Clean Yield Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Clean Yield Group reported 443 stock positions worth $306.9 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Sprouts Farmers Market (SFM, 3.9%) and Nvidia (NVDA, 3.3%). Compared with Q4 2024, it opened 33 new positions, sold out of 44, added to 69 and reduced 120. The biggest buy was Kadant (KAI, shares +279%) and the biggest sale Smith & Nephew PLC -Spon ADR (SNN, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $306.9M (Q1 2025)
- SEC Filing
- 0001525865-25-000002 ↗ filed Apr 14, 2025
Holdings Value
Holdings 443 stocks · $306.9M
| AAPL Apple Inc. | 7.71% | 106,545 | $23.7M | Add +1.4% |
| SFM Sprouts Farmers Market Inc. | 3.88% | 78,077 | $11.9M | Reduce -12.5% |
| NVDA Nvidia Corp. | 3.32% | 94,046 | $10.2M | Add +21.0% |
| AWK American Water Works Co. Inc. | 3.13% | 65,023 | $9.6M | Add +1.6% |
| UL Unilever PLC | 2.82% | 145,458 | $8.7M | Add +0.7% |
| CSCO Cisco Systems Inc. | 2.42% | 120,278 | $7.4M | Reduce -1.1% |
| AVGO Broadcom Inc. | 2.41% | 44,266 | $7.4M | Add +1.4% |
| GSK GSK PLC-Spon ADR | 2.26% | 179,114 | $6.9M | Reduce -10.5% |
| MKC McCormick & Co.-Non VTG SHRS | 2.08% | 77,457 | $6.4M | Add +2.5% |
| CRM Salesforce Inc. | 2.06% | 23,605 | $6.3M | Add +1.7% |
| ADP Automatic Data Processing | 2.04% | 20,528 | $6.3M | Reduce -0.1% |
| CHKP Check Point Software Tech | 1.92% | 25,896 | $5.9M | Add +0.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.92% | 32,222 | $5.9M | Add +42.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.87% | 8,666 | $5.7M | Add +57.8% |
| HASI Ha Sustainable Infrastructur | 1.81% | 190,248 | $5.6M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.71% | 21,165 | $5.3M | Reduce -1.9% |
| DOC Healthpeak Properties Inc. | 1.68% | 254,324 | $5.1M | Reduce -2.8% |
| VEEV Veeva Systems Inc. Class A | 1.66% | 22,020 | $5.1M | Add +32.8% |
| MSFT Microsoft Corp. | 1.61% | 13,194 | $5.0M | Reduce -2.8% |
| DGX Quest Diagnostics Inc. | 1.52% | 27,624 | $4.7M | Add +4.5% |
| FERG Ferguson Enterprises Inc. | 1.46% | 27,965 | $4.5M | Add +7.7% |
| TAK Takeda Pharmaceutic-SP ADR | 1.39% | 286,556 | $4.3M | Reduce -20.4% |
| KAI Kadant Inc. | 1.39% | 12,647 | $4.3M | Add +279.2% |
| CAC Camden National Corp. | 1.37% | 103,622 | $4.2M | Reduce -0.9% |
| ANET Arista Networks Inc. | 1.30% | 51,369 | $4.0M | Add +46.2% |
| NOW ServiceNow Inc. | 1.28% | 4,935 | $3.9M | Add +25.9% |
| FSLR First Solar Inc. | 1.20% | 29,049 | $3.7M | Add +5.7% |
| ROST Ross Stores Inc. | 1.18% | 28,446 | $3.6M | Add +7.4% |
| CMG Chipotle Mexican Grill Inc. | 1.17% | 71,820 | $3.6M | Add +14.9% |
| HTO H2O America filed as SJW GROUP | 1.14% | 64,220 | $3.5M | Reduce -14.0% |
| JNJ Johnson & Johnson | 1.11% | 20,504 | $3.4M | Reduce -7.3% |
| HUBB Hubbell Inc. | 1.08% | 10,025 | $3.3M | Add +19.9% |
| VOD Vodafone Group PLC-SP ADR | 1.07% | 352,007 | $3.3M | Reduce -9.4% |
| AMAL Amalgamated Financial Corp. | 1.07% | 114,320 | $3.3M | Reduce -4.2% |
| HOLX Hologic Inc. | 1.06% | 52,909 | $3.3M | Add +15.9% |
| PG The Procter & Gamble Co. | 1.03% | 18,565 | $3.2M | Reduce -2.8% |
| LULU Lululemon Athletica Inc. | 1.00% | 10,876 | $3.1M | Add +41.2% |
| TU Telus Corp. | 0.97% | 207,723 | $3.0M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.91% | 3,394 | $2.8M | Reduce -7.2% |
