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 Market Cap. of $200 Billions or more
