Clean Yield Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Clean Yield Group reported 407 stock positions worth $360.2 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Broadcom (AVGO, 4.1%). Compared with Q3 2025, it opened 9 new positions, sold out of 20, added to 47 and reduced 79. The biggest buy was State Street (STT, shares +8247%) and the biggest sale Sprouts Farmers Market (SFM, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $360.2M (Q4 2025)
- SEC Filing
- 0001525865-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 407 stocks · $360.2M
| AAPL Apple Inc. | 7.70% | 102,038 | $27.7M | Reduce -1.0% |
| NVDA Nvidia Corp. | 4.68% | 90,303 | $16.8M | Reduce -0.2% |
| AVGO Broadcom Inc. | 4.06% | 42,210 | $14.6M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS | 2.76% | 9,291 | $9.9M | Add +7.1% |
| CSCO Cisco Systems Inc. | 2.47% | 115,473 | $8.9M | Reduce -0.2% |
| GSK GSK PLC-Spon ADR | 2.20% | 161,357 | $7.9M | Reduce -1.5% |
| AWK American Water Works Co. Inc. | 2.10% | 58,057 | $7.6M | Reduce -6.3% |
| UL Unilever PLC-Sponsored ADR | 2.10% | 115,430 | $7.5M | Reduce -3.7% |
| PLD Prologis Inc. | 1.97% | 55,496 | $7.1M | Add +1.2% |
| ANET Arista Networks Inc. | 1.93% | 53,061 | $7.0M | Add +0.2% |
| CRM Salesforce Inc. | 1.86% | 25,282 | $6.7M | Add +0.3% |
| FSLR First Solar Inc. | 1.75% | 24,133 | $6.3M | Reduce -11.9% |
| MSFT Microsoft Corp. | 1.72% | 12,785 | $6.2M | Reduce -1.4% |
| FERG Ferguson Enterprises Inc. | 1.67% | 27,101 | $6.0M | Add +0.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.66% | 32,734 | $6.0M | Add +1.2% |
| HASI Ha Sustainable Infrastructur | 1.55% | 177,658 | $5.6M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.55% | 18,825 | $5.6M | Reduce -0.8% |
| SYK Stryker Corp. | 1.53% | 15,651 | $5.5M | Add +4.7% |
| SFM Sprouts Farmers Market Inc. | 1.52% | 68,932 | $5.5M | Reduce -3.5% |
| MKC McCormick & Co.-Non VTG SHRS | 1.43% | 75,825 | $5.2M | Reduce -0.4% |
| ROST Ross Stores Inc. | 1.43% | 28,567 | $5.1M | Add +0.4% |
| ADP Automatic Data Processing | 1.41% | 19,703 | $5.1M | Add +0.7% |
| VEEV Veeva Systems Inc. Class A | 1.34% | 21,568 | $4.8M | Add +0.4% |
| ECL Ecolab Inc. | 1.31% | 17,936 | $4.7M | Add +5.7% |
| DGX Quest Diagnostics Inc. | 1.29% | 26,681 | $4.6M | Add +0.1% |
| CHKP Check Point Software Tech | 1.25% | 24,249 | $4.5M | Add +0.8% |
| HD Home Depot Inc. | 1.24% | 12,990 | $4.5M | Add +1.0% |
| CAC Camden National Corp. | 1.24% | 102,695 | $4.5M | Add +0.1% |
| HUBB Hubbell Inc. | 1.22% | 9,883 | $4.4M | Add +2.2% |
| MCO Moody's Corp. | 1.22% | 8,575 | $4.4M | Add +3.7% |
| HOLX Hologic Inc. | 1.20% | 57,913 | $4.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.17% | 20,400 | $4.2M | No change |
| TAK Takeda Pharmaceutic-SP ADR | 1.13% | 260,804 | $4.1M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 1.12% | 40,449 | $4.0M | Add +47.9% |
| NOW ServiceNow Inc. | 1.08% | 25,513 | $3.9M | Add +2.5% |
| VMI Valmont Industries | 1.07% | 9,546 | $3.8M | Add +4.1% |
| VOD Vodafone Group PLC-SP ADR | 1.04% | 283,978 | $3.8M | Reduce -9.7% |
| LLY Eli Lilly & Co. | 0.94% | 3,165 | $3.4M | Reduce -3.4% |
| DOC Healthpeak Properties Inc. | 0.94% | 209,858 | $3.4M | Reduce -4.6% |
| KAI Kadant Inc. | 0.93% | 11,795 | $3.4M | Reduce -13.2% |
| BWA Borgwarner Inc. | 0.90% | 72,247 | $3.3M | Add +2.9% |
| AMAL Amalgamated Financial Corp. | 0.82% | 92,521 | $3.0M | Reduce -7.8% |
| GOOGL Alphabet Inc. Class A | 0.76% | 8,728 | $2.7M | No change |
| WAB Wabtec Corp. | 0.75% | 12,675 | $2.7M | Add +0.3% |
| STT State Street Corp. | 0.69% | 19,199 | $2.5M | Add +8247.4% |
| NOK Nokia Corp.-Spon ADR | 0.69% | 382,421 | $2.5M | Add +15.0% |
| PG The Procter & Gamble Co. | 0.67% | 16,783 | $2.4M | Reduce -7.5% |
