本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Clean Yield Group (CIK 1525865) reported $403.0M across 394 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($29.5M, 7.31%), NVDA ($18.8M, 4.67%), ASML ($15.3M, 3.80%), AVGO ($13.5M, 3.36%), CSCO ($13.2M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $29.5M | 7.31% | 101,792 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $18.8M | 4.67% | 94,092 | Added |
| 3 | ASML | ASML HLDG NV N Y REGISTRY SHS | $15.3M | 3.80% | 7,698 | Trimmed |
| 4 | AVGO | BROADCOM INC COM | $13.5M | 3.36% | 35,801 | Trimmed |
| 5 | CSCO | CISCO SYS INC COM | $13.2M | 3.28% | 112,661 | Trimmed |
| 6 | ANET | ARISTA NETWORKS INC COM SHS | $9.2M | 2.28% | 54,105 | Added |
| 7 | GSK | GSK PLC SPONSORED ADR | $8.3M | 2.06% | 158,720 | Trimmed |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW COM | $6.7M | 1.65% | 50,633 | Trimmed |
| 9 | PLD | PROLOGIS INC. COM | $6.6M | 1.63% | 48,601 | Trimmed |
| 10 | HASI | HA SUSTAINABLE INFRA CAP INC COM | $6.5M | 1.62% | 167,397 | Trimmed |
| 11 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $6.3M | 1.57% | 26,654 | Trimmed |
| 12 | UL | UNILEVER PLC SPON ADR NEW | $6.2M | 1.54% | 103,553 | Trimmed |
| 13 | CAC | CAMDEN NATL CORP COM | $5.9M | 1.47% | 109,082 | Added |
| 14 | CRM | SALESFORCE INC COM | $5.8M | 1.45% | 37,243 | Added |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS COM | $5.8M | 1.45% | 20,791 | Added |
| 16 | DGX | QUEST DIAGNOSTICS INC COM | $5.7M | 1.43% | 27,117 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC COM | $5.7M | 1.42% | 16,761 | Added |
| 18 | NOK | NOKIA CORP SPONSORED ADR | $5.6M | 1.39% | 422,437 | Trimmed |
| 19 | HUBB | HUBBELL INC COM | $5.4M | 1.34% | 10,358 | Added |
| 20 | ECL | ECOLAB INC COM | $5.3M | 1.33% | 19,173 | Added |
| 21 | MSFT | MICROSOFT CORP COM | $5.3M | 1.31% | 14,173 | Added |
| 22 | SFM | SPROUTS FMRS MKT INC COM | $5.3M | 1.31% | 62,293 | Trimmed |
| 23 | SYK | STRYKER CORPORATION COM | $5.2M | 1.30% | 16,583 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION COM | $5.2M | 1.29% | 5,562 | Added |
| 25 | ROST | ROSS STORES INC COM | $5.2M | 1.29% | 24,364 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30