Clean Yield Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Clean Yield Group reported 415 stock positions worth $353.8 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Broadcom (AVGO, 3.9%). Compared with Q2 2025, it opened 26 new positions, sold out of 8, added to 51 and reduced 74. The biggest buy was Ecolab (ECL, shares +33167%) and the biggest sale Sprouts Farmers Market (SFM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $353.8M (Q3 2025)
- SEC Filing
- 0001525865-25-000010 ↗ filed Oct 23, 2025
Holdings Value
Holdings 415 stocks · $353.8M
| AAPL Apple Inc. | 7.42% | 103,090 | $26.2M | Add +0.4% |
| NVDA Nvidia Corp. | 4.77% | 90,460 | $16.9M | Reduce -1.4% |
| AVGO Broadcom Inc. | 3.94% | 42,200 | $13.9M | Reduce -3.5% |
| AWK American Water Works Co. Inc. | 2.44% | 61,934 | $8.6M | Reduce -2.3% |
| ASML ASML Holding NV-NY Reg SHS | 2.37% | 8,676 | $8.4M | Reduce -0.2% |
| UL Unilever PLC | 2.26% | 134,958 | $8.0M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 2.24% | 115,734 | $7.9M | Reduce -1.7% |
| SFM Sprouts Farmers Market Inc. | 2.20% | 71,410 | $7.8M | Reduce -2.0% |
| ANET Arista Networks Inc. | 2.18% | 52,975 | $7.7M | Reduce -0.9% |
| GSK GSK PLC-Spon ADR | 2.00% | 163,792 | $7.1M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.90% | 12,961 | $6.7M | Reduce -0.4% |
| VEEV Veeva Systems Inc. Class A | 1.81% | 21,486 | $6.4M | Reduce -1.0% |
| PLD Prologis Inc. | 1.78% | 54,853 | $6.3M | Add +4.9% |
| FERG Ferguson Enterprises Inc. | 1.71% | 26,987 | $6.1M | Reduce -1.1% |
| FSLR First Solar Inc. | 1.71% | 27,402 | $6.0M | Reduce -3.0% |
| CRM Salesforce Inc. | 1.69% | 25,202 | $6.0M | Add +8.2% |
| ADP Automatic Data Processing | 1.62% | 19,558 | $5.7M | Reduce -1.8% |
| HASI Ha Sustainable Infrastructur | 1.59% | 183,251 | $5.6M | Reduce -2.1% |
| SYK Stryker Corp. | 1.56% | 14,951 | $5.5M | Add +4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.51% | 18,972 | $5.4M | Reduce -2.9% |
| HD Home Depot Inc. | 1.47% | 12,861 | $5.2M | Add +2.1% |
| MKC McCormick & Co.-Non VTG SHRS | 1.44% | 76,141 | $5.1M | Reduce -0.3% |
| DGX Quest Diagnostics Inc. | 1.44% | 26,657 | $5.1M | Add +0.4% |
| CHKP Check Point Software Tech | 1.41% | 24,044 | $5.0M | Reduce -1.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.36% | 32,351 | $4.8M | Add +1.8% |
| ECL Ecolab Inc. | 1.31% | 16,966 | $4.6M | Add +33166.7% |
| NOW ServiceNow Inc. | 1.29% | 4,976 | $4.6M | Add +1.4% |
| ROST Ross Stores Inc. | 1.23% | 28,452 | $4.3M | Add +0.4% |
| DOC Healthpeak Properties Inc. | 1.19% | 220,052 | $4.2M | Reduce -7.2% |
| HUBB Hubbell Inc. | 1.18% | 9,671 | $4.2M | Reduce -1.1% |
| KAI Kadant Inc. | 1.14% | 13,586 | $4.0M | Reduce -0.1% |
| CAC Camden National Corp. | 1.12% | 102,607 | $4.0M | Add +1.2% |
| MCO Moody's Corp. | 1.11% | 8,270 | $3.9M | Add +8.2% |
| HOLX Hologic Inc. | 1.11% | 58,326 | $3.9M | Reduce -0.2% |
| TAK Takeda Pharmaceutic-SP ADR | 1.10% | 266,038 | $3.9M | Reduce -3.3% |
| JNJ Johnson & Johnson | 1.07% | 20,400 | $3.8M | Add +0.9% |
| VOD Vodafone Group PLC-SP ADR | 1.03% | 314,497 | $3.6M | Reduce -6.4% |
| VMI Valmont Industries | 1.00% | 9,169 | $3.6M | Add +6.0% |
| BWA Borgwarner Inc. | 0.87% | 70,187 | $3.1M | Add +2.6% |
| TU Telus Corp. | 0.84% | 188,206 | $3.0M | Reduce -4.4% |
| CMG Chipotle Mexican Grill Inc. | 0.82% | 74,327 | $2.9M | Add +7.4% |
