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Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
395
+10 vs. Q1 2026
Portfolio value
$403.0M
+$47.8M (+13.4%) vs. Q1 2026
Filed
Aug 5, 2026
SEC
Holdings of Clean Yield Group in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock101,792$29.5M7.3%+300.0%AddedHistory
NVDANVIDIA CorpStock94,092$18.8M4.7%+2,715+3.0%AddedHistory
ASMLASML Holding NVADR7,698$15.3M3.8%−1,174−13.2%ReducedHistory
AVGOBroadcom Inc.Stock35,801$13.5M3.4%−3,768−9.5%ReducedHistory
CSCOCisco Systems, Inc.Stock112,661$13.2M3.3%−5,008−4.3%ReducedHistory
ANETArista Networks, Inc.Stock54,105$9.19M2.3%+359+0.7%AddedHistory
GSKGSK plcADR158,720$8.32M2.1%−3,258−2.0%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock50,633$6.66M1.7%−1,800−3.4%ReducedHistory
PLDPrologis, Inc.REIT48,601$6.58M1.6%−7,649−13.6%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM167,397$6.54M1.6%−1,931−1.1%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW26,654$6.33M1.6%−518−1.9%ReducedHistory
ULUnilever PLCSPON ADR NEW103,553$6.23M1.5%−6,694−6.1%ReducedHistory
CACCamden National CorpCOM109,082$5.91M1.5%+1,327+1.2%AddedHistory
IBMInternational Business Machines CorpStock20,791$5.85M1.5%+1,734+9.1%AddedHistory
CRMSalesforce, Inc.Stock37,243$5.83M1.4%+6,451+21.0%AddedHistory
DGXQuest Diagnostics IncCOM27,117$5.75M1.4%+795+3.0%AddedHistory
PANWPalo Alto Networks IncStock16,761$5.72M1.4%+31+0.2%AddedHistory
NOKNokia CorpSPONSORED ADR422,437$5.61M1.4%−24,172−5.4%ReducedHistory
HUBBHubbell IncCOM10,358$5.42M1.3%+205+2.0%AddedHistory
ECLEcolab Inc.Stock19,173$5.34M1.3%+749+4.1%AddedHistory
MSFTMicrosoft CorpStock14,173$5.29M1.3%+1,388+10.9%AddedHistory
SFMSprouts Farmers Market, Inc.COM62,293$5.27M1.3%−6,337−9.2%ReducedHistory
SYKStryker CorpStock16,583$5.22M1.3%+229+1.4%AddedHistory
COSTCostco Wholesale CorpStock5,562$5.20M1.3%+390+7.5%AddedHistory
ROSTRoss Stores, Inc.COM24,364$5.19M1.3%−4,276−14.9%ReducedHistory
STTState Street CorpCOM30,276$5.13M1.3%+1,208+4.2%AddedHistory
HDHome Depot, Inc.Stock14,388$5.07M1.3%+1,234+9.4%AddedHistory
JNJJohnson & JohnsonStock19,963$5.07M1.3%−121−0.6%ReducedHistory
FSLRFirst Solar, Inc.Stock20,965$4.95M1.2%−1,812−8.0%ReducedHistory
ADPAutomatic Data Processing IncStock21,872$4.90M1.2%+2,299+11.7%AddedHistory
VMIValmont Industries IncCOM8,361$4.83M1.2%−1,405−14.4%ReducedHistory
BWABorgwarner IncCOM72,057$4.78M1.2%−2,903−3.9%ReducedHistory
SCHWSchwab Charles CorpStock49,314$4.55M1.1%+2,043+4.3%AddedHistory
JKHYJack Henry & Associates IncStock32,725$4.51M1.1%−514−1.5%ReducedHistory
VEEVVeeva Systems IncStock23,988$4.26M1.1%+2,081+9.5%AddedHistory
MCOMoodys CorpStock9,183$4.16M1.0%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock41,397$4.11M1.0%+2,359+6.0%AddedHistory
KAIKadant IncCOM12,636$3.97M1.0%+468+3.8%AddedHistory
GOOGAlphabet Inc.Stock10,985$3.88M1.0%+5,240+91.2%AddedHistory
LLYEli Lilly & CoStock3,179$3.81M0.9%+14+0.4%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock14,119$3.81M0.9%+448+3.3%AddedHistory
MKCMcCormick & Co IncStock74,802$3.77M0.9%−1,210−1.6%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR227,988$3.65M0.9%−10,377−4.4%ReducedHistory
CLColgate Palmolive CoStock36,568$3.35M0.8%+24,283+197.7%AddedHistory
CHKPCheck Point Software Technologies LtdORD25,104$3.30M0.8%+224+0.9%AddedHistory
NFLXNetflix IncStock44,837$3.20M0.8%+2,912+6.9%AddedHistory
AMALAmalgamated Financial Corp.COM68,140$3.13M0.8%−5,408−7.4%ReducedHistory
GOOGLAlphabet Inc.Stock8,718$3.12M0.8%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM95,046$3.05M0.8%+2,581+2.8%AddedHistory
DOCHealthpeak Properties, Inc.COM138,158$2.96M0.7%−56,158−28.9%ReducedHistory
CMGChipotle Mexican Grill IncCOM85,323$2.90M0.7%+7,786+10.0%AddedHistory
HTOH2O AmericaCOM46,155$2.80M0.7%−263−0.6%ReducedHistory
SHOPShopify Inc.Stock23,329$2.66M0.7%+22,973+6,453.1%AddedHistory
AYIAcuity Inc. (DE)Stock6,648$2.50M0.6%+5,663+574.9%AddedHistory
PGProcter & Gamble CoStock16,115$2.36M0.6%−413−2.5%ReducedHistory
ITWIllinois Tool Works IncStock8,438$2.28M0.6%−15−0.2%ReducedHistory
