Clean Yield Group
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Clean Yield Group reported 468 stock positions worth $314.6 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Sprouts Farmers Market (SFM, 3.4%) and Unilever (UL, 3.0%). Compared with Q2 2024, it opened 125 new positions, sold out of 18, added to 87 and reduced 95. The biggest buy was Broadcom (AVGO, shares +11415%) and the biggest sale Nomad Foods (NOMD, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $314.6M (Q3 2024)
- SEC Filing
- 0001525865-24-000008 ↗ filed Oct 7, 2024
Holdings Value
Holdings 468 stocks · $314.6M
| AAPL Apple Inc. | 7.74% | 104,448 | $24.3M | Add +8.1% |
| SFM Sprouts Farmers Market Inc. | 3.35% | 95,447 | $10.5M | Reduce -20.2% |
| UL Unilever PLC | 3.04% | 147,006 | $9.5M | Reduce -13.3% |
| NVDA Nvidia Corp. | 3.00% | 77,694 | $9.4M | Add +332.8% |
| AWK American Water Works Co. Inc. | 2.85% | 61,247 | $9.0M | Add +4.0% |
| GSK GSK PLC-Spon ADR | 2.65% | 203,719 | $8.3M | Reduce -3.3% |
| AVGO Broadcom Inc. | 2.34% | 42,606 | $7.3M | Add +11415.1% |
| FSLR First Solar Inc. | 2.09% | 26,382 | $6.6M | Add +1.1% |
| HASI Ha Sustainable Infrastructur | 2.09% | 190,494 | $6.6M | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 2.08% | 122,670 | $6.5M | Add +14.7% |
| CRM Salesforce Inc. | 2.02% | 23,263 | $6.4M | Add +15.7% |
| DOC Healthpeak Properties Inc. | 2.01% | 276,257 | $6.3M | Reduce -27.9% |
| SNN Smith & Nephew PLC -Spon ADR | 1.96% | 197,565 | $6.2M | Reduce -8.5% |
| TAK Takeda Pharmaceutic-SP ADR | 1.84% | 406,228 | $5.8M | Reduce -8.7% |
| HTO H2O America filed as SJW GROUP | 1.81% | 98,199 | $5.7M | Reduce -18.8% |
| ADP Automatic Data Processing | 1.81% | 20,602 | $5.7M | Add +7.6% |
| MSFT Microsoft Corp. | 1.79% | 13,120 | $5.6M | Add +2.1% |
| MKC McCormick & Co.-Non VTG SHRS | 1.79% | 68,315 | $5.6M | Add +11.5% |
| CHKP Check Point Software Tech | 1.59% | 25,873 | $5.0M | Add +6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.47% | 20,936 | $4.6M | Reduce -6.7% |
| CAC Camden National Corp. | 1.39% | 106,011 | $4.4M | Reduce -3.1% |
| VOD Vodafone Group PLC-SP ADR | 1.37% | 431,146 | $4.3M | Reduce -25.7% |
| TU Telus Corp. | 1.37% | 256,910 | $4.3M | Reduce -19.8% |
| AMRC Ameresco Inc. Class A | 1.34% | 110,767 | $4.2M | Reduce -34.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.30% | 34,386 | $4.1M | Reduce -2.2% |
| FERG Ferguson Enterprises Inc. | 1.29% | 20,425 | $4.1M | New |
| AMAL Amalgamated Financial Corp. | 1.24% | 124,119 | $3.9M | Reduce -14.1% |
| NOK Nokia Corp.-Spon ADR | 1.23% | 882,843 | $3.9M | Reduce -3.5% |
| JNJ Johnson & Johnson | 1.15% | 22,282 | $3.6M | Reduce -4.1% |
| HUBB Hubbell Inc. | 1.11% | 8,167 | $3.5M | Add +103.1% |
| ROST Ross Stores Inc. | 1.11% | 23,202 | $3.5M | New |
| DGX Quest Diagnostics Inc. | 1.11% | 22,445 | $3.5M | Add +17.4% |
| CMG Chipotle Mexican Grill Inc. | 1.09% | 59,476 | $3.4M | New |
| PG The Procter & Gamble Co. | 1.05% | 19,015 | $3.3M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 1.02% | 3,619 | $3.2M | Reduce -0.5% |
| NOW ServiceNow Inc. | 1.00% | 3,507 | $3.1M | New |
| HOLX Hologic Inc. | 0.99% | 38,380 | $3.1M | Add +49.1% |
| STAG Stag Industrial Inc. | 0.99% | 79,599 | $3.1M | Reduce -14.3% |
| NOMD Nomad Foods Ltd. | 0.98% | 161,119 | $3.1M | Reduce -53.9% |
| AGCO Agco Corp. | 0.96% | 30,724 | $3.0M | Reduce -3.2% |
| PREMIER INC-CLASS A | 0.72% | 112,610 | $2.3M | Reduce -7.8% |
| ITW Illinois Tool Works | 0.72% | 8,592 | $2.3M | No change |
| OGN Organon & Co. | 0.71% | 116,689 | $2.2M | Reduce -12.5% |
| GIS General Mills Inc. | 0.70% | 29,897 | $2.2M | Reduce -11.6% |
| CL Colgate-Palmolive Co. | 0.69% | 20,880 | $2.2M | Reduce -13.0% |
| EXPD Expeditors Intl Wash Inc. | 0.69% | 16,420 | $2.2M | Reduce -1.0% |
| INTU Intuit Inc. | 0.68% | 3,469 | $2.2M | Reduce -2.8% |
| ANET Arista Networks Inc. | 0.63% | 5,192 | $2.0M | New |
| WAB Wabtec Corp. | 0.63% | 10,816 | $2.0M | Add +51.3% |
