Clean Yield Group Portfolio Stock Holdings
Clean Yield Group disclosed 395 stock positions valued at approximately $403.0 million in its latest SEC 13F filing. The largest holdings include APPLE INC COM, NVIDIA CORPORATION COM, and ASML HLDG NV N Y REGISTRY SHS. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 395
- Portfolio Value
- $403.0M
Holdings by Sector
Clean Yield Group Portfolio Holdings in Q2 2026
375 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 7.31% | 101,792 | +30 | +0.03% | $29,454,589 |
| NVIDIA CORPORATION COM | NVDA | Technology | 4.67% | 94,092 | +2,715 | +2.97% | $18,826,953 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 3.80% | 7,698 | -1,174 | -13.23% | $15,314,709 |
| BROADCOM INC COM | AVGO | Technology | 3.36% | 35,801 | -3,768 | -9.52% | $13,523,828 |
| CISCO SYS INC COM | CSCO | Technology | 3.28% | 112,661 | -5,008 | -4.26% | $13,233,204 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 2.28% | 54,105 | +359 | +0.67% | $9,191,357 |
| GSK PLC SPONSORED ADR | GSK | Healthcare | 2.06% | 158,720 | -3,258 | -2.01% | $8,320,102 |
| AMERICAN WTR WKS CO INC NEW COM | AWK | Utilities | 1.65% | 50,633 | -1,800 | -3.43% | $6,662,290 |
| PROLOGIS INC. COM | PLD | Real Estate | 1.63% | 48,601 | -7,649 | -13.60% | $6,583,977 |
| HA SUSTAINABLE INFRA CAP INC COM | HASI | Real Estate | 1.62% | 167,397 | -1,931 | -1.14% | $6,536,867 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | FERG | Industrials | 1.57% | 26,654 | -518 | -1.91% | $6,325,794 |
| CAMDEN NATL CORP COM | CAC | Financial Services | 1.47% | 109,082 | +1,327 | +1.23% | $5,914,426 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 1.45% | 20,791 | +1,734 | +9.10% | $5,846,637 |
| SALESFORCE INC COM | CRM | Technology | 1.45% | 37,243 | +6,451 | +20.95% | $5,834,432 |
| QUEST DIAGNOSTICS INC COM | DGX | Healthcare | 1.43% | 27,117 | +795 | +3.02% | $5,747,448 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 1.42% | 16,761 | +31 | +0.19% | $5,715,836 |
| NOKIA CORP SPONSORED ADR | NOK | Technology | 1.39% | 422,437 | -24,172 | -5.41% | $5,609,963 |
| HUBBELL INC COM | HUBB | Industrials | 1.34% | 10,358 | +205 | +2.02% | $5,419,306 |
| ECOLAB INC COM | ECL | Basic Materials | 1.33% | 19,173 | +749 | +4.07% | $5,341,790 |
| MICROSOFT CORP COM | MSFT | Technology | 1.31% | 14,173 | +1,388 | +10.86% | $5,286,756 |
| SPROUTS FMRS MKT INC COM | SFM | Consumer Defensive | 1.31% | 62,293 | -6,337 | -9.23% | $5,268,742 |
| STRYKER CORPORATION COM | SYK | Healthcare | 1.30% | 16,583 | +229 | +1.40% | $5,220,992 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.29% | 5,562 | +390 | +7.54% | $5,203,099 |
| ROSS STORES INC COM | ROST | Consumer Cyclical | 1.29% | 24,364 | -4,276 | -14.93% | $5,185,877 |
| STATE STR CORP COM | STT | Financial Services | 1.27% | 30,276 | +1,208 | +4.16% | $5,134,810 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.26% | 14,388 | +1,234 | +9.38% | $5,074,360 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.26% | 19,963 | -121 | -0.60% | $5,070,108 |
| FIRST SOLAR INC COM | FSLR | Technology | 1.23% | 20,965 | -1,812 | -7.96% | $4,946,901 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 1.22% | 21,872 | +2,299 | +11.75% | $4,898,234 |
| VALMONT INDS INC COM | VMI | Industrials | 1.20% | 8,361 | -1,405 | -14.39% | $4,829,314 |
