Clean Yield Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Clean Yield Group reported 453 stock positions worth $314.4 million. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by Sprouts Farmers Market (SFM, 3.6%) and Nvidia (NVDA, 3.3%). Compared with Q3 2024, it opened 7 new positions, sold out of 22, added to 53 and reduced 97. The biggest buy was a new position in Jack Henry & Associates (JKHY) and the biggest sale Nomad Foods (NOMD, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $314.4M (Q4 2024)
- SEC Filing
- 0001525865-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 453 stocks · $314.4M
| AAPL Apple Inc. | 8.37% | 105,124 | $26.3M | Add +0.7% |
| SFM Sprouts Farmers Market Inc. | 3.60% | 89,188 | $11.3M | Reduce -6.6% |
| NVDA Nvidia Corp. | 3.32% | 77,751 | $10.4M | Add +0.1% |
| AVGO Broadcom Inc. | 3.22% | 43,678 | $10.1M | Add +2.5% |
| UL Unilever PLC | 2.61% | 144,503 | $8.2M | Reduce -1.7% |
| AWK American Water Works Co. Inc. | 2.54% | 64,030 | $8.0M | Add +4.5% |
| CRM Salesforce Inc. | 2.47% | 23,201 | $7.8M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 2.29% | 121,591 | $7.2M | Reduce -0.9% |
| GSK GSK PLC-Spon ADR | 2.15% | 200,063 | $6.8M | Reduce -1.8% |
| ADP Automatic Data Processing | 1.91% | 20,547 | $6.0M | Reduce -0.3% |
| MKC McCormick & Co.-Non VTG SHRS | 1.83% | 75,532 | $5.8M | Add +10.6% |
| MSFT Microsoft Corp. | 1.82% | 13,570 | $5.7M | Add +3.4% |
| DOC Healthpeak Properties Inc. | 1.69% | 261,720 | $5.3M | Reduce -5.3% |
| HASI Ha Sustainable Infrastructur | 1.63% | 191,264 | $5.1M | Add +0.4% |
| FSLR First Solar Inc. | 1.54% | 27,491 | $4.8M | Add +4.2% |
| CHKP Check Point Software Tech | 1.53% | 25,801 | $4.8M | Reduce -0.3% |
| TAK Takeda Pharmaceutic-SP ADR | 1.52% | 360,091 | $4.8M | Reduce -11.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.51% | 21,563 | $4.7M | Add +3.0% |
| SNN Smith & Nephew PLC -Spon ADR | 1.46% | 186,414 | $4.6M | Reduce -5.6% |
| FERG Ferguson Enterprises Inc. | 1.43% | 25,959 | $4.5M | Add +27.1% |
| CAC Camden National Corp. | 1.42% | 104,562 | $4.5M | Reduce -1.4% |
| NOW ServiceNow Inc. | 1.32% | 3,921 | $4.2M | Add +11.8% |
| ROST Ross Stores Inc. | 1.27% | 26,497 | $4.0M | Add +14.2% |
| AMAL Amalgamated Financial Corp. | 1.27% | 119,365 | $4.0M | Reduce -3.8% |
| DGX Quest Diagnostics Inc. | 1.27% | 26,428 | $4.0M | Add +17.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.27% | 22,693 | $4.0M | New |
| ANET Arista Networks Inc. | 1.24% | 35,145 | $3.9M | Add +69.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.21% | 5,493 | $3.8M | Add +5448.5% |
| CMG Chipotle Mexican Grill Inc. | 1.20% | 62,482 | $3.8M | Add +5.0% |
| HTO H2O America filed as SJW GROUP | 1.17% | 74,708 | $3.7M | Reduce -23.9% |
| HUBB Hubbell Inc. | 1.11% | 8,363 | $3.5M | Add +2.4% |
| VEEV Veeva Systems Inc. Class A | 1.11% | 16,587 | $3.5M | New |
| VOD Vodafone Group PLC-SP ADR | 1.05% | 388,496 | $3.3M | Reduce -9.9% |
| HOLX Hologic Inc. | 1.05% | 45,646 | $3.3M | Add +18.9% |
| PG The Procter & Gamble Co. | 1.02% | 19,098 | $3.2M | Add +0.4% |
| JNJ Johnson & Johnson | 1.02% | 22,118 | $3.2M | Reduce -0.7% |
| LULU Lululemon Athletica Inc. | 0.94% | 7,703 | $2.9M | Add +21297.2% |
| TU Telus Corp. | 0.93% | 216,499 | $2.9M | Reduce -15.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.93% | 33,876 | $2.9M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.90% | 3,656 | $2.8M | Add +1.0% |
