Clean Yield Group
Sector Allocation
- Technology44.1%$177.8M
- Healthcare11.1%$44.7M
- Financials10.6%$42.9M
- Consumer Staples7.8%$31.6M
- Industrials7.8%$31.4M
- Consumer Discretionary6.8%$27.2M
- Utilities2.9%$11.7M
- Real Estate2.5%$10.2M
- Other2.5%$10.1M
- Communication Services1.9%$7.7M
AUM History
13fpro.ai/research/fund/clean-yield-group-1525865
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$29.5MNVDA
$18.8MASML
$15.3MAVGO
$13.5MCSCO
$13.2MANET
$9.2MGSK
$8.3MAWK
$6.7MPLD
$6.6MHASI
$6.5MFERG
$6.3MUL
$6.2MCAC
$5.9MIBM
$5.8MCRM
$5.8MDGX
$5.7MPANW
$5.7MNOK
$5.6MHUBB
$5.4MECL
$5.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clean-yield-group-1525865
Clean Yield Group 13F holdings — Q2 2026
$403.0M portfolio (+13.4% QoQ) · 395 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
$29.5M
7.3% of stocks
+0.0%This quarter+11.6%Since filed10+ qtrsHeld$18.8M
4.7% of stocks
+3%This quarter-0.6%Since filed10+ qtrsHeld$15.3M
3.8% of stocks
-13%This quarter-2.5%Since filed10+ qtrsHeld$13.5M
3.4% of stocks
-10%This quarter-18.2%Since filed10+ qtrsHeld$13.2M
3.3% of stocks
-4%This quarter-8.3%Since filed10+ qtrsHeld$9.2M
2.3% of stocks
+0.7%This quarter-5.2%Since filed7 qtrsHeld$8.3M
2.1% of stocks
-2%This quarter-1.0%Since filed10+ qtrsHeld$6.7M
1.6% of stocks
-3%This quarter+5.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$6.6M
1.6% of stocks
-14%This quarter-10.2%Since filed10+ qtrsHeld$6.5M
1.6% of stocks
-1%This quarter-2.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
All holdings — Clean Yield Group (Q2 2026)
395 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $6.3M | 1.6% | 27K | -2% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | UNILEVER PLCadr | Consumer Staples | $6.2M | 1.5% | 104K | -6% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CAMDEN NATIONAL CORP | Financials | $5.9M | 1.5% | 109K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.8M | 1.4% | 21K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Salesforce, Inc. | Technology | $5.8M | 1.4% | 37K | +21% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | QUEST DIAGNOSTICS INC | Healthcare | $5.7M | 1.4% | 27K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Palo Alto Networks Inc | Technology | $5.7M | 1.4% | 17K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NOKIA CORPadr | Technology | $5.6M | 1.4% | 422K | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | HUBBELL INC | Technology | $5.4M | 1.3% | 10K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ECOLAB INC. | Materials | $5.3M | 1.3% | 19K | +4% | 9 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICROSOFT CORP | Technology | $5.3M | 1.3% | 14K | +11% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Sprouts Farmers Market, Inc. | Consumer Staples | $5.3M | 1.3% | 62K | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | STRYKER CORP | Healthcare | $5.2M | 1.3% | 17K | +1% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.2M | 1.3% | 5,562 | +8% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ROSS STORES, INC. | Consumer Discretionary | $5.2M | 1.3% | 24K | -15% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $STT | STATE STREET CORP | Financials | $5.1M | 1.3% | 30K | +4% | |||
| 27 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.1M | 1.3% | 14K | +9% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.1M | 1.3% | 20K | -0.6% | |||
| 29 | $FSLR | FIRST SOLAR, INC. | Technology | $4.9M | 1.2% | 21K | -8% | |||
| 30 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.9M | 1.2% | 22K | +12% | |||
| 31 | $VMI | VALMONT INDUSTRIES INC | Industrials | $4.8M | 1.2% | 8,361 | -14% | |||
| 32 | $BWA | BORGWARNER INC | Industrials | $4.8M | 1.2% | 72K | -4% | |||
| 33 | $SCHW | SCHWAB CHARLES CORP | Financials | $4.6M | 1.1% | 49K | +4% | |||
| 34 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $4.5M | 1.1% | 33K | -2% | |||
| 35 | $VEEV | VEEVA SYSTEMS INC | Technology | $4.3M | 1.1% | 24K | +9% | |||
