# Clean Yield Group

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1525865. Source: https://holderbook.com/funds/1525865-clean-yield-group/

- Reported value: $403.0M
- Positions: 395
- Weight of the ten largest: 31.7%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $29.5M | 101,792 | 7.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $18.8M | 94,092 | 4.7% | 29 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $15.3M | 7,698 | 3.8% | 21 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $13.5M | 35,801 | 3.4% | 21 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $13.2M | 112,661 | 3.3% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $9.2M | 54,105 | 2.3% | 7 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $8.3M | 158,720 | 2.1% | 16 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $6.7M | 50,633 | 1.7% | 31 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $6.6M | 48,601 | 1.6% | 31 |
| HA SUSTAINABLE INFRA CAP INC | [HASI](https://holderbook.com/stocks/HASI/) | $6.5M | 167,397 | 1.6% | 31 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $6.3M | 26,654 | 1.6% | 8 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $6.2M | 103,553 | 1.5% | 3 |
| CAMDEN NATL CORP | [CAC](https://holderbook.com/stocks/CAC/) | $5.9M | 109,082 | 1.5% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.8M | 20,791 | 1.5% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $5.8M | 37,243 | 1.4% | 21 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $5.7M | 27,117 | 1.4% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $5.7M | 16,761 | 1.4% | 21 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $5.6M | 422,437 | 1.4% | 25 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $5.4M | 10,358 | 1.3% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $5.3M | 19,173 | 1.3% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.3M | 14,173 | 1.3% | 31 |
| SPROUTS FMRS MKT INC | [SFM](https://holderbook.com/stocks/SFM/) | $5.3M | 62,293 | 1.3% | 24 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $5.2M | 16,583 | 1.3% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.2M | 5,562 | 1.3% | 31 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $5.2M | 24,364 | 1.3% | 8 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $5.1M | 30,276 | 1.3% | 21 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.1M | 14,388 | 1.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.1M | 19,963 | 1.3% | 31 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $4.9M | 20,965 | 1.2% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $4.9M | 21,872 | 1.2% | 31 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $4.8M | 8,361 | 1.2% | 5 |
| BORGWARNER INC | [BWA](https://holderbook.com/stocks/BWA/) | $4.8M | 72,057 | 1.2% | 5 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $4.6M | 49,314 | 1.1% | 31 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $4.5M | 32,725 | 1.1% | 7 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $4.3M | 23,988 | 1.1% | 7 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $4.2M | 9,183 | 1.0% | 21 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $4.1M | 41,397 | 1.0% | 8 |
| KADANT INC | [KAI](https://holderbook.com/stocks/KAI/) | $4.0M | 12,636 | 1.0% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.9M | 10,985 | 1.0% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.8M | 3,179 | 0.9% | 31 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $3.8M | 14,119 | 0.9% | 21 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $3.8M | 74,802 | 0.9% | 31 |
| TAKEDA PHARMACEUTICAL CO LTD | [TAK](https://holderbook.com/stocks/TAK/) | $3.7M | 227,988 | 0.9% | 18 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $3.4M | 36,568 | 0.8% | 31 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $3.3M | 25,104 | 0.8% | 25 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.2M | 44,837 | 0.8% | 16 |
| AMALGAMATED FINANCIAL CORP | [AMAL](https://holderbook.com/stocks/AMAL/) | $3.1M | 68,140 | 0.8% | 20 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.1M | 8,718 | 0.8% | 31 |
| COLUMBIA BKG SYS INC | [COLB](https://holderbook.com/stocks/COLB/) | $3.0M | 95,046 | 0.8% | 14 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $3.0M | 138,158 | 0.7% | 27 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $2.9M | 85,323 | 0.7% | 8 |
| H2O AMERICA | [HTO](https://holderbook.com/stocks/HTO/) | $2.8M | 46,155 | 0.7% | 18 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $2.7M | 23,329 | 0.7% | 17 |
