Clean Yield Group

CIK: 0001525865SEC EDGAR →

Portfolio Value

$360.2B

Holdings

410

As of

Q4 2025

New Positions

410

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC COM

102,038$27.7B
7.70%
2

NVIDIA CORPORATION COM

90,303$16.8B
4.67%
3

BROADCOM INC COM

42,210$14.6B
4.06%
4

ASML HOLDING N V N Y REGISTRY SHS

9,291$9.9B
2.76%
5

CISCO SYS INC COM

115,473$8.9B
2.47%
6

GSK PLC SPONSORED ADR

161,357$7.9B
2.20%
7

AMERICAN WTR WKS CO INC NEW COM

58,057$7.6B
2.10%
8

UNILEVER PLC SPON ADR NEW

115,430$7.5B
2.10%
9

PROLOGIS INC. COM

55,496$7.1B
1.97%
10

ARISTA NETWORKS INC COM SHS

53,061$7.0B
1.93%

Quarterly Changes

Top Buys

AAPLNEW
$27.7B
NVDANEW
$16.8B
AVGONEW
$14.6B
ASMLNEW
$9.9B
CSCONEW
$8.9B

Top Sells

No sells this quarter

New Positions (410)

$27.7B · 102K shares
$16.8B · 90K shares
$14.6B · 42K shares
$9.9B · 9K shares
$8.9B · 115K shares
$7.9B · 161K shares
$7.6B · 58K shares
$7.5B · 115K shares
$7.1B · 55K shares
$7.0B · 53K shares
$6.7B · 25K shares
$6.3B · 24K shares
$6.2B · 13K shares
$6.0B · 27K shares
$6.0B · 33K shares
$5.6B · 178K shares
$5.6B · 19K shares
$5.5B · 16K shares
$5.5B · 69K shares
$5.2B · 76K shares
$5.1B · 29K shares
$5.1B · 20K shares
$4.8B · 22K shares
$4.7B · 18K shares
$4.6B · 27K shares
$4.5B · 24K shares
$4.5B · 13K shares
$4.5B · 103K shares
$4.4B · 10K shares
$4.4B · 9K shares
$4.3B · 58K shares
$4.2B · 20K shares
$4.1B · 261K shares
$4.0B · 40K shares
$3.9B · 26K shares
$3.8B · 10K shares
$3.8B · 284K shares
$3.4B · 3K shares
$3.4B · 210K shares
$3.4B · 12K shares
$3.3B · 72K shares
$3.0B · 93K shares
$2.7B · 9K shares
$2.7B · 13K shares
$2.5B · 19K shares
$2.5B · 382K shares
$2.4B · 17K shares
$2.3B · 25K shares
$2.3B · 174K shares
$2.2B · 15K shares
$2.2B · 3K shares
$2.2B · 78K shares
$2.1B · 43K shares
$2.1B · 65K shares
$2.1B · 8K shares
$2.0B · 3K shares
$2.0B · 9K shares
$2.0B · 53K shares
$1.8B · 63K shares
$1.8B · 6K shares
$1.6B · 5K shares
$1.6B · 11K shares
$1.5B · 30K shares
$1.5B · 3K shares
$1.3B · 13K shares
$1.2B · 2K shares
$1.2B · 22K shares
$1.1B · 3K shares
$1.1B · 11K shares
$1.1B · 14K shares
$1.1B · 13K shares
$973.0M · 5K shares
$924.0M · 3K shares
$923.0M · 38K shares
$906.0M · 35K shares
$886.0M · 4K shares
$812.0M · 9K shares
$781.0M · 6K shares
$711.0M · 2K shares
$689.0M · 1K shares
$678.0M · 15K shares
$648.0M · 6K shares
$606.0M · 8K shares
$597.0M · 693 shares
$596.0M · 4K shares
$589.0M · 3K shares
$585.0M · 5K shares
$551.0M · 898 shares
$542.0M · 6K shares
$539.0M · 4K shares
$533.0M · 3K shares
$529.0M · 1K shares
$513.0M · 2K shares
$500.0M · 6K shares
$488.0M · 13K shares
$479.0M · 3K shares
$473.0M · 11K shares
$471.0M · 4K shares
$466.0M · 4K shares
$456.0M · 4K shares
$447.0M · 685 shares
$440.0M · 2K shares
$439.0M · 4K shares
$431.0M · 9K shares
$422.0M · 2K shares
$405.0M · 26K shares
$397.0M · 6K shares
$361.0M · 1K shares
$345.0M · 6K shares
$342.0M · 1K shares
$342.0M · 5K shares
$333.0M · 925 shares
$315.0M · 226 shares
$311.0M · 2K shares
