Q3 2026 13F · SEC CIK 1525865

Clean Yield Group

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $412.2M
Reported positions: 392
Top holdings a year, 3 yrs: +15.9%
Assets under management: $571.2M

Clean Yield Group is a wealth manager that reported 392 positions worth $412.2M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Apple Inc (AAPL, 8.2%), Nvidia Corporation (NVDA, 5.3%), Asml Hldg NV (ASML, 3.4%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 22.3% for the S&P 500.

Clean Yield Group holdings largest 50 of 392 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clean Yield Group 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	8.2%	7.3%	101,180	-0.6%	$33.7M
NVDANvidia Corporation	5.3%	4.7%	94,963	+0.9%	$21.7M
ASMLAsml Hldg NV	3.4%	3.8%	7,695	-0.0%	$13.9M
AVGOBroadcom Inc	3.1%	3.4%	36,177	+1.1%	$12.7M
CSCOCisco Sys Inc	2.9%	3.3%	112,670	+0.0%	$12.1M
ANETArista Networks Inc	2.7%	2.3%	54,366	+0.5%	$11.1M
CRMSalesforce Inc	2.1%	1.4%	37,564	+0.9%	$8.6M
GSKGsk PLC	1.9%	2.1%	160,126	+0.9%	$7.7M
MSFTMicrosoft Corp	1.8%	1.3%	14,173	+0.0%	$7.3M
VEEVVeeva Sys Inc	1.7%	1.1%	23,946	-0.2%	$6.8M
PANWPalo Alto Networks Inc	1.6%	1.4%	16,947	+1.1%	$6.7M
AWKAmerican Wtr Wks Co Inc New Com	1.6%	1.7%	50,457	-0.3%	$6.5M
PLDPrologis Inc	1.5%	1.6%	49,076	+1.0%	$6.4M
DGXQuest Diagnostics Inc	1.5%	1.4%	27,267	+0.6%	$6.4M
ULUnilever PLC	1.5%	1.5%	103,191	-0.3%	$6.3M
FERGFerguson Enterprises Inc Common Stock Ne	1.4%	1.6%	26,498	-0.6%	$5.9M
CACCamden Natl Corp Com	1.4%	1.5%	104,111	-4.6%	$5.8M
ADPAutomatic Data Processing in	1.4%	1.2%	22,041	+0.8%	$5.7M
NOWServicenow Inc	1.4%	1.0%	41,629	+0.6%	$5.6M
ROSTRoss Stores Inc	1.3%	1.3%	23,645	-3.0%	$5.5M
STTState Str Corp	1.3%	1.3%	31,136	+2.8%	$5.4M
ECLEcolab Inc	1.3%	1.3%	19,587	+2.2%	$5.4M
JNJJohnson & Johnson	1.3%	1.3%	20,178	+1.1%	$5.3M
SYKStryker Corporation	1.3%	1.3%	19,170	+15.6%	$5.3M
HASIHa Sustainable Infra Cap Inc	1.3%	1.6%	144,437	-13.7%	$5.2M
COSTCostco Wholesale Corporation	1.2%	1.3%	5,584	+0.4%	$5.1M
SCHWCharles Schwab Corp (the)	1.2%	1.1%	51,512	+4.5%	$5.0M
HUBBHubbell Inc	1.2%	1.3%	10,808	+4.3%	$4.9M
JKHYHenry Jack & Assoc Inc Com	1.2%	1.1%	33,268	+1.7%	$4.8M
IBMInternational Business Machs	1.1%	1.5%	21,387	+2.9%	$4.7M
NOKNokia Corp	1.1%	1.4%	440,118	+4.2%	$4.5M
BWABorgwarner Inc	1.1%	1.2%	73,864	+2.5%	$4.4M
MCOMoodys Corp	1.0%	1.0%	9,379	+2.1%	$4.3M
TAKTakeda Pharmaceutical Co Ltd Sponsored A	1.0%	0.9%	233,245	+2.3%	$4.2M
HDHome Depot Inc	1.0%	1.3%	14,627	+1.7%	$4.2M
WABWabtec	1.0%	0.9%	14,211	+0.7%	$4.1M
SFMSprouts Fmrs Mkt Inc	1.0%	1.3%	59,824	-4.0%	$4.0M
VMIValmont Inds Inc Com	0.9%	1.2%	8,331	-0.4%	$3.9M
GOOGAlphabet Inc	0.9%	1.0%	10,986	+0.0%	$3.7M
CLColgate Palmolive Co	0.9%	0.8%	43,640	+19.3%	$3.7M
SHOPShopify Inc	0.9%	—	25,072	—	$3.7M
FSLRFirst Solar Inc	0.9%	1.2%	20,869	-0.5%	$3.7M
COLBColumbia Bkg Sys Inc Com	0.9%	0.8%	127,526	+34.2%	$3.6M
MKCMccormick & Co Inc	0.9%	0.9%	75,956	+1.5%	$3.5M
KAIKadant Inc	0.8%	1.0%	12,750	+0.9%	$3.3M
CHKPCheck Point Software Tech Lt	0.8%	0.8%	25,193	+0.4%	$3.2M
AMALAmalgamated Financial Corp Com	0.8%	0.8%	67,886	-0.4%	$3.2M
ULTAUlta Beauty Inc	0.8%	—	5,885	—	$3.2M
NFLXNetflix Inc.	0.8%	0.8%	45,183	+0.8%	$3.1M
GOOGLAlphabet Inc	0.7%	0.8%	8,718	+0.0%	$3.0M

What Clean Yield Group bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.4% /yr; S&P 500 +11.7%
3 years: +15.9% /yr; S&P 500 +22.3%
5 years: +3.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$412.2M	392
Q2 2026	$403.0M	395
Q1 2026	$355.2M	385
Q4 2025	$360.2M	410
Q3 2025	$353.8M	426
Q2 2025	$334.3M	408
Q1 2025	$306.9M	449
Q4 2024	$314.4M	458
Q3 2024	$314.6M	473
Q2 2024	$267.7M	366
Q1 2024	$257.1M	382
Q4 2023	$237.4M	367

Questions about Clean Yield Group's portfolio

What stocks does Clean Yield Group own?

Clean Yield Group's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 392 positions worth $412.2M. The largest are Apple Inc (AAPL) at 8.2%, Nvidia Corporation (NVDA) at 5.3%, Asml Hldg NV (ASML) at 3.4%, Broadcom Inc (AVGO) at 3.1% and Cisco Sys Inc (CSCO) at 2.9%.

What did Clean Yield Group buy last quarter?

In Q3 2026, Clean Yield Group added Columbia Bkg Sys Inc Com (COLB) (+34.2% shares), Colgate Palmolive Co (CL) (+19.3% shares) and Stryker Corporation (SYK) (+15.6% shares), compared with its Q2 2026 filing.

What did Clean Yield Group sell last quarter?

In Q3 2026, Clean Yield Group cut from its top 50 Eli Lilly & Co (LLY), cut from its top 50 Healthpeak Properties Inc (PEAK) and Ha Sustainable Infra Cap Inc (HASI) (-13.7% shares), compared with its Q2 2026 filing.

How has Clean Yield Group's portfolio performed?

A portfolio copying Clean Yield Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +7.4% against +11.7%. Over 5 years: +3.3% a year against +10.6%.

When is Clean Yield Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clean Yield Group's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Clean Yield Group manage?

Clean Yield Group reported $571.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $412.2M.