| AMGN Amgen Inc. | 0.62% | 6,058 | $2.0M | Reduce -10.7% |
| PEP Pepsico Inc. | 0.62% | 11,425 | $1.9M | Reduce -0.9% |
| UPS United Parcel Service Class B | 0.61% | 14,004 | $1.9M | Add +43.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 3,061 | $1.8M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 2,806 | $1.7M | Reduce -1.2% |
| SYK Stryker Corp. | 0.53% | 4,593 | $1.7M | Reduce -4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 3,603 | $1.7M | Reduce -0.1% |
| HD Home Depot Inc. | 0.52% | 4,043 | $1.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.52% | 9,773 | $1.6M | Add +1.8% |
| BDX Becton Dickinson and Co. | 0.46% | 6,041 | $1.5M | Reduce -10.3% |
| MRK Merck & Co. Inc. | 0.42% | 11,655 | $1.3M | Reduce -3.9% |
| UNH Unitedhealth Group Inc. | 0.39% | 2,102 | $1.2M | Add +0.7% |
| KAI Kadant Inc. | 0.36% | 3,335 | $1.1M | No change |
| USB US Bancorp | 0.36% | 24,548 | $1.1M | No change |
| GRNB Vaneck Green Bond ETF | 0.34% | 43,919 | $1.1M | Reduce -11.8% |
| VITL Vital Farms Inc. | 0.34% | 30,224 | $1.1M | Add +5415.3% |
| GOOG Alphabet Inc. Class C | 0.30% | 5,639 | $943K | Add +4.8% |
| COLB Columbia Banking System Inc. | 0.30% | 35,709 | $932K | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.29% | 4,546 | $898K | Reduce -3.2% |
| TRMB Trimble Inc. | 0.28% | 14,252 | $885K | No change |
| HIFS Hingham Institution for SVGS | 0.27% | 3,509 | $854K | Reduce -43.8% |
| AXP American Express Co. | 0.27% | 3,135 | $850K | Add +1.5% |
| ABT Abbott Laboratories | 0.24% | 6,570 | $749K | Add +1.9% |
| HR Healthcare Realty Trust Inc. | 0.23% | 40,167 | $729K | Reduce -57.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.21% | 5,567 | $674K | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.21% | 7,960 | $673K | No change |
| TSCO Tractor Supply Company | 0.21% | 2,285 | $665K | Reduce -17.1% |
| A Agilent Technologies Inc. | 0.20% | 4,327 | $642K | No change |
| SCHW Schwab (charles) Corp. | 0.20% | 9,873 | $640K | Add +0.3% |
| AFL Aflac Inc. | 0.20% | 5,721 | $640K | Add +0.7% |
| ORLY O'reilly Automotive Inc. | 0.20% | 554 | $638K | No change |
| CWT California Water Service Grp | 0.20% | 11,485 | $623K | No change |
| TXN Texas Instruments Inc. | 0.19% | 2,958 | $611K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 3,113 | $587K | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.19% | 1,187 | $586K | Add +1.6% |
| HLIO Helios Technologies Inc. | 0.17% | 11,119 | $530K | Reduce -2.0% |
| PAYX Paychex Inc. | 0.17% | 3,934 | $528K | No change |
| WTRG Essential Utilities Inc. | 0.17% | 13,520 | $521K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 4,370 | $512K | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,289 | $509K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,000 | $488K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 6,014 | $469K | Add +1.9% |
| MSEX Middlesex Water Co. | 0.14% | 6,925 | $452K | No change |
| LOW Lowe's Cos Inc. | 0.14% | 1,599 | $433K | Add +2.4% |
| KO The Coca-Cola Co. | 0.13% | 5,805 | $417K | Add +0.5% |
| MCD McDonald's Corp. | 0.13% | 1,362 | $415K | No change |
| TGT Target Corp. | 0.13% | 2,654 | $414K | Add +2.2% |
| PFE Pfizer Inc. | 0.13% | 14,169 | $410K | Reduce -5.9% |
| AMZN Amazon.com Inc. | 0.13% | 2,173 | $405K | Add +11.2% |
| COST Costco Wholesale Corp. | 0.13% | 456 | $404K | No change |
| MMM 3M Co. | 0.13% | 2,904 | $397K | Add +0.1% |
Options reported separately and not counted above: SPY puts ($1.0M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $4 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 50 | $4 | No change |
Lines left out (4) · $28 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| PRF Invesco Rafi US 1000 ETF | RAFI US 1000 ETF | 0 | $18 |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | 0 | $8 |
| STEW SRH Total Return Fund Inc. | COM | 0 | $1 |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $314.6M.
