Clean Yield Group Portfolio Holdings

Clean Yield Group

  • $327 Million
  • Q3 2025

Clean Yield Group has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Million distributed in 427 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.2M, Nvidia Corp with a value of $16.9M, Broadcom Inc. with a value of $13.9M, American Water Works Company, Inc. with a value of $8.62M, and Asml Holding Nv with a value of $8.4M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $311M to 327M. Also it can be appreciated an additional of 36 stocks purchases and 1 closed positions.

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

Portfolio value $327 Million
Technology: $120 Million
Healthcare: $41.4 Million
Industrials: $33.6 Million
Consumer Defensive: $32.8 Million
Consumer Cyclical: $21.5 Million
Financial Services: $20.7 Million
Real Estate: $16.6 Million
Communication Services: $14.2 Million
Other: $26.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$26.2 Million 8.02% of portfolio
103,090
Q3 2025 Added 0.43%
$505B
$16.9 Million 5.15% of portfolio
90,460
Q3 2025 Reduced 1.36%
$150B
$13.9 Million 4.25% of portfolio
42,200
Q3 2025 Reduced 3.47%
$23B
$8.62 Million 2.63% of portfolio
61,934
Q3 2025 Reduced 2.31%
$421B
$8.4 Million 2.56% of portfolio
8,676
Q3 2025 Reduced 0.17%
$154B
$8 Million 2.44% of portfolio
134,958
Q3 2025 Reduced 1.48%
$300B
$7.92 Million 2.42% of portfolio
115,734
Q3 2025 Reduced 1.68%
$8.3B
$7.77 Million 2.37% of portfolio
71,410
Q3 2025 Reduced 2.03%
$3.86T
$6.71 Million 2.05% of portfolio
12,961
Q3 2025 Reduced 0.41%
$40.1B
$6.4 Million 1.95% of portfolio
21,486
Q3 2025 Reduced 0.99%
$115B
$6.28 Million 1.92% of portfolio
54,853
Q3 2025 Added 4.93%
$28.5B
$6.04 Million 1.84% of portfolio
27,402
Q3 2025 Reduced 2.98%
$260B
$5.97 Million 1.82% of portfolio
25,202
Q3 2025 Added 8.2%
$109B
$5.74 Million 1.75% of portfolio
19,558
Q3 2025 Reduced 1.81%
$2.43B
$5.63 Million 1.72% of portfolio
183,251
Q3 2025 Reduced 2.12%
$140B
$5.53 Million 1.69% of portfolio
14,951
Q3 2025 Added 4.11%
$389B
$5.21 Million 1.59% of portfolio
12,861
Q3 2025 Added 2.13%
$16.1B
$5.09 Million 1.56% of portfolio
76,141
Q3 2025 Reduced 0.26%
$25B
$4.97 Million 1.52% of portfolio
24,044
Q3 2025 Reduced 1.05%
$10.9B
$4.82 Million 1.47% of portfolio
32,351
Q3 2025 Added 1.84%
$73.3B
$4.65 Million 1.42% of portfolio
16,966
Q3 2025 Added 33,166.67%
$189B
$4.58 Million 1.4% of portfolio
4,976
Q3 2025 Added 1.43%
$54.9B
$4.34 Million 1.32% of portfolio
28,452
Q3 2025 Added 0.42%
$25.2B
$4.16 Million 1.27% of portfolio
9,671
Q3 2025 Reduced 1.05%
$10.2B
$4.17 Million 1.27% of portfolio
220,052
Q3 2025 Reduced 7.23%
$3.33B
$4.04 Million 1.23% of portfolio
13,586
Q3 2025 Reduced 0.1%
$565M
$3.96 Million 1.21% of portfolio
102,607
Q3 2025 Added 1.18%
$18.5B
$3.94 Million 1.2% of portfolio
58,326
Q3 2025 Reduced 0.23%
$87.7B
$3.94 Million 1.2% of portfolio
8,270
Q3 2025 Added 8.18%
$41.1B
$3.89 Million 1.19% of portfolio
266,038
Q3 2025 Reduced 3.26%
$494B
$3.78 Million 1.15% of portfolio
20,400
Q3 2025 Added 0.86%
$15.6B
$3.65 Million 1.12% of portfolio
26,657
Q3 2025 Added 0.42%
$33B
$3.65 Million 1.11% of portfolio
314,497
Q3 2025 Reduced 6.39%
$8.82B
$3.56 Million 1.09% of portfolio
9,169
Q3 2025 Added 5.99%
$10.3B
$3.09 Million 0.94% of portfolio
70,187
Q3 2025 Added 2.58%
$20.9B
$2.97 Million 0.91% of portfolio
188,206
Q3 2025 Reduced 4.37%
$902M
$2.91 Million 0.89% of portfolio
74,327
Q3 2025 Added 7.38%
$356B
$2.79 Million 0.85% of portfolio
18,134
Q3 2025 Added 0.01%
$485B
$2.8 Million 0.85% of portfolio
2,333
Q3 2025 Reduced 0.09%
$1.36B
$2.67 Million 0.81% of portfolio
64,810
Q3 2025 Reduced 1.35%
$172B
$2.61 Million 0.8% of portfolio
27,349
Q3 2025 Added 182.74%
$1.57B
$2.63 Million 0.8% of portfolio
50,685
Q3 2025 Reduced 5.08%
$1.32B
$2.53 Million 0.77% of portfolio
75,227
Q3 2025 Reduced 35.65%
$36.9B
$2.53 Million 0.77% of portfolio
12,634
Q3 2025 Added 7.37%
$820B
$2.5 Million 0.76% of portfolio
3,276
Q3 2025 Reduced 3.39%
$20.5B
$2.35 Million 0.72% of portfolio
13,200
Q3 2025 Added 16.87%
$74.8B
$2.22 Million 0.68% of portfolio
8,504
Q3 2025 Reduced 0.23%
$185B
$2.23 Million 0.68% of portfolio
3,271
Q3 2025 Reduced 0.46%
$1.5T
$2.12 Million 0.65% of portfolio
8,728
Q3 2025 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 427
  • Current Value $327 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 51 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 74 stocks
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