Clean Yield Group
NORWICH, VT
$403m in 394 US stocks at the end of 30 June 2026. The top 10 are 31.7% of the money. It changed about 8.4% of the portfolio this quarter.
Value
$403m
Stocks
394
Top 10 share
31.7%
Turnover
8.4%
What changed this quarter
New
Bought for the first time this quarter.
- Ulta BeautyULTA0.6% of the fund
- Ishares TRDSI0.3% of the fund
- ExxonMobil HoldingsXOM0.1% of the fund
- Enterprise Products Partners L.P.EPD<0.1% of the fund
- CortevaCTVA<0.1% of the fund
- Spdr Series TrustBIL<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Dimensional ETF TrustDFSU<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- ShellSHEL<0.1% of the fund
- Proshares TRNOBL<0.1% of the fund
- Brookfield RenewableBEPC<0.1% of the fund
- Eaton Vance Tax-Managed GlobXEXGX<0.1% of the fund
- Realty IncomeO<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Vanguard Malvern FDSVTIP<0.1% of the fund
- Vanguard World FDMGK<0.1% of the fund
- ChemoursCC<0.1% of the fund
- Vanguard World FDVSGX<0.1% of the fund
- Dimensional ETF TrustDFSD<0.1% of the fund
- Ishares TRIWO<0.1% of the fund
- Schwab Strategic TRSCHD<0.1% of the fund
- Ishares TRIVE<0.1% of the fund
- Ishares TRIWP<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA4.7% of the fund+3%
- International Business MachinesIBM1.5% of the fund+9%
- SalesforceCRM1.4% of the fund+21%
- Quest DiagnosticsDGX1.4% of the fund+3%
- HubbellHUBB1.3% of the fund+2%
- EcolabECL1.3% of the fund+4%
- MicrosoftMSFT1.3% of the fund+11%
- Costco WholesaleCOST1.3% of the fund+8%
- State StreetSTT1.3% of the fund+4%
- Home DepotHD1.3% of the fund+9%
- Automatic Data ProcessingADP1.2% of the fund+12%
- Charles SchwabSCHW1.1% of the fund+4%
- Veeva SystemsVEEV1.1% of the fund+10%
- ServiceNowNOW1.0% of the fund+6%
- KadantKAI1.0% of the fund+4%
- AlphabetGOOG1.0% of the fund+91%
- Westinghouse Air Brake TechnologiesWAB0.9% of the fund+3%
- Colgate-PalmoliveCL0.8% of the fund+198%
- NetflixNFLX0.8% of the fund+7%
- Columbia Banking SystemCOLB0.8% of the fund+3%
- Chipotle Mexican GrillCMG0.7% of the fund+10%
- ShopifySHOP0.7% of the fund+6453%
- Acuity Inc. (de)AYI0.6% of the fund+575%
- AmgenAMGN0.5% of the fund+17%
- AmerescoAMRC0.5% of the fund+4%
Cut
Sold some of their stake.
- ASML Holding NVASML3.8% of the fund-13%
- BroadcomAVGO3.4% of the fund-10%
- Cisco SystemsCSCO3.3% of the fund-4%
- GSKGSK2.1% of the fund-2%
- American Water Works CompanyAWK1.7% of the fund-3%
- PrologisPLD1.6% of the fund-14%
- UnileverUL1.5% of the fund-6%
- NokiaNOK1.4% of the fund-5%
- Sprouts Farmers MarketSFM1.3% of the fund-9%
- Ross StoresROST1.3% of the fund-15%
- First SolarFSLR1.2% of the fund-8%
- Valmont IndustriesVMI1.2% of the fund-14%
- BorgwarnerBWA1.2% of the fund-4%
- Takeda PharmaceuticalTAK0.9% of the fund-4%
- Amalgamated FinancialAMAL0.8% of the fund-7%
- Healthpeak PropertiesDOC0.7% of the fund-29%
- Procter & GamblePG0.6% of the fund-3%
- Vodafone GroupVOD0.6% of the fund-25%
- Expeditors International of WashingtonEXPD0.5% of the fund-2%
- TelusTU0.4% of the fund-4%
- Novo Nordisk A SNVO0.3% of the fund-14%
- Keysight TechnologiesKEYS0.2% of the fund-6%
- Becton DickinsonBDX0.2% of the fund-5%
- AmphenolAPH0.2% of the fund-10%
- CorningGLW0.2% of the fund-11%
Sold out
Sold their entire stake.