Portfolio Sells Q2 2024 → Q3 2024
| NOMD Nomad Foods Ltd. | Reduce -53.9% | 0.98% | −1.18 |
| DOC Healthpeak Properties Inc. | Reduce -27.9% | 2.01% | −0.80 |
| HTO H2O America | Reduce -18.8% | 1.81% | −0.64 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.2% | 1.30% | −0.57 |
| VOD Vodafone Group PLC-SP ADR | Reduce -25.7% | 1.37% | −0.55 |
| AMRC Ameresco Inc. Class A | Reduce -34.9% | 1.34% | −0.49 |
| UL Unilever PLC | Reduce -13.3% | 3.04% | −0.45 |
| TU Telus Corp. | Reduce -19.8% | 1.37% | −0.44 |
| SFM Sprouts Farmers Market Inc. | Reduce -20.2% | 3.35% | −0.39 |
| GSK GSK PLC-Spon ADR | Reduce -3.3% | 2.65% | −0.38 |
| HR Healthcare Realty Trust Inc. | Reduce -57.0% | 0.23% | −0.34 |
| OGN Organon & Co. | Reduce -12.5% | 0.71% | −0.32 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -8.7% | 1.84% | −0.32 |
| STAG Stag Industrial Inc. | Reduce -14.3% | 0.99% | −0.26 |
| AMAL Amalgamated Financial Corp. | Reduce -14.1% | 1.24% | −0.24 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 1.02% | −0.21 |
| AGCO Agco Corp. | Reduce -3.2% | 0.96% | −0.20 |
| INTU Intuit Inc. | Reduce -2.8% | 0.68% | −0.19 |
| CL Colgate-Palmolive Co. | Reduce -13.0% | 0.69% | −0.18 |
| AMGN Amgen Inc. | Reduce -10.7% | 0.62% | −0.17 |
| HIFS Hingham Institution for SVGS | Reduce -43.8% | 0.27% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -3.9% | 0.42% | −0.14 |
| PREMIER INC-CLASS A | Reduce -7.8% | 0.72% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 1.05% | −0.13 |
| HASI Ha Sustainable Infrastructur | Reduce -4.9% | 2.09% | −0.13 |
| BDX Becton Dickinson and Co. | Reduce -10.3% | 0.46% | −0.13 |
| JNJ Johnson & Johnson | Reduce -4.1% | 1.15% | −0.12 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.12 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.10 |
| GIS General Mills Inc. | Reduce -11.6% | 0.70% | −0.10 |
| GRNB Vaneck Green Bond ETF | Reduce -11.8% | 0.34% | −0.10 |
| TLH iShares 10-20 Year Treasury | Reduce -52.3% | 0.07% | −0.10 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.62% | −0.09 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.0% | 0.69% | −0.09 |
| SYK Stryker Corp. | Reduce -4.9% | 0.53% | −0.09 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.07 |
| TSCO Tractor Supply Company | Reduce -17.1% | 0.21% | −0.07 |
| NOK Nokia Corp.-Spon ADR | Reduce -3.5% | 1.23% | −0.07 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -8.5% | 1.96% | −0.04 |
| INTC Intel Corp. | Reduce -6.9% | 0.06% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 0.55% | −0.03 |
| HLIO Helios Technologies Inc. | Reduce -2.0% | 0.17% | −0.03 |
| MCK McKesson Corp. | Reduce -10.3% | 0.06% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -43.4% | 0.03% | −0.03 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.03 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -5.9% | 0.13% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.16% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -58.9% | 0.03% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +11415.1% | 2.34% | +2.31 |
