StockDriftsStockDriftsTop 50 Clean Yield Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 8.17% | 101.2K | $33.7M | -0.60%(-612) | $80.39(+328.93%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.26% | 95.0K | $21.7M | +0.93%(+871) | $104.34(+106.19%) | 2026-09-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3.38% | 7.7K | $13.9M | -0.04%(-3) | $750.64(+121.23%) | 2026-09-30 | |
| AVGO | BROADCOM INC COM | 3.08% | 36.2K | $12.7M | +1.05%(+376) | $168.89(+107.43%) | 2026-09-30 | |
| CSCO | CISCO SYS INC COM | 2.94% | 112.7K | $12.1M | +0.01%(+9) | $36.84(+198.94%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC COM SHS | 2.69% | 54.4K | $11.1M | +0.48%(+261) | $96.69(+93.49%) | 2026-09-30 | |
| CRM | SALESFORCE INC COM | 2.09% | 37.6K | $8.6M | +0.86%(+321) | $249.10(-3.48%) | 2026-09-30 | |
| GSK | GSK PLC SPONSORED ADR | 1.87% | 160.1K | $7.7M | +0.89%(+1.41K) | $36.75(+32.01%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 1.76% | 14.2K | $7.3M | +0.00%(+0) | $98.66(+435.25%) | 2026-09-30 | |
| VEEV | VEEVA SYS INC CL A COM | 1.66% | 23.9K | $6.8M | -0.18%(-42) | $209.59(+51.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.62% | +54.57% | +5.27% | +29.29% |
| Top 20 Holdings Unweighted | +12.70% | +43.13% | +3.21% | +17.13% |
Clean Yield Group reports $412.18M in US-listed equity holdings across 392 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.2%), NVDA (5.3%) and ASML (3.4%). The top 20 holdings account for 47.62% of reported assets. Its disclosed equity book has returned +54.57% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clean Yield Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1525865). View Clean Yield Group’s 13F filings on SEC