Clean Yield Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Clean Yield Group reported 383 stock positions worth $355.2 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Broadcom (AVGO, 3.4%). Compared with Q4 2025, it opened 9 new positions, sold out of 34, added to 45 and reduced 111. The biggest buy was Costco Wholesale (COST, shares +646%) and the biggest sale Hologic (HOLX, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $355.2M (Q1 2026)
- SEC Filing
- 0001525865-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 383 stocks · $355.2M
| AAPL Apple Inc. | 7.27% | 101,762 | $25.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.49% | 91,377 | $15.9M | Add +1.2% |
| AVGO Broadcom Inc. | 3.45% | 39,569 | $12.2M | Reduce -6.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.30% | 8,872 | $11.7M | Reduce -4.5% |
| CSCO Cisco Systems Inc. | 2.57% | 117,669 | $9.1M | Add +1.9% |
| GSK GSK PLC-Spon ADR | 2.52% | 161,978 | $8.9M | Add +0.4% |
| PLD Prologis Inc. | 2.09% | 56,250 | $7.4M | Add +1.4% |
| AWK American Water Works Co. Inc. | 2.01% | 52,433 | $7.1M | Reduce -9.7% |
| ANET Arista Networks Inc. | 1.86% | 53,746 | $6.6M | Add +1.3% |
| FERG Ferguson Enterprises Inc. | 1.78% | 27,172 | $6.3M | Add +0.3% |
| UL Unilever PLC-Sponsored ADR | 1.77% | 110,247 | $6.3M | Reduce -4.5% |
| HASI Ha Sustainable Infrastructur | 1.75% | 169,328 | $6.2M | Reduce -4.7% |
| ROST Ross Stores Inc. | 1.75% | 28,640 | $6.2M | Add +0.3% |
| CRM Salesforce Inc. | 1.62% | 30,792 | $5.7M | Add +21.8% |
| SYK Stryker Corp. | 1.51% | 16,354 | $5.4M | Add +4.5% |
| SFM Sprouts Farmers Market Inc. | 1.49% | 68,630 | $5.3M | Reduce -0.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.48% | 33,239 | $5.3M | Add +1.5% |
| DGX Quest Diagnostics Inc. | 1.45% | 26,322 | $5.2M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 1.45% | 5,172 | $5.2M | Add +646.3% |
| CAC Camden National Corp. | 1.44% | 107,755 | $5.1M | Add +4.9% |
| HUBB Hubbell Inc. | 1.40% | 10,153 | $5.0M | Add +2.7% |
| JNJ Johnson & Johnson | 1.38% | 20,084 | $4.9M | Reduce -1.6% |
| ECL Ecolab Inc. | 1.38% | 18,424 | $4.9M | Add +2.7% |
| MSFT Microsoft Corp. | 1.33% | 12,785 | $4.7M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.30% | 19,057 | $4.6M | Add +1.2% |
| FSLR First Solar Inc. | 1.26% | 22,777 | $4.5M | Reduce -5.6% |
| SCHW Schwab (charles) Corp. | 1.25% | 47,271 | $4.4M | Add +16.9% |
| TAK Takeda Pharmaceutic-SP ADR | 1.24% | 238,365 | $4.4M | Reduce -8.6% |
| HD Home Depot Inc. | 1.22% | 13,154 | $4.3M | Add +1.3% |
| NOW ServiceNow Inc. | 1.15% | 39,038 | $4.1M | Add +53.0% |
| BWA Borgwarner Inc. | 1.15% | 74,960 | $4.1M | Add +3.8% |
| NFLX Netflix Inc. | 1.13% | 41,925 | $4.0M | Add +69.4% |
| MCO Moody's Corp. | 1.13% | 9,183 | $4.0M | Add +7.1% |
| ADP Automatic Data Processing | 1.12% | 19,573 | $4.0M | Reduce -0.7% |
| VMI Valmont Industries | 1.10% | 9,766 | $3.9M | Add +2.3% |
| VEEV Veeva Systems Inc. Class A | 1.08% | 21,907 | $3.8M | Add +1.6% |
| MKC McCormick & Co.-Non VTG SHRS | 1.08% | 76,012 | $3.8M | Add +0.3% |
| STT State Street Corp. | 1.04% | 29,068 | $3.7M | Add +51.4% |
| NOK Nokia Corp.-Spon ADR | 1.01% | 446,609 | $3.6M | Add +16.8% |
| KAI Kadant Inc. | 1.00% | 12,168 | $3.6M | Add +3.2% |
| CHKP Check Point Software Tech | 1.00% | 24,880 | $3.6M | Add +2.6% |
| VOD Vodafone Group PLC-SP ADR | 0.96% | 227,683 | $3.4M | Reduce -19.8% |
| WAB Wabtec Corp. | 0.96% | 13,671 | $3.4M | Add +7.9% |
| DOC Healthpeak Properties Inc. | 0.90% | 194,316 | $3.2M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 0.82% | 3,165 | $2.9M | No change |
| AMAL Amalgamated Financial Corp. | 0.80% | 73,548 | $2.9M | Reduce -20.5% |
| HTO H2O America | 0.77% | 46,418 | $2.7M | Add +8.7% |
| PANW Palo Alto Networks Inc. | 0.76% | 16,730 | $2.7M | Add +3033.0% |