- Hologic-100%
- ExxonMobil HoldingsXOM-100%
- SynopsysSNPS-100%
- Ishares TRMUB-100%
- Ishares TRDVY-100%
- Vaneck ETF TrustSMB-100%
- Otis WorldwideOTIS-100%
- Honeywell InternationalHON-100%
- Ishares TRSGOV-100%
- Masimo-100%
- Sony GroupSONY-100%
- Mondelez InternationalMDLZ-100%
- Thomson Reuters-100%
- Cognizant Technology SolutionsCTSH-100%
- NasdaqNDAQ-100%
- BlockXYZ-100%
- DuPont de NemoursDD-100%
- PDD HoldingsPDD-100%
- Leidos HoldingsLDOS-100%
- Assured GuarantyAGO-100%
- RalliantRAL-100%
Holdings
- GSKGSK
- Share
- 2.1%
- Value
- $8m
- Shares
- 158,720
-2%
- HA Sustainable Infrastructure CapitalHASI
- Share
- 1.6%
- Value
- $7m
- Shares
- 167,397
Held
- UnileverUL
- Share
- 1.5%
- Value
- $6m
- Shares
- 103,553
-6%
- NokiaNOK
- Share
- 1.4%
- Value
- $6m
- Shares
- 422,437
-5%
- Takeda PharmaceuticalTAK
- Share
- 0.9%
- Value
- $4m
- Shares
- 227,988
-4%
- Vodafone GroupVOD
- Share
- 0.6%
- Value
- $2m
- Shares
- 171,770
-25%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,393
Held
- TelusTU
- Share
- 0.4%
- Value
- $1m
- Shares
- 140,340
-4%
- Ishares TRDSI
- Share
- 0.3%
- Value
- $1m
- Shares
- 8,000
New
- Vaneck ETF TrustGRNB
- Share
- 0.1%
- Value
- $583,102
- Shares
- 24,160
-29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.3% | $29m | 101,792 | Held |
| NvidiaNVDA | 4.7% | $19m | 94,092 | +3% |
| ASML Holding NVASML | 3.8% | $15m | 7,698 | -13% |
| BroadcomAVGO | 3.4% | $14m | 35,801 | -10% |
| Cisco SystemsCSCO | 3.3% | $13m | 112,661 | -4% |
| Arista NetworksANET | 2.3% | $9m | 54,105 | Held |
| GSKGSK | 2.1% | $8m | 158,720 | -2% |
| American Water Works CompanyAWK | 1.7% | $7m | 50,633 | -3% |
| PrologisPLD | 1.6% | $7m | 48,601 | -14% |
| HA Sustainable Infrastructure CapitalHASI | 1.6% | $7m | 167,397 | Held |
| Ferguson EnterprisesFERG | 1.6% | $6m | 26,654 | Held |
| UnileverUL | 1.5% | $6m | 103,553 | -6% |
| Camden NationalCAC | 1.5% | $6m | 109,082 | Held |
| International Business MachinesIBM | 1.5% | $6m | 20,791 | +9% |
| SalesforceCRM | 1.4% | $6m | 37,243 | +21% |
| Quest DiagnosticsDGX | 1.4% | $6m | 27,117 | +3% |
| Palo Alto NetworksPANW | 1.4% | $6m | 16,761 | Held |
| NokiaNOK | 1.4% | $6m | 422,437 | -5% |
| HubbellHUBB | 1.3% | $5m | 10,358 | +2% |
| EcolabECL | 1.3% | $5m | 19,173 | +4% |
| MicrosoftMSFT | 1.3% | $5m | 14,173 | +11% |
| Sprouts Farmers MarketSFM | 1.3% | $5m | 62,293 | -9% |
| StrykerSYK | 1.3% | $5m | 16,583 | Held |
| Costco WholesaleCOST | 1.3% | $5m | 5,562 | +8% |
| Ross StoresROST | 1.3% | $5m | 24,364 | -15% |
| State StreetSTT | 1.3% | $5m | 30,276 | +4% |
| Home DepotHD | 1.3% | $5m | 14,388 | +9% |
| Johnson & JohnsonJNJ | 1.3% | $5m | 19,963 | Held |
| First SolarFSLR | 1.2% | $5m | 20,965 | -8% |
| Automatic Data ProcessingADP | 1.2% | $5m | 21,872 | +12% |
| Valmont IndustriesVMI | 1.2% | $5m | 8,361 | -14% |
| BorgwarnerBWA | 1.2% | $5m | 72,057 | -4% |
| Charles SchwabSCHW | 1.1% | $5m | 49,314 | +4% |
| Jack Henry & AssociatesJKHY | 1.1% | $5m | 32,725 | Held |
| Veeva SystemsVEEV | 1.1% | $4m | 23,988 | +10% |
| Moody'sMCO | 1.0% | $4m | 9,183 | Held |
| ServiceNowNOW | 1.0% | $4m | 41,397 | +6% |
| KadantKAI | 1.0% | $4m | 12,636 | +4% |
| AlphabetGOOG | 1.0% | $4m | 10,985 | +91% |
| Eli LillyLLY | 0.9% | $4m | 3,179 | Held |
| Westinghouse Air Brake TechnologiesWAB | 0.9% | $4m | 14,119 | +3% |
| McCormickMKC | 0.9% | $4m | 74,802 | Held |
| Takeda PharmaceuticalTAK | 0.9% | $4m | 227,988 | -4% |
