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Clean Yield Group

hedge fundUpdated 8 days ago

Managed by Clean Yield Group • Latest filing Q3 2026

Portfolio value
$412.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$360.2M
Q1 2026$355.2M
Q2 2026$403M
Q3 2026$412.2M

Top holdings

392 positions as of Q3 2026

View filing
A

APPLE INC COM

-0.6%
Value
$33.7M
Shares
101.2K
% Port
8.17%
N

NVIDIA CORPORATION COM

+0.9%
Value
$21.7M
Shares
95.0K
% Port
5.26%
A

ASML HLDG NV N Y REGISTRY SHS

-0.0%
Value
$13.9M
Shares
7.7K
% Port
3.38%
A

BROADCOM INC COM

+1.1%
Value
$12.7M
Shares
36.2K
% Port
3.08%
C

CISCO SYS INC COM

+0.0%
Value
$12.1M
Shares
112.7K
% Port
2.94%
A

ARISTA NETWORKS INC COM SHS

+0.5%
Value
$11.1M
Shares
54.4K
% Port
2.69%
C

SALESFORCE INC COM

+0.9%
Value
$8.6M
Shares
37.6K
% Port
2.09%
G

GSK PLC SPONSORED ADR

+0.9%
Value
$7.7M
Shares
160.1K
% Port
1.87%
M

MICROSOFT CORP COM

Unchanged
Value
$7.3M
Shares
14.2K
% Port
1.76%
V

VEEVA SYS INC CL A COM

-0.2%
Value
$6.8M
Shares
23.9K
% Port
1.66%
P

PALO ALTO NETWORKS INC COM

+1.1%
Value
$6.7M
Shares
16.9K
% Port
1.63%
A

AMERICAN WTR WKS CO INC NEW COM

-0.3%
Value
$6.5M
Shares
50.5K
% Port
1.58%
P

PROLOGIS INC. COM

+1.0%
Value
$6.4M
Shares
49.1K
% Port
1.55%
D

QUEST DIAGNOSTICS INC COM

+0.6%
Value
$6.4M
Shares
27.3K
% Port
1.54%
U

UNILEVER PLC SPON ADR NEW

-0.3%
Value
$6.3M
Shares
103.2K
% Port
1.52%
F

FERGUSON ENTERPRISES INC COMMON STOCK NEW

-0.6%
Value
$5.9M
Shares
26.5K
% Port
1.43%
C

CAMDEN NATL CORP COM

-4.6%
Value
$5.8M
Shares
104.1K
% Port
1.40%
A

AUTOMATIC DATA PROCESSING INC COM

+0.8%
Value
$5.7M
Shares
22.0K
% Port
1.38%
N

SERVICENOW INC COM

+0.6%
Value
$5.6M
Shares
41.6K
% Port
1.35%
R

ROSS STORES INC COM

-3.0%
Value
$5.5M
Shares
23.6K
% Port
1.34%

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