Clean Yield Group has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $254 Million distributed in 368 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.3M, Sprouts Farmers Market, Inc. with a value of $10M, Unilever PLC with a value of $9.32M, American Water Works Company, Inc. with a value of $7.61M, and Healthpeak Properties, Inc. with a value of $7.27M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $242M to 254M.
Also it can be appreciated an additional of 25 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
$254 Million
Technology: $62.1 Million
Healthcare: $47.4 Million
Consumer Defensive: $42 Million
Industrials: $26.4 Million
Real Estate: $17.6 Million
Utilities: $16.4 Million
Communication Services: $14.1 Million
Financial Services: $12.9 Million
Other: $15.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions