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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.5B
$1.56 Million 0.55% of portfolio
14,190
Q1 2025 Reduced 1.94%
$380B
$1.55 Million 0.54% of portfolio
4,239
Q1 2025 Reduced 1.62%
$1.07T
$1.39 Million 0.49% of portfolio
9,033
Q1 2025 Reduced 6.42%
$556M
$1.39 Million 0.49% of portfolio
112,746
Q1 2025 Added 6.34%
$165B
$1.37 Million 0.48% of portfolio
2,756
Q1 2025 Reduced 1.15%
$50.1B
$1.35 Million 0.47% of portfolio
5,903
Q1 2025 Reduced 1.88%
$30.4B
$1.25 Million 0.44% of portfolio
20,841
Q1 2025 Reduced 28.46%
$13.4B
$1.02 Million 0.36% of portfolio
35,846
Q1 2025 Reduced 80.77%
$212B
$990,000 0.35% of portfolio
11,037
Q1 2025 Reduced 3.98%
$70.3B
$951,000 0.33% of portfolio
22,548
Q1 2025 Reduced 4.25%
$337B
$935,000 0.33% of portfolio
4,465
Q1 2025 Reduced 1.13%
$1.97B
$945,000 0.33% of portfolio
38,214
Q1 2025 Added 7.98%
$19.7B
$913,000 0.32% of portfolio
13,915
Q4 2024 Reduced 2.36%
$1.08T
$886,000 0.31% of portfolio
5,675
Q1 2025 Reduced 2.73%
$283B
$867,000 0.3% of portfolio
1,656
Q1 2025 Reduced 9.71%
$5.81B
$850,000 0.3% of portfolio
594
Q4 2024 Added 7.22%
$233B
$835,000 0.29% of portfolio
6,300
Q1 2025 Reduced 1.33%
$168B
$757,000 0.27% of portfolio
9,673
Q1 2025 Reduced 2.03%
$435B
$672,000 0.24% of portfolio
711
Q1 2025 Added 0.85%
$64.4B
$658,000 0.23% of portfolio
5,925
Q1 2025 Added 3.39%
$539B
$650,000 0.23% of portfolio
1,187
Q3 2024 Added 1.63%
$52.6B
$641,000 0.22% of portfolio
4,160
Q1 2025 Added 2.67%
$274B
$623,000 0.22% of portfolio
3,113
Q3 2024 Reduced 0.92%
$11.1B
$584,000 0.2% of portfolio
4,940
Q1 2025 Reduced 10.46%
$177B
$575,000 0.2% of portfolio
2,958
Q3 2024 Added 0.34%
$220B
$546,000 0.19% of portfolio
5,539
Q1 2025 Added 4.73%
$6.35B
$531,000 0.19% of portfolio
9,645
Q1 2025 Reduced 4.93%
$2.54B
$554,000 0.19% of portfolio
11,485
Q2 2024 Reduced 4.17%
$35.9B
$506,000 0.18% of portfolio
4,327
Q2 2024 Reduced 2.26%
$9.8B
$503,000 0.18% of portfolio
12,729
Q1 2025 Reduced 4.08%
$145B
$495,000 0.17% of portfolio
6,996
Q1 2025 Reduced 12.11%
$561M
$475,000 0.17% of portfolio
1,980
Q1 2025 Reduced 23.55%
$831B
$479,000 0.17% of portfolio
1,954
Q4 2024 Added 13.74%
$474B
$466,000 0.16% of portfolio
3,921
Q4 2024 Reduced 10.27%
$86.2B
$432,000 0.15% of portfolio
2,942
Q1 2025 Added 1.31%
$2.27T
$433,000 0.15% of portfolio
2,281
Q1 2025 Added 7.44%
$219B
$433,000 0.15% of portfolio
5,900
Q4 2024 Reduced 1.9%
$300B
$413,000 0.14% of portfolio
5,777
Q4 2024 Reduced 0.48%
$263B
$360,000 0.13% of portfolio
4,101
Q3 2024 Reduced 13.21%
$216B
$369,000 0.13% of portfolio
1,182
Q1 2025 Reduced 9.91%
$140B
$372,000 0.13% of portfolio
1,599
Q3 2024 Added 2.43%
$2.52B
$380,000 0.13% of portfolio
25,534
Q1 2025 Reduced 77.34%
$38.7B
$356,000 0.12% of portfolio
4,750
Q1 2025 Added 0.32%
$29.3B
$322,000 0.11% of portfolio
2,154
Q1 2025 Reduced 8.5%
$7.01B
$325,000 0.11% of portfolio
1,596
Q2 2021 New
$1.16B
$311,000 0.11% of portfolio
9,657
Q1 2025 Reduced 11.96%
$20.9B
$322,000 0.11% of portfolio
875
Q1 2025 Reduced 0.57%
$94.5B
$319,000 0.11% of portfolio
971
Q1 2025 Reduced 6.9%
$981M
$287,000 0.1% of portfolio
4,525
Q1 2025 Reduced 34.66%

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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