Filed: 4/14/2026ACC: 0001525865-26-000002
📋 What this filing means
CLEAN YIELD GROUP filed this quarterly 13F‑HR report disclosing 385 equity positions with a total reported market value of $355.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
385
Positions
$355.23M
Total AUM (reported)
4.28M
Total Shares
Allocation by class
STOCK$289.33M81.4%
ADR$40.23M11.3%
REIT$17.34M4.9%
ETF$8.03M2.3%
CEF$310.8K0.1%
Portfolio Concentration
Top 3$54.01M15.2%
4–10$57.30M16.1%
11–25$79.95M22.5%
Rest$163.98M46.2%
Top 3 weight
15.2%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 4.28M
Sole
Full voting authority
4.28M
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)
Sole385
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings385
Rows:
APPLE INC COM
SOLEShares101.76K
TypeSH
Market value$25.83M
7.27%
Sole
101.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares91.38K
TypeSH
Market value$15.94M
4.49%
Sole
91.38K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares39.57K
TypeSH
Market value$12.25M
3.45%
Sole
39.57K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS
SOLEShares8.87K
TypeSH
Market value$11.72M
3.30%
Sole
8.87K
Shared
0.00
None
0.00
CISCO SYS INC COM
SOLEShares117.67K
TypeSH
Market value$9.13M
2.57%
Sole
117.67K
Shared
0.00
None
0.00
GSK PLC SPONSORED ADR
SOLEShares161.98K
TypeSH
Market value$8.94M
2.52%
Sole
161.98K
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares56.25K
TypeSH
Market value$7.44M
2.09%
Sole
56.25K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW COM
SOLEShares52.43K
TypeSH
Market value$7.14M
2.01%
Sole
52.43K
Shared
0.00
None
0.00
ARISTA NETWORKS INC COM SHS
SOLEShares53.75K
TypeSH
Market value$6.60M
1.86%
Sole
53.75K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC COMMON STOCK NEW
SOLEShares27.17K
TypeSH
Market value$6.34M
1.78%
Sole
27.17K
Shared
0.00
None
0.00
UNILEVER PLC SPON ADR NEW
SOLEShares110.25K
TypeSH
Market value$6.28M
1.77%
Sole
110.25K
Shared
0.00
None
0.00
HA SUSTAINABLE INFRA CAP INC COM
SOLEShares169.33K
TypeSH
Market value$6.22M
1.75%
Sole
169.33K
Shared
0.00
None
0.00
ROSS STORES INC COM
SOLEShares28.64K
TypeSH
Market value$6.20M
1.75%
Sole
28.64K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares30.79K
TypeSH
Market value$5.75M
1.62%
Sole
30.79K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares16.35K
TypeSH
Market value$5.37M
1.51%
Sole
16.35K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC COM
SOLEShares68.63K
TypeSH
Market value$5.29M
1.49%
Sole
68.63K
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC COM
SOLEShares33.24K
TypeSH
Market value$5.25M
1.48%
Sole
33.24K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC COM
SOLEShares26.32K
TypeSH
Market value$5.16M
1.45%
Sole
26.32K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION COM
SOLEShares5.17K
TypeSH
Market value$5.15M
1.45%
Sole
5.17K
Shared
0.00
None
0.00
CAMDEN NATL CORP COM
SOLEShares107.75K
TypeSH
Market value$5.11M
1.44%
Sole
107.75K
Shared
0.00
None
0.00
HUBBELL INC COM
SOLEShares10.15K
TypeSH
Market value$4.98M
1.40%
Sole
10.15K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares20.08K
TypeSH
Market value$4.91M
1.38%
Sole
20.08K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares18.42K
TypeSH
Market value$4.90M
1.38%
Sole
18.42K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares12.79K
TypeSH
Market value$4.73M
1.33%
Sole
12.78K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS COM
SOLEShares19.06K
TypeSH
Market value$4.62M
1.30%
Sole
19.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 101.76K | SH | $25.83M 7.27% | 101.76K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 91.38K | SH | $15.94M 4.49% | 91.38K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 39.57K | SH | $12.25M 3.45% | 39.57K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 8.87K | SH | $11.72M 3.30% | 8.87K | 0.00 | 0.00 |
CISCO SYS INC COMSOLE | Stock | 117.67K | SH | $9.13M 2.57% | 117.67K | 0.00 | 0.00 |
GSK PLC SPONSORED ADRSOLE | ADR | 161.98K | SH | $8.94M 2.52% | 161.98K | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | REIT | 56.25K | SH | $7.44M 2.09% | 56.25K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEW COMSOLE | Stock | 52.43K | SH | $7.14M 2.01% | 52.43K | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | Stock | 53.75K | SH | $6.60M 1.86% | 53.75K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INC COMMON STOCK NEWSOLE | Stock | 27.17K | SH | $6.34M 1.78% | 27.17K | 0.00 | 0.00 |
UNILEVER PLC SPON ADR NEWSOLE | ADR | 110.25K | SH | $6.28M 1.77% | 110.25K | 0.00 | 0.00 |
HA SUSTAINABLE INFRA CAP INC COMSOLE | REIT | 169.33K | SH | $6.22M 1.75% | 169.33K | 0.00 | 0.00 |
ROSS STORES INC COMSOLE | Stock | 28.64K | SH | $6.20M 1.75% | 28.64K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 30.79K | SH | $5.75M 1.62% | 30.79K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 16.35K | SH | $5.37M 1.51% | 16.35K | 0.00 | 0.00 |
SPROUTS FMRS MKT INC COMSOLE | Stock | 68.63K | SH | $5.29M 1.49% | 68.63K | 0.00 | 0.00 |
HENRY JACK & ASSOC INC COMSOLE | Stock | 33.24K | SH | $5.25M 1.48% | 33.24K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INC COMSOLE | Stock | 26.32K | SH | $5.16M 1.45% | 26.32K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 5.17K | SH | $5.15M 1.45% | 5.17K | 0.00 | 0.00 |
CAMDEN NATL CORP COMSOLE | Stock | 107.75K | SH | $5.11M 1.44% | 107.75K | 0.00 | 0.00 |
HUBBELL INC COMSOLE | Stock | 10.15K | SH | $4.98M 1.40% | 10.15K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 20.08K | SH | $4.91M 1.38% | 20.08K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 18.42K | SH | $4.90M 1.38% | 18.42K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 12.79K | SH | $4.73M 1.33% | 12.78K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 19.06K | SH | $4.62M 1.30% | 19.06K | 0.00 | 0.00 |
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