Clean Yield Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Clean Yield Group reported 398 stock positions worth $334.3 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Broadcom (AVGO, 3.6%). Compared with Q1 2025, it opened 7 new positions, sold out of 48, added to 31 and reduced 119. The biggest buy was Prologis (PLD, shares +2091%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $334.3M (Q2 2025)
- SEC Filing
- 0001525865-25-000005 ↗ filed Jul 17, 2025
Holdings Value
Holdings 398 stocks · $334.3M
| AAPL Apple Inc. | 6.30% | 102,648 | $21.1M | Reduce -3.7% |
| NVDA Nvidia Corp. | 4.33% | 91,705 | $14.5M | Reduce -2.5% |
| AVGO Broadcom Inc. | 3.60% | 43,718 | $12.1M | Reduce -1.2% |
| SFM Sprouts Farmers Market Inc. | 3.59% | 72,891 | $12.0M | Reduce -6.6% |
| AWK American Water Works Co. Inc. | 2.64% | 63,398 | $8.8M | Reduce -2.5% |
| UL Unilever PLC | 2.51% | 136,992 | $8.4M | Reduce -5.8% |
| CSCO Cisco Systems Inc. | 2.44% | 117,713 | $8.2M | Reduce -2.1% |
| ASML ASML Holding NV-NY Reg SHS | 2.08% | 8,691 | $7.0M | Add +0.3% |
| MSFT Microsoft Corp. | 1.94% | 13,014 | $6.5M | Reduce -1.4% |
| GSK GSK PLC-Spon ADR | 1.92% | 167,388 | $6.4M | Reduce -6.5% |
| CRM Salesforce Inc. | 1.90% | 23,291 | $6.4M | Reduce -1.3% |
| VEEV Veeva Systems Inc. Class A | 1.87% | 21,701 | $6.2M | Reduce -1.4% |
| ADP Automatic Data Processing | 1.84% | 19,919 | $6.1M | Reduce -3.0% |
| FERG Ferguson Enterprises Inc. | 1.78% | 27,296 | $5.9M | Reduce -2.4% |
| MKC McCormick & Co.-Non VTG SHRS | 1.73% | 76,337 | $5.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.72% | 19,529 | $5.8M | Reduce -7.7% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.71% | 31,766 | $5.7M | Reduce -1.4% |
| SYK Stryker Corp. | 1.70% | 14,361 | $5.7M | Add +212.2% |
| PLD Prologis Inc. | 1.64% | 52,275 | $5.5M | Add +2090.9% |
| ANET Arista Networks Inc. | 1.64% | 53,449 | $5.5M | Add +4.0% |
| CHKP Check Point Software Tech | 1.61% | 24,300 | $5.4M | Reduce -6.2% |
| NOW ServiceNow Inc. | 1.51% | 4,906 | $5.0M | Reduce -0.6% |
| HASI Ha Sustainable Infrastructur | 1.50% | 187,228 | $5.0M | Reduce -1.6% |
| DGX Quest Diagnostics Inc. | 1.43% | 26,546 | $4.8M | Reduce -3.9% |
| FSLR First Solar Inc. | 1.40% | 28,245 | $4.7M | Reduce -2.8% |
| HD Home Depot Inc. | 1.38% | 12,593 | $4.6M | Add +197.1% |
| KAI Kadant Inc. | 1.29% | 13,600 | $4.3M | Add +7.5% |
| TAK Takeda Pharmaceutic-SP ADR | 1.27% | 275,016 | $4.3M | Reduce -4.0% |
| DOC Healthpeak Properties Inc. | 1.24% | 237,208 | $4.2M | Reduce -6.7% |
| CAC Camden National Corp. | 1.23% | 101,409 | $4.1M | Reduce -2.1% |
| HUBB Hubbell Inc. | 1.19% | 9,774 | $4.0M | Reduce -2.5% |
| CMG Chipotle Mexican Grill Inc. | 1.16% | 69,219 | $3.9M | Reduce -3.6% |
| MCO Moody's Corp. | 1.15% | 7,645 | $3.8M | Add +84.1% |
| HOLX Hologic Inc. | 1.14% | 58,462 | $3.8M | Add +10.5% |
| ROST Ross Stores Inc. | 1.08% | 28,332 | $3.6M | Reduce -0.4% |
| VOD Vodafone Group PLC-SP ADR | 1.07% | 335,976 | $3.6M | Reduce -4.5% |
| AMAL Amalgamated Financial Corp. | 0.97% | 103,894 | $3.2M | Reduce -9.1% |
| TU Telus Corp. | 0.95% | 196,813 | $3.2M | Reduce -5.3% |
| NFLX Netflix Inc. | 0.94% | 2,335 | $3.1M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.92% | 20,227 | $3.1M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.86% | 18,133 | $2.9M | Reduce -2.3% |
