Clean Yield Group Top Holdings and 13F Report (2026) About Clean Yield GroupInvestment ActivityClean Yield Group has $412.18 million in total holdings as of September 30, 2026.Clean Yield Group owns shares of 392 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 2.51% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Clean Yield Group has purchased 394 new stocks and bought additional shares in 66 stocks.Clean Yield Group sold shares of 52 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $33,694,831NVIDIA $21,687,747ASML $13,940,801Broadcom $12,705,001Cisco Systems $12,126,711 Largest New Holdings this Quarter 780910105 - Royce Small-Cap Trust $198,253 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $160,435 Holding67066V101 - Nuveen Quality Municipal Income Fund $155,737 Holding66987V109 - Novartis $128,313 Holding921908844 - Vanguard Dividend Appreciation ETF $78,343 Holding Largest Purchases this Quarter SoFi Technologies 61,383 shares (about $964.94K)Columbia Banking System 32,480 shares (about $928.93K)United Parcel Service 8,107 shares (about $757.52K)Stryker 2,587 shares (about $712.43K)Colgate-Palmolive 7,072 shares (about $603.38K) Largest Sales this Quarter TELUS 125,757 shares (about $1.06M)HA Sustainable Infrastructure Capital 22,960 shares (about $822.43K)Eli Lilly and Company 648 shares (about $749.79K)GE Aerospace 1,376 shares (about $429.71K)Camden National 4,971 shares (about $275.12K) 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$33,694,831$203,807 ▼-0.6%101,1808.2%TechnologyNVDANVIDIA$21,687,747$198,920 ▲0.9%94,9635.3%TechnologyASMLASML$13,940,801$5,435 ▼0.0%7,6953.4%TechnologyAVGOBroadcom$12,705,001$132,047 ▲1.1%36,1773.1%TechnologyCSCOCisco Systems$12,126,711$969 ▲0.0%112,6702.9%TechnologyARISTA NETWORKS INC COM SHS$11,068,374$53,137 ▲0.5%54,3662.7%StockCRMSalesforce$8,623,596$73,692 ▲0.9%37,5642.1%TechnologyGSKGSK$7,713,269$67,727 ▲0.9%160,1261.9%HealthcareMSFTMicrosoft$7,269,2820.0%14,1731.8%TechnologyVEEVVeeva Systems$6,835,386$11,989 ▼-0.2%23,9461.7%HealthcarePANWPalo Alto Networks$6,733,213$73,900 ▲1.1%16,9471.6%TechnologyAWKAmerican Water Works$6,532,668$22,787 ▼-0.3%50,4571.6%UtilitiesPLDPrologis$6,372,028$61,674 ▲1.0%49,0761.5%Real EstateDGXQuest Diagnostics$6,355,120$34,961 ▲0.6%27,2671.5%HealthcareUNILEVER PLC SPON ADR NEW$6,266,789$21,984 ▼-0.3%103,1911.5%ADRFERGUSON ENTERPRISES INC COMMON STOCK NEW$5,898,985$34,729 ▼-0.6%26,4981.4%StockCACCamden National$5,762,024$275,120 ▼-4.6%104,1111.4%FinanceADPAutomatic Data Processing$5,687,900$43,612 ▲0.8%22,0411.4%IndustrialsNOWServiceNow$5,578,702$31,090 ▲0.6%41,6291.4%TechnologyROSTRoss Stores$5,518,743$167,815 ▼-3.0%23,6451.3%Consumer DiscretionarySTTState Street$5,436,034$150,147 ▲2.8%31,1361.3%FinanceECLEcolab$5,378,198$113,676 ▲2.2%19,5871.3%MaterialsJNJJohnson & Johnson$5,342,033$56,920 ▲1.1%20,1781.3%HealthcareSYKStryker$5,279,226$712,434 ▲15.6%19,1701.3%HealthcareHASIHA Sustainable Infrastructure Capital$5,173,733$822,427 ▼-13.7%144,4371.3%FinanceCOSTCostco Wholesale$5,083,353$20,028 ▲0.4%5,5841.2%Consumer StaplesSCHWCharles Schwab$5,034,783$214,833 ▲4.5%51,5121.2%FinanceHUBBHubbell$4,902,509$204,120 ▲4.3%10,8081.2%IndustrialsJKHYJack Henry & Associates$4,765,308$77,779 ▲1.7%33,2681.2%FinanceIBMInternational Business Machines$4,703,643$131,078 ▲2.9%21,3871.1%TechnologyNOKNokia$4,462,797$179,285 ▲4.2%440,1181.1%TechnologyBWABorgWarner$4,439,965$108,619 ▲2.5%73,8641.1%Consumer DiscretionaryMCOMoody's$4,259,285$89,009 ▲2.1%9,3791.0%FinanceTAKTakeda Pharmaceutical$4,242,727$95,625 ▲2.3%233,2451.0%HealthcareHDHome Depot$4,161,235$67,993 ▲1.7%14,6271.0%Consumer DiscretionaryWABWabtec$4,081,115$26,421 ▲0.7%14,2111.0%IndustrialsSFMSprouts Farmers Market$3,969,322$163,818 ▼-4.0%59,8241.0%Consumer StaplesVMIValmont Industries$3,857,086$13,889 ▼-0.4%8,3310.9%IndustrialsGOOGAlphabet$3,743,219$341 ▲0.0%10,9860.9%Communication ServicesCLColgate-Palmolive$3,723,365$603,383 ▲19.3%43,6400.9%Consumer StaplesSHOPIFY INC CL A SUB VTG SHS$3,718,178$258,487 ▲7.5%25,0720.9%StockFSLRFirst Solar$3,655,414$16,815 ▼-0.5%20,8690.9%TechnologyCOLBColumbia Banking System$3,647,244$928,928 ▲34.2%127,5260.9%FinanceMKCMcCormick & Company, Incorporated$3,524,342$53,545 ▲1.5%75,9560.9%Consumer StaplesKAIKadant$3,334,380$29,813 ▲0.9%12,7500.8%IndustrialsCHKPCheck Point Software Technologies$3,233,522$11,423 ▲0.4%25,1930.8%TechnologyAMALAmalgamated Financial$3,229,337$12,083 ▼-0.4%67,8860.8%FinanceULTAUlta Beauty$3,214,210$450,590 ▲16.3%5,8850.8%Consumer DiscretionaryNFLXNetflix$3,143,833$24,075 ▲0.8%45,1830.8%Communication ServicesGOOGLAlphabet$2,999,6890.0%8,7180.7%Communication ServicesLLYEli Lilly and Company$2,928,569$749,788 ▼-20.4%2,5310.7%HealthcareH2O AMERICA COM$2,795,475$49,057 ▼-1.7%45,3590.7%StockCMGChipotle Mexican Grill$2,776,615$50,545 ▲1.9%86,9050.7%Consumer DiscretionaryHEALTHPEAK PROPERTIES INC COM$2,746,217$12,801 ▼-0.5%137,5170.7%REITVODVodafone Group$2,646,517$127,569 ▼-4.6%163,8710.6%Communication ServicesSOFISoFi Technologies$2,575,785$964,941 ▲59.9%163,8540.6%FinanceUPSUnited Parcel Service$2,367,302$757,518 ▲47.1%25,3350.6%IndustrialsAMGNAmgen$2,358,770$12,645 ▼-0.5%5,5960.6%HealthcarePGProcter & Gamble$2,336,558$4,649 ▼-0.2%16,0830.6%Consumer StaplesEXPDExpeditors International of Washington$2,304,861$126,478 ▼-5.2%12,4830.6%IndustrialsAYIAcuity$2,245,813$186,196 ▲9.0%7,2490.5%IndustrialsITWIllinois Tool Works$2,137,482$33,446 ▼-1.5%8,3080.5%IndustrialsMRKMerck & Co., Inc.$2,118,867$58,123 ▲2.8%14,5820.5%HealthcareSPYSPDR S&P 500 ETF Trust$1,824,9740.0%2,3930.4%ETFTMOThermo Fisher Scientific$1,668,7920.0%2,4720.4%HealthcareAMRCAmeresco$1,436,528$973 ▲0.1%69,3640.3%IndustrialsPEPPepsiCo$1,366,5100.0%10,7840.3%Consumer StaplesLULUlululemon athletica$1,318,476$33,378 ▼-2.5%13,7070.3%Consumer DiscretionaryDSIiShares ESG MSCI KLD 400 ETF$1,169,4400.0%8,0000.3%ETFBRK.BBerkshire Hathaway$1,169,1870.0%2,3480.3%FinanceUSBU.S. Bancorp$1,049,153$95,477 ▼-8.3%18,1640.3%FinanceABBVAbbVie$1,017,8470.0%3,8910.2%HealthcareAXPAmerican Express$936,3240.0%3,0790.2%FinanceNVONovo Nordisk A/S$921,895$40,564 ▼-4.2%24,3180.2%HealthcareTXNTexas Instruments$860,7170.0%3,0730.2%TechnologyNEENextEra Energy$792,089$234,794 ▲42.1%10,4580.2%UtilitiesBDXBecton, Dickinson and Company$783,4830.0%4,3770.2%HealthcareJPMJPMorgan Chase & Co.$776,4580.0%2,3470.2%FinanceORLYO'Reilly Automotive$766,1280.0%8,9700.2%Consumer DiscretionaryAAgilent Technologies$755,9240.0%4,3870.2%HealthcareTRMBTrimble$729,9230.0%12,7810.2%TechnologyINTUIntuit$716,570$2,757 ▼-0.4%2,5990.2%TechnologyKEYSKeysight Technologies$714,2460.0%1,9620.2%TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$695,105$81,375 ▲13.3%4,2710.2%StockVITLVital Farms$674,016$1,151 ▲0.2%72,6310.2%Consumer StaplesGE VERNOVA INC COM$651,0860.0%6850.2%StockAFLAflac$635,5810.0%5,6860.2%FinanceAPHAmphenol$605,611$302,806 ▲100.0%7,1840.1%TechnologyMAMastercard$605,5140.0%1,0980.1%FinanceWTSWatts Water Technologies$565,2710.0%1,5960.1%IndustrialsGRNBVanEck Green Bond ETF$557,048$3,947 ▼-0.7%23,9900.1%ETFABTAbbott Laboratories$551,9660.0%5,5850.1%HealthcareSJMJ. M. Smucker$520,9450.0%4,3810.1%Consumer StaplesWTRGEssential Utilities$504,728$58,785 ▲13.2%12,8790.1%UtilitiesMMM3M$485,392$6,238 ▼-1.3%2,9570.1%IndustrialsAMZNAmazon.com$481,6070.0%1,9330.1%Consumer DiscretionaryGISGeneral Mills$480,470$40,972 ▲9.3%14,9400.1%Consumer StaplesAZNCFAstraZeneca$476,3370.0%2,9500.1%HealthcareKOCoca-Cola$458,0770.0%5,3220.1%Consumer StaplesTRVTravelers Companies$456,333$224,601 ▲96.9%1,2800.1%FinanceShowing 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. 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