$298.0M · 1K shares
$298.0M · 904 shares
$295.0M · 2K shares
$291.0M · 735 shares
$274.0M · 2K shares
$272.0M · 812 shares
$254.0M · 538 shares
$248.0M · 3K shares
$246.0M · 650 shares
$241.0M · 3K shares
$238.0M · 679 shares
$234.0M · 8K shares
$230.0M · 838 shares
$229.0M · 1K shares
$228.0M · 5K shares
$220.0M · 9K shares
$216.0M · 2K shares
$215.0M · 2K shares
$215.0M · 859 shares
$211.0M · 4K shares
$203.0M · 7K shares
$201.0M · 246 shares
$196.0M · 850 shares
$194.0M · 671 shares
$194.0M · 787 shares
$192.0M · 350 shares
$189.0M · 655 shares
$181.0M · 1K shares
$175.0M · 801 shares
$175.0M · 7K shares
$169.0M · 1K shares
$168.0M · 2K shares
$168.0M · 500 shares
$167.0M · 343 shares
$164.0M · 568 shares
$163.0M · 3K shares
$155.0M · 1K shares
$154.0M · 270 shares
$153.0M · 473 shares
$148.0M · 2K shares
$146.0M · 300 shares
$145.0M · 322 shares
$144.0M · 3K shares
$140.0M · 245 shares
$136.0M · 474 shares
$134.0M · 423 shares
$127.0M · 11K shares
$125.0M · 405 shares
$123.0M · 633 shares
$122.0M · 1K shares
$120.0M · 2K shares
$116.0M · 451 shares
$111.0M · 738 shares
$104.0M · 1K shares
$103.0M · 2K shares
$102.0M · 2K shares
$102.0M · 754 shares
$100.0M · 214 shares
$99.0M · 2K shares
$98.0M · 534 shares
$96.0M · 96 shares
$96.0M · 3K shares
$95.0M · 2K shares
$93.0M · 1K shares
$93.0M · 7K shares
$91.0M · 867 shares
$91.0M · 504 shares
$91.0M · 6K shares
$90.0M · 824 shares
$90.0M · 1K shares
$89.0M · 4K shares
$88.0M · 700 shares
$86.0M · 1K shares
$86.0M · 300 shares
$85.0M · 1K shares
$83.0M · 1K shares
$82.0M · 3K shares
$82.0M · 397 shares
$82.0M · 543 shares
$81.0M · 650 shares
$77.0M · 865 shares
$76.0M · 2K shares
$76.0M · 3K shares
$76.0M · 146 shares
$76.0M · 2K shares
$74.0M · 950 shares
$72.0M · 237 shares
$71.0M · 3K shares
$70.0M · 2K shares
$70.0M · 158 shares
$70.0M · 254 shares
$67.0M · 394 shares
$65.0M · 4K shares
$63.0M · 110 shares
$62.0M · 329 shares
$62.0M · 71 shares
$61.0M · 250 shares
$60.0M · 2K shares
$60.0M · 320 shares
$58.0M · 187 shares
$58.0M · 364 shares
$57.0M · 702 shares
$56.0M · 400 shares
$55.0M · 455 shares
$55.0M · 455 shares
$54.0M · 500 shares
$53.0M · 530 shares
$53.0M · 196 shares
$53.0M · 385 shares
$53.0M · 110 shares
$53.0M · 1K shares
$52.0M · 179 shares
$52.0M · 840 shares
$51.0M · 177 shares
$51.0M · 650 shares
$50.0M · 77 shares
$50.0M · 225 shares
$49.0M · 465 shares
$49.0M · 500 shares
$49.0M · 400 shares
$48.0M · 950 shares
$48.0M · 755 shares
$46.0M · 339 shares
$46.0M · 2K shares
$45.0M · 1K shares
$45.0M · 102 shares
$44.0M · 700 shares
$43.0M · 50 shares
$42.0M · 484 shares
$42.0M · 679 shares
$41.0M · 161 shares
$41.0M · 1K shares
$41.0M · 1K shares
$38.0M · 440 shares
$38.0M · 2K shares
$37.0M · 139 shares
$37.0M · 641 shares
$36.0M · 260 shares
$36.0M · 34 shares
$36.0M · 384 shares
$35.0M · 738 shares
$35.0M · 193 shares
$35.0M · 1K shares
$35.0M · 351 shares
$35.0M · 92 shares
$34.0M · 384 shares
$34.0M · 192 shares
$31.0M · 879 shares
$31.0M · 231 shares
$30.0M · 54 shares
$30.0M · 416 shares
