CLEAN YIELD GROUP

PrivateCIK: 1525865
Location

NORWICH, VT

385
Positions
$355.23M
Total AUM (reported)
4.28M
Total Shares

Allocation by class

TOTAL AUM$355.23M385 positions
STOCK$289.33M81.4%
ADR$40.23M11.3%
REIT$17.34M4.9%
ETF$8.03M2.3%
CEF$310.8K0.1%

Portfolio Concentration

Top 315.2%4–1016.1%11–2522.5%Rest46.2%TOP 1031.3%0%100%
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

SOLE
Stock
Shares101.76K
TypeSH
Market value$25.83M
7.27%
Sole
101.76K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares91.38K
TypeSH
Market value$15.94M
4.49%
Sole
91.38K
Shared
0.00
None
0.00

BROADCOM INC COM

SOLE
Stock
Shares39.57K
TypeSH
Market value$12.25M
3.45%
Sole
39.57K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares8.87K
TypeSH
Market value$11.72M
3.30%
Sole
8.87K
Shared
0.00
None
0.00

CISCO SYS INC COM

SOLE
Stock
Shares117.67K
TypeSH
Market value$9.13M
2.57%
Sole
117.67K
Shared
0.00
None
0.00

GSK PLC SPONSORED ADR

SOLE
ADR
Shares161.98K
TypeSH
Market value$8.94M
2.52%
Sole
161.98K
Shared
0.00
None
0.00

PROLOGIS INC. COM

SOLE
REIT
Shares56.25K
TypeSH
Market value$7.44M
2.09%
Sole
56.25K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW COM

SOLE
Stock
Shares52.43K
TypeSH
Market value$7.14M
2.01%
Sole
52.43K
Shared
0.00
None
0.00

ARISTA NETWORKS INC COM SHS

SOLE
Stock
Shares53.75K
TypeSH
Market value$6.60M
1.86%
Sole
53.75K
Shared
0.00
None
0.00

FERGUSON ENTERPRISES INC COMMON STOCK NEW

SOLE
Stock
Shares27.17K
TypeSH
Market value$6.34M
1.78%
Sole
27.17K
Shared
0.00
None
0.00

UNILEVER PLC SPON ADR NEW

SOLE
ADR
Shares110.25K
TypeSH
Market value$6.28M
1.77%
Sole
110.25K
Shared
0.00
None
0.00

HA SUSTAINABLE INFRA CAP INC COM

SOLE
REIT
Shares169.33K
TypeSH
Market value$6.22M
1.75%
Sole
169.33K
Shared
0.00
None
0.00

ROSS STORES INC COM

SOLE
Stock
Shares28.64K
TypeSH
Market value$6.20M
1.75%
Sole
28.64K
Shared
0.00
None
0.00

SALESFORCE INC COM

SOLE
Stock
Shares30.79K
TypeSH
Market value$5.75M
1.62%
Sole
30.79K
Shared
0.00
None
0.00

STRYKER CORPORATION COM

SOLE
Stock
Shares16.35K
TypeSH
Market value$5.37M
1.51%
Sole
16.35K
Shared
0.00
None
0.00

SPROUTS FMRS MKT INC COM

SOLE
Stock
Shares68.63K
TypeSH
Market value$5.29M
1.49%
Sole
68.63K
Shared
0.00
None
0.00

HENRY JACK & ASSOC INC COM

SOLE
Stock
Shares33.24K
TypeSH
Market value$5.25M
1.48%
Sole
33.24K
Shared
0.00
None
0.00

QUEST DIAGNOSTICS INC COM

SOLE
Stock
Shares26.32K
TypeSH
Market value$5.16M
1.45%
Sole
26.32K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION COM

SOLE
Stock
Shares5.17K
TypeSH
Market value$5.15M
1.45%
Sole
5.17K
Shared
0.00
None
0.00

CAMDEN NATL CORP COM

SOLE
Stock
Shares107.75K
TypeSH
Market value$5.11M
1.44%
Sole
107.75K
Shared
0.00
None
0.00

HUBBELL INC COM

SOLE
Stock
Shares10.15K
TypeSH
Market value$4.98M
1.40%
Sole
10.15K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
Stock
Shares20.08K
TypeSH
Market value$4.91M
1.38%
Sole
20.08K
Shared
0.00
None
0.00

ECOLAB INC COM

SOLE
Stock
Shares18.42K
TypeSH
Market value$4.90M
1.38%
Sole
18.42K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares12.79K
TypeSH
Market value$4.73M
1.33%
Sole
12.78K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS COM

SOLE
Stock
Shares19.06K
TypeSH
Market value$4.62M
1.30%
Sole
19.06K
Shared
0.00
None
0.00
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