Clean Yield Group Top Holdings and 13F Report (2025)

About Clean Yield Group

Investment Activity

Clean Yield Group has $306.93 million in total holdings as of March 31, 2025.
Clean Yield Group owns shares of 449 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 6.52% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Clean Yield Group has purchased 454 new stocks and bought additional shares in 70 stocks.
Clean Yield Group sold shares of 120 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Apple: $23,666,788
Sprouts Farmers Market: $11,917,673
NVIDIA: $10,192,719
American Water Works: $9,592,193
Unilever: $8,662,024

Largest New Holdings this Quarter

58733R102 - MercadoLibre: $117,915 Holding
464287150 - iShares Core S&P Total U.S. Stock Market ETF: $60,639 Holding
443573100 - HubSpot: $41,133 Holding
464288570 - iShares ESG MSCI KLD 400 ETF: $36,361 Holding
09857L108 - Booking: $23,230 Holding

Largest Purchases this Quarter

Kadant: 9,312 shares (about $3.14M)
ASML: 3,173 shares (about $2.10M)
NVIDIA: 16,295 shares (about $1.77M)
Moody's: 3,751 shares (about $1.75M)
Jack Henry & Associates: 9,529 shares (about $1.74M)

Largest Sales this Quarter

Smith & Nephew: 150,568 shares (about $4.27M)
Sprouts Farmers Market: 11,111 shares (about $1.70M)
Organon & Co.: 87,164 shares (about $1.30M)
Takeda Pharmaceutical: 73,535 shares (about $1.09M)
GSK: 20,949 shares (about $811.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$23,666,788	$315,646 ▲	1.4%	106,545	7.7%	Computer and Technology
SFM Sprouts Farmers Market	$11,917,673	$1,695,983 ▼	-12.5%	78,077	3.9%	Retail/Wholesale
NVDA NVIDIA	$10,192,719	$1,766,054 ▲	21.0%	94,046	3.3%	Computer and Technology
AWK American Water Works	$9,592,193	$146,487 ▲	1.6%	65,023	3.1%	Utilities
UL Unilever	$8,662,024	$56,870 ▲	0.7%	145,458	2.8%	Consumer Staples
CSCO Cisco Systems	$7,422,378	$81,025 ▼	-1.1%	120,278	2.4%	Computer and Technology
AVGO Broadcom	$7,411,456	$98,449 ▲	1.3%	44,266	2.4%	Computer and Technology
GSK GSK	$6,938,876	$811,564 ▼	-10.5%	179,114	2.3%	Medical
MKC McCormick & Company, Incorporated	$6,375,456	$158,446 ▲	2.5%	77,457	2.1%	Consumer Staples
CRM Salesforce	$6,334,639	$108,417 ▲	1.7%	23,605	2.1%	Computer and Technology
ADP Automatic Data Processing	$6,271,920	$5,805 ▼	-0.1%	20,528	2.0%	Business Services
CHKP Check Point Software Technologies	$5,902,216	$21,652 ▲	0.4%	25,896	1.9%	Computer and Technology
JKHY Jack Henry & Associates	$5,883,737	$1,739,995 ▲	42.0%	32,222	1.9%	Computer and Technology
ASML ASML	$5,742,352	$2,102,525 ▲	57.8%	8,666	1.9%	Computer and Technology
HASI HA Sustainable Infrastructure Capital	$5,562,864	$29,708 ▼	-0.5%	190,248	1.8%	Finance
IBM International Business Machines	$5,262,889	$98,967 ▼	-1.8%	21,165	1.7%	Computer and Technology
PEAK Healthpeak Properties	$5,142,434	$149,547 ▼	-2.8%	254,324	1.7%	Finance
VEEV Veeva Systems	$5,100,493	$1,258,446 ▲	32.8%	22,020	1.7%	Medical
MSFT Microsoft	$4,952,733	$141,142 ▼	-2.8%	13,194	1.6%	Computer and Technology
