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Clean Yield Group
hedge fundUpdated 38 days agoManaged by Clean Yield Group • Latest filing Q2 2026
Portfolio value
$403M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $242.8M |
| Q3 2023 | $225.6M |
| Q4 2023 | $237.4M |
| Q1 2024 | $257.1M |
| Q2 2024 | $267.7M |
| Q3 2024 | $315.6M |
| Q4 2024 | $314.4M |
| Q1 2025 | $306.9M |
| Q2 2025 | $334.3M |
| Q3 2025 | $353.8M |
| Q4 2025 | $360.2M |
| Q1 2026 | $355.2M |
| Q2 2026 | $403M |
Top holdings
395 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC COM | $29.5M | 101.8K | 7.31% | Added(+0.0%) |
| 2 | N NVDA NVIDIA CORPORATION COM | $18.8M | 94.1K | 4.67% | Added(+3.0%) |
| 3 | A ASMLF ASML HLDG NV N Y REGISTRY SHS | $15.3M | 7.7K | 3.80% | Trimmed(-13.2%) |
| 4 | A AVGO BROADCOM INC COM | $13.5M | 35.8K | 3.36% | Trimmed(-9.5%) |
| 5 | C CSCO CISCO SYS INC COM | $13.2M | 112.7K | 3.28% | Trimmed(-4.3%) |
| 6 | A ANET ARISTA NETWORKS INC COM SHS | $9.2M | 54.1K | 2.28% | Added(+0.7%) |
| 7 | G GLAXF GSK PLC SPONSORED ADR | $8.3M | 158.7K | 2.06% | Trimmed(-2.0%) |
| 8 | A AWK AMERICAN WTR WKS CO INC NEW COM | $6.7M | 50.6K | 1.65% | Trimmed(-3.4%) |
| 9 | P PLDGP PROLOGIS INC. COM | $6.6M | 48.6K | 1.63% | Trimmed(-13.6%) |
| 10 | H HASI HA SUSTAINABLE INFRA CAP INC COM | $6.5M | 167.4K | 1.62% | Trimmed(-1.1%) |
| 11 | F FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW | $6.3M | 26.7K | 1.57% | Trimmed(-1.9%) |
| 12 | U UNLYF UNILEVER PLC SPON ADR NEW | $6.2M | 103.6K | 1.54% | Trimmed(-6.1%) |
| 13 | C CAC CAMDEN NATL CORP COM | $5.9M | 109.1K | 1.47% | Added(+1.2%) |
| 14 | I IBM INTERNATIONAL BUSINESS MACHS COM | $5.8M | 20.8K | 1.45% | Added(+9.1%) |
| 15 | C CRM SALESFORCE INC COM | $5.8M | 37.2K | 1.45% | Added(+20.9%) |
| 16 | D DGX QUEST DIAGNOSTICS INC COM | $5.7M | 27.1K | 1.43% | Added(+3.0%) |
| 17 | P PANW PALO ALTO NETWORKS INC COM | $5.7M | 16.8K | 1.42% | Added(+0.2%) |
| 18 | N NOKBF NOKIA CORP SPONSORED ADR | $5.6M | 422.4K | 1.39% | Trimmed(-5.4%) |
| 19 | H HUBB HUBBELL INC COM | $5.4M | 10.4K | 1.34% | Added(+2.0%) |
| 20 | E ECL ECOLAB INC COM | $5.3M | 19.2K | 1.33% | Added(+4.1%) |