Clean Yield Group Portfolio Stock Holdings
Clean Yield Group disclosed 385 stock positions valued at approximately $355.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC COM, NVIDIA CORPORATION COM, and BROADCOM INC COM. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 385
- Portfolio Value
- $355.2M
Holdings by Sector
Clean Yield Group Portfolio Holdings in Q1 2026
371 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 7.27% | 101,762 | -276 | -0.27% | $25,826,110 |
| NVIDIA CORPORATION COM | NVDA | Technology | 4.49% | 91,377 | +1,074 | +1.19% | $15,936,196 |
| BROADCOM INC COM | AVGO | Technology | 3.45% | 39,569 | -2,641 | -6.26% | $12,247,001 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 3.30% | 8,872 | -419 | -4.51% | $11,718,404 |
| CISCO SYS INC COM | CSCO | Technology | 2.57% | 117,669 | +2,196 | +1.90% | $9,129,966 |
| GSK PLC SPONSORED ADR | GSK | Healthcare | 2.52% | 161,978 | +621 | +0.38% | $8,939,566 |
| PROLOGIS INC. COM | PLD | Real Estate | 2.09% | 56,250 | +754 | +1.36% | $7,435,125 |
| AMERICAN WTR WKS CO INC NEW COM | AWK | Utilities | 2.01% | 52,433 | -5,624 | -9.69% | $7,135,607 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 1.86% | 53,746 | +685 | +1.29% | $6,598,934 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | FERG | Industrials | 1.78% | 27,172 | +71 | +0.26% | $6,338,141 |
| HA SUSTAINABLE INFRA CAP INC COM | HASI | Real Estate | 1.75% | 169,328 | -8,330 | -4.69% | $6,222,820 |
| ROSS STORES INC COM | ROST | Consumer Cyclical | 1.75% | 28,640 | +73 | +0.26% | $6,204,283 |
| SALESFORCE INC COM | CRM | Technology | 1.62% | 30,792 | +5,510 | +21.79% | $5,747,976 |
| STRYKER CORPORATION COM | SYK | Healthcare | 1.51% | 16,354 | +703 | +4.49% | $5,373,761 |
| SPROUTS FMRS MKT INC COM | SFM | Consumer Defensive | 1.49% | 68,630 | -302 | -0.44% | $5,293,432 |
| HENRY JACK & ASSOC INC COM | JKHY | Technology | 1.48% | 33,239 | +505 | +1.54% | $5,253,092 |
| QUEST DIAGNOSTICS INC COM | DGX | Healthcare | 1.45% | 26,322 | -359 | -1.35% | $5,158,586 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.45% | 5,172 | +4,479 | +646.32% | $5,153,551 |
| CAMDEN NATL CORP COM | CAC | Financial Services | 1.44% | 107,755 | +5,060 | +4.93% | $5,112,975 |
| HUBBELL INC COM | HUBB | Industrials | 1.40% | 10,153 | +270 | +2.73% | $4,982,483 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.38% | 20,084 | -316 | -1.55% | $4,909,434 |
| ECOLAB INC COM | ECL | Basic Materials | 1.38% | 18,424 | +488 | +2.72% | $4,901,152 |
| MICROSOFT CORP COM | MSFT | Technology | 1.33% | 12,785 | - | - | $4,732,543 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 1.30% | 19,057 | +232 | +1.23% | $4,619,226 |
| FIRST SOLAR INC COM | FSLR | Technology | 1.26% | 22,777 | -1,356 | -5.62% | $4,492,991 |
| SCHWAB CHARLES CORP COM | SCHW | Financial Services | 1.25% | 47,271 | +6,822 | +16.87% | $4,442,529 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | TAK | Healthcare | 1.24% | 238,365 | -22,439 | -8.60% | $4,414,520 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.22% | 13,154 | +164 | +1.26% | $4,326,219 |
| SERVICENOW INC COM | NOW | Technology | 1.15% | 39,038 | +13,525 | +53.01% | $4,081,423 |
| BORGWARNER INC COM | BWA | Consumer Cyclical | 1.14% | 74,960 | +2,713 | +3.76% | $4,067,330 |
