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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.43T
$1.53 Million 0.49% of portfolio
8,690
Q2 2025 Reduced 3.8%
$197B
$1.46 Million 0.47% of portfolio
11,034
Q2 2025 Reduced 0.05%
$61.6B
$1.45 Million 0.47% of portfolio
14,396
Q2 2025 Added 1.45%
$150B
$1.43 Million 0.46% of portfolio
5,139
Q2 2025 Reduced 4.82%
$70.3B
$1.39 Million 0.45% of portfolio
15,258
Q2 2025 Reduced 12.5%
$641B
$1.16 Million 0.37% of portfolio
2,392
Q2 2025 Reduced 30.4%
$189B
$1.12 Million 0.36% of portfolio
2,756
Q1 2025 Reduced 1.15%
$19.8B
$1.06 Million 0.34% of portfolio
13,915
Q4 2024 Reduced 2.36%
$54.3B
$1.02 Million 0.33% of portfolio
5,903
Q1 2025 Reduced 1.88%
$1.46T
$1.02 Million 0.33% of portfolio
5,762
Q2 2025 Added 1.53%
$242B
$987,000 0.32% of portfolio
3,095
Q4 2024 Reduced 1.28%
$73.4B
$997,000 0.32% of portfolio
22,048
Q2 2025 Reduced 2.22%
$29.9B
$925,000 0.3% of portfolio
17,859
Q2 2025 Reduced 14.31%
$2.04B
$931,000 0.3% of portfolio
39,832
Q2 2025 Added 4.23%
$170B
$882,000 0.28% of portfolio
9,673
Q1 2025 Reduced 2.03%
$231B
$856,000 0.28% of portfolio
6,300
Q1 2025 Reduced 1.33%
$302B
$801,000 0.26% of portfolio
3,113
Q3 2024 Reduced 0.92%
$6.71B
$803,000 0.26% of portfolio
8,910
Q2 2025 Added 1,400.0%
$372B
$789,000 0.25% of portfolio
4,254
Q2 2025 Reduced 4.73%
$433B
$697,000 0.22% of portfolio
705
Q2 2025 Reduced 0.84%
$214B
$638,000 0.21% of portfolio
5,150
Q2 2025 Reduced 7.02%
$557B
$667,000 0.21% of portfolio
1,187
Q3 2024 Added 1.63%
$67.2B
$620,000 0.2% of portfolio
5,882
Q2 2025 Reduced 0.73%
$48.4B
$605,000 0.19% of portfolio
4,160
Q1 2025 Added 2.67%
$874B
$566,000 0.18% of portfolio
1,954
Q4 2024 Added 13.74%
$177B
$573,000 0.18% of portfolio
2,948
Q2 2025 Reduced 0.34%
$2.54B
$522,000 0.17% of portfolio
11,485
Q2 2024 Reduced 4.17%
$37.4B
$517,000 0.17% of portfolio
4,387
Q2 2025 Added 1.39%
$2.43T
$508,000 0.16% of portfolio
2,319
Q2 2025 Added 1.67%
$138B
$485,000 0.16% of portfolio
6,996
Q1 2025 Reduced 12.11%
$10B
$472,000 0.15% of portfolio
12,729
Q1 2025 Reduced 4.08%
$84.6B
$455,000 0.15% of portfolio
2,995
Q2 2025 Added 1.8%
$6.56B
$454,000 0.15% of portfolio
8,620
Q2 2025 Reduced 10.63%
$11.8B
$441,000 0.14% of portfolio
4,493
Q2 2025 Reduced 9.05%
$590M
$449,000 0.14% of portfolio
1,810
Q2 2025 Reduced 8.59%
$461B
$435,000 0.14% of portfolio
4,043
Q2 2025 Added 3.11%
$278B
$400,000 0.13% of portfolio
4,101
Q3 2024 Reduced 13.21%
$293B
$420,000 0.13% of portfolio
5,938
Q2 2025 Added 2.79%
$252B
$412,000 0.13% of portfolio
5,900
Q4 2024 Reduced 1.9%
$7.54B
$392,000 0.13% of portfolio
1,596
Q2 2021 New
$69.5B
$383,000 0.12% of portfolio
3,888
Q4 2024 Added 7.4%
$41B
$352,000 0.11% of portfolio
4,650
Q2 2025 Reduced 2.11%
$230B
$345,000 0.11% of portfolio
1,182
Q1 2025 Reduced 9.91%
$30.2B
$352,000 0.11% of portfolio
2,154
Q1 2025 Reduced 8.5%
$651B
$349,000 0.11% of portfolio
1,598
Q3 2024 Added 2.96%
$92.1B
$320,000 0.1% of portfolio
971
Q1 2025 Reduced 6.9%
$28.1B
$309,000 0.1% of portfolio
3,022
Q1 2025 Reduced 0.66%
$10.6B
$278,000 0.09% of portfolio
932
Q2 2025 Added 33.14%
$167B
$280,000 0.09% of portfolio
1,263
Q2 2025 Reduced 21.01%

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
Track This Portfolio

Track Clean Yield Group Portfolio

Follow Clean Yield Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email