Clean Yield Group
CIK: 0001525865SEC EDGAR →
Portfolio Value
$360.2M
Holdings
410
As of
Q4 2025
New Positions
407
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 102,038 | $27.7M | 7.70% |
| 2 | NVIDIA CORPORATION COM | 90,303 | $16.8M | 4.67% |
| 3 | BROADCOM INC COM | 42,210 | $14.6M | 4.06% |
| 4 | ASML HOLDING N V N Y REGISTRY SHS | 9,291 | $9.9M | 2.76% |
| 5 | CISCO SYS INC COM | 115,473 | $8.9M | 2.47% |
| 6 | GSK PLC SPONSORED ADR | 161,357 | $7.9M | 2.20% |
| 7 | AMERICAN WTR WKS CO INC NEW COM | 58,057 | $7.6M | 2.10% |
| 8 | UNILEVER PLC SPON ADR NEW | 115,430 | $7.5M | 2.10% |
| 9 | PROLOGIS INC. COM | 55,496 | $7.1M | 1.97% |
| 10 | ARISTA NETWORKS INC COM SHS | 53,061 | $7.0M | 1.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (410)
$27.7M · 102K shares
$16.8M · 90K shares
$14.6M · 42K shares
$9.9M · 9K shares
$8.9M · 115K shares
$7.9M · 161K shares
$7.6M · 58K shares
$7.5M · 115K shares
$7.1M · 55K shares
$7.0M · 53K shares
$6.7M · 25K shares
$6.3M · 24K shares
$6.2M · 13K shares
$6.0M · 27K shares
$6.0M · 33K shares
$5.6M · 178K shares
$5.6M · 19K shares
$5.5M · 16K shares
$5.5M · 69K shares
$5.2M · 76K shares
$5.1M · 29K shares
$5.1M · 20K shares
$4.8M · 22K shares
$4.7M · 18K shares
$4.6M · 27K shares
$4.5M · 24K shares
$4.5M · 13K shares
$4.5M · 103K shares
$4.4M · 10K shares
$4.4M · 9K shares
$4.3M · 58K shares
$4.2M · 20K shares
$4.1M · 261K shares
$4.0M · 40K shares
$3.9M · 26K shares
$3.8M · 10K shares
$3.8M · 284K shares
$3.4M · 3K shares
$3.4M · 210K shares
$3.4M · 12K shares
$3.3M · 72K shares
$3.0M · 93K shares
$2.7M · 9K shares
$2.7M · 13K shares
$2.5M · 19K shares
$2.5M · 382K shares
$2.4M · 17K shares
$2.3M · 25K shares
$2.3M · 174K shares
$2.2M · 15K shares
$2.2M · 3K shares
$2.2M · 78K shares
$2.1M · 43K shares
$2.1M · 65K shares
$2.1M · 8K shares
$2.0M · 3K shares
$2.0M · 9K shares
$2.0M · 53K shares
$1.8M · 63K shares
$1.8M · 6K shares
$1.6M · 5K shares
$1.6M · 11K shares
$1.5M · 30K shares
$1.5M · 3K shares
$1.3M · 13K shares
$1.2M · 2K shares
$1.2M · 22K shares
$1.1M · 3K shares
$1.1M · 11K shares
$1.1M · 14K shares
$1.1M · 13K shares
$973K · 5K shares
$924K · 3K shares
$923K · 38K shares
$906K · 35K shares
$886K · 4K shares
$812K · 9K shares
$781K · 6K shares
$711K · 2K shares
$689K · 1K shares
$678K · 15K shares
$648K · 6K shares
$606K · 8K shares
$597K · 693 shares
$596K · 4K shares
$589K · 3K shares
$585K · 5K shares
$551K · 898 shares
$542K · 6K shares
$539K · 4K shares
$533K · 3K shares
$529K · 1K shares
$513K · 2K shares
$500K · 6K shares
$488K · 13K shares
$479K · 3K shares
$473K · 11K shares
$471K · 4K shares
$466K · 4K shares
$456K · 4K shares
$447K · 685 shares
$440K · 2K shares
$439K · 4K shares
$431K · 9K shares
$422K · 2K shares
$405K · 26K shares
$397K · 6K shares
$361K · 1K shares
$345K · 6K shares
$342K · 1K shares