| STAG Stag Industrial Inc. | 0.83% | 76,927 | $2.6M | Reduce -3.4% |
| AMRC Ameresco Inc. Class A | 0.79% | 106,028 | $2.5M | Reduce -4.3% |
| AGCO Agco Corp. | 0.78% | 26,159 | $2.4M | Reduce -14.9% |
| VITL Vital Farms Inc. | 0.69% | 57,957 | $2.2M | Add +91.8% |
| INTU Intuit Inc. | 0.69% | 3,469 | $2.2M | No change |
| ITW Illinois Tool Works | 0.69% | 8,552 | $2.2M | Reduce -0.5% |
| NOK Nokia Corp.-Spon ADR | 0.68% | 483,281 | $2.1M | Reduce -45.3% |
| WAB Wabtec Corp. | 0.66% | 11,016 | $2.1M | Add +1.9% |
| CL Colgate-Palmolive Co. | 0.60% | 20,725 | $1.9M | Reduce -0.7% |
| GIS General Mills Inc. | 0.59% | 29,130 | $1.9M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.58% | 9,653 | $1.8M | Reduce -1.2% |
| UPS United Parcel Service Class B | 0.58% | 14,471 | $1.8M | Add +3.3% |
| EXPD Expeditors Intl Wash Inc. | 0.58% | 16,420 | $1.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 2,953 | $1.7M | Reduce -3.5% |
| PEP Pepsico Inc. | 0.54% | 11,129 | $1.7M | Reduce -2.6% |
| OGN Organon & Co. | 0.53% | 112,698 | $1.7M | Reduce -3.4% |
| HD Home Depot Inc. | 0.53% | 4,309 | $1.7M | Add +6.6% |
| SYK Stryker Corp. | 0.53% | 4,600 | $1.7M | Add +0.1% |
| NFLX Netflix Inc. | 0.52% | 1,833 | $1.6M | Add +26085.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 3,598 | $1.6M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.50% | 6,008 | $1.6M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 2,788 | $1.5M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 0.43% | 6,016 | $1.4M | Reduce -0.4% |
| KAI Kadant Inc. | 0.37% | 3,335 | $1.2M | No change |
| MRK Merck & Co. Inc. | 0.36% | 11,494 | $1.1M | Reduce -1.4% |
| USB US Bancorp | 0.36% | 23,548 | $1.1M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.35% | 5,834 | $1.1M | Add +3.5% |
| GRNB Vaneck Green Bond ETF | 0.32% | 42,211 | $1.0M | Reduce -3.9% |
| TRMB Trimble Inc. | 0.31% | 13,915 | $983K | Reduce -2.4% |
| COLB Columbia Banking System Inc. | 0.30% | 35,391 | $956K | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.30% | 1,834 | $928K | Reduce -12.8% |
| AXP American Express Co. | 0.29% | 3,095 | $919K | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.26% | 4,516 | $802K | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 0.23% | 9,873 | $731K | No change |
| ABT Abbott Laboratories | 0.23% | 6,385 | $722K | Reduce -2.8% |
| ORLY O'reilly Automotive Inc. | 0.22% | 594 | $704K | Add +7.2% |
| HIFS Hingham Institution for SVGS | 0.21% | 2,590 | $658K | Reduce -26.2% |
| COST Costco Wholesale Corp. | 0.21% | 705 | $646K | Add +54.6% |
| MA Mastercard Inc. Class A | 0.20% | 1,187 | $625K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.19% | 5,517 | $608K | Reduce -0.9% |
| AFL Aflac Inc. | 0.19% | 5,731 | $593K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 5,289 | $589K | No change |
| A Agilent Technologies Inc. | 0.18% | 4,327 | $581K | No change |
| NEE Nextera Energy Inc. | 0.18% | 7,960 | $571K | No change |
| PAYX Paychex Inc. | 0.18% | 4,052 | $568K | Add +3.0% |
| TXN Texas Instruments Inc. | 0.18% | 2,958 | $555K | No change |
| TSCO Tractor Supply Company | 0.17% | 10,145 | $538K | Reduce -11.2% |
| CWT California Water Service Grp | 0.17% | 11,485 | $521K | No change |
| GE General Electric filed as GE AEROSPACE | 0.17% | 3,113 | $519K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,000 | $511K | No change |