| ACUITY INC | [AYI](https://holderbook.com/stocks/AYI/) | $2.5M | 6,648 | 0.6% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.4M | 16,115 | 0.6% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $2.3M | 8,438 | 0.6% | 31 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $2.3M | 5,060 | 0.6% | 1 |
| VODAFONE GROUP PLC | [VOD](https://holderbook.com/stocks/VOD/) | $2.3M | 171,770 | 0.6% | 31 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $2.1M | 13,168 | 0.5% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.0M | 5,626 | 0.5% | 31 |
| AMERESCO INC | [AMRC](https://holderbook.com/stocks/AMRC/) | $1.9M | 69,317 | 0.5% | 31 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $1.9M | 17,228 | 0.5% | 31 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $1.8M | 102,471 | 0.5% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.8M | 14,182 | 0.5% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.8M | 2,393 | 0.4% | 31 |
| LULULEMON ATHLETICA INC | [LULU](https://holderbook.com/stocks/LULU/) | $1.6M | 14,054 | 0.4% | 21 |
| TELUS CORPORATION | [TU](https://holderbook.com/stocks/TU/) | $1.5M | 140,340 | 0.4% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.5M | 10,784 | 0.4% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.2M | 2,472 | 0.3% | 31 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $1.2M | 25,388 | 0.3% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.2M | 19,817 | 0.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.2M | 2,348 | 0.3% | 31 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $1.1M | 8,000 | 0.3% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.0M | 3,079 | 0.3% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $979.1K | 3,891 | 0.2% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $976.6K | 2,613 | 0.2% | 20 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $916.0K | 3,073 | 0.2% | 31 |
| VITAL FARMS INC | [VITL](https://holderbook.com/stocks/VITL/) | $843.3K | 72,507 | 0.2% | 20 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $826.0K | 8,970 | 0.2% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $804.8K | 685 | 0.2% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $768.2K | 2,347 | 0.2% | 31 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $686.8K | 1,962 | 0.2% | 31 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $680.9K | 2,609 | 0.2% | 31 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $666.7K | 5,686 | 0.2% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $662.4K | 4,377 | 0.2% | 31 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $654.1K | 12,781 | 0.2% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $645.8K | 7,358 | 0.2% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $633.3K | 3,592 | 0.2% | 14 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $629.1K | 2,463 | 0.2% | 21 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $624.8K | 1,596 | 0.2% | 21 |
| VANECK ETF TRUST | [GRNB](https://holderbook.com/stocks/GRNB/) | $583.1K | 24,160 | 0.1% | 26 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $582.7K | 4,387 | 0.1% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $563.9K | 1,098 | 0.1% | 21 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $559.4K | 2,950 | 0.1% | 2 |
| HELIOS TECHNOLOGIES INC | [HLIO](https://holderbook.com/stocks/HLIO/) | $518.3K | 5,807 | 0.1% | 29 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $515.6K | 3,771 | 0.1% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $506.8K | 5,585 | 0.1% | 31 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $492.9K | 4,381 | 0.1% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $484.9K | 2,995 | 0.1% | 31 |
| CALIFORNIA WTR SVC GROUP | [CWT](https://holderbook.com/stocks/CWT/) | $478.5K | 9,835 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.6% | 100% |
| Q1 2026 | -3.5% | -4.6% | +1.2% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.6% | 100% |
| Q3 2025 | +4.5% | +7.8% | -3.3% | 100% |
| Q2 2025 | +7.3% | +10.5% | -3.2% | 100% |
| Q1 2025 | -2.4% | -4.6% | +2.2% | 100% |
| Q4 2024 | -3.5% | +2.1% | -5.6% | 100% |
| Q3 2024 | +11.3% | +5.4% | +5.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $403.0M | 395 |
| Q1 2026 | $355.2M | 385 |
| Q4 2025 | $360.2M | 410 |
| Q3 2025 | $353.8M | 426 |
| Q2 2025 | $334.3M | 408 |
| Q1 2025 | $306.9M | 449 |
| Q4 2024 | $314.4M | 458 |
| Q3 2024 | $315.6M | 473 |
| Q2 2024 | $267.7M | 366 |
| Q1 2024 | $257.1M | 382 |
| Q4 2023 | $237.4M | 367 |
| Q3 2023 | $225.6M | 378 |