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
$0
$117,000 0.04% of portfolio
1,140
Q4 2024 Reduced 45.71%
$23.7B
$111,000 0.04% of portfolio
633
Q2 2022 Reduced 19.97%
$1.34B
$114,000 0.04% of portfolio
1,416
Q4 2024 Reduced 3.41%
$13B
$111,000 0.04% of portfolio
350
Q4 2024 New
$37.4B
$126,000 0.04% of portfolio
2,763
Q1 2025 Reduced 16.27%
$13.6B
$104,000 0.04% of portfolio
1,500
Q2 2021 New
$50.2B
$125,000 0.04% of portfolio
1,974
Q3 2024 Added 0.61%
$71.8B
$107,000 0.04% of portfolio
650
Q1 2023 New
$0
$100,000 0.04% of portfolio
500
Q3 2024 Reduced 20.38%
$85.8B
$77,000 0.03% of portfolio
1,140
Q4 2024 Reduced 4.2%
$221B
$92,000 0.03% of portfolio
1,100
Q4 2024 Reduced 50.0%
$0
$95,000 0.03% of portfolio
6,653
Q4 2022 Added 0.68%
$0
$90,000 0.03% of portfolio
3,593
Q1 2023 Added 99.94%
$272B
$90,000 0.03% of portfolio
543
Q1 2025 Reduced 35.59%
$34B
$94,000 0.03% of portfolio
867
Q1 2025 Added 12.6%
$51.2B
$98,000 0.03% of portfolio
100
Q4 2024 Reduced 3.85%
$25.9B
$83,000 0.03% of portfolio
1,727
Q1 2023 Reduced 18.81%
$53.6B
$91,000 0.03% of portfolio
534
Q4 2024 Added 100.0%
$76.7B
$86,000 0.03% of portfolio
365
Q1 2024 Reduced 4.2%
$37.3B
$75,000 0.03% of portfolio
1,118
Q3 2024 Added 10.15%
$26.1B
$88,000 0.03% of portfolio
3,200
Q1 2025 Reduced 4.51%
$0
$98,000 0.03% of portfolio
575
Q3 2024 Reduced 43.35%
$16.2B
$80,000 0.03% of portfolio
177
Q1 2025 Added 18.0%
$167B
$86,000 0.03% of portfolio
560
Q1 2025 Added 7.9%
$20.9B
$82,000 0.03% of portfolio
694
Q1 2025 Reduced 23.06%
$265B
$91,000 0.03% of portfolio
1,275
Q1 2025 Reduced 0.55%
$5.66B
$78,000 0.03% of portfolio
500
Q1 2023 New
$59.1B
$93,000 0.03% of portfolio
158
Q4 2024 Reduced 2.47%
$5.89B
$81,000 0.03% of portfolio
700
Q1 2024 Reduced 28.93%
$154B
$80,000 0.03% of portfolio
1,102
Q1 2025 Reduced 2.13%
$13.3B
$92,000 0.03% of portfolio
300
Q3 2021 Added 100.0%
$47B
$73,000 0.03% of portfolio
1,010
Q4 2024 Added 4,108.33%
$0
$88,000 0.03% of portfolio
6,428
Q4 2022 Added 0.59%
$13.9B
$89,000 0.03% of portfolio
504
Q2 2021 New
$0
$93,000 0.03% of portfolio
1,189
Q2 2024 Reduced 35.69%
$63.6B
$88,000 0.03% of portfolio
1,052
Q3 2024 Added 26.29%
$38.4B
$92,000 0.03% of portfolio
500
Q1 2025 Reduced 1.57%
$21.2B
$87,000 0.03% of portfolio
428
Q1 2025 Added 33.75%
$44.9B
$74,000 0.03% of portfolio
250
Q1 2023 New
$0
$78,000 0.03% of portfolio
300
Q2 2021 New
$0
$93,000 0.03% of portfolio
1,200
Q2 2021 New
$58.5B
$46,000 0.02% of portfolio
1,590
Q1 2025 Added 54.52%
$82.3B
$47,000 0.02% of portfolio
2,100
Q1 2025 Reduced 74.7%
$1.23T
$62,000 0.02% of portfolio
108
Q1 2025 Added 100.0%
$20.9B
$53,000 0.02% of portfolio
3,471
Q3 2024 Added 8.47%
$0
$60,000 0.02% of portfolio
497
Q1 2025 New
$49.7B
$53,000 0.02% of portfolio
110
Q3 2024 Added 10.0%
$18.4B
$64,000 0.02% of portfolio
385
Q1 2025 Reduced 69.15%
$72.6B
$48,000 0.02% of portfolio
764
Q1 2025 Added 9.14%

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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