| BORGWARNER INC COM | BWA | Consumer Cyclical | 1.19% | 72,057 | -2,903 | -3.87% | $4,784,585 |
| SCHWAB CHARLES CORP COM | SCHW | Financial Services | 1.13% | 49,314 | +2,043 | +4.32% | $4,550,203 |
| HENRY JACK & ASSOC INC COM | JKHY | Technology | 1.12% | 32,725 | -514 | -1.55% | $4,507,542 |
| VEEVA SYS INC CL A COM | VEEV | Healthcare | 1.06% | 23,988 | +2,081 | +9.50% | $4,257,150 |
| MOODYS CORP COM | MCO | Financial Services | 1.03% | 9,183 | - | - | $4,159,164 |
| SERVICENOW INC COM | NOW | Technology | 1.02% | 41,397 | +2,359 | +6.04% | $4,109,894 |
| KADANT INC COM | KAI | Industrials | 0.99% | 12,636 | +468 | +3.85% | $3,970,610 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.96% | 10,985 | +5,240 | +91.21% | $3,881,499 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.95% | 3,179 | +14 | +0.44% | $3,812,988 |
| WABTEC COM | WAB | Industrials | 0.94% | 14,119 | +448 | +3.28% | $3,806,482 |
| MCCORMICK & CO INC COM NON VTG | MKC | Consumer Defensive | 0.94% | 74,802 | -1,210 | -1.59% | $3,771,499 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | TAK | Healthcare | 0.91% | 227,988 | -10,377 | -4.35% | $3,654,648 |
| COLGATE PALMOLIVE CO COM | CL | Consumer Defensive | 0.83% | 36,568 | +24,283 | +197.66% | $3,352,554 |
| CHECK POINT SOFTWARE TECH LTD ORD | CHKP | Other | 0.82% | 25,104 | +224 | +0.90% | $3,299,419 |
| NETFLIX INC. COM | NFLX | Communication Services | 0.79% | 44,837 | +2,912 | +6.95% | $3,201,362 |
| AMALGAMATED FINANCIAL CORP COM | AMAL | Financial Services | 0.78% | 68,140 | -5,408 | -7.35% | $3,127,626 |
| ALPHABET CLASS A | GOOGL | Communication Services | 0.77% | 8,718 | - | - | $3,115,552 |
| COLUMBIA BKG SYS INC COM | COLB | Financial Services | 0.76% | 95,046 | +2,581 | +2.79% | $3,046,224 |
| HEALTHPEAK PROPERTIES INC COM | DOC | Real Estate | 0.73% | 138,158 | -56,158 | -28.90% | $2,956,584 |
| CHIPOTLE MEXICAN GRILL INC COM | CMG | Consumer Cyclical | 0.72% | 85,323 | +7,786 | +10.04% | $2,900,982 |
| H2O AMERICA COM | SJW | Utilities | 0.70% | 46,155 | -263 | -0.57% | $2,804,839 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 0.66% | 23,329 | +22,973 | +6453.09% | $2,663,705 |
| ACUITY INC COM | AYI | Industrials | 0.62% | 6,648 | +5,663 | +574.92% | $2,504,036 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.59% | 16,115 | -413 | -2.50% | $2,363,143 |
| ILLINOIS TOOL WKS INC COM | ITW | Industrials | 0.57% | 8,438 | -15 | -0.18% | $2,282,226 |
| ULTA BEAUTY INC COM | ULTA | Consumer Cyclical | 0.57% | 5,060 | +5,060 | +100.00% | $2,281,959 |
| VODAFONE GROUP PLC SPONSORED ADR | VOD | Communication Services | 0.56% | 171,770 | -55,913 | -24.56% | $2,271,659 |
| EXPEDITORS INTL WASH INC COM | EXPD | Industrials | 0.53% | 13,168 | -300 | -2.23% | $2,146,121 |
| AMGEN INC COM | AMGN | Healthcare | 0.51% | 5,626 | +810 | +16.82% | $2,037,287 |
| AMERESCO INC CL A | AMRC | Industrials | 0.47% | 69,317 | +2,856 | +4.30% | $1,913,149 |
| UNITED PARCEL SVCS INC CL B | UPS | Industrials | 0.46% | 17,228 | +3,723 | +27.57% | $1,852,010 |
| SOFI TECHNOLOGIES INC COM | SOFI | Financial Services | 0.46% | 102,471 | +4,038 | +4.10% | $1,837,305 |
| MERCK & CO INC COM | MRK | Healthcare | 0.45% | 14,182 | +3,700 | +35.30% | $1,822,349 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.44% | 2,393 | -10 | -0.42% | $1,787,021 |
