Clean Yield Group Top Holdings and 13F Report (2026) About Clean Yield GroupInvestment ActivityClean Yield Group has $355.23 million in total holdings as of March 31, 2026.Clean Yield Group owns shares of 385 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 6.15% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Clean Yield Group has purchased 409 new stocks and bought additional shares in 45 stocks.Clean Yield Group sold shares of 110 stocks and completely divested from 36 stocks this quarter.Largest Holdings Apple $25,826,110NVIDIA $15,936,196Broadcom $12,247,001ASML $11,718,404Cisco Systems $9,129,966 Largest New Holdings this Quarter G0593M107 - AstraZeneca $581,799 Holding46435G425 - iShares ESG Aware MSCI USA ETF $349,899 Holding05613H704 - BNY MELLON MUNICIPAL INTERMEDIATE ETF $274,813 Holding78468R408 - SPDR Bloomberg Short Term High Yield Bond ETF $173,902 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $171,721 Holding Largest Purchases this Quarter Costco Wholesale 4,479 shares (about $4.46M)Palo Alto Networks 16,196 shares (about $2.60M)Netflix 17,182 shares (about $1.65M)ServiceNow 13,525 shares (about $1.41M)State Street 9,869 shares (about $1.25M) Largest Sales this Quarter Hologic 45,906 shares (about $3.47M)Vodafone Group 56,295 shares (about $845.55K)Broadcom 2,641 shares (about $817.42K)American Water Works 5,624 shares (about $765.37K)Amalgamated Financial 18,973 shares (about $737.48K) 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$25,826,110$70,046 ▼-0.3%101,7627.3%Computer and TechnologyNVDANVIDIA$15,936,196$187,306 ▲1.2%91,3774.5%Computer and TechnologyAVGOBroadcom$12,247,001$817,416 ▼-6.3%39,5693.4%Computer and TechnologyASMLASML$11,718,404$553,428 ▼-4.5%8,8723.3%Computer and TechnologyCSCOCisco Systems$9,129,966$170,388 ▲1.9%117,6692.6%Computer and TechnologyGSKGSK$8,939,566$34,273 ▲0.4%161,9782.5%MedicalPLDPrologis$7,435,125$99,664 ▲1.4%56,2502.1%FinanceAWKAmerican Water Works$7,135,607$765,370 ▼-9.7%52,4332.0%UtilitiesARISTA NETWORKS INC COM SHS$6,598,934$84,104 ▲1.3%53,7461.9%StockFERGUSON ENTERPRISES INC COMMON STOCK NEW$6,338,141$16,561 ▲0.3%27,1721.8%StockUNILEVER PLC SPON ADR NEW$6,280,772$295,276 ▼-4.5%110,2471.8%ADRHASIHA Sustainable Infrastructure Capital$6,222,820$306,128 ▼-4.7%169,3281.8%FinanceROSTRoss Stores$6,204,283$15,814 ▲0.3%28,6401.7%Retail/WholesaleCRMSalesforce$5,747,976$1,028,558 ▲21.8%30,7921.6%Computer and TechnologySYKStryker$5,373,761$230,999 ▲4.5%16,3541.5%MedicalSFMSprouts Farmers Market$5,293,432$23,293 ▼-0.4%68,6301.5%Retail/WholesaleJKHYJack Henry & Associates$5,253,092$79,810 ▲1.5%33,2391.5%Computer and TechnologyDGXQuest