| NFLX Netflix Inc. | 0.79% | 2,333 | $2.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.79% | 18,134 | $2.8M | Add +0.0% |
| AMAL Amalgamated Financial Corp. | 0.77% | 100,327 | $2.7M | Reduce -3.4% |
| VITL Vital Farms Inc. | 0.75% | 64,810 | $2.7M | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 0.74% | 27,349 | $2.6M | Add +182.7% |
| WAB Wabtec Corp. | 0.72% | 12,634 | $2.5M | Add +7.4% |
| AMRC Ameresco Inc. Class A | 0.71% | 75,227 | $2.5M | Reduce -35.6% |
| LLY Eli Lilly & Co. | 0.71% | 3,276 | $2.5M | Reduce -3.4% |
| HTO H2O America | 0.70% | 50,685 | $2.5M | Reduce -5.1% |
| LULU Lululemon Athletica Inc. | 0.66% | 13,200 | $2.3M | Add +16.9% |
| INTU Intuit Inc. | 0.63% | 3,271 | $2.2M | Reduce -0.5% |
| ITW Illinois Tool Works | 0.63% | 8,504 | $2.2M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.60% | 8,728 | $2.1M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 2,958 | $2.0M | Add +0.2% |
| EXPD Expeditors Intl Wash Inc. | 0.51% | 14,855 | $1.8M | Reduce -6.2% |
| COLB Columbia Banking System Inc. | 0.49% | 67,853 | $1.7M | Add +70.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.47% | 30,141 | $1.7M | Reduce -4.4% |
| NOK Nokia Corp.-Spon ADR | 0.45% | 332,655 | $1.6M | Reduce -4.4% |
| PEP Pepsico Inc. | 0.43% | 10,934 | $1.5M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.40% | 5,762 | $1.4M | No change |
| AMGN Amgen Inc. | 0.38% | 4,816 | $1.4M | Reduce -6.3% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 2,680 | $1.3M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 2,444 | $1.2M | Add +2.2% |
| UPS United Parcel Service Class B | 0.34% | 14,458 | $1.2M | Add +0.4% |
| CL Colgate-Palmolive Co. | 0.33% | 14,583 | $1.2M | Reduce -4.4% |
| TRMB Trimble Inc. | 0.32% | 13,915 | $1.1M | No change |
| USB US Bancorp | 0.30% | 21,896 | $1.1M | Reduce -0.7% |
| AXP American Express Co. | 0.29% | 3,095 | $1.0M | No change |
| BDX Becton Dickinson and Co. | 0.29% | 5,393 | $1.0M | Reduce -8.6% |
| ABBV Abbvie Inc. | 0.27% | 4,180 | $968K | Reduce -1.7% |
| ORLY O'reilly Automotive Inc. | 0.27% | 8,910 | $961K | No change |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,113 | $936K | No change |
| GRNB Vaneck Green Bond ETF | 0.26% | 38,293 | $936K | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.25% | 10,602 | $890K | Reduce -0.4% |
| ABT Abbott Laboratories | 0.24% | 6,236 | $835K | Reduce -1.0% |
| GIS General Mills Inc. | 0.22% | 15,247 | $769K | Reduce -14.6% |
| MA Mastercard Inc. Class A | 0.19% | 1,207 | $687K | Add +1.7% |
| AFL Aflac Inc. | 0.19% | 5,882 | $657K | No change |
| COST Costco Wholesale Corp. | 0.18% | 705 | $653K | No change |
| JPM JPMorgan Chase & Co. | 0.18% | 2,060 | $650K | Add +5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 5,150 | $590K | No change |
| NEE Nextera Energy Inc. | 0.16% | 7,558 | $571K | Add +8.0% |
| TXN Texas Instruments Inc. | 0.16% | 3,073 | $565K | Add +4.2% |
| A Agilent Technologies Inc. | 0.16% | 4,387 | $563K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 898 | $539K | Add +7.5% |
| PAYX Paychex Inc. | 0.15% | 4,160 | $527K | No change |
| CWT California Water Service Grp | 0.15% | 11,235 | $516K | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.14% | 2,319 | $509K | No change |
| WTRG Essential Utilities Inc. | 0.14% | 12,729 | $508K | No change |
| TSCO Tractor Supply Company | 0.14% | 8,620 | $490K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.14% | 4,493 | $488K | No change |