| LULULEMON ATHLETICA INC COM | LULU | Consumer Cyclical | 0.40% | 14,054 | -177 | -1.24% | $1,604,686 |
| TELUS CORPORATION COM | TU | Communication Services | 0.37% | 140,340 | -5,688 | -3.90% | $1,483,394 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.36% | 10,784 | - | - | $1,460,113 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 0.31% | 2,472 | -50 | -1.98% | $1,239,413 |
| NOVO-NORDISK A S ADR | NVO | Healthcare | 0.30% | 25,388 | -4,090 | -13.87% | $1,217,101 |
| US BANCORP COM NEW | USB | Financial Services | 0.30% | 19,817 | - | - | $1,196,947 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.29% | 2,348 | - | - | $1,174,916 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.28% | 8,000 | +8,000 | +100.00% | $1,139,120 |
| AMERICAN EXPRESS CO COM | AXP | Financial Services | 0.26% | 3,079 | - | - | $1,041,472 |
| ABBVIE INC COM | ABBV | Healthcare | 0.24% | 3,891 | +11 | +0.28% | $979,131 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.24% | 2,613 | +100 | +3.98% | $976,556 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.23% | 3,073 | - | - | $915,969 |
| VITAL FARMS INC COM | VITL | Consumer Defensive | 0.21% | 72,507 | +6,356 | +9.61% | $843,256 |
| OREILLY AUTOMOTIVE INC COM | ORLY | Consumer Cyclical | 0.20% | 8,970 | +60 | +0.67% | $826,047 |
| GE VERNOVA INC COM | GEV | Utilities | 0.20% | 685 | - | - | $804,779 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.19% | 2,347 | +139 | +6.30% | $768,244 |
| KEYSIGHT TECHNOLOGIES INC COM | KEYS | Technology | 0.17% | 1,962 | -119 | -5.72% | $686,837 |
| INTUIT COM | INTU | Technology | 0.17% | 2,609 | - | - | $680,949 |
| AFLAC INC COM | AFL | Financial Services | 0.17% | 5,686 | +25 | +0.44% | $666,684 |
| BECTON DICKINSON & CO COM | BDX | Healthcare | 0.16% | 4,377 | -250 | -5.40% | $662,371 |
| TRIMBLE INC COM | TRMB | Technology | 0.16% | 12,781 | - | - | $654,132 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.16% | 7,358 | - | - | $645,812 |
| AMPHENOL CORP CL A | APH | Technology | 0.16% | 3,592 | -400 | -10.02% | $633,341 |
| CORNING INC COM | GLW | Technology | 0.16% | 2,463 | -300 | -10.86% | $629,124 |
| WATTS WATER TECHNOLOGIES INC CL A | WTS | Industrials | 0.16% | 1,596 | - | - | $624,754 |
| VANECK GREEN BOND ETF | GRNB | Other | 0.14% | 24,160 | -9,895 | -29.06% | $583,102 |
| AGILENT TECHNOLOGIES INC COM | A | Healthcare | 0.14% | 4,387 | - | - | $582,725 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.14% | 1,098 | -15 | -1.35% | $563,933 |
| HELIOS TECHNOLOGIES INC COM | HLIO | Industrials | 0.13% | 5,807 | -500 | -7.93% | $518,275 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.13% | 5,585 | -277 | -4.73% | $506,783 |
| SMUCKER J M CO COM NEW | SJM | Consumer Defensive | 0.12% | 4,381 | - | - | $492,863 |
| 3M CO COM | MMM | Industrials | 0.12% | 2,995 | - | - | $484,920 |
| CALIFORNIA WTR SVC GROUP COM | CWT | Utilities | 0.12% | 9,835 | -300 | -2.96% | $478,473 |
| GENERAL MILLS INC COM | GIS | Consumer Defensive | 0.12% | 13,666 | -1,672 | -10.90% | $475,577 |
| TRACTOR SUPPLY CO COM | TSCO | Consumer Cyclical | 0.12% | 14,945 | +6,325 | +73.38% | $472,411 |
| WALMART INC COM | WMT | Consumer Defensive | 0.12% | 4,102 | +1 | +0.02% | $464,548 |