Institutional Manager · CIK 0001525865
Clean Yield Group
NORWICH, VT · File #028-14512
Latest AUM
$360.2M
Positions
410
Top-10 Concentration
40.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025410 pos · $360.2M
- 13F HOLDINGS REPORTQ/E Sep 2025427 pos · $353.8M
- 13F HOLDINGS REPORTQ/E Jun 2025409 pos · $334.3M
- 13F HOLDINGS REPORTQ/E Mar 2025450 pos · $306.9M
- 13F HOLDINGS REPORTQ/E Dec 2024459 pos · $314.4M
- 13F HOLDINGS REPORTQ/E Sep 2024475 pos · $315.6M
- 13F HOLDINGS REPORTQ/E Jun 2024368 pos · $267,709
- 13F HOLDINGS REPORTQ/E Mar 2024384 pos · $257.1M
- 13F HOLDINGS REPORTQ/E Dec 2023380 pos · $227.3M
- 13F HOLDINGS REPORTQ/E Sep 2023408 pos · $242.8M
- 13F HOLDINGS REPORTQ/E Jun 2023429 pos · $234.8M
- 13F HOLDINGS REPORTQ/E Mar 2023485 pos · $232.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC COM | AAPL | 102,038 | $27.7M | 9.76% |
| 2 | NVIDIA CORPORATION COM | NVDA | 90,303 | $16.8M | 5.92% |
| 3 | BROADCOM INC COM | AVGO | 42,210 | $14.6M | 5.14% |
| 4 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 9,291 | $9.9M | 3.50% |
| 5 | CISCO SYS INC COM | CSCO | 115,473 | $8.9M | 3.13% |
| 6 | GSK PLC SPONSORED ADR | GLAXF | 161,357 | $7.9M | 2.78% |
| 7 | AMERICAN WTR WKS CO INC NEW COM | 030420103 | 58,057 | $7.6M | 2.67% |
| 8 | UNILEVER PLC SPON ADR NEW | UNLYF | 115,430 | $7.5M | 2.66% |
| 9 | PROLOGIS INC. COM | PLDGP | 55,496 | $7.1M | 2.49% |
| 10 | ARISTA NETWORKS INC COM SHS | ANET | 53,061 | $7.0M | 2.45% |
| 11 | SALESFORCE INC COM | CRM | 25,282 | $6.7M | 2.36% |
| 12 | FIRST SOLAR INC COM | FSLR | 24,133 | $6.3M | 2.22% |
| 13 | MICROSOFT CORP COM | MSFT | 12,785 | $6.2M | 2.18% |
| 14 | FERGUSON ENTERPRISES INC COMMON STOCK NEW | FERG | 27,101 | $6.0M | 2.12% |
| 15 | HENRY JACK & ASSOC INC COM | 426281101 | 32,734 | $6.0M | 2.10% |
| 16 | HA SUSTAINABLE INFRA CAP INC COM | 41068X100 | 177,658 | $5.6M | 1.96% |
| 17 | INTERNATIONAL BUSINESS MACHS COM | INTR | 18,825 | $5.6M | 1.96% |
| 18 | STRYKER CORPORATION COM | SYK | 15,651 | $5.5M | 1.94% |
| 19 | SPROUTS FMRS MKT INC COM | 85208M102 | 68,932 | $5.5M | 1.93% |
| 20 | MCCORMICK & CO INC COM NON VTG | MKC-V | 75,825 | $5.2M | 1.82% |