Clean Yield Group Portfolio Holdings

Clean Yield Group

  • $327 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.97 Million 0.6% of portfolio
2,958
Q3 2025 Added 0.17%
$19.7B
$1.82 Million 0.56% of portfolio
14,855
Q3 2025 Reduced 6.16%
$2.05B
$1.75 Million 0.53% of portfolio
67,853
Q3 2025 Added 70.35%
$112B
$1.67 Million 0.51% of portfolio
30,141
Q3 2025 Reduced 4.41%
$40B
$1.6 Million 0.49% of portfolio
332,655
Q3 2025 Reduced 4.4%
$201B
$1.54 Million 0.47% of portfolio
10,934
Q3 2025 Reduced 0.91%
$1.72T
$1.4 Million 0.43% of portfolio
5,762
Q2 2025 Added 1.53%
$156B
$1.36 Million 0.41% of portfolio
4,816
Q3 2025 Reduced 6.29%
$222B
$1.3 Million 0.4% of portfolio
2,680
Q3 2025 Reduced 2.76%
$70.3B
$1.21 Million 0.37% of portfolio
14,458
Q3 2025 Added 0.43%
$646B
$1.23 Million 0.37% of portfolio
2,444
Q3 2025 Added 2.17%
$63.8B
$1.17 Million 0.36% of portfolio
14,583
Q3 2025 Reduced 4.42%
$19.5B
$1.14 Million 0.35% of portfolio
13,915
Q4 2024 Reduced 2.36%
$69.6B
$1.06 Million 0.32% of portfolio
21,896
Q3 2025 Reduced 0.69%
$268B
$1.03 Million 0.31% of portfolio
3,095
Q4 2024 Reduced 1.28%
$51.2B
$1.01 Million 0.31% of portfolio
5,393
Q3 2025 Reduced 8.64%
$0
$935,000 0.29% of portfolio
38,293
Q3 2025 Reduced 1.35%
$5.98B
$960,000 0.29% of portfolio
8,910
Q2 2025 Added 1,400.0%
$340B
$936,000 0.29% of portfolio
3,113
Q3 2024 Reduced 0.92%
$218B
$889,000 0.27% of portfolio
10,602
Q3 2025 Reduced 0.36%
$216B
$835,000 0.25% of portfolio
6,236
Q3 2025 Reduced 1.02%
$27.9B
$768,000 0.23% of portfolio
15,247
Q3 2025 Reduced 14.63%
$526B
$686,000 0.21% of portfolio
1,207
Q3 2025 Added 1.68%
$67.5B
$657,000 0.2% of portfolio
5,882
Q2 2025 Reduced 0.73%
$913B
$649,000 0.2% of portfolio
2,060
Q3 2025 Added 5.42%
$403B
$652,000 0.2% of portfolio
705
Q2 2025 Reduced 0.84%
$177B
$598,000 0.18% of portfolio
3,073
Q3 2025 Added 4.24%
$205B
$589,000 0.18% of portfolio
5,150
Q2 2025 Reduced 7.02%
$160B
$570,000 0.17% of portfolio
7,558
Q3 2025 Added 8.03%
$42.4B
$563,000 0.17% of portfolio
4,387
Q2 2025 Added 1.39%
$2.48B
$515,000 0.16% of portfolio
11,235
Q3 2025 Reduced 2.18%
$2.27T
$509,000 0.16% of portfolio
2,319
Q2 2025 Added 1.67%
$42.2B
$527,000 0.16% of portfolio
4,160
Q1 2025 Added 2.67%
$0
$539,000 0.16% of portfolio
898
Q3 2025 Added 7.54%
$10.9B
$487,000 0.15% of portfolio
4,493
Q2 2025 Reduced 9.05%
$544M
$477,000 0.15% of portfolio
1,810
Q2 2025 Reduced 8.59%
$82.7B
$481,000 0.15% of portfolio
3,888
Q4 2024 Added 7.4%
$10.2B
$507,000 0.15% of portfolio
12,729
Q1 2025 Reduced 4.08%
$6.01B
$490,000 0.15% of portfolio
8,620
Q2 2025 Reduced 10.63%
$255B
$452,000 0.14% of portfolio
5,900
Q4 2024 Reduced 1.9%
$0
$445,000 0.14% of portfolio
5,835
Q3 2025 Added 30.54%
$7.46B
$445,000 0.14% of portfolio
1,596
Q2 2021 New
$92B
$464,000 0.14% of portfolio
2,995
Q2 2025 Added 1.8%
$708B
$449,000 0.14% of portfolio
1,598
Q3 2024 Added 2.96%
$477B
$471,000 0.14% of portfolio
4,185
Q3 2025 Added 3.51%
$275B
$422,000 0.13% of portfolio
4,101
Q3 2024 Reduced 13.21%
$298B
$377,000 0.12% of portfolio
5,688
Q3 2025 Reduced 4.21%
$37.9B
$382,000 0.12% of portfolio
4,650
Q2 2025 Reduced 2.11%
$31.4B
$376,000 0.11% of portfolio
2,154
Q1 2025 Reduced 8.5%

Summary

  • Portfolio
  • No. of Stocks 427
  • Current Value $327 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 51 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 74 stocks
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