Latest Clean Yield Group Stock Portfolio
Clean Yield Group Performance:
2025 Q3: 3.93%YTD: 5.58%2024: 11.04%
Performance for 2025 Q3 is 3.93%, and YTD is 5.58%, and 2024 is 11.04%.
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 $353.8 Millions as of 30 Sep, 2025.
The top stock holdings of Clean Yield Group are AAPL, NVDA, AVGO. The fund has invested 7.4% of it's portfolio in APPLE INC COM and 4.8% of portfolio in NVIDIA CORPORATION COM.
The fund managers got completely rid off ANSYS INC COM (ANSS), HORACE MANN EDUCATORS CORP NEW COM (HMN) and LUCID GROUP INC COM (LCID) stocks. They significantly reduced their stock positions in NOMAD FOODS LTD USD ORD SHS, METLIFE INC COM (MET) and ISHARES 10-20 YEAR TREASURY BOND ETF (AAXJ). Clean Yield Group opened new stock positions in PROSHARES VIX SHORT-TERM FUTURES ETF (BOIL), VANGUARD TAX-EXEMPT BOND ETF (VTEB) and VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to ECOLAB INC COM (ECL), SYNOPSYS INC COM (SNPS) and MEDTRONIC PLC SHS (MDT).
The top stock holdings of Clean Yield Group are AAPL, NVDA, AVGO. The fund has invested 7.4% of it's portfolio in APPLE INC COM and 4.8% of portfolio in NVIDIA CORPORATION COM.
The fund managers got completely rid off ANSYS INC COM (ANSS), HORACE MANN EDUCATORS CORP NEW COM (HMN) and LUCID GROUP INC COM (LCID) stocks. They significantly reduced their stock positions in NOMAD FOODS LTD USD ORD SHS, METLIFE INC COM (MET) and ISHARES 10-20 YEAR TREASURY BOND ETF (AAXJ). Clean Yield Group opened new stock positions in PROSHARES VIX SHORT-TERM FUTURES ETF (BOIL), VANGUARD TAX-EXEMPT BOND ETF (VTEB) and VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to ECOLAB INC COM (ECL), SYNOPSYS INC COM (SNPS) and MEDTRONIC PLC SHS (MDT).
Clean Yield Group Annual Return Estimates Vs S&P 500
Our best estimate is that Clean Yield Group made a return of 3.93% in the last quarter. In trailing 12 months, it's portfolio return was 4.35%.
New Buys
| Ticker | $ Bought |
|---|---|
| proshares vix short-term futures etf | 103,360 |
| vanguard tax-exempt bond etf | 98,838 |
| vanguard international high dividend yield etf | 73,248 |
| schwab fundamental international equity etf | 72,731 |
| vanguard esg u.s. stock etf | 53,890 |
| ishares esg msci usa leaders etf | 53,255 |
| ishares select dividend etf | 36,946 |
| ishares russell mid-cap growth etf | 32,897 |
New stocks bought by Clean Yield Group
Additions
Additions to existing portfolio by Clean Yield Group
Reductions
| Ticker | % Reduced |
|---|---|
| nomad foods ltd usd ord shs | -73.65 |
| metlife inc com | -64.52 |
| ishares 10-20 year treasury bond etf | -53.51 |
| novartis ag sponsored adr | -52.5 |
| block h & r inc com | -46.38 |
| adobe inc com | -42.31 |
| cme group inc com | -40.85 |
| ameresco inc cl a | -35.65 |
Clean Yield Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wipro ltd spon adr 1 sh | -4,017 |
| lucid group inc com | -24,491 |
| horace mann educators corp new com | -32,657 |
| ansys inc com | -232,859 |
| banco bilbao vizcaya argentari sponsored adr | -3,274 |
| ishares core s&p u.s. growth etf | -17,597 |
| humana inc com | -4,401 |
| netapp inc com | -1,492 |
Clean Yield Group got rid off the above stocks
Sector Distribution
Clean Yield Group has about 31.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.6 |
| Others | 17.3 |
| Healthcare | 10.4 |
| Industrials | 9.5 |
| Consumer Defensive | 7 |
| Consumer Cyclical | 6.1 |
| Financial Services | 6 |
| Real Estate | 4.7 |
| Utilities | 3.7 |
| Communication Services | 2.1 |
| Basic Materials | 1.4 |
Market Cap. Distribution
Clean Yield Group has about 70.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 42.4 |
| MEGA-CAP | 28.3 |
| UNALLOCATED | 17.2 |
| MID-CAP | 8.5 |
| SMALL-CAP | 3.6 |
Stocks belong to which Index?
About 78.8% of the stocks held by Clean Yield Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 69.3 |
| Others | 21.2 |
| RUSSELL 2000 | 9.5 |
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 416 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. SFM 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: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc com | 0.16 | 4,387 | 563,071 | unchanged | 0.00 | ||
| AAPL | apple inc com | 7.42 | 103,090 | 26,249,900 | added | 0.43 | ||
| AAXJ | ishares agency bond etf | 0.02 | 773 | 85,369 | added | 3.62 | ||
| AAXJ | ishares 10-20 year treasury bond etf | 0.01 | 530 | 54,585 | reduced | -53.51 | ||
| AAXJ | ishares u.s. medical devices etf | 0.01 | 840 | 50,467 | unchanged | 0.00 | ||
| AAXJ | ishares national muni bond etf | 0.01 | 464 | 49,397 | added | 0.87 | ||
| AAXJ | ishares global clean energy etf | 0.00 | 83.00 | 1,285 | new | |||
| AAXJ | ishares esg msci kld 400 etf | 0.00 | 0.00 | 6.00 | sold off | |||
| ABBV | abbvie inc com | 0.27 | 4,180 | 967,837 | reduced | -1.74 | ||
| ABC | cencora inc com | 0.04 | 500 | 156,265 | unchanged | 0.00 | ||
| ABNB | airbnb inc com cl a | 0.00 | 96.00 | 11,656 | unchanged | 0.00 | ||
| ABT | abbott labs com | 0.24 | 6,236 | 835,250 | reduced | -1.02 | ||
| ACM | aecom com | 0.00 | 50.00 | 6,524 | unchanged | 0.00 | ||
| ACN | accenture plc ireland shs class a | 0.01 | 139 | 34,277 | added | 82.89 | ||
| ACSG | xtrackers msci eafe hedged equity etf | 0.01 | 738 | 34,258 | unchanged | 0.00 | ||
| ACSI | adasina social justice all cap global etf | 0.00 | 331 | 6,738 | unchanged | 0.00 | ||
| ADBE | adobe inc com | 0.00 | 30.00 | 10,583 | reduced | -42.31 | ||
| ADI | analog devices inc com | 0.01 | 196 | 48,157 | unchanged | 0.00 | ||
| ADP | automatic data processing inc com | 1.62 | 19,558 | 5,740,270 | reduced | -1.81 | ||
| ADSK | autodesk inc com | 0.00 | 32.00 | 10,165 | unchanged | 0.00 | ||