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Clean Yield Group

Portfolio Manager
Clean Yield Group
Performance
-5.39% (2026 Q1)
AUM (13F)
$355.23M
# of Holdings
385
Performance Rank
Allocation (Top 20)
47.05%

Clean Yield Group Holdings Map

Top 50 Clean Yield Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
7.27%101.8K$25.8M
-0.27%(-276)
2025-Q1: 106.5K shares2025-Q2: 102.6K shares2025-Q3: 103.1K shares2025-Q4: 102.0K shares2026-Q1: 101.8K shares
$83.05(+242.18%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
4.49%91.4K$15.9M
+1.19%(+1.07K)
2025-Q1: 94.0K shares2025-Q2: 91.7K shares2025-Q3: 90.5K shares2025-Q4: 90.3K shares2026-Q1: 91.4K shares
$100.97(+94.62%)
2026-03-31
AVGO
BROADCOM INC COM
3.45%39.6K$12.2M
-6.26%(-2.64K)
2025-Q1: 44.3K shares2025-Q2: 43.7K shares2025-Q3: 42.2K shares2025-Q4: 42.2K shares2026-Q1: 39.6K shares
$166.83(+156.17%)
2026-03-31
ASML
ASML HLDG NV N Y REGISTRY SHS
3.3%8.9K$11.7M
-4.51%(-419)
2025-Q1: 8.7K shares2025-Q2: 8.7K shares2025-Q3: 8.7K shares2025-Q4: 9.3K shares2026-Q1: 8.9K shares
$750.64(+92.23%)
2026-03-31
CSCO
CISCO SYS INC COM
2.57%117.7K$9.1M
+1.90%(+2.20K)
2025-Q1: 120.3K shares2025-Q2: 117.7K shares2025-Q3: 115.7K shares2025-Q4: 115.5K shares2026-Q1: 117.7K shares
$36.83(+156.01%)
2026-03-31
GSK
GSK PLC SPONSORED ADR
2.52%162.0K$8.9M
+0.38%(+621)
2025-Q1: 179.1K shares2025-Q2: 167.4K shares2025-Q3: 163.8K shares2025-Q4: 161.4K shares2026-Q1: 162.0K shares
$36.63(+37.53%)
2026-03-31
PLD
PROLOGIS INC. COM
2.09%56.3K$7.4M
+1.36%(+754)
2025-Q1: 2.4K shares2025-Q2: 52.3K shares2025-Q3: 54.9K shares2025-Q4: 55.5K shares2026-Q1: 56.3K shares
$108.02(+29.85%)
2026-03-31
AWK
AMERICAN WTR WKS CO INC NEW COM
2.01%52.4K$7.1M
-9.69%(-5.62K)
2025-Q1: 65.0K shares2025-Q2: 63.4K shares2025-Q3: 61.9K shares2025-Q4: 58.1K shares2026-Q1: 52.4K shares
$113.56(+11.00%)
2026-03-31
ANET
ARISTA NETWORKS INC COM SHS
1.86%53.7K$6.6M
+1.29%(+685)
2025-Q1: 51.4K shares2025-Q2: 53.4K shares2025-Q3: 53.0K shares2025-Q4: 53.1K shares2026-Q1: 53.7K shares
$95.95(+77.41%)
2026-03-31
FERG
FERGUSON ENTERPRISES INC COMMON STOCK NEW
1.78%27.2K$6.3M
+0.26%(+71)
2025-Q1: 28.0K shares2025-Q2: 27.3K shares2025-Q3: 27.0K shares2025-Q4: 27.1K shares2026-Q1: 27.2K shares
$192.25(+31.50%)
2026-03-31

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