| HLIO Helios Technologies Inc. | 0.16% | 10,969 | $490K | Reduce -1.4% |
| WTRG Essential Utilities Inc. | 0.15% | 13,270 | $482K | Reduce -1.9% |
| NOMD Nomad Foods Ltd. | 0.15% | 28,454 | $477K | Reduce -82.3% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,954 | $468K | Add +13.7% |
| AMZN Amazon.com Inc. | 0.15% | 2,123 | $466K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.13% | 3,921 | $422K | Reduce -10.3% |
| HR Healthcare Realty Trust Inc. | 0.13% | 23,610 | $400K | Reduce -41.2% |
| LOW Lowe's Cos Inc. | 0.13% | 1,599 | $395K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 5,900 | $387K | Reduce -1.9% |
| MCD McDonald's Corp. | 0.12% | 1,312 | $380K | Reduce -3.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 50 | $3 | 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: $314.4M.
Portfolio Sells Q3 2024 → Q4 2024
| NOMD Nomad Foods Ltd. | Reduce -82.3% | 0.15% | −0.82 |
| PREMIER INC-CLASS A | Sold out | 0.00% | −0.72 |
| HTO H2O America | Reduce -23.9% | 1.17% | −0.64 |
| NOK Nokia Corp.-Spon ADR | Reduce -45.3% | 0.68% | −0.55 |
| AMRC Ameresco Inc. Class A | Reduce -4.3% | 0.79% | −0.54 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -5.6% | 1.46% | −0.50 |
| GSK GSK PLC-Spon ADR | Reduce -1.8% | 2.15% | −0.50 |
| TU Telus Corp. | Reduce -15.7% | 0.93% | −0.44 |
| UL Unilever PLC | Reduce -1.7% | 2.61% | −0.43 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.93% | −0.37 |
| VOD Vodafone Group PLC-SP ADR | Reduce -9.9% | 1.05% | −0.32 |
| DOC Healthpeak Properties Inc. | Reduce -5.3% | 1.69% | −0.32 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -11.4% | 1.52% | −0.32 |
| AGCO Agco Corp. | Reduce -14.9% | 0.78% | −0.18 |
| OGN Organon & Co. | Reduce -3.4% | 0.53% | −0.17 |
| STAG Stag Industrial Inc. | Reduce -3.4% | 0.83% | −0.16 |
| JNJ Johnson & Johnson | Reduce -0.7% | 1.02% | −0.13 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.50% | −0.12 |
| GIS General Mills Inc. | Reduce -2.6% | 0.59% | −0.11 |
| HR Healthcare Realty Trust Inc. | Reduce -41.2% | 0.13% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -12.8% | 0.30% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.46% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.60% | −0.09 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.54% | −0.08 |
| HIFS Hingham Institution for SVGS | Reduce -26.2% | 0.21% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.36% | −0.06 |
| CHKP Check Point Software Tech | Reduce -0.3% | 1.53% | −0.05 |
| TSCO Tractor Supply Company | Reduce -11.2% | 0.17% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -72.2% | 0.01% | −0.04 |
| TLH iShares 10-20 Year Treasury | Reduce -45.7% | 0.04% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.26% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -0.4% | 0.43% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -10.3% | 0.13% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.5% | 0.69% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.9% | 0.12% | −0.03 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.03 |
| GRNB Vaneck Green Bond ETF | Reduce -3.9% | 0.32% | −0.02 |
| GPC Genuine Parts Co. | Reduce -6.6% | 0.08% | −0.02 |
| SJM The JM Smucker Co. | Reduce -0.9% | 0.19% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -21.9% | 0.06% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.11% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.02 |