Diagnostics$5,158,586$70,357 ▼-1.3%26,3221.5%MedicalCOSTCostco Wholesale$5,153,551$4,463,023 ▲646.3%5,1721.5%Retail/WholesaleCACCamden National$5,112,975$240,097 ▲4.9%107,7551.4%FinanceHUBBHubbell$4,982,483$132,500 ▲2.7%10,1531.4%IndustrialsJNJJohnson & Johnson$4,909,434$77,245 ▼-1.5%20,0841.4%MedicalECLEcolab$4,901,152$129,818 ▲2.7%18,4241.4%Basic MaterialsMSFTMicrosoft$4,732,5430.0%12,7851.3%Computer and TechnologyIBMInternational Business Machines$4,619,226$56,234 ▲1.2%19,0571.3%Computer and TechnologyFSLRFirst Solar$4,492,991$267,485 ▼-5.6%22,7771.3%EnergySCHWCharles Schwab$4,442,529$641,132 ▲16.9%47,2711.3%FinanceTAKTakeda Pharmaceutical$4,414,520$415,570 ▼-8.6%238,3651.2%MedicalHDHome Depot$4,326,219$53,938 ▲1.3%13,1541.2%Retail/WholesaleNOWServiceNow$4,081,423$1,414,039 ▲53.0%39,0381.1%Computer and TechnologyBWABorgWarner$4,067,330$147,207 ▲3.8%74,9601.1%Auto/Tires/TrucksNFLXNetflix$4,031,089$1,652,049 ▲69.4%41,9251.1%Consumer DiscretionaryMCOMoody's$4,006,084$265,240 ▲7.1%9,1831.1%FinanceADPAutomatic Data Processing$3,976,842$26,413 ▼-0.7%19,5731.1%Computer and TechnologyVMIValmont Industries$3,902,201$87,905 ▲2.3%9,7661.1%IndustrialsVEEVVeeva Systems$3,848,184$59,549 ▲1.6%21,9071.1%MedicalMKCMcCormick & Company, Incorporated$3,834,027$9,432 ▲0.2%76,0121.1%Consumer StaplesSTTState Street$3,678,846$1,249,021 ▲51.4%29,0681.0%FinanceNOKNokia$3,590,736$516,071 ▲16.8%446,6091.0%Computer and TechnologyKAIKadant$3,557,315$109,047 ▲3.2%12,1681.0%IndustrialsCHKPCheck Point Software Technologies$3,554,108$90,138 ▲2.6%24,8801.0%Computer and TechnologyVODVodafone Group$3,419,799$845,551 ▼-19.8%227,6831.0%Computer and TechnologyWABWabtec$3,416,520$248,910 ▲7.9%13,6711.0%TransportationHEALTHPEAK PROPERTIES INC COM$3,192,614$255,355 ▼-7.4%194,3160.9%REITLLYEli Lilly and Company$2,911,0720.0%3,1650.8%MedicalAMALAmalgamated Financial$2,858,811$737,481 ▼-20.5%73,5480.8%FinanceH2O AMERICA COM$2,723,344$217,783 ▲8.7%46,4180.8%StockPANWPalo Alto Networks$2,682,154$2,596,543 ▲3,033.0%16,7300.8%Computer and TechnologyCOLBColumbia Banking System$2,536,315$403,303 ▲18.9%92,4650.7%FinanceGOOGLAlphabet$2,506,948$2,876 ▼-0.1%8,7180.7%Computer and TechnologyCMGChipotle Mexican Grill$2,481,959$794,008 ▲47.0%77,5370.7%Retail/WholesalePGProcter & Gamble$2,387,364$36,833 ▼-1.5%16,5280.7%Consumer StaplesITWIllinois Tool Works$2,200,231$6,768 ▼-0.3%8,4530.6%IndustrialsLULUlululemon athletica$2,178,766$730,899 ▲50.5%14,2310.6%Consumer DiscretionaryEXPDExpeditors International of Washington$1,929,022$184,337 ▼-8.7%13,4680.5%TransportationTUTELUS$1,873,539$357,097 ▼-16.0%146,0280.5%UtilitiesAMRCAmeresco$1,694,756$94,835 ▲5.9%66,4610.5%EnergyAMGNAmgen$1,694,5100.0%4,8160.5%MedicalPEPPepsiCo$1,674,600$23,293 ▼-1.4%10,7840.5%Consumer StaplesGOOGAlphabet$1,648,1280.0%5,7450.5%Computer and TechnologySOFISoFi Technologies$1,563,116$1,013,414 ▲184.4%98,4330.4%FinanceSPYSPDR S&P 500 ETF Trust$1,562,767$360,939 ▼-18.8%2,4030.4%FinanceUPSUnited Parcel Service$1,328,622$32,662 ▲2.5%13,5050.4%TransportationMRKMerck & Co., Inc.