CY

Clean Yield Group

13F
Clean Yield Group
Last update 2025-04-14 449 Stocks (34 new)
Value $307.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(7.71%)SFM(3.88%)NVDA(3.32%)AWK(3.13%)UL(2.82%)
Summary Stock Picks Current Portfolio
Clean Yield Group Top Holdings of 2025-03-31 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
106,545
23,666.8
+1.35%
7.710
+0.10%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
SFM
Sprouts Farmers Market Inc
78,077
11,917.7
-12.46%
3.880
-0.45%
0.080
+3.12%
+24.91%
15,532.1
Retail - Defensive
NVDA
NVIDIA Corp
94,046
10,192.7
+20.96%
3.320
+0.58%
0.000
+52.56%
+22.22%
4,001,998.1
Semiconductors
AWK
American Water Works Co Inc
65,023
9,592.2
+1.55%
3.130
+0.05%
0.030
+0.27%
+16.02%
27,824.3
Utilities - Regulated
UL
Unilever PLC
145,458
8,662.0
+0.66%
2.820
+0.02%
0.010
+3.47%
+10.24%
150,710.9
Consumer Packaged Goods
CSCO
Cisco Systems Inc
120,278
7,422.4
-1.08%
2.420
-0.02%
0.000
+22.24%
+18.43%
272,289.5
Hardware
AVGO
Broadcom Inc
44,266
7,411.5
+1.35%
2.410
+0.03%
0.000
+60.21%
+19.43%
1,295,335.9
Semiconductors
GSK
GSK PLC
179,114
6,938.9
-10.47%
2.260
-0.23%
0.010
+19.16%
+19.68%
80,005.0
Drug Manufacturers
MKC
McCormick & Co Inc
77,457
6,375.5
+2.55%
2.080
+0.05%
0.030
-3.53%
-3.85%
19,439.7
Consumer Packaged Goods
CRM
Salesforce Inc
23,605
6,334.6
+1.74%
2.060
+0.04%
0.000
+3.63%
-20.80%
252,355.3
Software

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
SNN
Smith & Nephew PLC
2025-03-31
Reduce
Reduce
-1.18%
●
23.89 ($26.72) 30.34
$31.07
16.28%
Reduce -80.77%
35,846
-150,568
KAI
Kadant Inc
2025-03-31
Add
Add
+1.02%
●
335.28 ($363.26) 398.39
$339.07
-6.66%
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
$113.77
16.48%
Sold Out
0
-26,159
ASML
ASML Holding NV
2025-03-31
Add
Add
+0.68%
●
662.63 ($727.48) 776.99
$802.06
10.25%
Add 57.76%
8,666
3,173
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.58%
●
106.98 ($126.74) 149.43
$164.10
29.48%
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
$179.56
2.88%
Add 41.99%
32,222
9,529
MCO
Moodys Corp
2025-03-31
Add
Add
+0.57%
●
437.8 ($481.85) 527.48
$505.72
4.95%
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
$158.72
6.44%
Reduce -12.46%
78,077
-11,111
OGN
Organon & Co
2025-03-31
Reduce
Reduce
-0.41%
●
14.29 ($15.38) 16.41
$10.02
-34.85%
Reduce -77.34%
25,534
-87,164
VEEV
Veeva Systems Inc
2025-03-31
Add
Add
+0.41%
●
210.58 ($228.51) 246.8
$281.64
23.25%
Add 32.75%
22,020
5,433

Clean Yield Group Total Holding History ($B)

To

Clean Yield Group's Asset Allocation

To

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 2025-03-31

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

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