| APH Amphenol Corp. Class A | 0.14% | 3,888 | $481K | No change |
| HIFS Hingham Institution for SVGS | 0.13% | 1,810 | $477K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 4,185 | $472K | Add +3.5% |
| MMM 3M Co. | 0.13% | 2,995 | $465K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 5,900 | $453K | No change |
| ORCL Oracle Corp. | 0.13% | 1,598 | $449K | No change |
| GDX Vaneck Gold Miners ETF | 0.13% | 5,835 | $446K | Add +30.5% |
| WTS Watts Water Technologies-A | 0.13% | 1,596 | $446K | No change |
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 (10) · $1K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MELI MercadoLibre Inc. | COM | 0 | $1K |
| BKNG Booking Holdings Inc. | COM | 0 | $229 |
| PAYC Paycom Software Inc. | COM | 0 | $69 |
| ODFL Old Dominion Freight Line | COM | 0 | $25 |
| MTCH Match Group Inc. | COM | 0 | $10 |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | 0 | $10 |
| 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: $353.8M.
Portfolio Sells Q2 2025 → Q3 2025
| SFM Sprouts Farmers Market Inc. | Reduce -2.0% | 2.20% | −1.39 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.3% | 1.44% | −0.29 |
| UL Unilever PLC | Reduce -1.5% | 2.26% | −0.25 |
| ADP Automatic Data Processing | Reduce -1.8% | 1.62% | −0.22 |
| IBM Intl Business Machines Corp. | Reduce -2.9% | 1.51% | −0.21 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 2.24% | −0.20 |
| CHKP Check Point Software Tech | Reduce -1.1% | 1.41% | −0.20 |
| AWK American Water Works Co. Inc. | Reduce -2.3% | 2.44% | −0.20 |
| AMAL Amalgamated Financial Corp. | Reduce -3.4% | 0.77% | −0.20 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.4% | 0.47% | −0.18 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -3.3% | 1.10% | −0.17 |
| KAI Kadant Inc. | Reduce -0.1% | 1.14% | −0.15 |
| NFLX Netflix Inc. | Reduce -0.1% | 0.79% | −0.14 |
| INTU Intuit Inc. | Reduce -0.5% | 0.63% | −0.14 |
| HTO H2O America | Reduce -5.1% | 0.70% | −0.13 |
| TU Telus Corp. | Reduce -4.4% | 0.84% | −0.11 |
| NOK Nokia Corp.-Spon ADR | Reduce -4.4% | 0.45% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -4.4% | 0.33% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 0.71% | −0.08 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.07 |
| FERG Ferguson Enterprises Inc. | Reduce -1.1% | 1.71% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.0% | 1.81% | −0.06 |
| GIS General Mills Inc. | Reduce -14.6% | 0.22% | −0.06 |
| DOC Healthpeak Properties Inc. | Reduce -7.2% | 1.19% | −0.05 |
| AMGN Amgen Inc. | Reduce -6.3% | 0.38% | −0.05 |
| VOD Vodafone Group PLC-SP ADR | Reduce -6.4% | 1.03% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.90% | −0.04 |
| NOMD Nomad Foods Ltd. | Reduce -73.7% | 0.01% | −0.03 |
| HOLX Hologic Inc. | Reduce -0.2% | 1.11% | −0.03 |
| EXPD Expeditors Intl Wash Inc. | Reduce -6.2% | 0.51% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.24% | −0.02 |
| CI The Cigna Group | Reduce -3.5% | 0.08% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -53.5% | 0.02% | −0.02 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.11% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -8.6% | 0.29% | −0.02 |
| HUBB Hubbell Inc. | Reduce -1.1% | 1.18% | −0.02 |
| GRNB Vaneck Green Bond ETF | Reduce -1.4% | 0.26% | −0.02 |
| WAT Waters Corp. | Reduce -2.3% | 0.06% | −0.01 |
| STAG Stag Industrial Inc. | Reduce -34.0% | 0.02% | −0.01 |