$1,260,844$40,897 ▼-3.1%10,4820.4%MedicalTMOThermo Fisher Scientific$1,239,688$53,087 ▼-4.1%2,5220.3%MedicalINTUIntuit$1,128,079$297,045 ▼-20.8%2,6090.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,125,162$28,752 ▼-2.5%2,3480.3%FinanceNVONovo Nordisk A/S$1,083,317$24,365 ▼-2.2%29,4780.3%MedicalCLColgate-Palmolive$1,047,051$127,845 ▼-10.9%12,2850.3%Consumer StaplesUSBU.S. Bancorp$1,030,682$108,129 ▼-9.5%19,8170.3%FinanceVITLVital Farms$934,052$10,519 ▲1.1%66,1510.3%Consumer StaplesAXPAmerican Express$931,336$4,840 ▼-0.5%3,0790.3%FinanceHOLXHologic$907,609$3,470,034 ▼-79.3%12,0070.3%MedicalABBVAbbVie$843,8610.0%3,8800.2%MedicalTRMBTrimble$833,705$41,095 ▼-4.7%12,7810.2%IndustrialsORLYO'Reilly Automotive$822,4820.0%8,9100.2%Retail/WholesaleGRNBVanEck Green Bond ETF$815,916$93,224 ▼-10.3%34,0550.2%ETFBDXBecton, Dickinson and Company$727,503$61,320 ▼-7.8%4,6270.2%MedicalGEGE Aerospace$713,114$138,196 ▼-16.2%2,5130.2%AerospaceNEENextEra Energy$683,411$18,576 ▼-2.6%7,3580.2%UtilitiesJPMJPMorgan Chase & Co.$649,5050.0%2,2080.2%FinanceXOMExxonMobil$639,788$25,449 ▼-3.8%3,7710.2%EnergyAFLAflac$621,068$24,246 ▼-3.8%5,6610.2%FinanceABTAbbott Laboratories$601,852$38,399 ▼-6.0%5,8620.2%MedicalGE VERNOVA INC COM$597,9370.0%6850.2%StockTXNTexas Instruments$596,5920.0%3,0730.2%Computer and TechnologyKEYSKeysight Technologies$587,6120.0%2,0810.2%Computer and TechnologyAZNCFAstraZeneca$581,799$581,799 ▲New Holding2,9500.2%MedicalGISGeneral Mills$570,880$27,580 ▲5.1%15,3380.2%Consumer StaplesMAMastercard$556,122$46,968 ▼-7.8%1,1130.2%Business ServicesWTRGEssential Utilities$512,5970.0%12,7290.1%UtilitiesWALMART INC COM$509,6720.0%4,1010.1%StockAPHAmphenol$504,3890.0%3,9920.1%Computer and TechnologyAAgilent Technologies$500,0300.0%4,3870.1%MedicalHIFSHingham Institution for Savings$467,348$50,022 ▼-9.7%1,6350.1%FinanceWTSWatts Water Technologies$463,3030.0%1,5960.1%Computer and TechnologyCWTCalifornia Water Service Group$459,521$36,272 ▼-7.3%10,1350.1%UtilitiesMMM3M$434,9640.0%2,9950.1%Multi-Sector ConglomeratesAMZNAmazon.com$424,246$107,259 ▼-20.2%2,0370.1%Retail/WholesaleSJMJ. M. Smucker$422,504$10,801 ▼-2.5%4,3810.1%Consumer StaplesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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