ULTAUlta Beauty, Inc.Stock5,060$2.28M0.6%+5,060NewHistory
VODVodafone Group Public Ltd CoADR171,770$2.27M0.6%−55,913−24.6%ReducedHistory
EXPDExpeditors International of Washington IncCOM13,168$2.15M0.5%−300−2.2%ReducedHistory
AMGNAmgen IncStock5,626$2.04M0.5%+810+16.8%AddedHistory
AMRCAmeresco, Inc.CL A69,317$1.91M0.5%+2,856+4.3%AddedHistory
UPSUnited Parcel Service IncStock17,228$1.85M0.5%+3,723+27.6%AddedHistory
SOFISoFi Technologies, Inc.Stock102,471$1.84M0.5%+4,038+4.1%AddedHistory
MRKMerck & Co., Inc.Stock14,182$1.82M0.5%+3,700+35.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,393$1.79M0.4%−10−0.4%ReducedHistory
LULUlululemon athletica inc.Stock14,054$1.60M0.4%−177−1.2%ReducedHistory
TUTelus CorpCOM140,340$1.48M0.4%−5,688−3.9%ReducedHistory
PEPPepsiCo IncStock10,784$1.46M0.4%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock2,472$1.24M0.3%−50−2.0%ReducedHistory
NVONovo Nordisk A SADR25,388$1.22M0.3%−4,090−13.9%ReducedHistory
USBUS Bancorp DECOM NEW19,817$1.20M0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,348$1.17M0.3%00.0%UnchangedHistory
iShares Tr464288570ESG MSCI KLD ETF8,000$1.14M0.3%+8,000New–
AXPAmerican Express CoStock3,079$1.04M0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock3,891$979.1K0.2%+11+0.3%AddedHistory
GEGeneral Electric CoStock2,613$976.6K0.2%+100+4.0%AddedHistory
TXNTexas Instruments IncStock3,073$916.0K0.2%00.0%UnchangedHistory
VITLVital Farms, Inc.COM72,507$843.3K0.2%+6,356+9.6%AddedHistory
ORLYO Reilly Automotive IncStock8,970$826.0K0.2%+60+0.7%AddedHistory
GEVGE Vernova Inc.Stock685$804.8K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,347$768.2K0.2%+139+6.3%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,962$686.8K0.2%−119−5.7%ReducedHistory
INTUIntuit Inc.Stock2,609$680.9K0.2%00.0%UnchangedHistory
AFLAflac IncStock5,686$666.7K0.2%+25+0.4%AddedHistory
BDXBecton Dickinson & CoStock4,377$662.4K0.2%−250−5.4%ReducedHistory
TRMBTrimble Inc.COM12,781$654.1K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock7,358$645.8K0.2%00.0%UnchangedHistory
APHAmphenol CorpCL A3,592$633.3K0.2%−400−10.0%ReducedHistory
GLWCorning IncCOM2,463$629.1K0.2%−300−10.9%ReducedHistory
WTSWatts Water Technologies IncCL A1,596$624.8K0.2%00.0%UnchangedHistory
VanEck ETF Trust92189F171GREEN BOND ETF24,160$583.1K0.1%−9,895−29.1%Reduced–
AAgilent Technologies, Inc.COM4,387$582.7K0.1%00.0%UnchangedHistory
MAMastercard IncStock1,098$563.9K0.1%−15−1.3%ReducedHistory
AZNAstraZeneca PLCADR2,950$559.4K0.1%00.0%UnchangedHistory
HLIOHelios Technologies, Inc.COM5,807$518.3K0.1%−500−7.9%ReducedHistory
XOMExxonMobil Holdings CorpStock3,771$515.6K0.1%+3,771NewHistory
ABTAbbott LaboratoriesStock5,585$506.8K0.1%−277−4.7%ReducedHistory
SJMJ M SMUCKER CoStock4,381$492.9K0.1%00.0%UnchangedHistory
MMM3M CoStock2,995$484.9K0.1%00.0%UnchangedHistory
CWTCalifornia Water Service GroupCOM9,835$478.5K0.1%−300−3.0%ReducedHistory

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Clean Yield Group sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HOLXHologic IncCOM12,007$907.6K0.3%History
XOMExxonMobil Holdings CorpCOM3,771$639.8K0.2%History
SNPSSynopsys IncCOM214$84.8K<0.1%History
iShares Tr464288414NATIONAL MUN ETF465$49.4K<0.1%–
iShares Select Dividend ETF464287168ETF260$39.4K<0.1%–
VanEck ETF Trust92189F528VANECK SHRT MUNI2,216$38.3K<0.1%–
OTISOtis Worldwide CorpStock134$10.3K<0.1%History
HONHoneywell International IncCOM43$9.72K<0.1%History
iShares Tr46436E7180-3 MTH TREASURY90$9.06K<0.1%–
MASIMasimo CorpCOM49$8.72K<0.1%History
SONYSony Group CorpSPONSORED ADR400$8.28K<0.1%History
MDLZMondelez International, Inc.Stock100$5.76K<0.1%History
TRIThomson Reuters CorpCOM NO PAR54$4.86K<0.1%History
CTSHCognizant Technology Solutions CorpCL A79$4.85K<0.1%History
NDAQNasdaq, Inc.COM51$4.33K<0.1%History
XYZBlock, Inc.CL A70$4.21K<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS26$2.66K<0.1%History
LDOSLeidos Holdings, Inc.COM14$2.18K<0.1%History
AGOAssured Guaranty LtdCOM17$1.39K<0.1%History
RALRalliant CorpStock15$624<0.1%History