| Colgate-PalmoliveCL | 0.8% | $3m | 36,568 | +198% |
| Check Point Software TechnologiesCHKP | 0.8% | $3m | 25,104 | Held |
| NetflixNFLX | 0.8% | $3m | 44,837 | +7% |
| Amalgamated FinancialAMAL | 0.8% | $3m | 68,140 | -7% |
| AlphabetGOOGL | 0.8% | $3m | 8,718 | Held |
| Columbia Banking SystemCOLB | 0.8% | $3m | 95,046 | +3% |
| Healthpeak PropertiesDOC | 0.7% | $3m | 138,158 | -29% |
| Chipotle Mexican GrillCMG | 0.7% | $3m | 85,323 | +10% |
| H2O AmericaHTO | 0.7% | $3m | 46,155 | Held |
| ShopifySHOP | 0.7% | $3m | 23,329 | +6453% |
| Acuity Inc. (de)AYI | 0.6% | $3m | 6,648 | +575% |
| Procter & GamblePG | 0.6% | $2m | 16,115 | -3% |
| Illinois Tool WorksITW | 0.6% | $2m | 8,438 | Held |
| Ulta BeautyULTA | 0.6% | $2m | 5,060 | New |
| Vodafone GroupVOD | 0.6% | $2m | 171,770 | -25% |
| Expeditors International of WashingtonEXPD | 0.5% | $2m | 13,168 | -2% |
| AmgenAMGN | 0.5% | $2m | 5,626 | +17% |
| AmerescoAMRC | 0.5% | $2m | 69,317 | +4% |
| United Parcel ServiceUPS | 0.5% | $2m | 17,228 | +28% |
| SoFi TechnologiesSOFI | 0.5% | $2m | 102,471 | +4% |
| MerckMRK | 0.5% | $2m | 14,182 | +35% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $2m | 2,393 | Held |
| lululemon athleticaLULU | 0.4% | $2m | 14,054 | Held |
| TelusTU | 0.4% | $1m | 140,340 | -4% |
| PepsiCoPEP | 0.4% | $1m | 10,784 | Held |
| Thermo Fisher ScientificTMO | 0.3% | $1m | 2,472 | Held |
| Novo Nordisk A SNVO | 0.3% | $1m | 25,388 | -14% |
| US BancorpUSB | 0.3% | $1m | 19,817 | Held |
| Berkshire HathawayBRK-B | 0.3% | $1m | 2,348 | Held |
| Ishares TRDSI | 0.3% | $1m | 8,000 | New |
| American ExpressAXP | 0.3% | $1m | 3,079 | Held |
| AbbVieABBV | 0.2% | $979,131 | 3,891 | Held |
| General ElectricGE | 0.2% | $976,556 | 2,613 | +4% |
| Texas InstrumentsTXN | 0.2% | $915,969 | 3,073 | Held |
| Vital FarmsVITL | 0.2% | $843,256 | 72,507 | +10% |
| O'Reilly AutomotiveORLY | 0.2% | $826,047 | 8,970 | Held |
| GE VernovaGEV | 0.2% | $804,779 | 685 | Held |
| JPMorgan ChaseJPM | 0.2% | $768,244 | 2,347 | +6% |
| Keysight TechnologiesKEYS | 0.2% | $686,837 | 1,962 | -6% |
| IntuitINTU | 0.2% | $680,949 | 2,609 | Held |
| AflacAFL | 0.2% | $666,684 | 5,686 | Held |
| Becton DickinsonBDX | 0.2% | $662,371 | 4,377 | -5% |
| TrimbleTRMB | 0.2% | $654,132 | 12,781 | Held |
| NextEra EnergyNEE | 0.2% | $645,812 | 7,358 | Held |
| AmphenolAPH | 0.2% | $633,341 | 3,592 | -10% |
| CorningGLW | 0.2% | $629,124 | 2,463 | -11% |
| Watts Water TechnologiesWTS | 0.2% | $624,754 | 1,596 | Held |
| Vaneck ETF TrustGRNB | 0.1% | $583,102 | 24,160 | -29% |
| Agilent TechnologiesA | 0.1% | $582,725 | 4,387 | Held |
| MastercardMA | 0.1% | $563,933 | 1,098 | Held |
| AstrazenecaAZN | 0.1% | $559,379 | 2,950 | Held |
| Helios TechnologiesHLIO | 0.1% | $518,275 | 5,807 | -8% |
| ExxonMobil HoldingsXOM | 0.1% | $515,571 | 3,771 | New |
| Abbott LaboratoriesABT | 0.1% | $506,783 | 5,585 | -5% |
| J M SmuckerSJM | 0.1% | $492,863 | 4,381 | Held |
| 3MMMM | 0.1% | $484,920 | 2,995 | Held |
| California Water Service GroupCWT | 0.1% | $478,473 | 9,835 | -3% |
Showing the largest 100 of 394.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.6% since 30 June 2025.
Where the money is
Technology31.8%
Industrials15.5%
Financial services11.6%
Health care9.1%
Everyday goods6.3%
Retail & consumer6.2%
Media & telecom3.1%
Utilities2.9%
Real estate2.5%
Materials1.6%
Energy0.2%
Other9.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.