| STAG Stag Industrial Inc. | 0.84% | 71,011 | $2.6M | Reduce -7.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.75% | 33,076 | $2.3M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.73% | 2,401 | $2.2M | Add +31.0% |
| WAB Wabtec Corp. | 0.72% | 12,200 | $2.2M | Add +10.8% |
| ITW Illinois Tool Works | 0.69% | 8,584 | $2.1M | Add +0.4% |
| NOK Nokia Corp.-Spon ADR | 0.69% | 399,033 | $2.1M | Reduce -17.4% |
| VITL Vital Farms Inc. | 0.67% | 67,341 | $2.1M | Add +16.2% |
| INTU Intuit Inc. | 0.66% | 3,286 | $2.0M | Reduce -5.3% |
| EXPD Expeditors Intl Wash Inc. | 0.63% | 16,095 | $1.9M | Reduce -2.0% |
| MCO Moody's Corp. | 0.63% | 4,153 | $1.9M | Add +933.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 3,437 | $1.8M | Reduce -4.5% |
| SYK Stryker Corp. | 0.56% | 4,600 | $1.7M | No change |
| AMGN Amgen Inc. | 0.55% | 5,399 | $1.7M | Reduce -10.1% |
| PEP Pepsico Inc. | 0.54% | 11,039 | $1.7M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,953 | $1.7M | No change |
| CL Colgate-Palmolive Co. | 0.53% | 17,438 | $1.6M | Reduce -15.9% |
| UPS United Parcel Service Class B | 0.51% | 14,190 | $1.6M | Reduce -1.9% |
| HD Home Depot Inc. | 0.51% | 4,239 | $1.6M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.46% | 9,033 | $1.4M | Reduce -6.4% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 2,756 | $1.4M | Reduce -1.1% |
| AMRC Ameresco Inc. Class A | 0.44% | 112,746 | $1.4M | Add +6.3% |
| BDX Becton Dickinson and Co. | 0.44% | 5,903 | $1.4M | Reduce -1.9% |
| GIS General Mills Inc. | 0.41% | 20,841 | $1.2M | Reduce -28.5% |
| SNN Smith & Nephew PLC -Spon ADR | 0.33% | 35,846 | $1.0M | Reduce -80.8% |
| MRK Merck & Co. Inc. | 0.32% | 11,037 | $991K | Reduce -4.0% |
| COLB Columbia Banking System Inc. | 0.31% | 38,214 | $953K | Add +8.0% |
| USB US Bancorp | 0.31% | 22,548 | $952K | Reduce -4.3% |
| GRNB Vaneck Green Bond ETF | 0.31% | 39,561 | $952K | Reduce -6.3% |
| ABBV Abbvie Inc. | 0.30% | 4,465 | $936K | Reduce -1.1% |
| TRMB Trimble Inc. | 0.30% | 13,915 | $914K | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 5,675 | $887K | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.28% | 1,656 | $867K | Reduce -9.7% |
| ORLY O'reilly Automotive Inc. | 0.28% | 594 | $851K | No change |
| ABT Abbott Laboratories | 0.27% | 6,300 | $836K | Reduce -1.3% |
| AXP American Express Co. | 0.27% | 3,095 | $833K | No change |
| SCHW Schwab (charles) Corp. | 0.25% | 9,673 | $757K | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.22% | 711 | $673K | Add +0.8% |
| AFL Aflac Inc. | 0.21% | 5,925 | $659K | Add +3.4% |
| MA Mastercard Inc. Class A | 0.21% | 1,187 | $651K | No change |
| PAYX Paychex Inc. | 0.21% | 4,160 | $642K | Add +2.7% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 3,113 | $623K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.19% | 4,940 | $585K | Reduce -10.5% |
| CWT California Water Service Grp | 0.18% | 11,485 | $557K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 5,539 | $547K | Add +4.7% |
| TXN Texas Instruments Inc. | 0.17% | 2,958 | $532K | No change |
| TSCO Tractor Supply Company | 0.17% | 9,645 | $531K | Reduce -4.9% |
| A Agilent Technologies Inc. | 0.16% | 4,327 | $506K | No change |
| WTRG Essential Utilities Inc. | 0.16% | 12,729 | $503K | Reduce -4.1% |
| NEE Nextera Energy Inc. | 0.16% | 6,996 | $496K | Reduce -12.1% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,954 | $479K | No change |
| HIFS Hingham Institution for SVGS | 0.15% | 1,980 | $471K | Reduce -23.6% |
