Filed: 1/26/2026ACC: 0001525865-26-000001
📋 What this filing means
CLEAN YIELD GROUP filed this quarterly 13F‑HR report disclosing 410 equity positions with a total reported market value of $360.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
410
Positions
$360.24M
Total AUM (reported)
4.25M
Total Shares
Allocation by class
STOCK$297.42M82.6%
ADR$37.97M10.5%
REIT$16.51M4.6%
ETF$8.02M2.2%
CEF$313.4K0.1%
Portfolio Concentration
Top 3$59.19M16.4%
4–10$55.91M15.5%
11–25$82.88M23.0%
Rest$162.26M45.0%
Top 3 weight
16.4%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 4.25M
Sole
Full voting authority
4.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole410
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings410
Rows:
APPLE INC COM
SOLEShares102.04K
TypeSH
Market value$27.74M
7.70%
Sole
102.04K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares90.30K
TypeSH
Market value$16.84M
4.68%
Sole
90.30K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares42.21K
TypeSH
Market value$14.61M
4.06%
Sole
42.21K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares9.29K
TypeSH
Market value$9.94M
2.76%
Sole
9.29K
Shared
0.00
None
0.00
CISCO SYS INC COM
SOLEShares115.47K
TypeSH
Market value$8.89M
2.47%
Sole
115.47K
Shared
0.00
None
0.00
GSK PLC SPONSORED ADR
SOLEShares161.36K
TypeSH
Market value$7.91M
2.20%
Sole
161.36K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW COM
SOLEShares58.06K
TypeSH
Market value$7.58M
2.10%
Sole
58.06K
Shared
0.00
None
0.00
UNILEVER PLC SPON ADR NEW
SOLEShares115.43K
TypeSH
Market value$7.55M
2.10%
Sole
115.43K
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares55.50K
TypeSH
Market value$7.08M
1.97%
Sole
55.50K
Shared
0.00
None
0.00
ARISTA NETWORKS INC COM SHS
SOLEShares53.06K
TypeSH
Market value$6.95M
1.93%
Sole
53.06K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares25.28K
TypeSH
Market value$6.70M
1.86%
Sole
25.28K
Shared
0.00
None
0.00
FIRST SOLAR INC COM
SOLEShares24.13K
TypeSH
Market value$6.30M
1.75%
Sole
24.13K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares12.79K
TypeSH
Market value$6.18M
1.72%
Sole
12.78K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC COMMON STOCK NEW
SOLEShares27.10K
TypeSH
Market value$6.03M
1.67%
Sole
27.10K
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC COM
SOLEShares32.73K
TypeSH
Market value$5.97M
1.66%
Sole
32.73K
Shared
0.00
None
0.00
HA SUSTAINABLE INFRA CAP INC COM
SOLEShares177.66K
TypeSH
Market value$5.58M
1.55%
Sole
177.66K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS COM
SOLEShares18.82K
TypeSH
Market value$5.58M
1.55%
Sole
18.82K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares15.65K
TypeSH
Market value$5.50M
1.53%
Sole
15.65K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC COM
SOLEShares68.93K
TypeSH
Market value$5.49M
1.52%
Sole
68.93K
Shared
0.00
None
0.00
MCCORMICK & CO INC COM NON VTG
SOLEShares75.83K
TypeSH
Market value$5.16M
1.43%
Sole
75.82K
Shared
0.00
None
0.00
ROSS STORES INC COM
SOLEShares28.57K
TypeSH
Market value$5.15M
1.43%
Sole
28.57K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares19.70K
TypeSH
Market value$5.07M
1.41%
Sole
19.70K
Shared
0.00
None
0.00
VEEVA SYS INC CL A COM
SOLEShares21.57K
TypeSH
Market value$4.81M
1.34%
Sole
21.57K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares17.94K
TypeSH
Market value$4.71M
1.31%
Sole
17.94K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC COM
SOLEShares26.68K
TypeSH
Market value$4.63M
1.29%
Sole
26.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 102.04K | SH | $27.74M 7.70% | 102.04K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 90.30K | SH | $16.84M 4.68% | 90.30K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 42.21K | SH | $14.61M 4.06% | 42.21K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 9.29K | SH | $9.94M 2.76% | 9.29K | 0.00 | 0.00 |
CISCO SYS INC COMSOLE | Stock | 115.47K | SH | $8.89M 2.47% | 115.47K | 0.00 | 0.00 |
GSK PLC SPONSORED ADRSOLE | ADR | 161.36K | SH | $7.91M 2.20% | 161.36K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEW COMSOLE | Stock | 58.06K | SH | $7.58M 2.10% | 58.06K | 0.00 | 0.00 |
UNILEVER PLC SPON ADR NEWSOLE | ADR | 115.43K | SH | $7.55M 2.10% | 115.43K | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | REIT | 55.50K | SH | $7.08M 1.97% | 55.50K | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | Stock | 53.06K | SH | $6.95M 1.93% | 53.06K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 25.28K | SH | $6.70M 1.86% | 25.28K | 0.00 | 0.00 |
FIRST SOLAR INC COMSOLE | Stock | 24.13K | SH | $6.30M 1.75% | 24.13K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 12.79K | SH | $6.18M 1.72% | 12.78K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INC COMMON STOCK NEWSOLE | Stock | 27.10K | SH | $6.03M 1.67% | 27.10K | 0.00 | 0.00 |
HENRY JACK & ASSOC INC COMSOLE | Stock | 32.73K | SH | $5.97M 1.66% | 32.73K | 0.00 | 0.00 |
HA SUSTAINABLE INFRA CAP INC COMSOLE | REIT | 177.66K | SH | $5.58M 1.55% | 177.66K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 18.82K | SH | $5.58M 1.55% | 18.82K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 15.65K | SH | $5.50M 1.53% | 15.65K | 0.00 | 0.00 |
SPROUTS FMRS MKT INC COMSOLE | Stock | 68.93K | SH | $5.49M 1.52% | 68.93K | 0.00 | 0.00 |
MCCORMICK & CO INC COM NON VTGSOLE | Stock | 75.83K | SH | $5.16M 1.43% | 75.82K | 0.00 | 0.00 |
ROSS STORES INC COMSOLE | Stock | 28.57K | SH | $5.15M 1.43% | 28.57K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 19.70K | SH | $5.07M 1.41% | 19.70K | 0.00 | 0.00 |
VEEVA SYS INC CL A COMSOLE | Stock | 21.57K | SH | $4.81M 1.34% | 21.57K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 17.94K | SH | $4.71M 1.31% | 17.94K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INC COMSOLE | Stock | 26.68K | SH | $4.63M 1.29% | 26.68K | 0.00 | 0.00 |
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