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Clean Yield Group13F | |
| Clean Yield Group | |
| Last update 2025-04-14 | 449 Stocks (34 new) |
| Value $307.00 Mil | Turnover 6 % |
Clean Yield Group Top Holdings of 2025-03-31
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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 | 106,545 | 23,666.8 | +1.35% | 7.710 | +0.10% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
SFM | Sprouts Farmers Market Inc | 78,077 | 11,917.7 | -12.46% | 3.880 | -0.45% | 0.080 | +5.88% | +27.72% | 15,881.5 | Retail - Defensive | |
NVDA | NVIDIA Corp | 94,046 | 10,192.7 | +20.96% | 3.320 | +0.58% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AWK | American Water Works Co Inc | 65,023 | 9,592.2 | +1.55% | 3.130 | +0.05% | 0.030 | -7.28% | +13.88% | 27,311.4 | Utilities - Regulated | |
UL | Unilever PLC | 145,458 | 8,662.0 | +0.66% | 2.820 | +0.02% | 0.010 | -1.05% | +10.07% | 150,465.7 | Consumer Packaged Goods | |
CSCO | Cisco Systems Inc | 120,278 | 7,422.4 | -1.08% | 2.420 | -0.02% | 0.000 | +21.77% | +19.48% | 274,705.1 | Hardware | |
AVGO | Broadcom Inc | 44,266 | 7,411.5 | +1.35% | 2.410 | +0.03% | 0.000 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
GSK | GSK PLC | 179,114 | 6,938.9 | -10.47% | 2.260 | -0.23% | 0.010 | -1.00% | +15.45% | 77,212.2 | Drug Manufacturers | |
MKC | McCormick & Co Inc | 77,457 | 6,375.5 | +2.55% | 2.080 | +0.05% | 0.030 | -6.49% | -0.85% | 20,174.4 | Consumer Packaged Goods | |
CRM | Salesforce Inc | 23,605 | 6,334.6 | +1.74% | 2.060 | +0.04% | 0.000 | +6.97% | -18.34% | 260,175.4 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SNN | Smith & Nephew PLC | 2025-03-31 | Reduce Reduce | -1.18% | 23.89 ($26.72) 30.34 | $30.28 | 13.32% | Reduce -80.77% | 35,846 | -150,568 | |
KAI | Kadant Inc | 2025-03-31 | Add Add | +1.02% | 335.28 ($363.26) 398.39 | $329.87 | -9.19% | Add 279.22% | 12,647 | 9,312 | |
AGCO | AGCO Corp | 2025-03-31 | Sold Out Sold Out | -0.78% | 88.82 ($97.67) 106.69 | $109.70 | 12.32% | Sold Out | 0 | -26,159 | |
ASML | ASML Holding NV | 2025-03-31 | Add Add | +0.68% | 662.63 ($727.48) 776.99 | $794.50 | 9.21% | Add 57.76% | 8,666 | 3,173 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.58% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 20.96% | 94,046 | 16,295 | |
JKHY | Jack Henry & Associates Inc | 2025-03-31 | Add Add | +0.57% | 166.47 ($174.54) 191.28 | $181.32 | 3.88% | Add 41.99% | 32,222 | 9,529 | |
MCO | Moodys Corp | 2025-03-31 | Add Add | +0.57% | 437.8 ($481.85) 527.48 | $505.06 | 4.82% | Add 933.08% | 4,153 | 3,751 | |
SFM | Sprouts Farmers Market Inc | 2025-03-31 | Reduce Reduce | -0.45% | 132.75 ($149.11) 177.12 | $162.29 | 8.84% | Reduce -12.46% | 78,077 | -11,111 | |
OGN | Organon & Co | 2025-03-31 | Reduce Reduce | -0.41% | 14.29 ($15.38) 16.41 | $9.96 | -35.24% | Reduce -77.34% | 25,534 | -87,164 | |
VEEV | Veeva Systems Inc | 2025-03-31 | Add Add | +0.41% | 210.58 ($228.51) 246.8 | $284.29 | 24.41% | Add 32.75% | 22,020 | 5,433 |
Clean Yield Group Total Holding History ($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 2025-03-31
Clean Yield Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clean Yield Group's Holdings Heat Map
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Clean Yield Group's Holdings Bubble Chart
Clean Yield Group News
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