| 36 | $MCO | MOODYS CORP /DE/ | Financials | $4.2M | 1.0% | 9,183 | — | |||
| 37 | $NOW | ServiceNow, Inc. | Technology | $4.1M | 1.0% | 41K | +6% | |||
| 38 | $KAI | KADANT INC | Industrials | $4.0M | 1.0% | 13K | +4% | |||
| 39 | $GOOG | Alphabet Inc. | Technology | $3.9M | 1.0% | 11K | +91% | |||
| 40 | $LLY | ELI LILLY & Co | Healthcare | $3.8M | 0.9% | 3,179 | +0.4% | |||
| 41 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $3.8M | 0.9% | 14K | +3% | |||
| 42 | $MKC | MCCORMICK & CO INC | Consumer Staples | $3.8M | 0.9% | 75K | -2% | |||
| 43 | $TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | $3.7M | 0.9% | 228K | -4% | |||
| 44 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.4M | 0.8% | 37K | +198% | |||
| 45 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $3.3M | 0.8% | 25K | +0.9% | |||
| 46 | $NFLX | NETFLIX INC | Communication Services | $3.2M | 0.8% | 45K | +7% | |||
| 47 | $AMAL | Amalgamated Financial Corp. | Financials | $3.1M | 0.8% | 68K | -7% | |||
| 48 | $GOOGL | Alphabet Inc. | Technology | $3.1M | 0.8% | 8,718 | — | |||
| 49 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $3.0M | 0.8% | 95K | +3% | |||
| 50 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $3.0M | 0.7% | 138K | -29% | |||
| 51 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.9M | 0.7% | 85K | +10% | |||
| 52 | $HTO | H2O AMERICA | Utilities | $2.8M | 0.7% | 46K | -0.6% | |||
| 53 | $SHOP | SHOPIFY INC. | Technology | $2.7M | 0.7% | 23K | +6453% | |||
| 54 | $AYI | ACUITY INC. (DE) | Technology | $2.5M | 0.6% | 6,648 | +575% | |||
| 55 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.4M | 0.6% | 16K | -2% | |||
| 56 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.3M | 0.6% | 8,438 | -0.2% | |||
| 57 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $2.3M | 0.6% | 5,060 | New | |||
| 58 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $2.3M | 0.6% | 172K | -25% | |||
| 59 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $2.1M | 0.5% | 13K | -2% | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $2.0M | 0.5% | 5,626 | +17% | |||
| 61 | $AMRC | Ameresco, Inc. | Industrials | $1.9M | 0.5% | 69K | +4% | |||
| 62 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.9M | 0.5% | 17K | +28% | |||
| 63 | $SOFI | SoFi Technologies, Inc. | Financials | $1.8M | 0.5% | 102K | +4% | |||
| 64 | $MRK | Merck & Co., Inc. | Healthcare | $1.8M | 0.5% | 14K | +35% | |||
| 65 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.8M | 0.4% | 2,393 | -0.4% | |||
| 66 | $LULU | lululemon athletica inc. | Consumer Discretionary | $1.6M | 0.4% | 14K | -1% | |||
| 67 | $TU | TELUS CORP | Communication Services | $1.5M | 0.4% | 140K | -4% | |||
| 68 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.4% | 11K | — | |||
| 69 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.2M | 0.3% | 2,472 | -2% | |||
| 70 | $NVO | NOVO NORDISK A S | Healthcare | $1.2M | 0.3% | 25K | -14% | |||
| 71 | $USB | US BANCORP DE | Financials | $1.2M | 0.3% | 20K | — | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.3% | 2,348 | — | |||
| 73 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | — | $1.1M | 0.3% | 8,000 | New | |||
| 74 | $AXP | AMERICAN EXPRESS CO | Financials | $1.0M | 0.3% | 3,079 | — | |||
| 75 | $ABBV | AbbVie Inc. | Healthcare | $979K | 0.2% | 3,891 | +0.3% | |||
| 76 | $GE | GENERAL ELECTRIC CO | Industrials | $977K | 0.2% | 2,613 | +4% | |||
| 77 | $TXN | TEXAS INSTRUMENTS INC | Technology | $916K | 0.2% | 3,073 | — | |||
| 78 | $VITL | Vital Farms, Inc. | Consumer Staples | $843K | 0.2% | 73K | +10% | |||
| 79 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $826K | 0.2% | 8,970 | +0.7% | |||
| 80 | $GEV | GE Vernova Inc. | Industrials | $805K | 0.2% | 685 | — | |||
| 81 | $JPM | JPMORGAN CHASE & CO | Financials | $768K | 0.2% | 2,347 | +6% | |||
| 82 | $KEYS | Keysight Technologies, Inc. | Technology | $687K | 0.2% | 1,962 | -6% | |||
