Latest Clean Yield Group Stock Portfolio

Clean Yield Group Performance:

2025 Q4: -5.1%YTD: 0.64%2024: 10.5%

Performance for 2025 Q4 is -5.1%, and YTD is 0.64%, and 2024 is 10.5%.

About Clean Yield Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Clean Yield Group reported an equity portfolio of $360.2 Millions as of 31 Dec, 2025.

The top stock holdings of Clean Yield Group are AAPL, NVDA, AVGO. The fund has invested 7.7% of it's portfolio in APPLE INC COM and 4.7% of portfolio in NVIDIA CORPORATION COM.

The fund managers got completely rid off UNILEVER PLC SPON ADR NEW, PALANTIR TECHNOLOGIES INC CL A (PLTR) and VERISK ANALYTICS INC COM (VRSK) stocks. They significantly reduced their stock positions in SMITH & NEPHEW PLC SPDN ADR NEW, SPDR S&P MIDCAP 400 ETF TRUST (MDY) and INNOVATIVE INDL PPTYS INC COM (IIPR). Clean Yield Group opened new stock positions in UNILEVER PLC SPON ADR NEW, SOFI TECHNOLOGIES INC COM (SOFI) and ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TOTAL STOCK MARKET ETF (VB), STATE STR CORP COM (STT) and ISHARES GLOBAL CLEAN ENERGY ETF (AAXJ).

Clean Yield Group Annual Return Estimates Vs S&P 500

Our best estimate is that Clean Yield Group made a return of -5.1% in the last quarter. In trailing 12 months, it's portfolio return was 0.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc spon adr new	7,549,120
sofi technologies inc com	906,247
magnum ice cream co nv ord shs	405,265
beta technologies inc com shs cl a	234,820
ishares u.s. carbon transition readiness aware active etf	30,822
spdr msci acwi ex-us etf	16,595
state street spdr s&p 600 small cap growth etf	13,187
invesco rafi emerging markets etf	9,730

New stocks bought by Clean Yield Group

Additions

Ticker	% Inc.
vanguard total stock market etf	81,100
state str corp com	8,247
ishares global clean energy etf	984
netflix inc. com	960
vanguard s&p 500 growth etf	475
autodesk inc com	459
servicenow inc com	412
state street energy select sector spdr etf	101

Additions to existing portfolio by Clean Yield Group

Reductions

Ticker	% Reduced
smith & nephew plc spdn adr new	-71.07
spdr s&p midcap 400 etf trust	-60.48
nomad foods ltd usd ord shs	-59.62
innovative indl pptys inc com	-56.25
ishares russell 2000 etf	-50.00
viatris inc com	-50.00
vanguard value etf	-42.78
super micro computer inc com new	-40.00

Clean Yield Group reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc spon adr new	-8,000,310
palantir technologies inc cl a	-200,662
kemper corp com	-34,796
global x mlp etf	-26,098
first trust north american energy infrastructure fund	-16,426
totalenergies se sponsored ads	-18,146
organon & co common stock	-2,723
verisk analytics inc com	-62,878

Clean Yield Group got rid off the above stocks

Sector Distribution

Clean Yield Group has about 31.9% of it's holdings in Technology sector.

Sector	%
Technology	31.9
Others	17.8
Healthcare	10.3
Industrials	9
Financial Services	7.8
Consumer Defensive	5.9
Consumer Cyclical	5.7
Real Estate	4.6
Utilities	3.3
Communication Services	2.2
Basic Materials	1.4

Market Cap. Distribution

Clean Yield Group has about 70.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.2
MEGA-CAP	28.7
UNALLOCATED	17.8
MID-CAP	7.9
SMALL-CAP	3.4

Stocks belong to which Index?

About 78.3% of the stocks held by Clean Yield Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.1
Others	21.6
RUSSELL 2000	8.2

Top 5 Winners (%)		%
IRWD	ironwood pharmaceuticals inc com cl a	157.7 %
	vestis corporation com shs	47.3 %
TWLO	twilio inc cl a	42.1 %
LLY	eli lilly & co com	40.2 %
RIVN	rivian automotive inc com cl a	34.3 %

Top 5 Winners ($)		$
AAPL	apple inc com	1.8 M
JKHY	henry jack & assoc inc com	1.1 M
FSLR	first solar inc com	1.0 M
LLY	eli lilly & co com	1.0 M
CSCO	cisco sys inc com	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc. com	-86.6 %
NOW	servicenow inc com	-75.0 %
BYND	beyond meat inc com	-56.1 %
LCID	lucid group inc com new	-55.6 %
DD	dupont de nemours inc com	-48.4 %

Top 5 Losers ($)		$
NFLX	netflix inc. com	-15.0 M
NOW	servicenow inc com	-11.7 M
SFM	sprouts fmrs mkt inc com	-2.0 M
VEEV	veeva sys inc cl a com	-1.6 M
HD	home depot inc	-0.8 M

Clean Yield Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clean Yield Group

Clean Yield Group has 408 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clean Yield Group last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc com	0.17	4,387	596,939	unchanged	0.00

AAPL	apple inc com	7.70	102,038	27,740,100	reduced	-1.02

AAXJ	ishares agency bond etf	0.03	824	90,879	added	6.6

AAXJ	ishares 10-20 year treasury bond etf	0.01	530	53,885	unchanged	0.00

AAXJ	ishares u.s. medical devices etf	0.01	840	52,206	unchanged	0.00

AAXJ	ishares national muni bond etf	0.01	465	49,819	added	0.22

AAXJ	ishares global clean energy etf	0.00	900	14,787	added	984

AAXJ	ishares esg msci kld 400 etf	0.00	0.00	0.00	sold off

ABBV	abbvie inc com	0.25	3,880	886,541	reduced	-7.18

ABC	cencora inc com	0.05	500	168,875	unchanged	0.00

ABNB	airbnb inc com cl a	0.00	96.00	13,029	unchanged	0.00

ABT	abbott labs com	0.22	6,236	781,308	unchanged	0.00

ACM	aecom com	0.00	50.00	4,767	unchanged	0.00

ACN	accenture plc ireland shs class a	0.01	139	37,294	unchanged	0.00

ACSG	xtrackers msci eafe hedged equity etf	0.01	738	35,505	unchanged	0.00

ACSI	adasina social justice all cap global etf	0.00	334	6,783	added	0.91

ADBE	adobe inc com	0.00	30.00	10,500	unchanged	0.00

ADI	analog devices inc com	0.01	196	53,155	unchanged	0.00

ADP	automatic data processing inc com	1.41	19,703	5,068,200	added	0.74

ADSK	autodesk inc com	0.01	179	52,986	added	459