Clean Yield Group Portfolio Holdings

Clean Yield Group

  • $311 Million
  • Q2 2025

Clean Yield Group has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $311 Million distributed in 409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.1M, Nvidia Corp with a value of $14.5M, Broadcom Inc. with a value of $12.1M, Sprouts Farmers Market, Inc. with a value of $12M, and American Water Works Company, Inc. with a value of $8.82M.

Examining the 13F form we can see an increase of $25.7M in the current position value, from $285M to 311M. Also it can be appreciated an additional of 12 stocks purchases and 4 closed positions.

Below you can find more details about Clean Yield Group portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
Technology: $111 Million
Healthcare: $41.2 Million
Consumer Defensive: $38.5 Million
Industrials: $32.3 Million
Consumer Cyclical: $20.4 Million
Financial Services: $17.9 Million
Real Estate: $15.6 Million
Communication Services: $13.8 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$21.1 Million 6.77% of portfolio
102,648
Q2 2025 Reduced 3.66%
$432B
$14.5 Million 4.66% of portfolio
91,705
Q2 2025 Reduced 2.49%
$118B
$12.1 Million 3.87% of portfolio
43,718
Q2 2025 Reduced 1.24%
$17.3B
$12 Million 3.86% of portfolio
72,891
Q2 2025 Reduced 6.64%
$25.5B
$8.82 Million 2.83% of portfolio
63,398
Q2 2025 Reduced 2.5%
$153B
$8.38 Million 2.69% of portfolio
136,992
Q2 2025 Reduced 5.82%
$282B
$8.17 Million 2.62% of portfolio
117,713
Q2 2025 Reduced 2.13%
$283B
$6.96 Million 2.24% of portfolio
8,691
Q2 2025 Added 0.29%
$3.83T
$6.47 Million 2.08% of portfolio
13,014
Q2 2025 Reduced 1.36%
$269B
$6.35 Million 2.04% of portfolio
23,291
Q2 2025 Reduced 1.33%
$40.8B
$6.25 Million 2.01% of portfolio
21,701
Q2 2025 Reduced 1.45%
$128B
$6.14 Million 1.97% of portfolio
19,919
Q2 2025 Reduced 2.97%
$17.9B
$5.79 Million 1.86% of portfolio
76,337
Q2 2025 Reduced 1.45%
$233B
$5.76 Million 1.85% of portfolio
19,529
Q2 2025 Reduced 7.73%
$12.9B
$5.72 Million 1.84% of portfolio
31,766
Q2 2025 Reduced 1.42%
$153B
$5.68 Million 1.83% of portfolio
14,361
Q2 2025 Added 212.2%
$27.6B
$5.38 Million 1.73% of portfolio
24,300
Q2 2025 Reduced 6.16%
$196B
$5.04 Million 1.62% of portfolio
4,906
Q2 2025 Reduced 0.59%
$2.45B
$5.03 Million 1.62% of portfolio
187,228
Q2 2025 Reduced 1.59%
$19.8B
$4.68 Million 1.5% of portfolio
28,245
Q2 2025 Reduced 2.77%
$384B
$4.62 Million 1.48% of portfolio
12,593
Q2 2025 Added 197.07%
$10.2B
$4.5 Million 1.45% of portfolio
237,208
Q2 2025 Reduced 6.73%
$4.03B
$4.32 Million 1.39% of portfolio
13,600
Q2 2025 Added 7.54%
$45B
$4.25 Million 1.37% of portfolio
275,016
Q2 2025 Reduced 4.03%
$597M
$4.12 Million 1.32% of portfolio
101,409
Q2 2025 Reduced 2.14%
$23.8B
$3.99 Million 1.28% of portfolio
9,774
Q2 2025 Reduced 2.5%
$1.3B
$3.89 Million 1.25% of portfolio
69,219
Q2 2025 Reduced 3.62%
$94B
$3.83 Million 1.23% of portfolio
7,645
Q2 2025 Added 84.08%
$16.6B
$3.81 Million 1.22% of portfolio
58,462
Q2 2025 Added 10.5%
$15.6B
$3.64 Million 1.17% of portfolio
26,546
Q2 2025 Reduced 3.9%
$48B
$3.61 Million 1.16% of portfolio
28,332
Q2 2025 Reduced 0.4%
$31.5B
$3.58 Million 1.15% of portfolio
335,976
Q2 2025 Reduced 4.55%
$23.4B
$3.16 Million 1.02% of portfolio
196,813
Q2 2025 Reduced 5.25%
$525B
$3.13 Million 1.0% of portfolio
2,335
Q2 2025 Reduced 2.75%
$440B
$3.09 Million 0.99% of portfolio
20,227
Q2 2025 Reduced 1.35%
$375B
$2.89 Million 0.93% of portfolio
18,133
Q2 2025 Reduced 2.33%
$7.72B
$2.83 Million 0.91% of portfolio
8,651
Q2 2025 New
$1.57B
$2.77 Million 0.89% of portfolio
53,398
Q2 2025 Reduced 16.85%
$26.8B
$2.68 Million 0.86% of portfolio
11,295
Q2 2025 Added 3.85%
$772B
$2.64 Million 0.85% of portfolio
3,391
Q2 2025 Reduced 0.09%
$222B
$2.59 Million 0.83% of portfolio
3,286
Q1 2025 Reduced 5.28%
$1.48B
$2.53 Million 0.81% of portfolio
65,696
Q2 2025 Reduced 2.44%
$35.9B
$2.46 Million 0.79% of portfolio
11,767
Q2 2025 Reduced 3.55%
$8.43B
$2.29 Million 0.74% of portfolio
68,425
Q2 2025 New
$162B
$2.18 Million 0.7% of portfolio
31,531
Q2 2025 Reduced 4.67%
$80.4B
$2.11 Million 0.68% of portfolio
8,524
Q2 2025 Reduced 0.7%
$0
$1.82 Million 0.59% of portfolio
2,953
Q4 2024 Reduced 3.53%
$24.3B
$1.8 Million 0.58% of portfolio
347,972
Q2 2025 Reduced 12.8%
$19.1B
$1.81 Million 0.58% of portfolio
15,830
Q2 2025 Reduced 1.65%

Summary

  • Portfolio
  • No. of Stocks 409
  • Current Value $311 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 119 stocks
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