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Clean Yield Group13F | |
| Clean Yield Group | |
| Last update 2026-04-14 | 385 Stocks (11 new) |
| Value $355.00 Mil | Turnover 6 % |
Clean Yield Group Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 101,762 | 25,826.1 | -0.27% | 7.270 | -0.02% | 0.000 | +9.02% | +1.40% | 4,041,226.0 | Hardware | |
NVDA | NVIDIA Corp | 91,377 | 15,936.2 | +1.19% | 4.490 | +0.05% | 0.000 | +9.68% | +5.08% | 4,741,018.5 | Semiconductors | |
AVGO | Broadcom Inc | 39,569 | 12,247.0 | -6.26% | 3.450 | -0.25% | 0.000 | +19.04% | +9.88% | 1,802,694.7 | Semiconductors | |
ASML | ASML Holding NV | 8,872 | 11,718.4 | -4.51% | 3.300 | -0.12% | 0.000 | +32.38% | +72.70% | 709,627.6 | Semiconductors | |
CSCO | Cisco Systems Inc | 117,669 | 9,130.0 | +1.90% | 2.570 | +0.05% | 0.000 | +46.17% | +56.11% | 468,912.5 | Hardware | |
GSK | GSK PLC | 161,978 | 8,939.6 | +0.38% | 2.520 | +0.01% | 0.010 | -4.27% | +7.62% | 103,952.3 | Drug Manufacturers | |
PLD | Prologis Inc | 56,250 | 7,435.1 | +1.36% | 2.090 | +0.03% | 0.010 | +8.58% | +11.77% | 131,021.5 | REITs | |
AWK | American Water Works Co Inc | 52,433 | 7,135.6 | -9.69% | 2.010 | -0.20% | 0.030 | -2.72% | +1.01% | 25,386.5 | Utilities - Regulated | |
ANET | Arista Networks Inc | 53,746 | 6,598.9 | +1.29% | 1.860 | +0.02% | 0.000 | +22.55% | +26.27% | 208,329.6 | Hardware | |
FERG | Ferguson Enterprises Inc | 27,172 | 6,338.1 | +0.26% | 1.780 | 0% | 0.010 | +5.61% | +9.40% | 46,692.5 | Industrial Distribution |
Clean Yield Group's Historical Top Holdings Breakdowns
Clean Yield Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COST | Costco Wholesale Corp | 2026-03-31 | Add Add | +1.26% | 854.5 ($974.5) 1018.48 | $942.24 | -3.31% | Add 646.32% | 5,172 | 4,479 | |
HOLX | Hologic Inc | 2026-03-31 | Reduce Reduce | -0.95% | 74.56 ($75.18) 75.75 | $76.01 | 1.10% | Reduce -79.27% | 12,007 | -45,906 | |
PANW | Palo Alto Networks Inc | 2026-03-31 | Add Add | +0.74% | 141.67 ($168) 193.9 | $293.09 | 74.46% | Add 3032.96% | 16,730 | 16,196 | |
NFLX | Netflix Inc | 2026-03-31 | Add Add | +0.46% | 75.86 ($88.11) 99.17 | $70.91 | -19.52% | Add 69.44% | 41,925 | 17,182 | |
NOW | ServiceNow Inc | 2026-03-31 | Add Add | +0.40% | 99.41 ($117.65) 150.9 | $89.52 | -23.91% | Add 53.01% | 39,038 | 13,525 | |
STT | State Street Corp | 2026-03-31 | Add Add | +0.35% | 120.22 ($127.89) 136.29 | $169.51 | 32.54% | Add 51.4% | 29,068 | 9,869 | |
SOFI | SoFi Technologies Inc | 2026-03-31 | Add Add | +0.29% | 15.15 ($21.08) 29.28 | $17.30 | -17.93% | Add 184.36% | 98,433 | 63,817 | |
CRM | Salesforce Inc | 2026-03-31 | Add Add | +0.29% | 178.16 ($207.19) 266.12 | $150.19 | -27.51% | Add 21.79% | 30,792 | 5,510 | |
AVGO | Broadcom Inc | 2026-03-31 | Reduce Reduce | -0.25% | 293.41 ($329.05) 354.61 | $378.91 | 15.15% | Reduce -6.26% | 39,569 | -2,641 | |
CMG | Chipotle Mexican Grill Inc | 2026-03-31 | Add Add | +0.22% | 30.86 ($36.98) 40.87 | $32.28 | -12.71% | Add 47.04% | 77,537 | 24,805 |
Clean Yield Group Total Holding History ($B)
Clean Yield Group's Asset Allocation
Clean Yield Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clean Yield Group's Hypothetical Growth since 2026-03-31
Clean Yield Group's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Clean Yield Group's Holdings Heat Map
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Clean Yield Group's Holdings Bubble Chart
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