| 83 | $INTU | INTUIT INC. | Technology | $681K | 0.2% | 2,609 | — | |||
| 84 | $AFL | AFLAC INC | Financials | $667K | 0.2% | 5,686 | +0.4% | |||
| 85 | $BDX | BECTON DICKINSON & CO | Healthcare | $662K | 0.2% | 4,377 | -5% | |||
| 86 | $TRMB | TRIMBLE INC. | Technology | $654K | 0.2% | 13K | — | |||
| 87 | $NEE | NEXTERA ENERGY INC | Utilities | $646K | 0.2% | 7,358 | — | |||
| 88 | $APH | AMPHENOL CORP /DE/ | Technology | $633K | 0.2% | 3,592 | -10% | |||
| 89 | $GLW | CORNING INC /NY | Materials | $629K | 0.2% | 2,463 | -11% | |||
| 90 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $625K | 0.2% | 1,596 | — | |||
| 91 | — | VANECK GREEN BOND ETF - ETF | — | $583K | 0.1% | 24K | -29% | |||
| 92 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $583K | 0.1% | 4,387 | — | |||
| 93 | $MA | Mastercard Inc | Financials | $564K | 0.1% | 1,098 | -1% | |||
| 94 | $AZN | ASTRAZENECA PLC | Healthcare | $559K | 0.1% | 2,950 | — | |||
| 95 | $HLIO | HELIOS TECHNOLOGIES, INC. | Industrials | $518K | 0.1% | 5,807 | -8% | |||
| 96 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $516K | 0.1% | 3,771 | — | |||
| 97 | $ABT | ABBOTT LABORATORIES | Healthcare | $507K | 0.1% | 5,585 | -5% | |||
| 98 | $SJM | J M SMUCKER Co | Consumer Staples | $493K | 0.1% | 4,381 | — | |||
| 99 | $MMM | 3M CO | Healthcare | $485K | 0.1% | 2,995 | — | |||
| 100 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $478K | 0.1% | 9,835 | -3% | |||
| 101 | $GIS | GENERAL MILLS INC | Consumer Staples | $476K | 0.1% | 14K | -11% | |||
| 102 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $472K | 0.1% | 15K | +73% | |||
| 103 | $WMT | Walmart Inc. | Consumer Staples | $465K | 0.1% | 4,102 | +0.0% | |||
| 104 | $AMZN | AMAZON COM INC | Consumer Discretionary | $461K | 0.1% | 1,933 | -5% | |||
| 105 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $449K | 0.1% | 610 | — | |||
| 106 | — | HINGHAM INSTN SVGS MASS COM - Stock | — | $444K | 0.1% | 1,445 | -12% | |||
| 107 | $WTRG | Essential Utilities, Inc. | Utilities | $436K | 0.1% | 11K | -11% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $432K | 0.1% | 5,322 | -4% | |||
| 109 | $PAYX | PAYCHEX INC | Technology | $414K | 0.1% | 4,211 | +1% | |||
| 110 | $AJG | Arthur J. Gallagher & Co. | Financials | $413K | 0.1% | 1,800 | +299% | |||
| 111 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | — | $405K | 0.1% | 2,474 | — | |||
| 112 | $DIS | Walt Disney Co | Communication Services | $385K | 0.1% | 3,997 | — | |||
| 113 | — | VANGUARD S&P 500 GROWTH ETF - ETF | — | $381K | 0.1% | 4,609 | +452% | |||
| 114 | $IRM | IRON MOUNTAIN INC | Real Estate | $379K | 0.1% | 3,000 | — | |||
| 115 | $SYY | SYSCO CORP | Consumer Discretionary | $369K | 0.1% | 4,415 | -3% | |||
| 116 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $363K | 0.1% | 1,904 | — | |||
| 117 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $342K | 0.1% | 824 | -9% | |||
| 118 | — | VANECK GOLD MINERS ETF - ETF | — | $334K | 0.1% | 4,430 | — | |||
| 119 | $WAT | WATERS CORP /DE/ | Healthcare | $325K | 0.1% | 867 | -31% | |||
| 120 | $INTC | INTEL CORP | Technology | $294K | 0.1% | 2,105 | — | |||
| 121 | $TGT | TARGET CORP | Consumer Staples | $289K | 0.1% | 2,210 | — | |||
| 122 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $288K | 0.1% | 910 | — | |||
| 123 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $288K | 0.1% | 1,306 | -1.0% | |||
| 124 | $CAT | CATERPILLAR INC | Industrials | $288K | 0.1% | 270 | — | |||
| 125 | $RTX | RTX Corp | Industrials | $287K | 0.1% | 1,515 | +2% | |||
| 126 | $MCD | MCDONALDS CORP | Consumer Discretionary | $286K | 0.1% | 1,057 | -11% | |||
| 127 | — | BNY MELLON MUNICIPAL INTERMEDIATE ETF - ETF | — | $278K | 0.1% | 11K | — | |||
| 128 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $272K | 0.1% | 735 | -0.4% | |||
| 129 | $GLD | SPDR GOLD TRUST | Financials | $271K | 0.1% | 735 | — | |||
| 130 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $268K | 0.1% | 210 | -7% | |||