$342K · 5K shares
$333K · 925 shares
$315K · 226 shares
$311K · 2K shares
$298K · 1K shares
$298K · 904 shares
$295K · 2K shares
$291K · 735 shares
$274K · 2K shares
$272K · 812 shares
$254K · 538 shares
$248K · 3K shares
$246K · 650 shares
$241K · 3K shares
$238K · 679 shares
$234K · 8K shares
$230K · 838 shares
$229K · 1K shares
$228K · 5K shares
$220K · 9K shares
$216K · 2K shares
$215K · 2K shares
$215K · 859 shares
$211K · 4K shares
$203K · 7K shares
$201K · 246 shares
$196K · 850 shares
$194K · 671 shares
$194K · 787 shares
$192K · 350 shares
$189K · 655 shares
$181K · 1K shares
$175K · 801 shares
$175K · 7K shares
$169K · 1K shares
$168K · 2K shares
$168K · 500 shares
$167K · 343 shares
$164K · 568 shares
$163K · 3K shares
$155K · 1K shares
$154K · 270 shares
$153K · 473 shares
$148K · 2K shares
$146K · 300 shares
$145K · 322 shares
$144K · 3K shares
$140K · 245 shares
$136K · 474 shares
$134K · 423 shares
$127K · 11K shares
$125K · 405 shares
$123K · 633 shares
$122K · 1K shares
$120K · 2K shares
$116K · 451 shares
$111K · 738 shares
$104K · 1K shares
$103K · 2K shares
$102K · 2K shares
$102K · 754 shares
$100K · 214 shares
$99K · 2K shares
$98K · 534 shares
$96K · 96 shares
$96K · 3K shares
$95K · 2K shares
$93K · 1K shares
$93K · 7K shares
$91K · 867 shares
$91K · 504 shares
$91K · 6K shares
$90K · 824 shares
$90K · 1K shares
$89K · 4K shares
$88K · 700 shares
$86K · 1K shares
$86K · 300 shares
$85K · 1K shares
$83K · 1K shares
$82K · 3K shares
$82K · 397 shares
$82K · 543 shares
$81K · 650 shares
$77K · 865 shares
$76K · 2K shares
$76K · 3K shares
$76K · 146 shares
$76K · 2K shares
$74K · 950 shares
$72K · 237 shares
$71K · 3K shares
$70K · 2K shares
$70K · 158 shares
$70K · 254 shares
$67K · 394 shares
$65K · 4K shares
$63K · 110 shares
$62K · 329 shares
$62K · 71 shares
$61K · 250 shares
$60K · 2K shares
$60K · 320 shares
$58K · 187 shares
$58K · 364 shares
$57K · 702 shares
$56K · 400 shares
$55K · 455 shares
$55K · 455 shares
$54K · 500 shares
$53K · 530 shares
$53K · 196 shares
$53K · 385 shares
$53K · 110 shares
$53K · 1K shares
$52K · 179 shares
$52K · 840 shares
$51K · 177 shares
$51K · 650 shares
$50K · 77 shares
$50K · 225 shares
$49K · 465 shares
$49K · 500 shares
$49K · 400 shares
$48K · 950 shares
$48K · 755 shares
$46K · 339 shares
$46K · 2K shares
$45K · 1K shares
$45K · 102 shares
$44K · 700 shares
$43K · 50 shares
$42K · 484 shares
$42K · 679 shares
$41K · 161 shares
$41K · 1K shares
$41K · 1K shares
$38K · 440 shares
$38K · 2K shares
$37K · 139 shares
$37K · 641 shares
$36K · 260 shares
$36K · 34 shares
$36K · 384 shares
$35K · 738 shares
$35K · 193 shares
$35K · 1K shares
$35K · 351 shares
$35K · 92 shares
$34K · 384 shares
$34K · 192 shares
$31K · 879 shares
$31K · 231 shares
$30K · 54 shares
$30K · 416 shares
$29K · 49 shares
$29K · 200 shares
$28K · 216 shares