| ARE Alexandria Real Estate Equit | Reduce -92.6% | 0.00% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -67.0% | 0.01% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.9% | 0.12% | −0.01 |
| HLIO Helios Technologies Inc. | Reduce -1.4% | 0.16% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.7% | 0.10% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -1.9% | 0.15% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -16.9% | 0.09% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| JKHY Jack Henry & Associates Inc. | New | 1.27% | +1.27 |
| ASML ASML Holding NV-NY Reg SHS | Add +5448.5% | 1.21% | +1.18 |
| VEEV Veeva Systems Inc. Class A | New | 1.11% | +1.11 |
| LULU Lululemon Athletica Inc. | Add +21297.2% | 0.94% | +0.93 |
| AVGO Broadcom Inc. | Add +2.5% | 3.22% | +0.88 |
| AAPL Apple Inc. | Add +0.7% | 8.37% | +0.64 |
| ANET Arista Networks Inc. | Add +69.2% | 1.24% | +0.60 |
| NFLX Netflix Inc. | Add +26085.7% | 0.52% | +0.52 |
| VITL Vital Farms Inc. | Add +91.8% | 0.69% | +0.36 |
| NOW ServiceNow Inc. | Add +11.8% | 1.32% | +0.33 |
| NVDA Nvidia Corp. | Add +0.1% | 3.32% | +0.32 |
| ROST Ross Stores Inc. | Add +14.2% | 1.27% | +0.16 |
| DGX Quest Diagnostics Inc. | Add +17.8% | 1.27% | +0.16 |
| FERG Ferguson Enterprises Inc. | Add +27.1% | 1.43% | +0.14 |
| CMG Chipotle Mexican Grill Inc. | Add +5.0% | 1.20% | +0.11 |
| COST Costco Wholesale Corp. | Add +54.6% | 0.21% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.35% | +0.05 |
| HOLX Hologic Inc. | Add +18.9% | 1.05% | +0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Add +10.6% | 1.83% | +0.04 |
| CW Curtiss-Wright Corp. | New | 0.04% | +0.04 |
| WAB Wabtec Corp. | Add +1.9% | 0.66% | +0.04 |
| IBM Intl Business Machines Corp. | Add +3.0% | 1.51% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +13.7% | 0.15% | +0.03 |
| TJX TJX Companies Inc. | Add +273.2% | 0.04% | +0.03 |
| MSFT Microsoft Corp. | Add +3.4% | 1.82% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +4108.3% | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +7.2% | 0.22% | +0.02 |
| FLJP Franklin Ftse Japan ETF | New | 0.02% | +0.02 |
| SMCI Super Micro Computer Inc. | New | 0.01% | +0.01 |
| KMPR Kemper Corp. | New | 0.01% | +0.01 |
| PAYX Paychex Inc. | Add +3.0% | 0.18% | +0.01 |
| HD Home Depot Inc. | Add +6.6% | 0.53% | +0.01 |
| CGNX Cognex Corp. | Add +1686.7% | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | Add +7.4% | 0.09% | +0.01 |
| EMR Emerson Electric Co. | Add +0.8% | 0.05% | +0.01 |
| ANSS Ansys Inc. | Add +3.3% | 0.07% | +0.01 |
| FISV Fiserv Inc. | Add +25.9% | 0.01% | +0.00 |
| CB Chubb Ltd. | Add +29.1% | 0.02% | +0.00 |
| KMX Carmax Inc. | Add +1.1% | 0.05% | +0.00 |
| DHR Danaher Corp. | Add +26.8% | 0.07% | +0.00 |
| AGZ iShares Agency Bond ETF | Add +18.6% | 0.02% | +0.00 |
| HUBB Hubbell Inc. | Add +2.4% | 1.11% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| LECO Lincoln Electric Holdings | Add +141.2% | 0.00% | +0.00 |
| ECL Ecolab Inc. | Add +24.4% | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +62.5% | 0.00% | +0.00 |
| JSTC Adasina Social Justice GLB | Add +0.6% | 0.00% | 0.00 |
| MUB iShares National Muni Bond E | Add +0.9% | 0.02% | −0.00 |
| XLE SS Energy Select Sector | Add +0.6% | 0.00% | −0.00 |
| SYK Stryker Corp. | Add +0.1% | 0.53% | −0.00 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 1,800 | $1.0Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |