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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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