| VMI Valmont Industries | 0.85% | 8,651 | $2.8M | New |
| HTO H2O America | 0.83% | 53,398 | $2.8M | Reduce -16.9% |
| LULU Lululemon Athletica Inc. | 0.80% | 11,295 | $2.7M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.79% | 3,391 | $2.6M | Reduce -0.1% |
| INTU Intuit Inc. | 0.77% | 3,286 | $2.6M | No change |
| VITL Vital Farms Inc. | 0.76% | 65,696 | $2.5M | Reduce -2.4% |
| WAB Wabtec Corp. | 0.74% | 11,767 | $2.5M | Reduce -3.5% |
| BWA Borgwarner Inc. | 0.69% | 68,425 | $2.3M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 31,531 | $2.2M | Reduce -4.7% |
| ITW Illinois Tool Works | 0.63% | 8,524 | $2.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 2,953 | $1.8M | No change |
| EXPD Expeditors Intl Wash Inc. | 0.54% | 15,830 | $1.8M | Reduce -1.6% |
| NOK Nokia Corp.-Spon ADR | 0.54% | 347,972 | $1.8M | Reduce -12.8% |
| AMRC Ameresco Inc. Class A | 0.53% | 116,906 | $1.8M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 0.46% | 8,690 | $1.5M | Reduce -3.8% |
| PEP Pepsico Inc. | 0.44% | 11,034 | $1.5M | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.43% | 14,396 | $1.5M | Add +1.4% |
| AMGN Amgen Inc. | 0.43% | 5,139 | $1.4M | Reduce -4.8% |
| CL Colgate-Palmolive Co. | 0.41% | 15,258 | $1.4M | Reduce -12.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 2,392 | $1.2M | Reduce -30.4% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 2,756 | $1.1M | No change |
| TRMB Trimble Inc. | 0.32% | 13,915 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.31% | 5,762 | $1.0M | Add +1.5% |
| BDX Becton Dickinson and Co. | 0.30% | 5,903 | $1.0M | No change |
| USB US Bancorp | 0.30% | 22,048 | $998K | Reduce -2.2% |
| AXP American Express Co. | 0.30% | 3,095 | $987K | No change |
| GRNB Vaneck Green Bond ETF | 0.28% | 38,817 | $941K | Reduce -1.9% |
| COLB Columbia Banking System Inc. | 0.28% | 39,832 | $931K | Add +4.2% |
| GIS General Mills Inc. | 0.28% | 17,859 | $925K | Reduce -14.3% |
| SCHW Schwab (charles) Corp. | 0.26% | 9,673 | $883K | No change |
| ABT Abbott Laboratories | 0.26% | 6,300 | $857K | No change |
| MRK Merck & Co. Inc. | 0.25% | 10,640 | $842K | Reduce -3.6% |
| ORLY O'reilly Automotive Inc. | 0.24% | 8,910 | $803K | No change |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,113 | $801K | No change |
| ABBV Abbvie Inc. | 0.24% | 4,254 | $790K | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.21% | 705 | $698K | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.20% | 1,187 | $667K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 5,150 | $639K | Reduce -7.0% |
| AFL Aflac Inc. | 0.19% | 5,882 | $620K | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.18% | 2,948 | $612K | Reduce -0.3% |
| PAYX Paychex Inc. | 0.18% | 4,160 | $605K | No change |
| JPM JPMorgan Chase & Co. | 0.17% | 1,954 | $566K | No change |
| CWT California Water Service Grp | 0.16% | 11,485 | $522K | No change |
| A Agilent Technologies Inc. | 0.15% | 4,387 | $518K | Add +1.4% |
| AMZN Amazon.com Inc. | 0.15% | 2,319 | $509K | Add +1.7% |
| NEE Nextera Energy Inc. | 0.15% | 6,996 | $486K | No change |
| WTRG Essential Utilities Inc. | 0.14% | 12,729 | $473K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 835 | $461K | No change |
| MMM 3M Co. | 0.14% | 2,995 | $456K | Add +1.8% |
