CY
| |
Clean Yield Group13F | |
| Clean Yield Group | |
| Last update 2025-07-17 | 404 Stocks (7 new) |
| Value $334.00 Mil | Turnover 6 % |
Clean Yield Group Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 102,648 | 21,060.3 | -3.66% | 6.300 | -0.28% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 91,705 | 14,488.5 | -2.49% | 4.330 | -0.08% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AVGO | Broadcom Inc | 43,718 | 12,050.9 | -1.24% | 3.600 | -0.03% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
SFM | Sprouts Farmers Market Inc | 72,891 | 12,000.8 | -6.64% | 3.590 | -0.26% | 0.070 | +3.43% | +30.36% | 16,210.3 | Retail - Defensive | |
AWK | American Water Works Co Inc | 63,398 | 8,819.3 | -2.50% | 2.640 | -0.08% | 0.030 | -3.12% | +16.20% | 27,869.1 | Utilities - Regulated | |
UL | Unilever PLC | 136,992 | 8,379.8 | -5.82% | 2.510 | -0.16% | 0.010 | -5.69% | +7.07% | 146,371.3 | Consumer Packaged Goods | |
CSCO | Cisco Systems Inc | 117,713 | 8,166.9 | -2.13% | 2.440 | -0.05% | 0.000 | +22.77% | +17.21% | 269,477.9 | Hardware | |
ASML | ASML Holding NV | 8,691 | 6,964.9 | +0.29% | 2.080 | +0.01% | 0.000 | +15.10% | +6.54% | 288,836.9 | Semiconductors | |
MSFT | Microsoft Corp | 13,014 | 6,473.1 | -1.36% | 1.940 | -0.02% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
GSK | GSK PLC | 167,388 | 6,427.7 | -6.55% | 1.920 | -0.15% | 0.010 | +2.24% | +9.83% | 73,345.5 | Drug Manufacturers |
Clean Yield Group's Historical Top Holdings Breakdowns
Clean Yield Group's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLD | Prologis Inc | 2025-06-30 | Add Add | +1.57% | 89.76 ($104.99) 112.34 | $106.78 | 1.70% | Add 2090.91% | 52,275 | 49,889 | |
SYK | Stryker Corp | 2025-06-30 | Add Add | +1.16% | 337.37 ($374.07) 395.63 | $389.40 | 4.10% | Add 212.2% | 14,361 | 9,761 | |
HD | The Home Depot Inc | 2025-06-30 | Add Add | +0.92% | 335.24 ($361.94) 380.78 | $359.40 | -0.70% | Add 197.07% | 12,593 | 8,354 | |
VMI | Valmont Industries Inc | 2025-06-30 | New Buy New Buy | +0.85% | 263.86 ($306.36) 333.86 | $335.65 | 9.56% | New holding | 8,651 | 8,651 | |
STAG | Stag Industrial Inc | 2025-06-30 | Reduce Reduce | -0.80% | 30.08 ($34.6) 37.02 | $35.64 | 3.01% | Reduce -95.34% | 3,306 | -67,705 | |
BWA | BorgWarner Inc | 2025-06-30 | New Buy New Buy | +0.69% | 24.84 ($30.63) 33.92 | $34.98 | 14.20% | New holding | 68,425 | 68,425 | |
MCO | Moodys Corp | 2025-06-30 | Add Add | +0.53% | 396.7 ($463.23) 501.59 | $499.90 | 7.92% | Add 84.08% | 7,645 | 3,492 | |
SNN | Smith & Nephew PLC | 2025-06-30 | Reduce Reduce | -0.32% | 24.97 ($28.21) 30.63 | $30.17 | 6.95% | Reduce -98.31% | 605 | -35,241 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.28% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -3.66% | 102,648 | -3,897 | |
SFM | Sprouts Farmers Market Inc | 2025-06-30 | Reduce Reduce | -0.26% | 144.63 ($163.22) 179.53 | $165.65 | 1.49% | Reduce -6.64% | 72,891 | -5,186 |
Clean Yield Group Total Holding History ($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
- 1
Clean Yield Group's Hypothetical Growth since 2025-06-30
Clean Yield Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clean Yield Group's Holdings Heat Map
Size field:
Clean Yield Group's Holdings Bubble Chart
Clean Yield Group News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers