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 Market Cap. of $10 Billions to $200 Billions
