少 |
| 12 | CAC | Camden National CORP | +0.2% | +4.93% | 増加 |
| 13 | HASI | Ha Sustainable Infrastructur | +0.2% | -4.69% | 減少 |
| 14 | SOFI | Sofi Technologies INC | +0.2% | +184.36% | 増加 |
| 15 | HTO | H2o America | +0.2% | +8.69% | 増加 |
| 16 | HUBB | Hubbell INC | +0.2% | +2.73% | 増加 |
| 17 | CMG | Chipotle Mexican Grill INC | +0.2% | +47.04% | 増加 |
| 18 | DGX | Quest Diagnostics INC | +0.2% | -1.35% | 減少 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +16.87% | 増加 |
| 20 | PLD | Prologis INC | +0.1% | +1.36% | 増加 |
| 21 | COLB | Columbia Banking System INC | +0.1% | +18.91% | 増加 |
| 22 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | -8.60% | 減少 |
| 23 | ANET | Arista Networks INC | -0.1% | +1.29% | 増加 |
| 24 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -19.82% | 減少 |
| 25 | AWK | American Water Works Co INC | -0.1% | -9.69% | 減少 |
| 26 | MCO | Moody's CORP | -0.1% | +7.09% | 増加 |
| 27 | MICC | The Magnum Ice Cream Company N. | -0.1% | -95.21% | 減少 |
| 28 | TU | Telus CORP | -0.1% | -16.01% | 減少 |
| 29 | LLY | Eli Lilly & Co | -0.1% | — | 変化なし |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -18.76% | 減少 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -2.20% | 減少 |
| 32 | JKHY | Jack Henry & Associates INC | -0.2% | +1.54% | 増加 |
| 33 | NVDA | Nvidia CORP | -0.2% | +1.19% | 増加 |
| 34 | CRM | Salesforce INC | -0.2% | +21.79% | 増加 |
| 35 | IBM | Intl Business Machines CORP | -0.3% | +1.23% | 増加 |
| 36 | CHKP | Check Point Software Technologies Ltd. | -0.3% | +2.60% | 増加 |
| 37 | VEEV | Veeva Systems Inc-class A | -0.3% | +1.57% | 増加 |
| 38 | ADP | Automatic Data Processing | -0.3% | -0.66% | 減少 |
| 39 | INTU | Intuit INC | -0.3% | -20.84% | 減少 |
| 40 | VITL | Vital Farms INC | -0.3% | +1.14% | 増加 |
| 41 | UL | Unilever Plc-sponsored Adr | -0.3% | -4.49% | 減少 |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | +0.25% | 増加 |
| 43 | MSFT | Microsoft CORP | -0.4% | — | 変化なし |
| 44 | AAPL | Apple INC | -0.4% | -0.27% | 減少 |
| 45 | FSLR | First Solar INC | -0.5% | -5.62% | 減少 |
| 46 | AVGO | Broadcom INC | -0.6% | -6.26% | 減少 |
| 47 | HO1 | Hologic INC | -0.9% | -79.27% | 減少 |
| 48 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 49 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 50 | ESGU | Ishares Esg Aware Msci USA | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-14 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-01-26 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-10-23 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-17 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-14 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-01-13 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-10-07 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-07-10 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-29 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-01-24 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-10-12 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-26 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-04-26 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-01-31 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-10-31 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-07-18 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-04-25 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-01-24 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-10-27 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-07-26 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-04-26 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-01-26 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-10-16 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-07-22 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-04-20 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-01-17 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-10-23 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-07-22 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-04-24 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-01-23 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-10-22 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-07-24 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-04-23 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-01-16 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-10-11 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-07-17 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-05-03 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-01-24 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-10-28 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-07-27 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-04-15 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-01-27 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-10-29 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-07-31 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-04-24 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-01-29 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-10-27 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-21 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-04-24 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-01-31 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-10-24 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-10-24 | 13F-HR | EDGARで見る |
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