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Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 23, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
426
+18 vs. Q2 2025
Portfolio value
$353.8M
+$19.5M (+5.8%) vs. Q2 2025
Filed
Oct 23, 2025
SEC
Holdings of Clean Yield Group in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ECLEcolab Inc.Stock16,966$4.65M1.3%+16,915+33,166.7%AddedHistory
JKHYJack Henry & Associates IncStock32,351$4.82M1.4%+585+1.8%AddedHistory
CHKPCheck Point Software Technologies LtdORD24,044$4.97M1.4%−256−1.1%ReducedHistory
DGXQuest Diagnostics IncCOM26,657$5.08M1.4%+111+0.4%AddedHistory
MKCMcCormick & Co IncStock76,141$5.09M1.4%−196−0.3%ReducedHistory
HDHome Depot, Inc.Stock12,861$5.21M1.5%+268+2.1%AddedHistory
IBMInternational Business Machines CorpStock18,972$5.35M1.5%−557−2.9%ReducedHistory
SYKStryker CorpStock14,951$5.53M1.6%+590+4.1%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM183,251$5.63M1.6%−3,977−2.1%ReducedHistory
ADPAutomatic Data Processing IncStock19,558$5.74M1.6%−361−1.8%ReducedHistory
CRMSalesforce, Inc.Stock25,202$5.97M1.7%+1,911+8.2%AddedHistory
FSLRFirst Solar, Inc.Stock27,402$6.04M1.7%−843−3.0%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW26,987$6.06M1.7%−309−1.1%ReducedHistory
PLDPrologis, Inc.REIT54,853$6.28M1.8%+2,578+4.9%AddedHistory
VEEVVeeva Systems IncStock21,486$6.40M1.8%−215−1.0%ReducedHistory
MSFTMicrosoft CorpStock12,961$6.71M1.9%−53−0.4%ReducedHistory
GSKGSK plcADR163,792$7.07M2.0%−3,596−2.1%ReducedHistory
ANETArista Networks, Inc.Stock52,975$7.72M2.2%−474−0.9%ReducedHistory
SFMSprouts Farmers Market, Inc.COM71,410$7.77M2.2%−1,481−2.0%ReducedHistory
CSCOCisco Systems, Inc.Stock115,734$7.92M2.2%−1,979−1.7%ReducedHistory
ULUnilever PLCSPON ADR NEW134,958$8.00M2.3%−2,034−1.5%ReducedHistory
ASMLASML Holding NVADR8,676$8.40M2.4%−15−0.2%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock61,934$8.62M2.4%−1,464−2.3%ReducedHistory
AVGOBroadcom Inc.Stock42,200$13.9M3.9%−1,518−3.5%ReducedHistory
NVDANVIDIA CorpStock90,460$16.9M4.8%−1,245−1.4%ReducedHistory
AAPLApple Inc.Stock103,090$26.2M7.4%+442+0.4%AddedHistory

Sold out since Q2 2025 (8)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Clean Yield Group sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM663$232.9K0.1%History
HMNHorace Mann Educators CorpCOM760$32.7K<0.1%History
iShares Core S&P U.S. Growth ETF464287671ETF117$17.6K<0.1%–
EQIXEquinix IncCOM7$5.57K<0.1%History
HUMHumana IncStock18$4.40K<0.1%History
WITWipro LtdSPON ADR 1 SH1,330$4.02K<0.1%History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR213$3.27K<0.1%History
NTAPNetApp, Inc.Stock14$1.49K<0.1%History