| NETFLIX INC. COM | NFLX | Communication Services | 1.13% | 41,925 | +17,182 | +69.44% | $4,031,089 |
| MOODYS CORP COM | MCO | Financial Services | 1.13% | 9,183 | +608 | +7.09% | $4,006,084 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 1.12% | 19,573 | -130 | -0.66% | $3,976,842 |
| VALMONT INDS INC COM | VMI | Industrials | 1.10% | 9,766 | +220 | +2.30% | $3,902,201 |
| VEEVA SYS INC CL A COM | VEEV | Healthcare | 1.08% | 21,907 | +339 | +1.57% | $3,848,184 |
| MCCORMICK & CO INC COM NON VTG | MKC | Consumer Defensive | 1.08% | 76,012 | +187 | +0.25% | $3,834,027 |
| STATE STR CORP COM | STT | Financial Services | 1.04% | 29,068 | +9,869 | +51.40% | $3,678,846 |
| NOKIA CORP SPONSORED ADR | NOK | Technology | 1.01% | 446,609 | +64,188 | +16.78% | $3,590,736 |
| KADANT INC COM | KAI | Industrials | 1.00% | 12,168 | +373 | +3.16% | $3,557,315 |
| CHECK POINT SOFTWARE TECH LTD ORD | CHKP | Other | 1.00% | 24,880 | +631 | +2.60% | $3,554,108 |
| VODAFONE GROUP PLC SPONSORED ADR | VOD | Communication Services | 0.96% | 227,683 | -56,295 | -19.82% | $3,419,799 |
| WABTEC COM | WAB | Industrials | 0.96% | 13,671 | +996 | +7.86% | $3,416,520 |
| HEALTHPEAK PROPERTIES INC COM | DOC | Real Estate | 0.90% | 194,316 | -15,542 | -7.41% | $3,192,614 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.82% | 3,165 | - | - | $2,911,072 |
| AMALGAMATED FINANCIAL CORP COM | AMAL | Financial Services | 0.80% | 73,548 | -18,973 | -20.51% | $2,858,811 |
| H2O AMERICA COM | SJW | Utilities | 0.77% | 46,418 | +3,712 | +8.69% | $2,723,344 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.76% | 16,730 | +16,196 | +3032.96% | $2,682,154 |
| COLUMBIA BKG SYS INC COM | COLB | Financial Services | 0.71% | 92,465 | +14,703 | +18.91% | $2,536,315 |
| ALPHABET CLASS A | GOOGL | Communication Services | 0.71% | 8,718 | -10 | -0.11% | $2,506,948 |
| CHIPOTLE MEXICAN GRILL INC COM | CMG | Consumer Cyclical | 0.70% | 77,537 | +24,805 | +47.04% | $2,481,959 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.67% | 16,528 | -255 | -1.52% | $2,387,364 |
| ILLINOIS TOOL WKS INC COM | ITW | Industrials | 0.62% | 8,453 | -26 | -0.31% | $2,200,231 |
| LULULEMON ATHLETICA INC COM | LULU | Consumer Cyclical | 0.61% | 14,231 | +4,774 | +50.48% | $2,178,766 |
| EXPEDITORS INTL WASH INC COM | EXPD | Industrials | 0.54% | 13,468 | -1,287 | -8.72% | $1,929,022 |
| TELUS CORPORATION COM | TU | Communication Services | 0.53% | 146,028 | -27,833 | -16.01% | $1,873,539 |
| AMERESCO INC CL A | AMRC | Industrials | 0.48% | 66,461 | +3,719 | +5.93% | $1,694,756 |
| AMGEN INC COM | AMGN | Healthcare | 0.48% | 4,816 | - | - | $1,694,510 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.47% | 10,784 | -150 | -1.37% | $1,674,600 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.46% | 5,745 | - | - | $1,648,128 |
| SOFI TECHNOLOGIES INC COM | SOFI | Financial Services | 0.44% | 98,433 | +63,817 | +184.36% | $1,563,116 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.44% | 2,403 | -555 | -18.76% | $1,562,767 |
| UNITED PARCEL SVCS INC CL B | UPS | Industrials | 0.37% | 13,505 | +332 | +2.52% | $1,328,622 |
| MERCK & CO INC COM | MRK | Healthcare | 0.35% | 10,482 | -340 | -3.14% | $1,260,844 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 0.35% | 2,522 | -108 | -4.11% | $1,239,688 |