| NFLX Netflix Inc. | 0.64% | 24,743 | $2.3M | Add +6.1% |
| TU Telus Corp. | 0.64% | 173,861 | $2.3M | Reduce -7.6% |
| EXPD Expeditors Intl Wash Inc. | 0.61% | 14,755 | $2.2M | Reduce -0.7% |
| INTU Intuit Inc. | 0.61% | 3,296 | $2.2M | Add +0.8% |
| COLB Columbia Banking System Inc. | 0.60% | 77,762 | $2.2M | Add +14.6% |
| HTO H2O America | 0.58% | 42,706 | $2.1M | Reduce -15.7% |
| VITL Vital Farms Inc. | 0.58% | 65,406 | $2.1M | Add +0.9% |
| ITW Illinois Tool Works | 0.58% | 8,479 | $2.1M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 2,958 | $2.0M | No change |
| LULU Lululemon Athletica Inc. | 0.55% | 9,457 | $2.0M | Reduce -28.4% |
| CMG Chipotle Mexican Grill Inc. | 0.54% | 52,732 | $2.0M | Reduce -29.1% |
| AMRC Ameresco Inc. Class A | 0.51% | 62,742 | $1.8M | Reduce -16.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 5,745 | $1.8M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.44% | 4,816 | $1.6M | No change |
| PEP Pepsico Inc. | 0.44% | 10,934 | $1.6M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.43% | 30,141 | $1.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 2,630 | $1.5M | Reduce -1.9% |
| UPS United Parcel Service Class B | 0.36% | 13,173 | $1.3M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,408 | $1.2M | Reduce -1.5% |
| USB US Bancorp | 0.32% | 21,896 | $1.2M | No change |
| AXP American Express Co. | 0.32% | 3,095 | $1.1M | No change |
| MRK Merck & Co. Inc. | 0.32% | 10,822 | $1.1M | Add +2.1% |
| CL Colgate-Palmolive Co. | 0.30% | 13,785 | $1.1M | Reduce -5.5% |
| TRMB Trimble Inc. | 0.29% | 13,411 | $1.1M | Reduce -3.6% |
| BDX Becton Dickinson and Co. | 0.27% | 5,017 | $974K | Reduce -7.0% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,000 | $924K | Reduce -3.6% |
| GRNB Vaneck Green Bond ETF | 0.26% | 37,946 | $923K | Reduce -0.9% |
| SOFI Sofi Technologies Inc. | 0.25% | 34,616 | $906K | New |
| ABBV Abbvie Inc. | 0.25% | 3,880 | $887K | Reduce -7.2% |
| ORLY O'reilly Automotive Inc. | 0.23% | 8,910 | $813K | No change |
| ABT Abbott Laboratories | 0.22% | 6,236 | $781K | No change |
| JPM JPMorgan Chase & Co. | 0.20% | 2,208 | $711K | Add +7.2% |
| MA Mastercard Inc. Class A | 0.19% | 1,207 | $689K | No change |
| GIS General Mills Inc. | 0.19% | 14,597 | $679K | Reduce -4.3% |
| AFL Aflac Inc. | 0.18% | 5,882 | $649K | No change |
| NEE Nextera Energy Inc. | 0.17% | 7,558 | $607K | No change |
| COST Costco Wholesale Corp. | 0.17% | 693 | $598K | Reduce -1.7% |
| A Agilent Technologies Inc. | 0.17% | 4,387 | $597K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,552 | $589K | Add +10.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,147 | $586K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 898 | $552K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 5,900 | $542K | No change |
| APH Amphenol Corp. Class A | 0.15% | 3,992 | $539K | Add +2.7% |
| TXN Texas Instruments Inc. | 0.15% | 3,073 | $533K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.15% | 1,192 | $530K | Add +475.9% |
| HIFS Hingham Institution for SVGS | 0.14% | 1,810 | $514K | No change |
| GDX Vaneck Gold Miners ETF | 0.14% | 5,835 | $500K | No change |
| WTRG Essential Utilities Inc. | 0.14% | 12,729 | $488K | No change |
| MMM 3M Co. | 0.13% | 2,995 | $480K | No change |
| CWT California Water Service Grp | 0.13% | 10,935 | $474K | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.13% | 3,921 | $472K | Reduce -6.3% |
| PAYX Paychex Inc. | 0.13% | 4,160 | $467K | No change |
| WMT Walmart Inc. | 0.13% | 4,101 | $457K | 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 (2) · $2 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| 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: $360.2M.
