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Latest Clean Yield Group Stock Portfolio

$355Million | No. of Holdings #384

Clean Yield Group Performance

2026 Q1-3.53%
YTD-3.53%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 14 Apr, 2026
$355Million
  as of Apr 14, 2026

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 ord581,799
ishares esg aware msci usa etf349,899
bny mellon municipal intermediate etf274,813
state street spdr bloomberg short term high yield bond etf173,902
state street spdr portfolio high yield bond etf171,721
ishares esg aware msci eafe etf160,826
ishares esg aware msci usa small-cap etf151,548
ishares broad usd high yield corporate bond etf111,158
New stocks bought by Clean Yield Group

Additions

Ticker% Inc.
ishares flexible income active etf5,085
palo alto networks inc com3,032
costco wholesale corporation com646
sofi technologies inc com184
waters corp com93.85
netflix inc. com69.44
servicenow inc com53.01
state str corp com51.4
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%
Technology30
Others17.9
Industrials9.1
Healthcare9.1
Financial Services8.4
Consumer Defensive6.6
Consumer Cyclical6.3
Real Estate4.9
Utilities3.4
Communication Services2.5
Basic Materials1.5

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-CAP39.1
MEGA-CAP31.5
UNALLOCATED18.1
MID-CAP6.5
SMALL-CAP4.8

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 50069.7
Others21.8
RUSSELL 20008.5
Top 5 Winners (%)%
FSLY
fastly inc cl a
185.5 %
DOW
dow hldgs inc com
78.2 %
OXY
occidental pete corp com
58.1 %
GLW
corning inc com
55.3 %
qnity electronics inc common stock
41.3 %
Top 5 Winners ($)$
ASML
asml hldg nv n y registry shs
2.3 M
ROST
ross stores inc com
1.0 M
GSK
gsk plc sponsored adr
1.0 M
HASI
ha sustainable infra cap inc com
0.9 M
JNJ
johnson & johnson com
0.8 M
Top 5 Losers (%)%
livewire group inc com
-62.4 %
TEAM
atlassian corporation cl a
-57.9 %
VITL
vital farms inc com
-55.6 %
via transn inc com cl a
-48.3 %
beta technologies inc com shs cl a
-47.9 %
Top 5 Losers ($)$
CRM
salesforce inc com
-2.2 M
AAPL
apple inc com
-1.8 M
NOW
servicenow inc com
-1.6 M
FSLR
first solar inc com
-1.5 M
AVGO
broadcom inc com
-1.5 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 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.

$355.23MTotal Value
421Positions
14 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Clean Yield Group, last reported on 14 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Optimized Msci Usa Etf

Ishares Esg Optimized Msci Usa Etf

AAXJ
Clean Yield Group's holding in Ishares Esg Optimized Msci Usa Etf over time
0.02%539
$71.2K
0.02%
new position
AAXJ
Ishares 10-20 Year Treasury Bond Etf

Ishares 10-20 Year Treasury Bond Etf

AAXJ
Clean Yield Group's holding in Ishares 10-20 Year Treasury Bond Etf over time
0.01%530
$53.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Clean Yield Group's holding in Ishares National Muni Bond Etf over time
0.01%465
$49.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares U.S. Medical Devices Etf

Ishares U.S. Medical Devices Etf

AAXJ
Clean Yield Group's holding in Ishares U.S. Medical Devices Etf over time
0.01%840
$44.8K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Agency Bond Etf

Ishares Agency Bond Etf

AAXJ
Clean Yield Group's holding in Ishares Agency Bond Etf over time
0%161
$17.7K
0%
decreased 80.46 percentreduced
AAXJ
Ishares Global Clean Energy Etf

Ishares Global Clean Energy Etf

AAXJ
Clean Yield Group's holding in Ishares Global Clean Energy Etf over time
0%900
$16.5K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers Msci Eafe Hedged Equity Etf

Xtrackers Msci Eafe Hedged Equity Etf

ACSG
Clean Yield Group's holding in Xtrackers Msci Eafe Hedged Equity Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSI
Adasina Social Justice All Cap Global Etf

Adasina Social Justice All Cap Global Etf

ACSI
Clean Yield Group's holding in Adasina Social Justice All Cap Global Etf over time
0%334
$6.5K
0%
unchanged 0 percentunchanged