| COLB Columbia Banking System Inc. | 0.71% | 92,465 | $2.5M | Add +18.9% |
| GOOGL Alphabet Inc. Class A | 0.71% | 8,718 | $2.5M | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.70% | 77,537 | $2.5M | Add +47.0% |
| PG The Procter & Gamble Co. | 0.67% | 16,528 | $2.4M | Reduce -1.5% |
| ITW Illinois Tool Works | 0.62% | 8,453 | $2.2M | Reduce -0.3% |
| LULU Lululemon Athletica Inc. | 0.61% | 14,231 | $2.2M | Add +50.5% |
| EXPD Expeditors Intl Wash Inc. | 0.54% | 13,468 | $1.9M | Reduce -8.7% |
| TU Telus Corp. | 0.53% | 146,028 | $1.9M | Reduce -16.0% |
| AMRC Ameresco Inc. Class A | 0.48% | 66,461 | $1.7M | Add +5.9% |
| AMGN Amgen Inc. | 0.48% | 4,816 | $1.7M | No change |
| PEP Pepsico Inc. | 0.47% | 10,784 | $1.7M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.46% | 5,745 | $1.6M | No change |
| SOFI Sofi Technologies Inc. | 0.44% | 98,433 | $1.6M | Add +184.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 2,403 | $1.6M | Reduce -18.8% |
| UPS United Parcel Service Class B | 0.37% | 13,505 | $1.3M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.35% | 10,482 | $1.3M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 2,522 | $1.2M | Reduce -4.1% |
| INTU Intuit Inc. | 0.32% | 2,609 | $1.1M | Reduce -20.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 2,348 | $1.1M | Reduce -2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 29,478 | $1.1M | Reduce -2.2% |
| CL Colgate-Palmolive Co. | 0.29% | 12,285 | $1.0M | Reduce -10.9% |
| USB US Bancorp | 0.29% | 19,817 | $1.0M | Reduce -9.5% |
| VITL Vital Farms Inc. | 0.26% | 66,151 | $934K | Add +1.1% |
| AXP American Express Co. | 0.26% | 3,079 | $931K | Reduce -0.5% |
| HOLX Hologic Inc. | 0.26% | 12,007 | $908K | Reduce -79.3% |
| ABBV Abbvie Inc. | 0.24% | 3,880 | $844K | No change |
| TRMB Trimble Inc. | 0.23% | 12,781 | $834K | Reduce -4.7% |
| ORLY O'reilly Automotive Inc. | 0.23% | 8,910 | $822K | No change |
| GRNB Vaneck Green Bond ETF | 0.23% | 34,055 | $816K | Reduce -10.3% |
| BDX Becton Dickinson and Co. | 0.20% | 4,627 | $728K | Reduce -7.8% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,513 | $713K | Reduce -16.2% |
| NEE Nextera Energy Inc. | 0.19% | 7,358 | $683K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 2,208 | $650K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,771 | $640K | Reduce -3.8% |
| AFL Aflac Inc. | 0.17% | 5,661 | $621K | Reduce -3.8% |
| ABT Abbott Laboratories | 0.17% | 5,862 | $602K | Reduce -6.0% |
| GEV GE Vernova Inc. | 0.17% | 685 | $598K | No change |
| TXN Texas Instruments Inc. | 0.17% | 3,073 | $597K | No change |
| KEYS Keysight Technologies Inc. | 0.17% | 2,081 | $588K | No change |
| AZN Astrazeneca PLC | 0.16% | 2,950 | $582K | No change |
| GIS General Mills Inc. | 0.16% | 15,338 | $571K | Add +5.1% |
| MA Mastercard Inc. Class A | 0.16% | 1,113 | $556K | Reduce -7.8% |
| WTRG Essential Utilities Inc. | 0.14% | 12,729 | $513K | No change |
| WMT Walmart Inc. | 0.14% | 4,101 | $510K | No change |
| APH Amphenol Corp. Class A | 0.14% | 3,992 | $504K | No change |
| A Agilent Technologies Inc. | 0.14% | 4,387 | $500K | No change |
| HIFS Hingham Institution for SVGS | 0.13% | 1,635 | $467K | Reduce -9.7% |
| WTS Watts Water Technologies-A | 0.13% | 1,596 | $463K | No change |
| CWT California Water Service Grp | 0.13% | 10,135 | $460K | Reduce -7.3% |
| MMM 3M Co. | 0.12% | 2,995 | $435K | No change |
| AMZN Amazon.com Inc. | 0.12% | 2,037 | $424K | Reduce -20.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.12% | 4,381 | $423K | Reduce -2.5% |
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 (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| STEW SRH Total Return Fund Inc. | COM | 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: $355.2M.