Portfolio Sells Q3 2025 → Q4 2025
| SFM Sprouts Farmers Market Inc. | Reduce -3.5% | 1.52% | −0.67 |
| AWK American Water Works Co. Inc. | Reduce -6.3% | 2.10% | −0.33 |
| CMG Chipotle Mexican Grill Inc. | Reduce -29.1% | 0.54% | −0.28 |
| DOC Healthpeak Properties Inc. | Reduce -4.6% | 0.94% | −0.25 |
| KAI Kadant Inc. | Reduce -13.2% | 0.93% | −0.21 |
| AMRC Ameresco Inc. Class A | Reduce -16.6% | 0.51% | −0.20 |
| TU Telus Corp. | Reduce -7.6% | 0.64% | −0.20 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.72% | −0.18 |
| UL Unilever PLC-Sponsored ADR | Reduce -3.7% | 2.10% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -7.5% | 0.67% | −0.12 |
| LULU Lululemon Athletica Inc. | Reduce -28.4% | 0.55% | −0.12 |
| HTO H2O America | Reduce -15.7% | 0.58% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.2% | 4.68% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.06 |
| ITW Illinois Tool Works | Reduce -0.3% | 0.58% | −0.05 |
| HASI Ha Sustainable Infrastructur | Reduce -3.0% | 1.55% | −0.04 |
| TRMB Trimble Inc. | Reduce -3.6% | 0.29% | −0.03 |
| GIS General Mills Inc. | Reduce -4.3% | 0.19% | −0.03 |
| ABBV Abbvie Inc. | Reduce -7.2% | 0.25% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -5.5% | 0.30% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.17% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -0.7% | 0.07% | −0.02 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -50.0% | 0.02% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -7.0% | 0.27% | −0.01 |
| CWT California Water Service Grp | Reduce -2.7% | 0.13% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -18.3% | 0.05% | −0.01 |
| SMCI Super Micro Computer Inc. | Reduce -40.0% | 0.01% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -42.8% | 0.02% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -60.5% | 0.01% | −0.01 |
| CI The Cigna Group | Reduce -10.6% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.34% | −0.01 |
| KMPR Kemper Corp. | Sold out | 0.00% | −0.01 |
| MICC The Magnum Ice Cream Co. NV | Reduce -5.3% | 0.11% | −0.01 |
| GE General Electric | Reduce -3.6% | 0.26% | −0.01 |
| GRNB Vaneck Green Bond ETF | Reduce -0.9% | 0.26% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.0% | 0.06% | −0.01 |
| MCK McKesson Corp. | Reduce -14.0% | 0.06% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.4% | 1.43% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.01 |
| EMLP First Trust North American E | Sold out | 0.00% | −0.00 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -71.1% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.16% | −0.00 |
| NOMD Nomad Foods Ltd. | Reduce -59.6% | 0.00% | −0.00 |
| SLF Sun Life Financial Inc. | Reduce -26.6% | 0.01% | −0.00 |
| WPM Wheaton Precious Metals Corp. | Reduce -38.9% | 0.01% | −0.00 |
| TNC Tennant Co. | Reduce -0.1% | 0.03% | −0.00 |
| CGNX Cognex Corp. | Reduce -2.9% | 0.01% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| STT State Street Corp. | Add +8247.4% | 0.69% | +0.68 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.1% | 2.76% | +0.39 |
| SCHW Schwab (charles) Corp. | Add +47.9% | 1.12% | +0.38 |
| JKHY Jack Henry & Associates Inc. | Add +1.2% | 1.66% | +0.30 |
| SOFI Sofi Technologies Inc. | New | 0.25% | +0.25 |
