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Latest Clean Yield Group Stock Portfolio

$412Million | No. of Holdings #391

Clean Yield Group Performance

2026 Q3+1.07%
YTD+7.18%
2025+9.85%

About Clean Yield Group and 13F Hedge Fund Stock Holdings

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clean Yield Group reported an equity portfolio of $412.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Clean Yield Group are AAPL, NVDA, ASML. The fund has invested 8.2% of it's portfolio in APPLE INC COM and 5.3% of portfolio in NVIDIA CORPORATION COM. <br><br> The fund managers got completely rid off ISHARES FLEXIBLE INCOME ACTIVE ETF (HYMU), PROSHARES VIX SHORT-TERM FUTURES ETF (BOIL) and PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (BZQ) stocks. They significantly reduced their stock positions in TELUS CORPORATION COM (TU), DIGITAL RLTY TR INC COM (DLR) and ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (BGRN). Clean Yield Group opened new stock positions in ROYCE SMALL CAP TRUST INC COM, SCHWAB SHORT-TERM US TREASURY ETF (FNDA) and NOVARTIS AG SPONSORED ADR (NVS). The fund showed a lot of confidence in some stocks as they added substantially to SOUTHERN CO COM (SO), AMERICAN ELEC PWR CO INC COM (AEP) and VERIZON COMMUNICATIONS INC COM (VZ).
Clean Yield Group Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$412Million
  as of Oct 28, 2026

Clean Yield Group Annual Return Estimates Vs S&P 500

Our best estimate is that Clean Yield Group made a return of 1.07% in the last quarter. In trailing 12 months, it's portfolio return was 8.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
royce small cap trust inc com198,253
schwab short-term us treasury etf160,435
nuveen quality muncp income fd com155,737
novartis ag sponsored adr128,313
vanguard dividend appreciation etf78,343
idex corp com68,394
national fuel gas co com68,274
space exploration techn corp class a com stk67,133
New stocks bought by Clean Yield Group

Additions

Ticker% Inc.
southern co com1,000
american elec pwr co inc com984
verizon communications inc com173
nuveen select tax-free income sh ben int167
waste mgmt inc del com124
amphenol corp cl a100
travelers companies inc com96.92
bristol-myers squibb co com80.04
Additions to existing portfolio by Clean Yield Group

Reductions

Ticker% Reduced
telus corporation com-89.61
digital rlty tr inc com-86.21
ishares broad usd high yield corporate bond etf-80.27
solventum corp com shs-75.00
ge aerospace com new-52.66
tractor supply co com-50.32
alaska air group inc com-50.00
sun life financial inc. com-34.47
Clean Yield Group reduced stake in above stock

Sold off

Ticker$ Sold
eaton vance tax-managed global com-51,316
proshares vix short-term futures etf-68,128
ishares flexible income active etf-93,068
proshares s&p 500 dividend aristocrats etf-52,453
realty income corp com-50,807
nike inc cl b-28,735
vanguard morningstar mega cap growth etf-29,889
schwab us dividend equity etf-5,866
Clean Yield Group got rid off the above stocks

Sector Distribution

Clean Yield Group has about 33.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Real Estate
  • Utilities
  • Communication Services
  • Basic Materials
Sector%
Technology33.6
Others16.7
Healthcare9.4
Industrials9.1
Financial Services8.9
Consumer Cyclical5.9
Consumer Defensive5.7
Real Estate3.6
Utilities2.8
Communication Services2.6
Basic Materials1.5

Market Cap. Distribution

Clean Yield Group has about 73.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP39.3
MEGA-CAP34.6
UNALLOCATED16.7
MID-CAP5.9
SMALL-CAP3.5

Stocks belong to which Index?

About 78.1% 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 50071.2
Others21.9
RUSSELL 20006.9
Top 5 Winners (%)%
TEAM
atlassian corporation cl a
130.4 %
livewire group inc wt exp 092627
100.0 %
RNG
ringcentral inc cl a
89.3 %
via transn inc com cl a
67.4 %
VEEV
veeva sys inc cl a com
60.8 %
Top 5 Winners ($)$
AAPL
apple inc com
4.4 M
CRM
salesforce inc com
2.7 M
NVDA
nvidia corporation com
2.7 M
VEEV
veeva sys inc cl a com
2.6 M
MSFT
microsoft corp com
2.0 M
Top 5 Losers (%)%
APH
amphenol corp cl a
-45.0 %
RUN
sunrun inc com
-41.9 %
GLW
corning inc com
-39.8 %
MIDD
middleby corp com
-39.8 %
LCID
lucid group inc com new
-39.2 %
Top 5 Losers ($)$
ASML
asml hldg nv n y registry shs
-1.4 M
NOK
nokia corp sponsored adr
-1.4 M
IBM
international business machs com
-1.3 M
FSLR
first solar inc com
-1.3 M
SFM
sprouts fmrs mkt inc com
-1.1 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 391 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. ASML proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clean Yield Group last quarter.

$412.18MTotal Value
412Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Clean Yield Group, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
Clean Yield Group's holding in Ishares Esg Msci Kld 400 Etf over time
0.28%8,000
$1.17M
0.28%
unchanged 0 percentunchanged
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
$83.9K
0.02%
unchanged 0 percentunchanged
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
$48.9K
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
$43.0K
0.01%
unchanged 0 percentunchanged
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%1,138
$19.3K
0%
increased 26.44 percentadded
AAXJ
Ishares Agency Bond Etf

Ishares Agency Bond Etf

AAXJ
Clean Yield Group's holding in Ishares Agency Bond Etf over time
0%61.00
$6.5K
0%
unchanged 0 percentunchanged
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%336
$7.5K
0%
unchanged 0 percentunchanged
AEG
Aegon Ltd Amer Reg 1 Cert

Aegon Ltd Amer Reg 1 Cert

AEG
Clean Yield Group's holding in Aegon Ltd Amer Reg 1 Cert over time
0%1,259
$10.9K
0%
unchanged 0 percentunchanged
AFK
Vaneck Green Bond Etf

Vaneck Green Bond Etf

AFK
Clean Yield Group's holding in Vaneck Green Bond Etf over time
0.14%23,990
$557.0K
0.14%
decreased 0.7 percentreduced