Clean Yield Group Portfolio Holdings

Clean Yield Group

  • $285 Million
  • Q1 2025

Clean Yield Group has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $285 Million distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.7M, Sprouts Farmers Market, Inc. with a value of $11.5M, Nvidia Corp with a value of $10.2M, American Water Works Company, Inc. with a value of $9.59M, and Unilever PLC with a value of $8.66M.

Examining the 13F form we can see an decrease of $7.67M in the current position value, from $293M to 285M.

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

Portfolio value $285 Million
Technology: $98.3 Million
Healthcare: $39.7 Million
Consumer Defensive: $39.6 Million
Industrials: $28.2 Million
Financial Services: $16.2 Million
Consumer Cyclical: $15.5 Million
Utilities: $15.1 Million
Real Estate: $13.6 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$23.7 Million 8.29% of portfolio
106,545
Q1 2025 Added 1.35%
$17.9B
$11.5 Million 4.04% of portfolio
78,077
Q1 2025 Reduced 12.46%
$265B
$10.2 Million 3.57% of portfolio
94,046
Q1 2025 Added 20.96%
$26.5B
$9.59 Million 3.36% of portfolio
65,023
Q1 2025 Added 1.55%
$161B
$8.66 Million 3.03% of portfolio
145,458
Q1 2025 Added 0.66%
$231B
$7.42 Million 2.6% of portfolio
120,278
Q1 2025 Reduced 1.08%
$76.2B
$7.41 Million 2.6% of portfolio
44,266
Q1 2025 Added 1.35%
$18.8B
$6.38 Million 2.23% of portfolio
77,457
Q1 2025 Added 2.55%
$265B
$6.33 Million 2.22% of portfolio
23,605
Q1 2025 Added 1.74%
$122B
$6.27 Million 2.2% of portfolio
20,528
Q1 2025 Reduced 0.09%
$26.2B
$5.9 Million 2.07% of portfolio
25,896
Q1 2025 Added 0.37%
$12.6B
$5.88 Million 2.06% of portfolio
32,222
Q1 2025 Added 41.99%
$268B
$5.74 Million 2.01% of portfolio
8,666
Q1 2025 Added 57.76%
$2.17B
$5.6 Million 1.96% of portfolio
190,248
Q1 2025 Reduced 0.53%
$206B
$5.26 Million 1.84% of portfolio
21,165
Q1 2025 Reduced 1.85%
$32B
$5.1 Million 1.79% of portfolio
22,020
Q1 2025 Added 32.75%
$10.2B
$4.82 Million 1.69% of portfolio
254,324
Q1 2025 Reduced 2.83%
$3.68B
$4.25 Million 1.49% of portfolio
12,647
Q1 2025 Added 279.22%
$47B
$4.26 Million 1.49% of portfolio
286,556
Q1 2025 Reduced 20.42%
$572M
$4.21 Million 1.47% of portfolio
103,622
Q1 2025 Reduced 0.9%
$190B
$3.93 Million 1.38% of portfolio
4,935
Q1 2025 Added 25.86%
$15.6B
$3.79 Million 1.33% of portfolio
27,624
Q1 2025 Added 4.53%
$14.5B
$3.67 Million 1.29% of portfolio
29,049
Q1 2025 Added 5.67%
$48.6B
$3.64 Million 1.27% of portfolio
28,446
Q1 2025 Added 7.36%
$1.37B
$3.61 Million 1.26% of portfolio
71,820
Q1 2025 Added 14.95%
$1.64B
$3.44 Million 1.21% of portfolio
64,220
Q1 2025 Reduced 14.04%
$405B
$3.4 Million 1.19% of portfolio
20,504
Q1 2025 Reduced 7.3%
$25.7B
$3.3 Million 1.16% of portfolio
352,007
Q1 2025 Reduced 9.39%
$19.3B
$3.32 Million 1.16% of portfolio
10,025
Q1 2025 Added 19.87%
$14.6B
$3.27 Million 1.14% of portfolio
52,909
Q1 2025 Added 15.91%
$378B
$3.16 Million 1.11% of portfolio
18,565
Q1 2025 Reduced 2.79%
$33.1B
$3.08 Million 1.08% of portfolio
10,876
Q1 2025 Added 41.19%
$21.4B
$2.98 Million 1.04% of portfolio
207,723
Q1 2025 Reduced 4.05%
$817B
$2.8 Million 0.98% of portfolio
3,394
Q1 2025 Reduced 7.17%
$5.94B
$2.56 Million 0.9% of portfolio
71,011
Q1 2025 Reduced 7.69%
$141B
$2.3 Million 0.8% of portfolio
33,076
Q1 2025 Reduced 2.36%
$488B
$2.24 Million 0.78% of portfolio
2,401
Q1 2025 Added 30.99%
$33.7B
$2.21 Million 0.77% of portfolio
12,200
Q1 2025 Added 10.75%
$74.4B
$2.13 Million 0.75% of portfolio
8,584
Q1 2025 Added 0.37%
$27.2B
$2.1 Million 0.74% of portfolio
399,033
Q1 2025 Reduced 17.43%
$173B
$2.02 Million 0.71% of portfolio
3,286
Q1 2025 Reduced 5.28%
$1.37B
$2 Million 0.7% of portfolio
67,341
Q1 2025 Added 16.19%
$18.2B
$1.94 Million 0.68% of portfolio
16,095
Q1 2025 Reduced 1.98%
$80.5B
$1.93 Million 0.68% of portfolio
4,153
Q1 2025 Added 933.08%
$685B
$1.8 Million 0.63% of portfolio
3,437
Q1 2025 Reduced 4.47%
$137B
$1.71 Million 0.6% of portfolio
4,600
Q4 2024 Added 0.15%
$150B
$1.68 Million 0.59% of portfolio
5,399
Q1 2025 Reduced 10.14%
$0
$1.65 Million 0.58% of portfolio
2,953
Q4 2024 Reduced 3.53%
$186B
$1.66 Million 0.58% of portfolio
11,039
Q1 2025 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $285 Million
  • Prior Value $293 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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