| TGT Target Corp. | Reduce -3.7% | 0.06% | −0.01 |
| CWT California Water Service Grp | Reduce -2.2% | 0.15% | −0.01 |
| HMN Horace Mann Educators | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -34.9% | 0.02% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -29.6% | 0.02% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -7.7% | 0.06% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.8% | 0.05% | −0.01 |
| CME Cme Group Inc. | Reduce -40.9% | 0.01% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.01 |
| ALC Alcon Inc. | Reduce -1.0% | 0.02% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -0.7% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ECL Ecolab Inc. | Add +33166.7% | 1.31% | +1.31 |
| AAPL Apple Inc. | Add +0.4% | 7.42% | +1.12 |
| SCHW Schwab (charles) Corp. | Add +182.7% | 0.74% | +0.47 |
| COLB Columbia Banking System Inc. | Add +70.3% | 0.49% | +0.22 |
| BWA Borgwarner Inc. | Add +2.6% | 0.87% | +0.19 |
| VMI Valmont Industries | Add +6.0% | 1.00% | +0.16 |
| JNJ Johnson & Johnson | Add +0.9% | 1.07% | +0.14 |
| ROST Ross Stores Inc. | Add +0.4% | 1.23% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.60% | +0.14 |
| PLD Prologis Inc. | Add +4.9% | 1.78% | +0.13 |
| HD Home Depot Inc. | Add +2.1% | 1.47% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +30.5% | 0.13% | +0.06 |
| SNPS Synopsys Inc. | Add +5450.0% | 0.03% | +0.03 |
| VIXY Proshares Vix Short-Term Fut | New | 0.03% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.03% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.02% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.02% | +0.02 |
| LOW Lowe's Cos Inc. | Add +12.3% | 0.10% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.0% | 0.16% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.5% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 0.18% | +0.01 |
| RTX RTX Corp. | Add +13.1% | 0.08% | +0.01 |
| CAT Caterpillar Inc. | Add +27.5% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.56% | +0.01 |
| DVY iShares Select Dividend ETF | New | 0.01% | +0.01 |
| DGX Quest Diagnostics Inc. | Add +0.4% | 1.44% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +108.8% | 0.02% | +0.01 |
| INTC Intel Corp. | Add +9.0% | 0.02% | +0.01 |
| DTE DTE Energy Company | New | 0.01% | +0.01 |
| MDT Medtronic PLC | Add +265.7% | 0.01% | +0.01 |
| MLPA Global X MLP ETF | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +24.8% | 0.04% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | New | 0.01% | +0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.01% | +0.01 |
| KVUE Kenvue Inc. | New | 0.01% | +0.01 |
| NI Nisource Inc. | New | 0.01% | +0.01 |
| TTE Totalenergies SE -Spon ADR | New | 0.01% | +0.01 |
| IYR iShares US Real Estate ETF | New | 0.00% | +0.00 |
| EMLP First Trust North American E | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +15.8% | 0.06% | +0.00 |
| DTM DT Midstream Inc. | Add +223.8% | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +3.5% | 0.13% | +0.00 |
| IJR iShares Core S&P Small-Cap E | New | 0.00% | +0.00 |
| ACN Accenture PLC Class A | Add +82.9% | 0.01% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | New | 0.00% | +0.00 |
| AEP American Electric Power | New | 0.00% | +0.00 |
| DD Dupont DE Nemours Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| MTCH Match Group Inc. | COM | Reduce -100.0% | 0 | $10 |
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 |