$27K · 263 shares
$27K · 591 shares
$27K · 240 shares
$27K · 696 shares
$27K · 410 shares
$26K · 900 shares
$26K · 210 shares
$26K · 262 shares
$25K · 2K shares
$25K · 197 shares
$25K · 178 shares
$24K · 250 shares
$22K · 195 shares
$22K · 263 shares
$22K · 83 shares
$21K · 137 shares
$21K · 134 shares
$20K · 485 shares
$20K · 58 shares
$19K · 608 shares
$19K · 90 shares
$17K · 37 shares
$16K · 136 shares
$16K · 72 shares
$16K · 175 shares
$16K · 462 shares
$16K · 900 shares
$16K · 2K shares
$16K · 55 shares
$15K · 343 shares
$15K · 101 shares
$14K · 146 shares
$14K · 900 shares
$13K · 96 shares
$13K · 140 shares
$12K · 1K shares
$11K · 134 shares
$10K · 200 shares
$10K · 200 shares
$10K · 60 shares
$10K · 84 shares
$10K · 87 shares
$10K · 30 shares
$10K · 400 shares
$10K · 1K shares
$10K · 450 shares
$9K · 1K shares
$9K · 2K shares
$9K · 500 shares
$9K · 200 shares
$9K · 40 shares
$9K · 508 shares
$9K · 377 shares
$9K · 41 shares
$9K · 90 shares
$8K · 250 shares
$8K · 38 shares
$8K · 230 shares
$8K · 21 shares
$8K · 200 shares
$8K · 709 shares
$8K · 43 shares
$8K · 100 shares
$8K · 13 shares
$7K · 244 shares
$7K · 138 shares
$7K · 66 shares
$6K · 39 shares
$6K · 80 shares
$6K · 79 shares
$6K · 51 shares
$6K · 334 shares
$6K · 410 shares
$6K · 56 shares
$6K · 49 shares
$5K · 175 shares
$5K · 100 shares
$5K · 26 shares
$5K · 339 shares
$5K · 56 shares
$4K · 70 shares
$4K · 254 shares
$4K · 42 shares
$4K · 25 shares
$4K · 21 shares
$4K · 20 shares
$4K · 14 shares
$4K · 50 shares
$4K · 250 shares
$4K · 37 shares
$4K · 10 shares
$3K · 18 shares
$3K · 48 shares
$3K · 134 shares
$3K · 18 shares
$3K · 29 shares
$3K · 16 shares
$3K · 77 shares
$2K · 100 shares
$2K · 20 shares
$2K · 14 shares
$2K · 100 shares
$2K · 35 shares
$2K · 26 shares
$2K · 250 shares
$2K · 71 shares
$2K · 26 shares
$2K · 14 shares
$2K · 11 shares
$2K · 45 shares
$1K · 36 shares
$1K · 18 shares
$1K · 25 shares
$1K · 20 shares
$1K · 5 shares
$1K · 3 shares
$1K · 37 shares
$1K · 218 shares
$1K · 34 shares
$1K · 148 shares
$1K · 22 shares
$1K · 72 shares
$1K · 137 shares
$1K · 17 shares
$0 · 0 shares
$0 · 15 shares
$0 · 9 shares
$0 · 1 shares
$0 · 10 shares
$0 · 200 shares
$0 · 5 shares
$0 · 50 shares
$0 · 1 shares
$0 · 10 shares
$0 · 30 shares
$0 · 30 shares
$0 · 85 shares
$0 · 222 shares
$0 · 418 shares
$0 · 69 shares
$0 · 113 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 61 | $126.9M | 35.2% |
| Healthcare | 46 | $50.6M | 14.1% |
| Financial Services | 111 | $46.4M | 12.9% |
| Industrials | 55 | $38.7M | 10.7% |
| Consumer Defensive | 21 | $24.0M | 6.7% |
| Consumer Cyclical | 31 | $20.4M | 5.7% |
| Communication Services | 14 | $14.1M | 3.9% |
| Unknown | 28 | $11.3M | 3.2% |
| Real Estate | 10 | $10.9M | 3.0% |
| Energy | 9 | $6.9M | 1.9% |
| Basic Materials | 10 | $5.2M | 1.4% |
| Utilities | 14 | $4.6M | 1.3% |