C

Clean Yield Group

Clean Yield Group is an institution, managing $353.8M across 424 long positions as of Q3 2025 with 32% Technology concentration.

Portfolio Value
$353.8M
Positions
424
Top Holding
AAPL at 7.42%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Clean Yield Group's portfolio (31.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$26.2M
7.42%
+$112.5K
Bought
0.00%
103.1K shares
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$16.9M
4.77%
-$232.3K
Sold
0.00%
90.5K shares
Semiconductors
Technology
$13.9M
3.94%
-$500.8K
Sold
0.00%
42.2K shares
Regulated Water
Utilities
$8.6M
2.44%
-$203.8K
Sold
0.03%
61.9K shares
5
ASML
ASML
ASML
Unknown
Unknown
$8.4M
2.37%
-$14.5K
Sold
8.7K shares
Unknown
Unknown
$8.0M
2.26%
-$120.6K
Sold
135.0K shares
Communication Equipment
Technology
$7.9M
2.24%
-$135.4K
Sold
0.00%
115.7K shares
Grocery Stores
Consumer Defensive
$7.8M
2.20%
-$161.1K
Sold
0.07%
71.4K shares
Computer Hardware
Technology
$7.7M
2.18%
-$69.1K
Sold
0.00%
53.0K shares
Unknown
Unknown
$7.1M
2.00%
-$155.2K
Sold
163.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clean Yield Group's latest filing

See all changes
Market Value
$353.8M
Prior: $334.3M
Q/Q Change
+5.83%
+$19.5M
Net Flows % of MV
+1.27%
Turnover Ratio
2.51%
New Purchases
14 stocks
$507.9K
Added To
53 stocks
+$10.5M
Sold Out Of
8 stocks
$301.9K
Reduced Holdings
82 stocks
-$6.2M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Ansys logo
Ansys
ANSS
Sold
Sold
Sold
Sold
5
Humana logo
Sold

Analytics

Portfolio insights and performance metrics for Clean Yield Group

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Sector Allocation

Technology: 31.70%TechnologyIndustrials: 11.20%IndustrialsHealthcare: 10.50%HealthcareConsumer Defensive: 7.00%Financial Services: 6.50%Consumer Cyclical: 6.10%Real Estate: 4.70%Utilities: 3.20%Communication Services: 3.00%ETF: 2.00%Energy: 1.90%Basic Materials: 1.50%
Technology
31.70%
Industrials
11.20%
Healthcare
10.50%
Consumer Defensive
7.00%
Financial Services
6.50%
Consumer Cyclical
6.10%
Real Estate
4.70%
Utilities
3.20%
Communication Services
3.00%
ETF
2.00%
Energy
1.90%
Basic Materials
1.50%

Market Cap Distribution

Mega Cap (> $200B): 32.93%Mega Cap (> $200B)Large Cap ($10B - $200B): 45.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 5.53%Small Cap ($300M - $2B): 4.43%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.07%N/A (ETF or Unknown): 12.02%N/A (ETF or Unknown)
Mega Cap (> $200B)
32.93%
Large Cap ($10B - $200B)
45.01%
Mid Cap ($2B - $10B)
5.53%
Small Cap ($300M - $2B)
4.43%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.07%
N/A (ETF or Unknown)
12.02%

Portfolio Concentration

Top 10 Holdings %
31.81%
Top 20 Holdings %
48.69%
Top 50 Holdings %
79.92%
Top 100 Holdings %
93.95%

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