Clean Yield Group Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Clean Yield Group disclosed 386 stock positions valued at approximately $412.18M as of quarter-end September 30, 2026. The largest holdings include APPLE INC COM, NVIDIA CORPORATION COM, and ASML HLDG NV N Y REGISTRY SHS.
- Report Period
- September 30, 2026
- No. of Stocks
- 386
- Portfolio Value
- $412.18M
Holdings by Sector
Clean Yield Group Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 8.17% | 101,180 | -612 | -0.60% | $33,694,831 |
| NVIDIA CORPORATION COM | NVDA | Technology | 5.26% | 94,963 | +871 | +0.93% | $21,687,747 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Technology | 3.38% | 7,695 | -3 | -0.04% | $13,940,801 |
| BROADCOM INC COM | AVGO | Technology | 3.08% | 36,177 | +376 | +1.05% | $12,705,001 |
| CISCO SYS INC COM | CSCO | Technology | 2.94% | 112,670 | +9 | +0.01% | $12,126,711 |
| ARISTA NETWORKS INC COM SHS | ANET | Technology | 2.69% | 54,366 | +261 | +0.48% | $11,068,374 |
| SALESFORCE INC COM | CRM | Technology | 2.09% | 37,564 | +321 | +0.86% | $8,623,596 |
| GSK PLC SPONSORED ADR | GSK | Healthcare | 1.87% | 160,126 | +1,406 | +0.89% | $7,713,269 |
| MICROSOFT CORP COM | MSFT | Technology | 1.76% | 14,173 | - | - | $7,269,282 |
| VEEVA SYS INC CL A COM | VEEV | Healthcare | 1.66% | 23,946 | -42 | -0.18% | $6,835,386 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 1.63% | 16,947 | +186 | +1.11% | $6,733,213 |
| AMERICAN WTR WKS CO INC NEW COM | AWK | Utilities | 1.58% | 50,457 | -176 | -0.35% | $6,532,668 |
| PROLOGIS INC. COM | PLD | Real Estate | 1.55% | 49,076 | +475 | +0.98% | $6,372,028 |
| QUEST DIAGNOSTICS INC COM | DGX | Healthcare | 1.54% | 27,267 | +150 | +0.55% | $6,355,120 |
| UNILEVER PLC SPON ADR NEW | UL | Consumer Defensive | 1.52% | 103,191 | -362 | -0.35% | $6,266,789 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | FERG | Industrials | 1.43% | 26,498 | -156 | -0.59% | $5,898,985 |
| CAMDEN NATL CORP COM | CAC | Financial Services | 1.40% | 104,111 | -4,971 | -4.56% | $5,762,024 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 1.38% | 22,041 | +169 | +0.77% | $5,687,900 |
| SERVICENOW INC COM | NOW | Technology | 1.35% | 41,629 | +232 | +0.56% | $5,578,702 |
| ROSS STORES INC COM | ROST | Consumer Cyclical | 1.34% | 23,645 | -719 | -2.95% | $5,518,743 |
| STATE STR CORP COM | STT | Financial Services | 1.32% | 31,136 | +860 | +2.84% | $5,436,034 |
| ECOLAB INC COM | ECL | Basic Materials | 1.30% | 19,587 | +414 | +2.16% | $5,378,198 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.30% | 20,178 | +215 | +1.08% | $5,342,033 |
| STRYKER CORPORATION COM | SYK | Healthcare | 1.28% | 19,170 | +2,587 | +15.60% | $5,279,226 |
| HA SUSTAINABLE INFRA CAP INC COM | HASI | Real Estate | 1.26% | 144,437 | -22,960 | -13.72% | $5,173,733 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.23% | 5,584 | +22 | +0.40% | $5,083,353 |
| CHARLES SCHWAB CORP (THE) COM | SCHW | Financial Services | 1.22% | 51,512 | +2,198 | +4.46% | $5,034,783 |
| HUBBELL INC COM | HUBB | Industrials | 1.19% | 10,808 | +450 | +4.34% | $4,902,509 |
| HENRY JACK & ASSOC INC COM | JKHY | Technology | 1.16% | 33,268 | +543 | +1.66% | $4,765,308 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 1.14% | 21,387 | +596 | +2.87% | $4,703,643 |
Showing 30 of 386 holdings in the latest reporting period.