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
$102M
$11,000 0.0% of portfolio
450
Q2 2021 New
$7.44B
$7,000 0.0% of portfolio
49
Q2 2021 New
$789M
$0 0.0% of portfolio
300
Q4 2023 Reduced 91.89%
$53.1B
$7,000 0.0% of portfolio
32
Q3 2024 New
$411B
$8,000 0.0% of portfolio
50
Q1 2025 Reduced 10.71%
$3.31B
$0 0.0% of portfolio
33
Q3 2024 New
Ishares Flexible Income Active ETF
-
$0 0.0% of portfolio
-
Q1 2024 New
$23.3B
$3,000 0.0% of portfolio
18
Q3 2024 New
$18.4B
$0 0.0% of portfolio
9
Q3 2024 New
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$0 0.0% of portfolio
0
Q3 2025 New
$18.7B
$6,000 0.0% of portfolio
50
Q1 2025 Reduced 70.24%
$83.8B
$1,000 0.0% of portfolio
11
Q3 2024 New
$16.7B
$1,000 0.0% of portfolio
72
Q3 2025 New
$10.2B
$1,000 0.0% of portfolio
36
Q3 2024 New
$5.88B
$5,000 0.0% of portfolio
56
Q1 2025 Reduced 60.28%
$0
$5,000 0.0% of portfolio
56
Q3 2025 New
$27B
$3,000 0.0% of portfolio
29
Q3 2024 New
Vert Global Sustainable Real Estate ETF
-
$0 0.0% of portfolio
-
Q4 2023 New
Worthington Stl Inc Com Shs
-
$0 0.0% of portfolio
-
Q4 2023 New
$172B
$3,000 0.0% of portfolio
26
Q3 2024 New
Vestis Corporation Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.89%
$9.18B
$1,000 0.0% of portfolio
5
Q3 2024 New
$5.25B
$7,000 0.0% of portfolio
410
Q4 2022 Added 24.24%
$105M
$0 0.0% of portfolio
30
Q4 2024 Reduced 96.77%

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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