| XOM Exxon Mobil Corp. | 0.15% | 3,921 | $466K | No change |
| AMZN Amazon.com Inc. | 0.14% | 2,281 | $434K | Add +7.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 5,900 | $434K | No change |
| MMM 3M Co. | 0.14% | 2,942 | $432K | Add +1.3% |
| KO The Coca-Cola Co. | 0.13% | 5,777 | $414K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 835 | $392K | Reduce -16.5% |
| OGN Organon & Co. | 0.12% | 25,534 | $380K | Reduce -77.3% |
| LOW Lowe's Cos Inc. | 0.12% | 1,599 | $373K | No change |
| MCD McDonald's Corp. | 0.12% | 1,182 | $369K | Reduce -9.9% |
| WMT Walmart Inc. | 0.12% | 4,101 | $360K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 50 | $1 | No change |
Lines left out (5) · $43 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ODFL Old Dominion Freight Line | COM | 0 | $29 |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | 0 | $8 |
| PRF Invesco Rafi US 1000 ETF | RAFI US 1000 ETF | 0 | $4 |
| 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: $306.9M.
Portfolio Sells Q4 2024 → Q1 2025
| SNN Smith & Nephew PLC -Spon ADR | Reduce -80.8% | 0.33% | −1.13 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.78 |
| OGN Organon & Co. | Reduce -77.3% | 0.12% | −0.41 |
| MSFT Microsoft Corp. | Reduce -2.8% | 1.61% | −0.21 |
| AMAL Amalgamated Financial Corp. | Reduce -4.2% | 1.07% | −0.20 |
| GIS General Mills Inc. | Reduce -28.5% | 0.41% | −0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.4% | 0.75% | −0.18 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -20.4% | 1.39% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -6.4% | 0.46% | −0.13 |
| NOMD Nomad Foods Ltd. | Reduce -70.9% | 0.05% | −0.10 |
| UPS United Parcel Service Class B | Reduce -1.9% | 0.51% | −0.07 |
| HR Healthcare Realty Trust Inc. | Reduce -56.1% | 0.06% | −0.07 |
| CL Colgate-Palmolive Co. | Reduce -15.9% | 0.53% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 0.29% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -66.9% | 0.04% | −0.06 |
| HIFS Hingham Institution for SVGS | Reduce -23.6% | 0.15% | −0.06 |
| CAC Camden National Corp. | Reduce -0.9% | 1.37% | −0.06 |
| HLIO Helios Technologies Inc. | Reduce -12.0% | 0.10% | −0.05 |
| USB US Bancorp | Reduce -4.3% | 0.31% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.32% | −0.04 |
| MAA Mid-America Apartment Comm | Reduce -69.2% | 0.02% | −0.04 |
| INTC Intel Corp. | Reduce -74.7% | 0.02% | −0.04 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -5.3% | 0.66% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.5% | 0.13% | −0.04 |
| PFE Pfizer Inc. | Reduce -26.4% | 0.08% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -27.1% | 0.06% | −0.03 |
| TGT Target Corp. | Reduce -6.8% | 0.08% | −0.03 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -1.6% | 0.51% | −0.03 |
| HTO H2O America | Reduce -14.0% | 1.14% | −0.03 |
| GDXJ Vaneck Junior Gold Miners | Reduce -88.5% | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.02 |
| MSEX Middlesex Water Co. | Reduce -34.7% | 0.09% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -12.1% | 0.16% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -0.7% | 0.08% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -8.5% | 0.11% | −0.02 |