Portfolio Sells Q4 2025 → Q1 2026
| HOLX Hologic Inc. | Reduce -79.3% | 0.26% | −0.94 |
| AVGO Broadcom Inc. | Reduce -6.3% | 3.45% | −0.61 |
| FSLR First Solar Inc. | Reduce -5.6% | 1.26% | −0.49 |
| AAPL Apple Inc. | Reduce -0.3% | 7.27% | −0.43 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.5% | 1.77% | −0.33 |
| INTU Intuit Inc. | Reduce -20.8% | 0.32% | −0.29 |
| ADP Automatic Data Processing | Reduce -0.7% | 1.12% | −0.29 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.2% | 0.30% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.8% | 0.44% | −0.12 |
| TU Telus Corp. | Reduce -16.0% | 0.53% | −0.11 |
| MICC The Magnum Ice Cream Co. NV | Reduce -95.2% | 0.01% | −0.11 |
| AWK American Water Works Co. Inc. | Reduce -9.7% | 2.01% | −0.09 |
| VOD Vodafone Group PLC-SP ADR | Reduce -19.8% | 0.96% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 0.35% | −0.07 |
| EXPD Expeditors Intl Wash Inc. | Reduce -8.7% | 0.54% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -7.8% | 0.20% | −0.07 |
| TRMB Trimble Inc. | Reduce -4.7% | 0.23% | −0.06 |
| GE General Electric | Reduce -16.2% | 0.20% | −0.06 |
| AXP American Express Co. | Reduce -0.5% | 0.26% | −0.06 |
| DIS The Walt Disney Co. | Reduce -22.3% | 0.11% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -32.1% | 0.10% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.71% | −0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -29.9% | 0.10% | −0.05 |
| ABT Abbott Laboratories | Reduce -6.0% | 0.17% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -20.2% | 0.12% | −0.04 |
| DOC Healthpeak Properties Inc. | Reduce -7.4% | 0.90% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -7.8% | 0.16% | −0.03 |
| SFM Sprouts Farmers Market Inc. | Reduce -0.4% | 1.49% | −0.03 |
| USB US Bancorp | Reduce -9.5% | 0.29% | −0.03 |
| GRNB Vaneck Green Bond ETF | Reduce -10.3% | 0.23% | −0.03 |
| GDX Vaneck Gold Miners ETF | Reduce -24.1% | 0.11% | −0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.02 |
| AGZ iShares Agency Bond ETF | Reduce -80.5% | 0.01% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.07% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.32% | −0.02 |
| AMAL Amalgamated Financial Corp. | Reduce -20.5% | 0.80% | −0.02 |
| SUSL iShares ESG MSCI USA Leaders | Sold out | 0.00% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.01 |
| GPC Genuine Parts Co. | Reduce -12.8% | 0.05% | −0.01 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -84.8% | 0.00% | −0.01 |
| CI The Cigna Group | Reduce -15.9% | 0.05% | −0.01 |
| HIFS Hingham Institution for SVGS | Reduce -9.7% | 0.13% | −0.01 |
| V Visa Inc. Class A | Reduce -4.3% | 0.06% | −0.01 |
| DHR Danaher Corp. | Reduce -1.0% | 0.05% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.6% | 0.04% | −0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| COST Costco Wholesale Corp. | Add +646.3% | 1.45% | +1.28 |
| PANW Palo Alto Networks Inc. | Add +3033.0% | 0.76% | +0.73 |
