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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.7B
$1.63 Million 0.57% of portfolio
17,438
Q1 2025 Reduced 15.86%
$74.7B
$1.56 Million 0.55% of portfolio
14,190
Q1 2025 Reduced 1.94%
$377B
$1.55 Million 0.54% of portfolio
4,239
Q1 2025 Reduced 1.62%
$993B
$1.39 Million 0.49% of portfolio
9,033
Q1 2025 Reduced 6.42%
$540M
$1.39 Million 0.49% of portfolio
112,746
Q1 2025 Added 6.34%
$162B
$1.37 Million 0.48% of portfolio
2,756
Q1 2025 Reduced 1.15%
$49.7B
$1.35 Million 0.47% of portfolio
5,903
Q1 2025 Reduced 1.88%
$32.3B
$1.25 Million 0.44% of portfolio
20,841
Q1 2025 Reduced 28.46%
$13.1B
$1.02 Million 0.36% of portfolio
35,846
Q1 2025 Reduced 80.77%
$206B
$990,000 0.35% of portfolio
11,037
Q1 2025 Reduced 3.98%
$67.2B
$951,000 0.33% of portfolio
22,548
Q1 2025 Reduced 4.25%
$0
$949,000 0.33% of portfolio
39,561
Q1 2025 Reduced 6.28%
$335B
$935,000 0.33% of portfolio
4,465
Q1 2025 Reduced 1.13%
$1.89B
$945,000 0.33% of portfolio
38,214
Q1 2025 Added 7.98%
$18B
$913,000 0.32% of portfolio
13,915
Q4 2024 Reduced 2.36%
$1.1T
$886,000 0.31% of portfolio
5,675
Q1 2025 Reduced 2.73%
$5.76B
$850,000 0.3% of portfolio
594
Q4 2024 Added 7.22%
$224B
$832,000 0.29% of portfolio
3,095
Q4 2024 Reduced 1.28%
$235B
$835,000 0.29% of portfolio
6,300
Q1 2025 Reduced 1.33%
$160B
$757,000 0.27% of portfolio
9,673
Q1 2025 Reduced 2.03%
$446B
$672,000 0.24% of portfolio
711
Q1 2025 Added 0.85%
$64.6B
$658,000 0.23% of portfolio
5,925
Q1 2025 Added 3.39%
$562B
$650,000 0.23% of portfolio
1,187
Q3 2024 Added 1.63%
$56B
$641,000 0.22% of portfolio
4,160
Q1 2025 Added 2.67%
$264B
$623,000 0.22% of portfolio
3,113
Q3 2024 Reduced 0.92%
$10.1B
$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%
$216B
$546,000 0.19% of portfolio
5,539
Q1 2025 Added 4.73%
$5.71B
$531,000 0.19% of portfolio
9,645
Q1 2025 Reduced 4.93%
$2.53B
$554,000 0.19% of portfolio
11,485
Q2 2024 Reduced 4.17%
$35.7B
$506,000 0.18% of portfolio
4,327
Q2 2024 Reduced 2.26%
$10B
$503,000 0.18% of portfolio
12,729
Q1 2025 Reduced 4.08%
$143B
$495,000 0.17% of portfolio
6,996
Q1 2025 Reduced 12.11%
$502M
$475,000 0.17% of portfolio
1,980
Q1 2025 Reduced 23.55%
$788B
$479,000 0.17% of portfolio
1,954
Q4 2024 Added 13.74%
$447B
$466,000 0.16% of portfolio
3,921
Q4 2024 Reduced 10.27%
$80.2B
$432,000 0.15% of portfolio
2,942
Q1 2025 Added 1.31%
$2.22T
$433,000 0.15% of portfolio
2,281
Q1 2025 Added 7.44%
$229B
$433,000 0.15% of portfolio
5,900
Q4 2024 Reduced 1.9%
$0
$391,000 0.14% of portfolio
835
Q1 2025 Reduced 16.5%
$313B
$413,000 0.14% of portfolio
5,777
Q4 2024 Reduced 0.48%
$264B
$360,000 0.13% of portfolio
4,101
Q3 2024 Reduced 13.21%
$221B
$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%
$2.55B
$380,000 0.13% of portfolio
25,534
Q1 2025 Reduced 77.34%
$38.3B
$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%
$6.7B
$325,000 0.11% of portfolio
1,596
Q2 2021 New
$1.07B
$311,000 0.11% of portfolio
9,657
Q1 2025 Reduced 11.96%

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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