DGX Quest Diagnostics	$4,673,981	$202,363 ▲	4.5%	27,624	1.5%	Medical
FERGUSON ENTERPRISES INC COMMON STOCK NEW	$4,480,832	$321,421 ▲	7.7%	27,965	1.5%	Stock
TAK Takeda Pharmaceutical	$4,261,088	$1,093,466 ▼	-20.4%	286,556	1.4%	Medical
KAI Kadant	$4,260,901	$3,137,306 ▲	279.2%	12,647	1.4%	Industrials
CAC Camden National	$4,193,582	$38,042 ▼	-0.9%	103,622	1.4%	Finance
ARISTA NETWORKS INC COM SHS	$3,980,070	$1,257,035 ▲	46.2%	51,369	1.3%	Stock
NOW ServiceNow	$3,928,951	$807,286 ▲	25.9%	4,935	1.3%	Computer and Technology
FSLR First Solar	$3,672,665	$196,978 ▲	5.7%	29,049	1.2%	Energy
ROST Ross Stores	$3,635,114	$249,063 ▲	7.4%	28,446	1.2%	Retail/Wholesale
CMG Chipotle Mexican Grill	$3,606,082	$468,861 ▲	14.9%	71,820	1.2%	Retail/Wholesale
SJW SJW Group	$3,512,192	$573,589 ▼	-14.0%	64,220	1.1%	Utilities
JNJ Johnson & Johnson	$3,400,452	$267,671 ▼	-7.3%	20,504	1.1%	Medical
HUBB Hubbell	$3,317,373	$549,972 ▲	19.9%	10,025	1.1%	Industrials
VOD Vodafone Group Public	$3,298,306	$341,902 ▼	-9.4%	352,007	1.1%	Computer and Technology
AMAL Amalgamated Financial	$3,286,700	$145,044 ▼	-4.2%	114,320	1.1%	Finance
HOLX Hologic	$3,268,189	$448,636 ▲	15.9%	52,909	1.1%	Medical
PG Procter & Gamble	$3,163,915	$90,836 ▼	-2.8%	18,565	1.0%	Consumer Staples
LULU Lululemon Athletica	$3,078,561	$898,150 ▲	41.2%	10,876	1.0%	Consumer Discretionary
TU TELUS	$2,978,748	$125,848 ▼	-4.1%	207,723	1.0%	Utilities
LLY Eli Lilly and Company	$2,803,139	$216,388 ▼	-7.2%	3,394	0.9%	Medical
STAG STAG Industrial	$2,564,933	$213,687 ▼	-7.7%	71,011	0.8%	Finance
NVO Novo Nordisk A/S	$2,296,797	$55,552 ▼	-2.4%	33,076	0.7%	Medical
NFLX Netflix	$2,239,005	$529,677 ▲	31.0%	2,401	0.7%	Consumer Discretionary
WAB Westinghouse Air Brake Technologies	$2,212,470	$214,718 ▲	10.7%	12,200	0.7%	Transportation
ITW Illinois Tool Works	$2,128,918	$7,936 ▲	0.4%	8,584	0.7%	Industrials
NOK Nokia Oyj	$2,102,904	$443,987 ▼	-17.4%	399,033	0.7%	Computer and Technology
VITL Vital Farms	$2,051,880	$285,930 ▲	16.2%	67,341	0.7%	Consumer Staples
INTU Intuit	$2,017,571	$112,360 ▼	-5.3%	3,286	0.7%	Computer and Technology
EXPD Expeditors International of Washington	$1,935,424	$39,081 ▼	-2.0%	16,095	0.6%	Transportation
MCO Moody's	$1,934,011	$1,746,804 ▲	933.1%	4,153	0.6%	Finance
BRK.B Berkshire Hathaway	$1,830,477	$85,745 ▼	-4.5%	3,437	0.6%	Finance
SYK Stryker	$1,712,350		0.0%	4,600	0.6%	Medical
AMGN Amgen	$1,682,058	$189,734 ▼	-10.1%	5,399	0.5%	Medical
PEP PepsiCo	$1,655,142	$13,494 ▼	-0.8%	11,039	0.5%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$1,651,879		0.0%	2,953	0.5%	Finance
CL Colgate-Palmolive	$1,633,941	$307,992 ▼	-15.9%	17,438	0.5%	Consumer Staples
UPS United Parcel Service	$1,560,758	$30,907 ▼	-1.9%	14,190	0.5%	Transportation
HD Home Depot	$1,553,551	$25,654 ▼	-1.6%	4,239	0.5%	Retail/Wholesale
GOOGL Alphabet	$1,396,921	$95,881 ▼	-6.4%	9,033	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$1,371,436	$15,924 ▼	-1.1%	2,756	0.4%	Medical
AMRC Ameresco	$1,361,972	$81,153 ▲	6.3%	112,746	0.4%	Energy