| GEV GE Vernova Inc. | Reduce -14.0% | 0.07% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.1% | 0.45% | −0.01 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.01 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -9.7% | 0.28% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -20.9% | 0.05% | −0.01 |
| DOC Healthpeak Properties Inc. | Reduce -2.8% | 1.68% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| GPC Genuine Parts Co. | Reduce -17.1% | 0.07% | −0.01 |
| PLD Prologis Inc. | Reduce -17.7% | 0.09% | −0.01 |
| CVX Chevron Corp. | Reduce -35.6% | 0.03% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| KAI Kadant Inc. | Add +279.2% | 1.39% | +1.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +57.8% | 1.87% | +0.66 |
| JKHY Jack Henry & Associates Inc. | Add +42.0% | 1.92% | +0.65 |
| AWK American Water Works Co. Inc. | Add +1.6% | 3.13% | +0.59 |
| MCO Moody's Corp. | Add +933.1% | 0.63% | +0.57 |
| VEEV Veeva Systems Inc. Class A | Add +32.8% | 1.66% | +0.55 |
| CHKP Check Point Software Tech | Add +0.4% | 1.92% | +0.39 |
| DGX Quest Diagnostics Inc. | Add +4.5% | 1.52% | +0.25 |
| MKC McCormick & Co.-Non VTG SHRS | Add +2.5% | 2.08% | +0.25 |
| UL Unilever PLC | Add +0.7% | 2.82% | +0.22 |
| NFLX Netflix Inc. | Add +31.0% | 0.73% | +0.21 |
| LULU Lululemon Athletica Inc. | Add +41.2% | 1.00% | +0.07 |
| ANET Arista Networks Inc. | Add +46.2% | 1.30% | +0.06 |
| WAB Wabtec Corp. | Add +10.8% | 0.72% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| PAYX Paychex Inc. | Add +2.7% | 0.21% | +0.03 |
| FERG Ferguson Enterprises Inc. | Add +7.7% | 1.46% | +0.03 |
| AFL Aflac Inc. | Add +3.4% | 0.21% | +0.03 |
| MMM 3M Co. | Add +1.3% | 0.14% | +0.02 |
| ITOT iShares Core S&P Total U.S. | New | 0.02% | +0.02 |
| HOLX Hologic Inc. | Add +15.9% | 1.06% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.22% | +0.01 |
| HUBS HubSpot Inc. | New | 0.01% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.5% | 0.05% | +0.01 |
| META Meta Platforms Inc. Class A | Add +100.0% | 0.02% | +0.01 |
| CTAS Cintas Corp. | Add +33.8% | 0.03% | +0.01 |
| WEC WEC Energy Group Inc. | Add +12.6% | 0.03% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| TTD Trade Desk Inc./the Class A | Add +5671.4% | 0.01% | +0.01 |
| COLB Columbia Banking System Inc. | Add +8.0% | 0.31% | +0.01 |
| TEAM Atlassian Corp. Class A | Add +372.0% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +86.7% | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | Add +59.9% | 0.02% | +0.01 |
| TTWO Take-Two Interactive Softwre | New | 0.01% | +0.01 |
| ETSY Etsy Inc. | Add +250.0% | 0.01% | +0.01 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| CSX CSX Corp. | Add +54.5% | 0.02% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +50.0% | 0.01% | +0.00 |
| ITW Illinois Tool Works | Add +0.4% | 0.69% | +0.00 |
| LHX L3HARRIS Technologies Inc. | New | 0.00% | +0.00 |
| TREX Trex Company Inc. | New | 0.00% | +0.00 |
| FDS Factset Research Systems Inc. | Add +18.0% | 0.03% | +0.00 |
| MDT Medtronic PLC | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +7.9% | 0.03% | +0.00 |
| CLX Clorox Company | New | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +533.3% | 0.00% | +0.00 |
| PAYC Paycom Software Inc. | New | 0.00% | +0.00 |
| ACN Accenture PLC Class A | Add +43.4% | 0.01% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | Add +354.6% | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| ODFL Old Dominion Freight Line | COM | New | 0 | $29 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |