StockDriftsStockDriftsTop 50 Clean Yield Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 7.31% | 101.8K | $29.5M | +0.03%(+30) | $80.39(+279.85%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.67% | 94.1K | $18.8M | +2.97%(+2.71K) | $103.32(+118.79%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3.8% | 7.7K | $15.3M | -13.23%(-1.17K) | $750.64(+148.82%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 3.36% | 35.8K | $13.5M | -9.52%(-3.77K) | $166.83(+136.02%) | 2026-06-30 | |
| CSCO | CISCO SYS INC COM | 3.28% | 112.7K | $13.2M | -4.26%(-5.01K) | $36.83(+208.28%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC COM SHS | 2.28% | 54.1K | $9.2M | +0.67%(+359) | $96.26(+108.91%) | 2026-06-30 | |
| GSK | GSK PLC SPONSORED ADR | 2.06% | 158.7K | $8.3M | -2.01%(-3.26K) | $36.63(+35.18%) | 2026-06-30 | |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 1.65% | 50.6K | $6.7M | -3.43%(-1.80K) | $113.56(+19.93%) | 2026-06-30 | |
| PLD | PROLOGIS INC. COM | 1.63% | 48.6K | $6.6M | -13.60%(-7.65K) | $108.02(+29.37%) | 2026-06-30 | |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | 1.62% | 167.4K | $6.5M | -1.14%(-1.93K) | $24.73(+71.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.15% | +4.43% | +24.18% |
| Top 20 Holdings Unweighted | +9.90% | +32.74% | +2.80% | +14.82% |
Clean Yield Group reports $403.00M in US-listed equity holdings across 395 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.3%), NVDA (4.7%) and ASML (3.8%). The top 20 holdings account for 46.05% of reported assets. Its disclosed equity book has returned +43.15% on a three-year cumulative basis. Figures reflect the Q2 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