| TSCO Tractor Supply Company | 0.14% | 8,620 | $455K | Reduce -10.6% |
| HIFS Hingham Institution for SVGS | 0.13% | 1,810 | $450K | Reduce -8.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.13% | 4,493 | $441K | Reduce -9.1% |
| XOM Exxon Mobil Corp. | 0.13% | 4,043 | $436K | Add +3.1% |
| KO The Coca-Cola Co. | 0.13% | 5,938 | $420K | Add +2.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 5,900 | $412K | No change |
| WMT Walmart Inc. | 0.12% | 4,101 | $401K | No change |
| WTS Watts Water Technologies-A | 0.12% | 1,596 | $392K | No change |
| APH Amphenol Corp. Class A | 0.11% | 3,888 | $384K | No change |
| GEV GE Vernova Inc. | 0.11% | 670 | $355K | No change |
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 (9) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MELI MercadoLibre Inc. | COM | 0 | $1K |
| BKNG Booking Holdings Inc. | COM | 0 | $245 |
| PAYC Paycom Software Inc. | COM | 0 | $77 |
| ODFL Old Dominion Freight Line | COM | 0 | $29 |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | 0 | $9 |
| DSI iShares ESG MSCI KLD 400 ETF | ESG MSCI KLD ETF | 0 | $6 |
| 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: $334.3M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -3.7% | 6.30% | −1.41 |
| STAG Stag Industrial Inc. | Reduce -95.3% | 0.04% | −0.80 |
| AWK American Water Works Co. Inc. | Reduce -2.5% | 2.64% | −0.49 |
| DOC Healthpeak Properties Inc. | Reduce -6.7% | 1.24% | −0.43 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -1.4% | 1.73% | −0.35 |
| GSK GSK PLC-Spon ADR | Reduce -6.5% | 1.92% | −0.34 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -98.3% | 0.01% | −0.33 |
| UL Unilever PLC | Reduce -5.8% | 2.51% | −0.32 |
| CHKP Check Point Software Tech | Reduce -6.2% | 1.61% | −0.31 |
| HTO H2O America | Reduce -16.9% | 0.83% | −0.31 |
| HASI Ha Sustainable Infrastructur | Reduce -1.6% | 1.50% | −0.31 |
| SFM Sprouts Farmers Market Inc. | Reduce -6.6% | 3.59% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -30.4% | 0.35% | −0.25 |
| ADP Automatic Data Processing | Reduce -3.0% | 1.84% | −0.21 |
| JKHY Jack Henry & Associates Inc. | Reduce -1.4% | 1.71% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -43.8% | 0.09% | −0.20 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.92% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.86% | −0.17 |
| CRM Salesforce Inc. | Reduce -1.3% | 1.90% | −0.16 |
| NOK Nokia Corp.-Spon ADR | Reduce -12.8% | 0.54% | −0.15 |
| CAC Camden National Corp. | Reduce -2.1% | 1.23% | −0.14 |
| GIS General Mills Inc. | Reduce -14.3% | 0.28% | −0.13 |
| OGN Organon & Co. | Reduce -99.0% | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 0.79% | −0.12 |
| AMGN Amgen Inc. | Reduce -4.8% | 0.43% | −0.12 |
| CL Colgate-Palmolive Co. | Reduce -12.5% | 0.41% | −0.12 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -4.0% | 1.27% | −0.12 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.44% | −0.10 |
| ROST Ross Stores Inc. | Reduce -0.4% | 1.08% | −0.10 |
| AMAL Amalgamated Financial Corp. | Reduce -9.1% | 0.97% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.7% | 0.65% | −0.10 |
| DGX Quest Diagnostics Inc. | Reduce -3.9% | 1.43% | −0.10 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.6% | 0.54% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 0.25% | −0.07 |