| INTUIT COM | INTU | Technology | 0.32% | 2,609 | -687 | -20.84% | $1,128,079 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.32% | 2,348 | -60 | -2.49% | $1,125,162 |
| NOVO-NORDISK A S ADR | NVO | Healthcare | 0.30% | 29,478 | -663 | -2.20% | $1,083,317 |
| COLGATE PALMOLIVE CO COM | CL | Consumer Defensive | 0.29% | 12,285 | -1,500 | -10.88% | $1,047,051 |
| US BANCORP COM NEW | USB | Financial Services | 0.29% | 19,817 | -2,079 | -9.49% | $1,030,682 |
| VITAL FARMS INC COM | VITL | Consumer Defensive | 0.26% | 66,151 | +745 | +1.14% | $934,052 |
| AMERICAN EXPRESS CO COM | AXP | Financial Services | 0.26% | 3,079 | -16 | -0.52% | $931,336 |
| HOLOGIC INC COM | HOLX | Healthcare | 0.26% | 12,007 | -45,906 | -79.27% | $907,609 |
| ABBVIE INC COM | ABBV | Healthcare | 0.24% | 3,880 | - | - | $843,861 |
| TRIMBLE INC COM | TRMB | Technology | 0.23% | 12,781 | -630 | -4.70% | $833,705 |
| OREILLY AUTOMOTIVE INC COM | ORLY | Consumer Cyclical | 0.23% | 8,910 | - | - | $822,482 |
| VANECK GREEN BOND ETF | GRNB | Other | 0.23% | 34,055 | -3,891 | -10.25% | $815,916 |
| BECTON DICKINSON & CO COM | BDX | Healthcare | 0.20% | 4,627 | -390 | -7.77% | $727,503 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.20% | 2,513 | -487 | -16.23% | $713,114 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.19% | 7,358 | -200 | -2.65% | $683,411 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.18% | 2,208 | - | - | $649,505 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.18% | 3,771 | -150 | -3.83% | $639,788 |
| AFLAC INC COM | AFL | Financial Services | 0.17% | 5,661 | -221 | -3.76% | $621,068 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.17% | 5,862 | -374 | -6.00% | $601,852 |
| GE VERNOVA INC COM | GEV | Utilities | 0.17% | 685 | - | - | $597,937 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.17% | 3,073 | - | - | $596,592 |
| KEYSIGHT TECHNOLOGIES INC COM | KEYS | Technology | 0.17% | 2,081 | - | - | $587,612 |
| GENERAL MILLS INC COM | GIS | Consumer Defensive | 0.16% | 15,338 | +741 | +5.08% | $570,880 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.16% | 1,113 | -94 | -7.79% | $556,122 |
| ESSENTIAL UTILS INC COM | WTRG | Utilities | 0.14% | 12,729 | - | - | $512,597 |
| WALMART INC COM | WMT | Consumer Defensive | 0.14% | 4,101 | - | - | $509,672 |
| AMPHENOL CORP CL A | APH | Technology | 0.14% | 3,992 | - | - | $504,389 |
| AGILENT TECHNOLOGIES INC COM | A | Healthcare | 0.14% | 4,387 | - | - | $500,030 |
| HINGHAM INSTN SVGS MASS COM | HIFS | Financial Services | 0.13% | 1,635 | -175 | -9.67% | $467,348 |
| WATTS WATER TECHNOLOGIES INC CL A | WTS | Industrials | 0.13% | 1,596 | - | - | $463,303 |
| CALIFORNIA WTR SVC GROUP COM | CWT | Utilities | 0.13% | 10,135 | -800 | -7.32% | $459,521 |
| 3M CO COM | MMM | Industrials | 0.12% | 2,995 | - | - | $434,964 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.12% | 2,037 | -515 | -20.18% | $424,246 |
| SMUCKER J M CO COM NEW | SJM | Consumer Defensive | 0.12% | 4,381 | -112 | -2.49% | $422,504 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.12% | 5,522 | -166 | -2.92% | $419,912 |
| HELIOS TECHNOLOGIES INC COM | HLIO | Industrials | 0.11% | 6,307 | -150 | -2.32% | $408,126 |