| NOK Nokia Corp.-Spon ADR | Add +15.0% | 0.69% | +0.23 |
| ROST Ross Stores Inc. | Add +0.4% | 1.43% | +0.20 |
| PLD Prologis Inc. | Add +1.2% | 1.97% | +0.19 |
| CRM Salesforce Inc. | Add +0.3% | 1.86% | +0.17 |
| VOOG Vanguard S&P 500 Growth ETF | Add +475.9% | 0.15% | +0.12 |
| AVGO Broadcom Inc. | Add +0.0% | 4.06% | +0.12 |
| CAC Camden National Corp. | Add +0.1% | 1.24% | +0.12 |
| COLB Columbia Banking System Inc. | Add +14.6% | 0.60% | +0.11 |
| MCO Moody's Corp. | Add +3.7% | 1.22% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +81100.0% | 0.08% | +0.08 |
| BETA Beta Technologies Inc. Class A | New | 0.07% | +0.07 |
| MRK Merck & Co. Inc. | Add +2.1% | 0.32% | +0.06 |
| VMI Valmont Industries | Add +4.1% | 1.07% | +0.06 |
| HUBB Hubbell Inc. | Add +2.2% | 1.22% | +0.04 |
| WAB Wabtec Corp. | Add +0.3% | 0.75% | +0.04 |
| BWA Borgwarner Inc. | Add +2.9% | 0.90% | +0.03 |
| AMZN Amazon.com Inc. | Add +10.1% | 0.16% | +0.02 |
| APH Amphenol Corp. Class A | Add +2.7% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.2% | 0.20% | +0.01 |
| ETN Eaton Corp. PLC | Add +89.7% | 0.04% | +0.01 |
| ADSK Autodesk Inc. | Add +459.4% | 0.01% | +0.01 |
| LCTU iShares U.S. Carbon Transiti | New | 0.01% | +0.01 |
| MAR Marriott International Class A | Add +11.0% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +2.2% | 0.12% | +0.01 |
| CWI State Street SPDR MSCI Acwi | New | 0.00% | +0.00 |
| ICLN iShares Global Clean Energy | Add +984.3% | 0.00% | +0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.00% | +0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | New | 0.00% | +0.00 |
| RUN Sunrun Inc. | New | 0.00% | +0.00 |
| HIG Hartford Insurance Group Inc. | Add +21.5% | 0.01% | +0.00 |
| AGZ iShares Agency Bond ETF | Add +6.6% | 0.03% | +0.00 |
| RYN Rayonier Inc. | New | 0.00% | 0.00 |
| XLE SS Energy Select Sector | Add +0.9% | 0.00% | 0.00 |
| JSTC Adasina Social Justice GLB | Add +0.9% | 0.00% | 0.00 |
| WKHS Workhorse Group Inc. | New | 0.00% | 0.00 |
| ARMK Aramark | Add +0.4% | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.2% | 0.01% | −0.00 |
| XYL Xylem Inc. | Add +8.7% | 0.03% | −0.00 |
| ECL Ecolab Inc. | Add +5.7% | 1.31% | −0.01 |
| INTU Intuit Inc. | Add +0.8% | 0.61% | −0.03 |
| SYK Stryker Corp. | Add +4.7% | 1.53% | −0.04 |
| FERG Ferguson Enterprises Inc. | Add +0.4% | 1.67% | −0.04 |
| NFLX Netflix Inc. | Add +6.1% | 0.64% | −0.15 |
| DGX Quest Diagnostics Inc. | Add +0.1% | 1.29% | −0.15 |
| CHKP Check Point Software Tech | Add +0.8% | 1.25% | −0.16 |
Notes & Other Activity Q3 2025 → Q4 2025
| MELI MercadoLibre Inc. | COM | Sold out | 0 | $1Kbefore exit |
| BKNG Booking Holdings Inc. | COM | Sold out | 0 | $229before exit |
| PAYC Paycom Software Inc. | COM | Sold out | 0 | $69before exit |
| ODFL Old Dominion Freight Line | COM | Sold out | 0 | $25before exit |
| MTCH Match Group Inc. | COM | Sold out | 0 | $10before exit |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | Sold out | 0 | $10before exit |
| DSI iShares ESG MSCI KLD 400 ETF | ESG MSCI KLD ETF | Sold out | 0 | $6before exit |
| PRF Invesco Rafi US 1000 ETF | RAFI US 1000 ETF | Sold out | 0 | $4before exit |
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 |