Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clean Yield Group (CIK 1525865) reported $355.2M across 379 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($25.8M, 7.27%), NVDA ($15.9M, 4.49%), AVGO ($12.2M, 3.45%), ASML ($11.7M, 3.30%), CSCO ($9.1M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $25.8M | 7.27% | 101,762 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION COM | $15.9M | 4.49% | 91,377 | Added |
| 3 | AVGO | BROADCOM INC COM | $12.2M | 3.45% | 39,569 | Trimmed |
| 4 | ASML | ASML HLDG NV N Y REGISTRY SHS | $11.7M | 3.30% | 8,872 | Trimmed |
| 5 | CSCO | CISCO SYS INC COM | $9.1M | 2.57% | 117,669 | Added |
| 6 | GSK | GSK PLC SPONSORED ADR | $8.9M | 2.52% | 161,978 | Added |
| 7 | PLD | PROLOGIS INC. COM | $7.4M | 2.09% | 56,250 | Added |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW COM | $7.1M | 2.01% | 52,433 | Trimmed |
| 9 | ANET | ARISTA NETWORKS INC COM SHS | $6.6M | 1.86% | 53,746 | Added |
| 10 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $6.3M | 1.78% | 27,172 | Added |
| 11 | UL | UNILEVER PLC SPON ADR NEW | $6.3M | 1.77% | 110,247 | Trimmed |
| 12 | ROST | ROSS STORES INC COM | $6.2M | 1.75% | 28,640 | Added |
| 13 | HASI | HA SUSTAINABLE INFRA CAP INC COM | $6.2M | 1.75% | 169,328 | Trimmed |
| 14 | CRM | SALESFORCE INC COM | $5.7M | 1.62% | 30,792 | Added |
| 15 | SYK | STRYKER CORPORATION COM | $5.4M | 1.51% | 16,354 | Added |
| 16 | SFM | SPROUTS FMRS MKT INC COM | $5.3M | 1.49% | 68,630 | Trimmed |
| 17 | JKHY | HENRY JACK & ASSOC INC COM | $5.3M | 1.48% | 33,239 | Added |
| 18 | DGX | QUEST DIAGNOSTICS INC COM | $5.2M | 1.45% | 26,322 | Trimmed |
| 19 | COST | COSTCO WHOLESALE CORPORATION COM | $5.2M | 1.45% | 5,172 | Added |
| 20 | CAC | CAMDEN NATL CORP COM | $5.1M | 1.44% | 107,755 | Added |
| 21 | HUBB | HUBBELL INC COM | $5.0M | 1.40% | 10,153 | Added |
| 22 | JNJ | JOHNSON & JOHNSON COM | $4.9M | 1.38% | 20,084 | Trimmed |
| 23 | ECL | ECOLAB INC COM | $4.9M | 1.38% | 18,424 | Added |
| 24 | MSFT | MICROSOFT CORP COM | $4.7M | 1.33% | 12,785 | Hold |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS COM | $4.6M | 1.30% | 19,057 | Added |
Source: SEC Form 13F filings · as of 2026-03-31