| NVDA Nvidia Corp. | Add +332.8% | 3.00% | +2.17 |
| FERG Ferguson Enterprises Inc. | New | 1.29% | +1.29 |
| ROST Ross Stores Inc. | New | 1.11% | +1.11 |
| CMG Chipotle Mexican Grill Inc. | New | 1.09% | +1.09 |
| NOW ServiceNow Inc. | New | 1.00% | +1.00 |
| ANET Arista Networks Inc. | New | 0.63% | +0.63 |
| HUBB Hubbell Inc. | Add +103.1% | 1.11% | +0.56 |
| VITL Vital Farms Inc. | Add +5415.3% | 0.34% | +0.33 |
| HOLX Hologic Inc. | Add +49.1% | 0.99% | +0.28 |
| WAB Wabtec Corp. | Add +51.3% | 0.63% | +0.20 |
| CSCO Cisco Systems Inc. | Add +14.7% | 2.08% | +0.18 |
| MKC McCormick & Co.-Non VTG SHRS | Add +11.5% | 1.79% | +0.16 |
| AAPL Apple Inc. | Add +8.1% | 7.74% | +0.14 |
| DGX Quest Diagnostics Inc. | Add +17.4% | 1.11% | +0.13 |
| UPS United Parcel Service Class B | Add +43.6% | 0.61% | +0.11 |
| ADP Automatic Data Processing | Add +7.6% | 1.81% | +0.10 |
| CHKP Check Point Software Tech | Add +6.9% | 1.59% | +0.09 |
| CRM Salesforce Inc. | Add +15.7% | 2.02% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +29.2% | 0.06% | +0.02 |
| MMM 3M Co. | Add +0.1% | 0.13% | +0.02 |
| XYL Xylem Inc. | Add +91.1% | 0.04% | +0.01 |
| IRM Iron Mountain Inc. | Add +1.4% | 0.11% | +0.01 |
| AFL Aflac Inc. | Add +0.7% | 0.20% | +0.01 |
| LCID Lucid Group Inc. | New | 0.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | New | 0.01% | +0.01 |
| TRI Thomson Reuters Corp. | New | 0.01% | +0.01 |
| SLF Sun Life Financial Inc. | New | 0.01% | +0.01 |
| HIG Hartford Insurance Group Inc. | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +90.0% | 0.02% | +0.01 |
| WSM Williams-Sonoma Inc. | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | Add +2.4% | 0.14% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | Add +431.3% | 0.01% | +0.01 |
| AEG Aegon Ltd.-NY Reg SHR | New | 0.01% | +0.01 |
| DLR Digital Realty Trust Inc. | New | 0.01% | +0.01 |
| INFY Infosys Ltd.-SP ADR | New | 0.01% | +0.01 |
| WPM Wheaton Precious Metals Corp. | New | 0.01% | +0.01 |
| PNC PNC Financial Services Group | Add +33.6% | 0.02% | +0.01 |
| BNS Bank of Nova Scotia | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +25.3% | 0.06% | +0.01 |
| KB KB Financial Group Inc.-ADR | New | 0.01% | +0.01 |
| UBS UBS Group AG-Reg | New | 0.01% | +0.01 |
| GWW WW Grainger Inc. | Add +22.4% | 0.03% | +0.01 |
| ACM Aecom | New | 0.01% | +0.01 |
| AWK American Water Works Co. Inc. | Add +4.0% | 2.85% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +26.3% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $403.0M | AAPL, NVDA, ASML, AVGO, CSCO |
| Q1 2026 | 383 | $355.2M | AAPL, NVDA, AVGO, ASML, CSCO |
| Q4 2025 | 407 | $360.2M | AAPL, NVDA, AVGO, ASML, CSCO |
| Q3 2025 | 415 | $353.8M | AAPL, NVDA, AVGO, AWK, ASML |
| Q2 2025 | 398 | $334.3M | AAPL, NVDA, AVGO, SFM, AWK |
| Q1 2025 | 443 | $306.9M | AAPL, SFM, NVDA, AWK, UL |
| Q4 2024 | 453 | $314.4M | AAPL, SFM, NVDA, AVGO, UL |
| Q3 2024 | 468 | $314.6M | AAPL, SFM, UL, NVDA, AWK |
| Q2 2024 | 361 | $267.7M | AAPL, SFM, UL, GSK, AWK |
| Q1 2024 | 378 | $257.1M | AAPL, GSK, UL, SFM, DOC |