Latest Clean Yield Group Stock Portfolio
Clean Yield Group Performance:
2026 Q1: -3.53%YTD: -3.53%2025: 9.85%
Performance for 2026 Q1 is -3.53%, and YTD is -3.53%, and 2025 is 9.85%.
About Clean Yield Group and 13F Hedge Fund Stock Holdings
On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clean Yield Group reported an equity portfolio of $355.2 Millions as of 31 Mar, 2026.
The top stock holdings of Clean Yield Group are AAPL, NVDA, AVGO. The fund has invested 7.3% of it's portfolio in APPLE INC COM and 4.5% of portfolio in NVIDIA CORPORATION COM.
The fund managers got completely rid off ASTRAZENECA PLC SPONSORED ADR (AZN), VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VIGI) and SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDA) stocks. They significantly reduced their stock positions in MAGNUM ICE CREAM CO NV ORD SHS, FACTSET RESH SYS INC COM (FDS) and ISHARES AGENCY BOND ETF (AAXJ). Clean Yield Group opened new stock positions in ASTRAZENECA PLC ORD, ISHARES ESG AWARE MSCI USA ETF (AGT) and STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES FLEXIBLE INCOME ACTIVE ETF (HYMU), PALO ALTO NETWORKS INC COM (PANW) and COSTCO WHOLESALE CORPORATION COM (COST).
The top stock holdings of Clean Yield Group are AAPL, NVDA, AVGO. The fund has invested 7.3% of it's portfolio in APPLE INC COM and 4.5% of portfolio in NVIDIA CORPORATION COM.
The fund managers got completely rid off ASTRAZENECA PLC SPONSORED ADR (AZN), VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VIGI) and SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDA) stocks. They significantly reduced their stock positions in MAGNUM ICE CREAM CO NV ORD SHS, FACTSET RESH SYS INC COM (FDS) and ISHARES AGENCY BOND ETF (AAXJ). Clean Yield Group opened new stock positions in ASTRAZENECA PLC ORD, ISHARES ESG AWARE MSCI USA ETF (AGT) and STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES FLEXIBLE INCOME ACTIVE ETF (HYMU), PALO ALTO NETWORKS INC COM (PANW) and COSTCO WHOLESALE CORPORATION COM (COST).
Clean Yield Group Annual Return Estimates Vs S&P 500
Our best estimate is that Clean Yield Group made a return of -3.53% in the last quarter. In trailing 12 months, it's portfolio return was 9.03%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| astrazeneca plc ord | 581,799 |
| ishares esg aware msci usa etf | 349,899 |
| bny mellon municipal intermediate etf | 274,813 |
| state street spdr bloomberg short term high yield bond etf | 173,902 |
| state street spdr portfolio high yield bond etf | 171,721 |
| ishares esg aware msci eafe etf | 160,826 |
| ishares esg aware msci usa small-cap etf | 151,548 |
| ishares broad usd high yield corporate bond etf | 111,158 |
New stocks bought by Clean Yield Group
Additions
| Ticker | % Inc. |
|---|---|
| ishares flexible income active etf | 5,085 |
| palo alto networks inc com | 3,032 |
| costco wholesale corporation com | 646 |
| sofi technologies inc com | 184 |
| waters corp com | 93.85 |
| netflix inc. com | 69.44 |
| servicenow inc com | 53.01 |
| state str corp com | 51.4 |
Additions to existing portfolio by Clean Yield Group
Reductions
| Ticker | % Reduced |
|---|---|
| magnum ice cream co nv ord shs | -95.21 |
| factset resh sys inc com | -84.75 |
| ishares agency bond etf | -80.46 |
| zimmer biomet holdings inc com | -79.69 |
| hologic inc com | -79.27 |
| thomson reuters corp com | -75.00 |
| dt midstream inc common stock | -69.12 |
| accenture plc ireland shs class a | -66.91 |
Clean Yield Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| astrazeneca plc sponsored adr | -542,387 |
| schwab fundamental international equity etf | -76,541 |
| vanguard international high dividend yield etf | -77,850 |
| eastman chem co com | -48,192 |
| xtrackers msci eafe hedged equity etf | -35,505 |
| nomad foods ltd usd ord shs | -8,870 |
| schwab u.s. large-cap growth etf | -19,833 |
| nisource inc com | -20,254 |
Clean Yield Group got rid off the above stocks
Sector Distribution
Clean Yield Group has about 30% of it's holdings in Technology sector.
- Technology
- Others
- Industrials
- Healthcare
- Financial Services
- Consumer Defensive
- Consumer Cyclical
- Real Estate
- Utilities
- Communication Services
- Basic Materials
| Sector | % |
|---|---|
| Technology | 30 |
| Others | 17.9 |
| Industrials | 9.1 |
| Healthcare | 9.1 |
| Financial Services | 8.4 |
| Consumer Defensive | 6.6 |
| Consumer Cyclical | 6.3 |
| Real Estate | 4.9 |
| Utilities | 3.4 |
| Communication Services | 2.5 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Clean Yield Group has about 70.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 39.1 |
| MEGA-CAP | 31.5 |
| UNALLOCATED | 18.1 |
| MID-CAP | 6.5 |
| SMALL-CAP | 4.8 |
Stocks belong to which Index?
About 78.2% of the stocks held by Clean Yield Group either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 69.7 |
| Others | 21.8 |
| RUSSELL 2000 | 8.5 |
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 384 stocks in it's portfolio. About 31.3% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. ASML was the most profitable stock for Clean Yield Group last quarter.
Last Reported on: 14 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc com | 0.14 | 4,387 | 500,030 | unchanged | 0.00 | ||
| AAPL | apple inc com | 7.27 | 101,762 | 25,826,100 | reduced | -0.27 | ||
| AAXJ | ishares esg optimized msci usa etf | 0.02 | 539 | 71,230 | new | |||
| AAXJ | ishares 10-20 year treasury bond etf | 0.01 | 530 | 53,382 | unchanged | 0.00 | ||
| AAXJ | ishares national muni bond etf | 0.01 | 465 | 49,373 | unchanged | 0.00 | ||
| AAXJ | ishares u.s. medical devices etf | 0.01 | 840 | 44,814 | unchanged | 0.00 | ||
| AAXJ | ishares agency bond etf | 0.00 | 161 | 17,664 | reduced | -80.46 | ||
| AAXJ | ishares global clean energy etf | 0.00 | 900 | 16,461 | unchanged | 0.00 | ||
| ABBV | abbvie inc com | 0.24 | 3,880 | 843,861 | unchanged | 0.00 | ||
| ABC | cencora inc com | 0.04 | 500 | 157,070 | unchanged | 0.00 | ||
| ABNB | airbnb inc com cl a | 0.00 | 35.00 | 4,420 | reduced | -63.54 | ||
| ABT | abbott laboratories com | 0.17 | 5,862 | 601,852 | reduced | -6.00 | ||
| ACM | aecom com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland shs class a | 0.00 | 46.00 | 9,121 | reduced | -66.91 | ||
| ACSG | xtrackers msci eafe hedged equity etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSI | adasina social justice all cap global etf | 0.00 | 334 | 6,515 | unchanged | 0.00 | ||
| ADBE | adobe inc com | 0.00 | 30.00 | 7,292 | unchanged | 0.00 | ||
| ADI | analog devices inc com | 0.02 | 196 | 62,355 | unchanged | 0.00 | ||
| ADP | automatic data processing inc com | 1.12 | 19,573 | 3,976,840 | reduced | -0.66 | ||
| ADSK | autodesk inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||