| ABBV Abbvie Inc. | Reduce -4.7% | 0.24% | −0.07 |
| ITW Illinois Tool Works | Reduce -0.7% | 0.63% | −0.06 |
| SJM The JM Smucker Co. | Reduce -9.1% | 0.13% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -21.0% | 0.08% | −0.04 |
| HR Healthcare Realty Trust Inc. | Reduce -59.6% | 0.02% | −0.04 |
| TSCO Tractor Supply Company | Reduce -10.6% | 0.14% | −0.04 |
| HLIO Helios Technologies Inc. | Reduce -33.1% | 0.06% | −0.04 |
| WAT Waters Corp. | Reduce -24.0% | 0.07% | −0.04 |
| AFL Aflac Inc. | Reduce -0.7% | 0.19% | −0.03 |
| GRNB Vaneck Green Bond ETF | Reduce -1.9% | 0.28% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -18.2% | 0.07% | −0.03 |
| WEX Wex Inc. | Sold out | 0.00% | −0.03 |
| TU Telus Corp. | Reduce -5.3% | 0.95% | −0.03 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| PLD Prologis Inc. | Add +2090.9% | 1.64% | +1.56 |
| SYK Stryker Corp. | Add +212.2% | 1.70% | +1.14 |
| HD Home Depot Inc. | Add +197.1% | 1.38% | +0.88 |
| VMI Valmont Industries | New | 0.85% | +0.85 |
| BWA Borgwarner Inc. | New | 0.69% | +0.69 |
| MCO Moody's Corp. | Add +84.1% | 1.15% | +0.52 |
| ANET Arista Networks Inc. | Add +4.0% | 1.64% | +0.34 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 2.08% | +0.21 |
| AMRC Ameresco Inc. Class A | Add +3.7% | 0.53% | +0.09 |
| HOLX Hologic Inc. | Add +10.5% | 1.14% | +0.07 |
| AYI Acuity Inc. | Add +33.1% | 0.08% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.31% | +0.02 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.15% | +0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| NRG NRG Energy Inc. | New | 0.01% | +0.01 |
| SLF Sun Life Financial Inc. | Add +36.8% | 0.02% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +114.4% | 0.01% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +24.0% | 0.02% | +0.00 |
| AGZ iShares Agency Bond ETF | Add +14.4% | 0.02% | +0.00 |
| FTV Fortive Corp. | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +13.8% | 0.02% | +0.00 |
| RAL Ralliant Corp. | New | 0.00% | +0.00 |
| JSTC Adasina Social Justice GLB | Add +0.3% | 0.00% | 0.00 |
| IIPR Innovative Industrial Proper | Add +0.6% | 0.00% | −0.00 |
| XLE SS Energy Select Sector | Add +1.2% | 0.00% | −0.00 |
| TJX TJX Companies Inc. | Add +5.4% | 0.04% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.7% | 0.01% | −0.00 |
| YUM Yum! Brands Inc. | Add +8.5% | 0.03% | −0.00 |
| DHR Danaher Corp. | Add +7.7% | 0.06% | −0.00 |
| MMM 3M Co. | Add +1.8% | 0.14% | −0.00 |
| KO The Coca-Cola Co. | Add +2.8% | 0.13% | −0.01 |
| A Agilent Technologies Inc. | Add +1.4% | 0.15% | −0.01 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.13% | −0.02 |
| COLB Columbia Banking System Inc. | Add +4.2% | 0.28% | −0.03 |
| UPS United Parcel Service Class B | Add +1.4% | 0.43% | −0.07 |
| KAI Kadant Inc. | Add +7.5% | 1.29% | −0.10 |
| LULU Lululemon Athletica Inc. | Add +3.9% | 0.80% | −0.20 |
Notes & Other Activity Q1 2025 → Q2 2025
| MELI MercadoLibre Inc. | COM | Reduce -100.0% | 0 | $1K |
| BKNG Booking Holdings Inc. | COM | Reduce -100.0% | 0 | $245 |
| PAYC Paycom Software Inc. | COM | Reduce -100.0% | 0 | $77 |
| DSI iShares ESG MSCI KLD 400 ETF | ESG MSCI KLD ETF | Reduce -100.0% | 0 | $6 |
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 |