Clean Yield Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$355.2M
Q ending 2026-03-31
Prior quarter
$360.2M
Q ending 2025-12-31
Change
-1.4% QoQ · +15.7% YoY
Positions
385
reported holdings
Largest positions
Top 100 of 385 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc Com | AAPL | Shares | $25.8M | 102K |
| Nvidia Corporation Com | NVDA | Shares | $15.9M | 91K |
| Broadcom Inc Com | AVGO | Shares | $12.2M | 40K |
| Asml Hldg Nv N Y Registry Shs | Shares | $11.7M | 9K | |
| Cisco Sys Inc Com | CSCO | Shares | $9.1M | 118K |
| Gsk Plc Sponsored Adr | GSK | Shares | $8.9M | 162K |
| Prologis Inc. Com | PLD | Shares | $7.4M | 56K |
| American Wtr Wks Co Inc New Com | AWK | Shares | $7.1M | 52K |
| Arista Networks Inc Com Shs | ANET | Shares | $6.6M | 54K |
| Ferguson Enterprises Inc Common St | FERG | Shares | $6.3M | 27K |
| Unilever Plc Spon Adr New | UL | Shares | $6.3M | 110K |
| Ha Sustainable Infra Cap Inc Com | HASI | Shares | $6.2M | 169K |
| Ross Stores Inc Com | ROST | Shares | $6.2M | 29K |
| Salesforce Inc Com | CRM | Shares | $5.7M | 31K |
| Stryker Corporation Com | SYK | Shares | $5.4M | 16K |
| Sprouts Fmrs Mkt Inc Com | SFM | Shares | $5.3M | 69K |
| Henry Jack & Assoc Inc Com | JKHY | Shares | $5.3M | 33K |
| Quest Diagnostics Inc Com | DGX | Shares | $5.2M | 26K |
| Costco Wholesale Corporation Com | COST | Shares | $5.2M | 5K |
| Camden Natl Corp Com | CAC | Shares | $5.1M | 108K |
| Hubbell Inc Com | HUBB | Shares | $5.0M | 10K |
| Johnson & Johnson Com | JNJ | Shares | $4.9M | 20K |
| Ecolab Inc Com | ECL | Shares | $4.9M | 18K |
| Microsoft Corp Com | MSFT | Shares | $4.7M | 13K |
| International Business Machs Com | IBM | Shares | $4.6M | 19K |
| First Solar Inc Com | FSLR | Shares | $4.5M | 23K |
| Schwab Charles Corp Com | SCHW | Shares | $4.4M | 47K |
| Takeda Pharmaceutical Co Ltd Spons | TAK | Shares | $4.4M | 238K |
| Home Depot Inc | HD | Shares | $4.3M | 13K |
| Servicenow Inc Com | NOW | Shares | $4.1M | 39K |
| Borgwarner Inc Com | BWA | Shares | $4.1M | 75K |
| Netflix Inc. Com | NFLX | Shares | $4.0M | 42K |
| Moodys Corp Com | MCO | Shares | $4.0M | 9K |
| Automatic Data Processing Inc Com | ADP | Shares | $4.0M | 20K |
| Valmont Inds Inc Com | VMI | Shares | $3.9M | 10K |
| Veeva Sys Inc Cl A Com | VEEV | Shares | $3.8M | 22K |
| Mccormick & Co Inc Com Non Vtg | MKC | Shares | $3.8M | 76K |
| State Str Corp Com | STT | Shares | $3.7M | 29K |
| Nokia Corp Sponsored Adr | NOK | Shares | $3.6M | 447K |
| Kadant Inc Com | KAI | Shares | $3.6M | 12K |
| Check Point Software Tech Ltd Ord | Shares | $3.6M | 25K | |
| Vodafone Group Plc Sponsored Adr | VOD | Shares | $3.4M | 228K |
| Wabtec Com | WAB | Shares | $3.4M | 14K |
| Healthpeak Properties Inc Com | DOC | Shares | $3.2M | 194K |
| Eli Lilly & Co Com | LLY | Shares | $2.9M | 3K |
| Amalgamated Financial Corp Com | AMAL | Shares | $2.9M | 74K |
| H2O America Com | HTO | Shares | $2.7M | 46K |