| 131 | $CW | CURTISS WRIGHT CORP | Industrials | $265K | 0.1% | 350 | — | |||
| 132 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $257K | 0.1% | 2,072 | +300% | |||
| 133 | $MSEX | MIDDLESEX WATER CO | Utilities | $244K | 0.1% | 4,350 | — | |||
| 134 | $LH | LABCORP HOLDINGS INC. | Healthcare | $241K | 0.1% | 859 | — | |||
| 135 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $237K | 0.1% | 6,440 | New | |||
| 136 | $CTVA | Corteva, Inc. | Consumer Staples | $235K | 0.1% | 2,780 | New | |||
| 137 | $ORCL | ORACLE CORP | Technology | $234K | 0.1% | 1,597 | — | |||
| 138 | $Q | Qnity Electronics, Inc. | Technology | $233K | 0.1% | 1,425 | +3971% | |||
| 139 | $UNP | UNION PACIFIC CORP | Industrials | $231K | 0.1% | 850 | — | |||
| 140 | $APD | Air Products & Chemicals, Inc. | Materials | $231K | 0.1% | 787 | — | |||
| 141 | $CVS | CVS HEALTH Corp | Healthcare | $219K | 0.1% | 2,118 | +86% | |||
| 142 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $215K | 0.1% | 650 | — | |||
| 143 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | — | $214K | 0.1% | 2,340 | New | |||
| 144 | $V | VISA INC. | Financials | $212K | 0.1% | 618 | -5% | |||
| 145 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF | — | $210K | 0.1% | 4,482 | — | |||
| 146 | $FDX | FEDEX CORP | Industrials | $205K | 0.1% | 655 | — | |||
| 147 | $FITB | FIFTH THIRD BANCORP | Financials | $195K | 0.1% | 3,456 | — | |||
| 148 | $CI | Cigna Group | Healthcare | $194K | 0.1% | 705 | — | |||
| 149 | $MRVL | Marvell Technology, Inc. | Technology | $192K | 0.1% | 644 | New | |||
| 150 | $DHR | DANAHER CORP /DE/ | Healthcare | $191K | 0.1% | 1,003 | +0.9% |
What changed in Q2 2026
Against the previous quarter's 13F: 28 new, 74 added to, 72 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
$ULTAUlta Beauty, Inc.$2.3M
first bought this quarter
- ISHARES ESG MSCI KLD 400 ETF - ETF$1.1M
first bought this quarter
$EPDENTERPRISE PRODUCTS PARTNERS L.P.$237K
first bought this quarter
$CTVACorteva, Inc.$235K
first bought this quarter
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF$214K
first bought this quarter
$MRVLMarvell Technology, Inc.$192K
first bought this quarter
+22 more in the Excel export
Added to (74)
$SHOPSHOPIFY INC.+6453%
now $2.7M · held 10+ qtrs
$CLCOLGATE PALMOLIVE CO+198%
now $3.4M · held 10+ qtrs
$AYIACUITY INC. (DE)+575%
now $2.5M · held 10+ qtrs, 2 adds in a row
$GOOGAlphabet Inc.+91%
now $3.9M · held 10+ qtrs
now $5.8M · held 10+ qtrs, 2 adds in a row
now $18.8M · held 10+ qtrs, 2 adds in a row
+68 more in the Excel export
Trimmed (72)
now $15.3M · held 10+ qtrs, 2 trims in a row
now $13.5M · held 10+ qtrs, 2 trims in a row
$DOCHEALTHPEAK PROPERTIES, INC.-29%
now $3.0M · held 10+ qtrs, 9 trims in a row
now $6.6M · held 10+ qtrs
$ROSTROSS STORES, INC.-15%
now $5.2M · held 8 qtrs
$VMIVALMONT INDUSTRIES INC-14%
now $4.8M · held 5 qtrs
+66 more in the Excel export
Holdings by quarter
Every 13F Clean Yield Group has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Clean Yield Group?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Clean Yield Group's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Clean Yield Group disclosed 395 positions worth $403.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.3% of the equity portfolio, followed by $NVDA and $ASML. During the quarter the fund opened 28 new positions and exited 18 — including a new stake in $ULTA and a full exit from $HOLX. The portfolio is most concentrated in Technology (44.1% of disclosed assets). All figures are sourced directly from Clean Yield Group’s Form 13F-HR filing with the SEC under CIK 1525865.
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AI-Powered Hedge Fund Analysis: Clean Yield Group
13F Pro is an AI hedge fund tracker and stock research platform. For Clean Yield Group (SEC CIK: 1525865), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Clean Yield Group's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.