$29.0M · 49 shares
$29.0M · 200 shares
$28.0M · 216 shares
$27.0M · 263 shares
$27.0M · 591 shares
$27.0M · 240 shares
$27.0M · 696 shares
$27.0M · 410 shares
$26.0M · 900 shares
$26.0M · 210 shares
$26.0M · 262 shares
$25.0M · 2K shares
$25.0M · 197 shares
$25.0M · 178 shares
$24.0M · 250 shares
$22.0M · 195 shares
$22.0M · 263 shares
$22.0M · 83 shares
$21.0M · 137 shares
$21.0M · 134 shares
$20.0M · 485 shares
$20.0M · 58 shares
$19.0M · 608 shares
$19.0M · 90 shares
$17.0M · 37 shares
$16.0M · 136 shares
$16.0M · 72 shares
$16.0M · 175 shares
$16.0M · 462 shares
$16.0M · 900 shares
$16.0M · 2K shares
$16.0M · 55 shares
$15.0M · 343 shares
$15.0M · 101 shares
$14.0M · 146 shares
$14.0M · 900 shares
$13.0M · 96 shares
$13.0M · 140 shares
$12.0M · 1K shares
$11.0M · 134 shares
$10.0M · 200 shares
$10.0M · 200 shares
$10.0M · 60 shares
$10.0M · 84 shares
$10.0M · 87 shares
$10.0M · 30 shares
$10.0M · 400 shares
$10.0M · 1K shares
$10.0M · 450 shares
$9.0M · 1K shares
$9.0M · 2K shares
$9.0M · 500 shares
$9.0M · 200 shares
$9.0M · 40 shares
$9.0M · 508 shares
$9.0M · 377 shares
$9.0M · 41 shares
$9.0M · 90 shares
$8.0M · 250 shares
$8.0M · 38 shares
$8.0M · 230 shares
$8.0M · 21 shares
$8.0M · 200 shares
$8.0M · 709 shares
$8.0M · 43 shares
$8.0M · 100 shares
$8.0M · 13 shares
$7.0M · 244 shares
$7.0M · 138 shares
$7.0M · 66 shares
$6.0M · 39 shares
$6.0M · 80 shares
$6.0M · 79 shares
$6.0M · 51 shares
$6.0M · 334 shares
$6.0M · 410 shares
$6.0M · 56 shares
$6.0M · 49 shares
$5.0M · 175 shares
$5.0M · 100 shares
$5.0M · 26 shares
$5.0M · 339 shares
$5.0M · 56 shares
$4.0M · 70 shares
$4.0M · 254 shares
$4.0M · 42 shares
$4.0M · 25 shares
$4.0M · 21 shares
$4.0M · 20 shares
$4.0M · 14 shares
$4.0M · 50 shares
$4.0M · 250 shares
$4.0M · 37 shares
$4.0M · 10 shares
$3.0M · 18 shares
$3.0M · 48 shares
$3.0M · 134 shares
$3.0M · 18 shares
$3.0M · 29 shares
$3.0M · 16 shares
$3.0M · 77 shares
$2.0M · 100 shares
$2.0M · 20 shares
$2.0M · 14 shares
$2.0M · 100 shares
$2.0M · 35 shares
$2.0M · 26 shares
$2.0M · 250 shares
$2.0M · 71 shares
$2.0M · 26 shares
$2.0M · 14 shares
$2.0M · 11 shares
$2.0M · 45 shares
$1.0M · 36 shares
$1.0M · 18 shares
$1.0M · 25 shares
$1.0M · 20 shares
$1.0M · 5 shares
$1.0M · 3 shares
$1.0M · 37 shares
$1.0M · 218 shares
$1.0M · 34 shares
$1.0M · 148 shares
$1.0M · 22 shares
$1.0M · 72 shares
$1.0M · 137 shares
$1.0M · 17 shares
$0 · 0 shares
$0 · 15 shares
$0 · 9 shares
$0 · 1 shares
$0 · 10 shares
$0 · 200 shares
$0 · 5 shares
$0 · 50 shares
$0 · 1 shares
$0 · 10 shares
$0 · 30 shares
$0 · 30 shares
$0 · 85 shares
$0 · 222 shares
$0 · 418 shares
$0 · 69 shares
$0 · 113 shares
$0 · 0 shares

Sector Breakdown

Sector# HoldingsValue%
Technology61$126.9B35.2%
Healthcare46$50.6B14.1%
Financial Services111$46.4B12.9%
Industrials55$38.7B10.7%
Consumer Defensive21$24.0B6.7%
Consumer Cyclical31$20.4B5.7%
Communication Services14$14.1B3.9%
Unknown28$11.3B3.2%
Real Estate10$10.9B3.0%
Energy9$6.9B1.9%
Basic Materials10$5.2B1.4%
Utilities14$4.6B1.3%