| NFLX Netflix Inc. | Add +69.4% | 1.13% | +0.49 |
| STT State Street Corp. | Add +51.4% | 1.04% | +0.35 |
| NOK Nokia Corp.-Spon ADR | Add +16.8% | 1.01% | +0.32 |
| GSK GSK PLC-Spon ADR | Add +0.4% | 2.52% | +0.32 |
| ROST Ross Stores Inc. | Add +0.3% | 1.75% | +0.32 |
| BWA Borgwarner Inc. | Add +3.8% | 1.15% | +0.24 |
| WAB Wabtec Corp. | Add +7.9% | 0.96% | +0.21 |
| CAC Camden National Corp. | Add +4.9% | 1.44% | +0.20 |
| SOFI Sofi Technologies Inc. | Add +184.4% | 0.44% | +0.19 |
| HTO H2O America | Add +8.7% | 0.77% | +0.19 |
| HUBB Hubbell Inc. | Add +2.7% | 1.40% | +0.18 |
| CMG Chipotle Mexican Grill Inc. | Add +47.0% | 0.70% | +0.16 |
| SCHW Schwab (charles) Corp. | Add +16.9% | 1.25% | +0.13 |
| PLD Prologis Inc. | Add +1.4% | 2.09% | +0.13 |
| COLB Columbia Banking System Inc. | Add +18.9% | 0.71% | +0.11 |
| FERG Ferguson Enterprises Inc. | Add +0.3% | 1.78% | +0.11 |
| CSCO Cisco Systems Inc. | Add +1.9% | 2.57% | +0.10 |
| ESGU iShares ESG Aware MSCI USA | New | 0.10% | +0.10 |
| BKMI BNY Mellon Muni Int ETF | New | 0.08% | +0.08 |
| ECL Ecolab Inc. | Add +2.7% | 1.38% | +0.07 |
| KAI Kadant Inc. | Add +3.2% | 1.00% | +0.07 |
| LULU Lululemon Athletica Inc. | Add +50.5% | 0.61% | +0.07 |
| NOW ServiceNow Inc. | Add +53.0% | 1.15% | +0.06 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.05% | +0.05 |
| SPHY SS SPDR P High Yield ETF | New | 0.05% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | New | 0.05% | +0.05 |
| ESML iShares ESG Aware MSCI USA S | New | 0.04% | +0.04 |
| WAT Waters Corp. | Add +93.8% | 0.11% | +0.04 |
| VMI Valmont Industries | Add +2.3% | 1.10% | +0.03 |
| USHY iShares Broad Usd High Yield | New | 0.03% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +5085.3% | 0.03% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.02% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | New | 0.02% | +0.02 |
| UPS United Parcel Service Class B | Add +2.5% | 0.37% | +0.01 |
| XLE SS Energy Select Sector | Add +0.6% | 0.01% | +0.00 |
| IIPR Innovative Industrial Proper | Add +2.6% | 0.00% | +0.00 |
| PYPL PayPal Holdings Inc. | Add +0.2% | 0.01% | −0.00 |
| SYK Stryker Corp. | Add +4.5% | 1.51% | −0.01 |
| AYI Acuity Inc. | Add +6.5% | 0.08% | −0.01 |
| HD Home Depot Inc. | Add +1.3% | 1.22% | −0.02 |
| GIS General Mills Inc. | Add +5.1% | 0.16% | −0.03 |
| AMRC Ameresco Inc. Class A | Add +5.9% | 0.48% | −0.03 |
| ANET Arista Networks Inc. | Add +1.3% | 1.86% | −0.07 |
| MCO Moody's Corp. | Add +7.1% | 1.13% | −0.09 |
| JKHY Jack Henry & Associates Inc. | Add +1.5% | 1.48% | −0.18 |
| NVDA Nvidia Corp. | Add +1.2% | 4.49% | −0.19 |
| CRM Salesforce Inc. | Add +21.8% | 1.62% | −0.24 |
| IBM Intl Business Machines Corp. | Add +1.2% | 1.30% | −0.25 |
Notes & Other Activity Q4 2025 → Q1 2026
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | Sold out | 0 | $1before 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 |