BDX Becton, Dickinson and Company	$1,352,141	$25,884 ▼	-1.9%	5,903	0.4%	Medical
GIS General Mills	$1,246,083	$495,599 ▼	-28.5%	20,841	0.4%	Consumer Staples
SNN Smith & Nephew	$1,016,951	$4,271,614 ▼	-80.8%	35,846	0.3%	Medical
MRK Merck & Co., Inc.	$990,654	$41,019 ▼	-4.0%	11,037	0.3%	Medical
COLB Columbia Banking System	$953,057	$70,406 ▲	8.0%	38,214	0.3%	Finance
USB U.S. Bancorp	$951,977	$42,220 ▼	-4.2%	22,548	0.3%	Finance
GRNB VanEck Green Bond ETF	$951,887	$63,762 ▼	-6.3%	39,561	0.3%	ETF
ABBV AbbVie	$935,507	$10,686 ▼	-1.1%	4,465	0.3%	Medical
TRMB Trimble	$913,520		0.0%	13,915	0.3%	Industrials
GOOG Alphabet	$886,535	$24,839 ▼	-2.7%	5,675	0.3%	Computer and Technology
UNH UnitedHealth Group	$867,330	$93,228 ▼	-9.7%	1,656	0.3%	Medical
ORLY O'Reilly Automotive	$850,953		0.0%	594	0.3%	Retail/Wholesale
ABT Abbott Laboratories	$835,695	$11,275 ▼	-1.3%	6,300	0.3%	Medical
AXP American Express	$832,710		0.0%	3,095	0.3%	Finance
SCHW Charles Schwab	$757,202	$15,656 ▼	-2.0%	9,673	0.2%	Finance
COST Costco Wholesale	$672,857	$5,678 ▲	0.9%	711	0.2%	Retail/Wholesale
AFL Aflac	$658,801	$21,571 ▲	3.4%	5,925	0.2%	Finance
MA Mastercard	$650,618		0.0%	1,187	0.2%	Business Services
PAYX Paychex	$641,805	$16,662 ▲	2.7%	4,160	0.2%	Business Services
GE GE Aerospace	$623,067		0.0%	3,113	0.2%	Industrials
SJM J. M. Smucker	$584,945	$68,323 ▼	-10.5%	4,940	0.2%	Consumer Staples
CWT California Water Service Group	$556,563		0.0%	11,485	0.2%	Utilities
DIS Walt Disney	$546,691	$24,675 ▲	4.7%	5,539	0.2%	Consumer Discretionary
TXN Texas Instruments	$531,553		0.0%	2,958	0.2%	Computer and Technology
TSCO Tractor Supply	$531,456	$27,551 ▼	-4.9%	9,645	0.2%	Retail/Wholesale
A Agilent Technologies	$506,172		0.0%	4,327	0.2%	Medical
WTRG Essential Utilities	$503,177	$21,386 ▼	-4.1%	12,729	0.2%	Utilities
NEE NextEra Energy	$495,946	$68,338 ▼	-12.1%	6,996	0.2%	Utilities
JPM JPMorgan Chase & Co.	$479,316		0.0%	1,954	0.2%	Finance
HIFS Hingham Institution for Savings	$470,844	$145,058 ▼	-23.6%	1,980	0.2%	Finance
XOM Exxon Mobil	$466,325		0.0%	3,921	0.2%	Energy
AMZN Amazon.com	$433,983	$30,061 ▲	7.4%	2,281	0.1%	Retail/Wholesale
AZN AstraZeneca	$433,650		0.0%	5,900	0.1%	Medical
MMM 3M	$432,062	$5,581 ▲	1.3%	2,942	0.1%	Multi-Sector Conglomerates
KO Coca-Cola	$413,715		0.0%	5,777	0.1%	Consumer Staples
QQQ Invesco QQQ	$391,548	$77,372 ▼	-16.5%	835	0.1%	Finance
OGN Organon & Co.	$380,201	$1,297,871 ▼	-77.3%	25,534	0.1%	Medical
LOW Lowe's Companies	$372,935		0.0%	1,599	0.1%	Retail/Wholesale
MCD McDonald's	$369,221	$40,608 ▼	-9.9%	1,182	0.1%	Retail/Wholesale
WMT Walmart	$360,027		0.0%	4,101	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Clean Yield Group Top Holdings and 13F Report (2025)

About Clean Yield Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Clean Yield Group Top Holdings and 13F Report (2025)

About Clean Yield Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofClean Yield Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools