Clean Yield Group Top Holdings and 13F Report (2026) About Clean Yield GroupInvestment ActivityClean Yield Group has $403.00 million in total holdings as of June 30, 2026.Clean Yield Group owns shares of 395 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 6.02% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Clean Yield Group has purchased 384 new stocks and bought additional shares in 73 stocks.Clean Yield Group sold shares of 71 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $29,454,589NVIDIA $18,826,953ASML $15,314,709Broadcom $13,523,828Cisco Systems $13,233,204 Largest New Holdings this Quarter 90384S303 - Ulta Beauty $2,281,959 Holding464288570 - iShares ESG MSCI KLD 400 ETF $1,139,120 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $515,571 Holding293792107 - Enterprise Products Partners $236,734 Holding22052L104 - Corteva $235,438 Holding Largest Purchases this Quarter SHOPIFY INC CL A SUB VTG SHS 22,973 shares (about $2.62M)Ulta Beauty 5,060 shares (about $2.28M)Colgate-Palmolive 24,283 shares (about $2.23M)Acuity 5,663 shares (about $2.13M)Alphabet 5,240 shares (about $1.85M) Largest Sales this Quarter ASML 1,174 shares (about $2.34M)Broadcom 3,768 shares (about $1.42M)HEALTHPEAK PROPERTIES INC COM 56,158 shares (about $1.20M)Prologis 7,649 shares (about $1.04M)Ross Stores 4,276 shares (about $910.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClean Yield Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,454,589$8,681 â–²0.0%101,7927.3%TechnologyNVDANVIDIA$18,826,953$543,247 â–²3.0%94,0924.7%TechnologyASMLASML$15,314,709$2,335,603 â–¼-13.2%7,6983.8%TechnologyAVGOBroadcom$13,523,828$1,423,362 â–¼-9.5%35,8013.4%TechnologyCSCOCisco Systems$13,233,204$588,242 â–¼-4.3%112,6613.3%TechnologyARISTA NETWORKS INC COM SHS$9,191,357$60,987 â–²0.7%54,1052.3%StockGSKGSK$8,320,102$170,784 â–¼-2.0%158,7202.1%HealthcareAWKAmerican Water Works$6,662,290$236,844 â–¼-3.4%50,6331.7%UtilitiesPLDPrologis$6,583,977$1,036,210 â–¼-13.6%48,6011.6%Real EstateHASIHA Sustainable Infrastructure Capital$6,536,867$75,406 â–¼-1.1%167,3971.6%FinanceFERGUSON ENTERPRISES INC COMMON STOCK NEW$6,325,794$122,937 â–¼-1.9%26,6541.6%StockUNILEVER PLC SPON ADR NEW$6,225,606$402,443 â–¼-6.1%103,5531.5%ADRCACCamden National$5,914,426$71,950 â–²1.2%109,0821.5%FinanceIBMInternational Business Machines$5,846,637$487,618 â–²9.1%20,7911.5%TechnologyCRMSalesforce$5,834,432$1,010,604 â–²21.0%37,2431.4%TechnologyDGXQuest Diagnostics$5,747,448$168,500 â–²3.0%27,1171.4%HealthcarePANWPalo Alto Networks$5,715,836$10,572 â–²0.2%16,7611.4%TechnologyNOKNokia$5,609,963$321,004 â–¼-5.4%422,4371.4%TechnologyHUBBHubbell$5,419,306$107,256 â–²2.0%10,3581.3%IndustrialsECLEcolab$5,341,790$208,679 â–²4.1%19,1731.3%MaterialsMSFTMicrosoft$5,286,756$517,746 â–²10.9%14,1731.3%TechnologySFMSprouts Farmers Market$5,268,742$535,983 â–¼-9.2%62,2931.3%Consumer StaplesSYKStryker$5,220,992$72,098 â–²1.4%16,5831.3%HealthcareCOSTCostco Wholesale$5,203,099$364,834 â–²7.5%5,5621.3%Consumer StaplesROSTRoss Stores$5,185,877$910,147 â–¼-14.9%24,3641.3%Consumer DiscretionarySTTState Street$5,134,810$204,877 â–²4.2%30,2761.3%FinanceHDHome Depot$5,074,360$435,207 â–²9.4%14,3881.3%Consumer DiscretionaryJNJJohnson & Johnson$5,070,108$30,731 â–¼-0.6%19,9631.3%HealthcareFSLRFirst Solar$4,946,901$427,559 â–¼-8.0%20,9651.2%TechnologyADPAutomatic Data Processing$4,898,234$514,861 â–²11.7%21,8721.2%IndustrialsVMIValmont Industries$4,829,314$811,528 â–¼-14.4%8,3611.2%IndustrialsBWABorgWarner$4,784,585$192,759 â–¼-3.9%72,0571.2%Consumer DiscretionarySCHWCharles Schwab$4,550,203$188,508 â–²4.3%49,3141.1%FinanceJKHYJack Henry & Associates$4,507,542$70,798 â–¼-1.5%32,7251.1%FinanceVEEVVeeva Systems$4,257,150$369,315 â–²9.5%23,9881.1%HealthcareMCOMoody's$4,159,1640.0%9,1831.0%FinanceNOWServiceNow$4,109,894$234,202 â–²6.0%41,3971.0%TechnologyKAIKadant$3,970,610$147,060 â–²3.8%12,6361.0%IndustrialsGOOGAlphabet$3,881,499$1,851,530 â–²91.2%10,9851.0%Communication ServicesLLYEli Lilly and Company$3,812,988$16,792 â–²0.4%3,1790.9%HealthcareWABWabtec$3,806,482$120,781 â–²3.3%14,1190.9%IndustrialsMKCMcCormick & Company, Incorporated$3,771,499$61,008 â–¼-1.6%74,8020.9%Consumer StaplesTAKTakeda Pharmaceutical$3,654,648$166,343 â–¼-4.4%227,9880.9%HealthcareCLColgate-Palmolive$3,352,554$2,226,265 â–²197.7%36,5680.8%Consumer StaplesCHKPCheck Point Software Technologies$3,299,419$29,440 â–²0.9%25,1040.8%TechnologyNFLXNetflix$3,201,362$207,917 â–²6.9%44,8370.8%Communication ServicesAMALAmalgamated Financial$3,127,626$248,227 â–¼-7.4%68,1400.8%FinanceGOOGLAlphabet$3,115,5520.0%8,7180.8%Communication ServicesCOLBColumbia Banking System$3,046,224$82,721 â–²2.8%95,0460.8%FinanceHEALTHPEAK PROPERTIES INC COM$2,956,584$1,201,782 â–¼-28.9%138,1580.7%REITCMGChipotle Mexican Grill$2,900,982$264,724 â–²10.0%85,3230.7%Consumer DiscretionaryH2O AMERICA COM$2,804,839$15,983 â–¼-0.6%46,1550.7%StockSHOPIFY INC CL A SUB VTG SHS$2,663,705$2,623,057 â–²6,453.1%23,3290.7%StockAYIAcuity$2,504,036$2,133,026 â–²574.9%6,6480.6%IndustrialsPGProcter & Gamble$2,363,143$60,563 â–¼-2.5%16,1150.6%Consumer StaplesITWIllinois Tool Works$2,282,226$4,057 â–¼-0.2%8,4380.6%IndustrialsULTAUlta Beauty$2,281,959$2,281,959 â–²New Holding5,0600.6%Consumer DiscretionaryVODVodafone Group$2,271,659$739,450 â–¼-24.6%171,7700.6%Communication ServicesEXPDExpeditors International of Washington$2,146,121$48,894 â–¼-2.2%13,1680.5%IndustrialsAMGNAmgen$2,037,287$293,317 â–²16.8%5,6260.5%HealthcareAMRCAmeresco$1,913,149$78,826 â–²4.3%69,3170.5%IndustrialsUPSUnited Parcel Service$1,852,010$400,223 â–²27.6%17,2280.5%IndustrialsSOFISoFi Technologies$1,837,305$72,401 â–²4.1%102,4710.5%FinanceMRKMerck & Co., Inc.$1,822,349$475,440 â–²35.3%14,1820.5%HealthcareSPYSPDR S&P 500 ETF Trust$1,787,021$7,468 â–¼-0.4%2,3930.4%ETFLULUlululemon athletica$1,604,686$20,210 â–¼-1.2%14,0540.4%Consumer DiscretionaryTUTELUS$1,483,394$60,122 â–¼-3.9%140,3400.4%Communication ServicesPEPPepsiCo$1,460,1130.0%10,7840.4%Consumer StaplesTMOThermo Fisher Scientific$1,239,413$25,069 â–¼-2.0%2,4720.3%HealthcareNVONovo Nordisk A/S$1,217,101$196,075 â–¼-13.9%25,3880.3%HealthcareUSBU.S. Bancorp$1,196,9470.0%19,8170.3%FinanceBRK.BBerkshire Hathaway$1,174,9160.0%2,3480.3%FinanceDSIiShares ESG MSCI KLD 400 ETF$1,139,120$1,139,120 â–²New Holding8,0000.3%ETFAXPAmerican Express$1,041,4720.0%3,0790.3%FinanceABBVAbbVie$979,131$2,768 â–²0.3%3,8910.2%HealthcareGEGE Aerospace$976,556$37,373 â–²4.0%2,6130.2%IndustrialsTXNTexas Instruments$915,9690.0%3,0730.2%TechnologyVITLVital Farms$843,256$73,920 â–²9.6%72,5070.2%Consumer StaplesORLYO'Reilly Automotive$826,047$5,525 â–²0.7%8,9700.2%Consumer DiscretionaryGE VERNOVA INC COM$804,7790.0%6850.2%StockJPMJPMorgan Chase & Co.$768,244$45,499 â–²6.3%2,3470.2%FinanceKEYSKeysight Technologies$686,837$41,658 â–¼-5.7%1,9620.2%TechnologyINTUIntuit$680,9490.0%2,6090.2%TechnologyAFLAflac$666,684$2,931 â–²0.4%5,6860.2%FinanceBDXBecton, Dickinson and Company$662,371$37,832 â–¼-5.4%4,3770.2%HealthcareTRMBTrimble$654,1320.0%12,7810.2%TechnologyNEENextEra Energy$645,8120.0%7,3580.2%UtilitiesAPHAmphenol$633,341$70,528 â–¼-10.0%3,5920.2%TechnologyGLWCorning$629,124$76,629 â–¼-10.9%2,4630.2%TechnologyWTSWatts Water Technologies$624,7540.0%1,5960.2%IndustrialsGRNBVanEck Green Bond ETF$583,102$238,816 â–¼-29.1%24,1600.1%ETFAAgilent Technologies$582,7250.0%4,3870.1%HealthcareMAMastercard$563,933$7,704 â–¼-1.3%1,0980.1%FinanceAZNCFAstraZeneca$559,3790.0%2,9500.1%HealthcareHELIOS TECHNOLOGIES INC COM$518,275$44,625 â–¼-7.9%5,8070.1%StockEXXONMOBIL HOLDINGS CORP COM SHS$515,571$515,571 â–²New Holding3,7710.1%StockABTAbbott Laboratories$506,783$25,135 â–¼-4.7%5,5850.1%HealthcareSJMJ. M. Smucker$492,8630.0%4,3810.1%Consumer StaplesMMM3M$484,9200.0%2,9950.1%IndustrialsCWTCalifornia Water Service Group$478,473$14,595 â–¼-3.0%9,8350.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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