| Palo Alto Networks Inc Com | PANW | Shares | $2.7M | 17K |
| Columbia Bkg Sys Inc Com | COLB | Shares | $2.5M | 92K |
| Alphabet Class A | GOOGL | Shares | $2.5M | 9K |
| Chipotle Mexican Grill Inc Com | CMG | Shares | $2.5M | 78K |
| Procter & Gamble Co Com | PG | Shares | $2.4M | 17K |
| Illinois Tool Wks Inc Com | ITW | Shares | $2.2M | 8K |
| Lululemon Athletica Inc Com | LULU | Shares | $2.2M | 14K |
| Expeditors Intl Wash Inc Com | EXPD | Shares | $1.9M | 13K |
| Telus Corporation Com | TU | Shares | $1.9M | 146K |
| Ameresco Inc Cl A | AMRC | Shares | $1.7M | 66K |
| Amgen Inc Com | AMGN | Shares | $1.7M | 5K |
| Pepsico Inc Com | PEP | Shares | $1.7M | 11K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $1.6M | 6K |
| Sofi Technologies Inc Com | SOFI | Shares | $1.6M | 98K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $1.6M | 2K |
| United Parcel Svcs Inc Cl B | UPS | Shares | $1.3M | 14K |
| Merck & Co Inc Com | MRK | Shares | $1.3M | 10K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $1.2M | 3K |
| Intuit Com | INTU | Shares | $1.1M | 3K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $1.1M | 2K |
| Novo-Nordisk A S Adr | NVO | Shares | $1.1M | 29K |
| Colgate Palmolive Co Com | CL | Shares | $1.0M | 12K |
| Us Bancorp Com New | USB | Shares | $1.0M | 20K |
| Vital Farms Inc Com | VITL | Shares | $934K | 66K |
| American Express Co Com | AXP | Shares | $931K | 3K |
| Hologic Inc Com | HOLX | Shares | $908K | 12K |
| Abbvie Inc Com | ABBV | Shares | $844K | 4K |
| Trimble Inc Com | TRMB | Shares | $834K | 13K |
| Oreilly Automotive Inc Com | ORLY | Shares | $822K | 9K |
| Vaneck Green Bond Etf | GRNB | Shares | $816K | 34K |
| Becton Dickinson & Co Com | BDX | Shares | $728K | 5K |
| Ge Aerospace Com New | GE | Shares | $713K | 3K |
| Nextera Energy Inc Com | NEE | Shares | $683K | 7K |
| Jpmorgan Chase & Co Com | JPM | Shares | $650K | 2K |
| Exxon Mobil Corp Com | XOM | Shares | $640K | 4K |
| Aflac Inc Com | AFL | Shares | $621K | 6K |
| Abbott Laboratories Com | ABT | Shares | $602K | 6K |
| Ge Vernova Inc Com | GEV | Shares | $598K | 685 |
| Texas Instrs Inc Com | TXN | Shares | $597K | 3K |
| Keysight Technologies Inc Com | KEYS | Shares | $588K | 2K |
| Astrazeneca Plc Ord | Shares | $582K | 3K | |
| General Mills Inc Com | GIS | Shares | $571K | 15K |
| Mastercard Incorporated Cl A | MA | Shares | $556K | 1K |
| Essential Utils Inc Com | WTRG | Shares | $513K | 13K |
| Walmart Inc Com | WMT | Shares | $510K | 4K |
| Amphenol Corp Cl A | APH | Shares | $504K | 4K |
| Agilent Technologies Inc Com | A | Shares | $500K | 4K |
| Hingham Instn Svgs Mass Com | HIFS | Shares | $467K | 2K |
| Watts Water Technologies Inc Cl A | WTS | Shares | $463K | 2K |
| California Wtr Svc Group Com | CWT | Shares | $460K | 10K |
| 3M Co Com | MMM | Shares | $435K | 3K |
| Amazon Com Inc Com | AMZN | Shares | $424K | 2K |
| Smucker J M Co Com New | SJM | Shares | $423K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.