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Clean Yield Group13F | |
| Clean Yield Group | |
| Last update 2026-08-05 | 397 Stocks (28 new) |
| Value $403.00 Mil | Turnover 6 % |
Clean Yield Group Top Holdings of 2026-06-30
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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 | 101,792 | 29,454.6 | +0.03% | 7.310 | 0% | 0.000 | +1.65% | +12.47% | 4,450,057.4 | Hardware | |
NVDA | NVIDIA Corp | 94,092 | 18,827.0 | +2.97% | 4.670 | +0.13% | 0.000 | +0.49% | +21.41% | 5,477,821.4 | Semiconductors | |
ASML | ASML Holding NV | 7,698 | 15,314.7 | -13.23% | 3.800 | -0.44% | 0.000 | +24.81% | +75.82% | 719,050.6 | Semiconductors | |
AVGO | Broadcom Inc | 35,801 | 13,523.8 | -9.52% | 3.360 | -0.33% | 0.000 | -7.11% | +14.36% | 1,876,152.2 | Semiconductors | |
CSCO | Cisco Systems Inc | 112,661 | 13,233.2 | -4.26% | 3.280 | -0.11% | 0.000 | -3.98% | +48.94% | 445,697.4 | Hardware | |
ANET | Arista Networks Inc | 54,105 | 9,191.4 | +0.67% | 2.280 | +0.02% | 0.000 | +40.89% | +52.65% | 252,270.3 | Hardware | |
GSK | GSK PLC | 158,720 | 8,320.1 | -2.01% | 2.060 | -0.05% | 0.010 | +2.04% | +5.11% | 100,601.1 | Drug Manufacturers | |
AWK | American Water Works Co Inc | 50,633 | 6,662.3 | -3.43% | 1.650 | -0.07% | 0.030 | +9.16% | +5.42% | 26,785.1 | Utilities - Regulated | |
PLD | Prologis Inc | 48,601 | 6,584.0 | -13.60% | 1.630 | -0.28% | 0.010 | +0.35% | +11.35% | 133,046.7 | REITs | |
HASI |
HA Sustainable Infrastructure Capital Inc
HA Sustainable Infrastructure Capital Inc
| 167,397 | 6,536.9 | -1.14% | 1.620 | -0.02% | 0.130 | +3.91% | +37.74% | 5,439.2 | Asset Management |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHOP | Shopify Inc | 2026-06-30 | Add Add | +0.65% | 95.4 ($114.19) 135.14 | $150.78 | 32.05% | Add 6453.09% | 23,329 | 22,973 | |
ULTA | Ulta Beauty Inc | 2026-06-30 | New Buy New Buy | +0.57% | 450.75 ($507.93) 572.24 | $500.08 | -1.54% | New holding | 5,060 | 5,060 | |
CL | Colgate-Palmolive Co | 2026-06-30 | Add Add | +0.55% | 81.81 ($87.46) 92.4 | $90.58 | 3.57% | Add 197.66% | 36,568 | 24,283 | |
AYI | Acuity Inc | 2026-06-30 | Add Add | +0.53% | 265.39 ($296.18) 376.66 | $357.96 | 20.86% | Add 574.92% | 6,648 | 5,663 | |
GOOG | Alphabet Inc | 2026-06-30 | Add Add | +0.46% | 286.86 ($356.27) 399.04 | $342.61 | -3.83% | Add 91.21% | 10,985 | 5,240 | |
ASML | ASML Holding NV | 2026-06-30 | Reduce Reduce | -0.44% | 1304.01 ($1587.42) 1989.44 | $1,872.04 | 17.93% | Reduce -13.23% | 7,698 | -1,174 | |
AVGO | Broadcom Inc | 2026-06-30 | Reduce Reduce | -0.33% | 309.51 ($399.5) 481.57 | $394.35 | -1.29% | Reduce -9.52% | 35,801 | -3,768 | |
DSI | iShares ESG MSCI KLD 400 ETF | 2026-06-30 | New Buy New Buy | +0.28% | 121.19 ($136.8) 144.46 | $147.91 | 8.12% | New holding | 8,000 | 8,000 | |
PLD | Prologis Inc | 2026-06-30 | Reduce Reduce | -0.28% | 132.18 ($141.63) 148.74 | $139.88 | -1.24% | Reduce -13.6% | 48,601 | -7,649 | |
DOC | Healthpeak Properties Inc | 2026-06-30 | Reduce Reduce | -0.26% | 15.99 ($18.63) 21.87 | $20.55 | 10.28% | Reduce -28.9% | 138,158 | -56,158 |
Clean Yield Group Total Holding History ($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 2026-06-30
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 % |
|---|
Clean Yield Group's Holdings Heat Map
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Clean Yield Group's Holdings Bubble Chart
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