13FBOX
Clean Yield Group · 13F Holdings
Options Calculator Rankings

Clean Yield Group

No.4856 Data as of 2026Q2
Latest AUM (Q2 2026)
$403.0M
QoQ Change Q1 2026
+$47.8M+13.4%
Holdings
394
New Buys
28
Adds
74
Reduces
72
Exits
18
Unchanged
220
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
7.31%7.27%$29.5M101,792$25.8M101,762+30+0.03%Add
NVIDIA CORPORATIONNVDA
4.67%4.49%$18.8M94,092$15.9M91,377+2,715+2.97%Add
ASML HLDG NVASML
3.8%3.3%$15.3M7,698$11.7M8,872-1,174-13.23%Reduce
BROADCOM INCAVGO
3.36%3.45%$13.5M35,801$12.2M39,569-3,768-9.52%Reduce
CISCO SYS INCCSCO
3.28%2.57%$13.2M112,661$9.1M117,669-5,008-4.26%Reduce
ARISTA NETWORKS INCANET
2.28%1.86%$9.2M54,105$6.6M53,746+359+0.67%Add
GSK PLC SPONSORED ADRGSK
2.06%2.52%$8.3M158,720$8.9M161,978-3,258-2.01%Reduce
AMERICAN WTR WKS CO INC NEWAWK
1.65%2.01%$6.7M50,633$7.1M52,433-1,800-3.43%Reduce
PPROLOGIS INC. COMPLD
1.63%2.09%$6.6M48,601$7.4M56,250-7,649-13.60%Reduce
HA SUSTAINABLE INFRA REIHASI
1.62%1.75%$6.5M167,397$6.2M169,328-1,931-1.14%Reduce
FERGUSON ENTERPRISES INCFERG
1.57%1.78%$6.3M26,654$6.3M27,172-518-1.91%Reduce
UUNILEVER PLC SPON ADR NEWUL
1.54%1.77%$6.2M103,553$6.3M110,247-6,694-6.07%Reduce
CAMDEN NATL CORPCAC
1.47%1.44%$5.9M109,082$5.1M107,755+1,327+1.23%Add
IINTERNATIONAL BUSINESS MACHSIBM
1.45%1.3%$5.8M20,791$4.6M19,057+1,734+9.10%Add
SALESFORCE INCCRM
1.45%1.62%$5.8M37,243$5.7M30,792+6,451+20.95%Add
QUEST DIAGNOSTICS INCDGX
1.43%1.45%$5.7M27,117$5.2M26,322+795+3.02%Add
PALO ALTOPANW
1.42%0.76%$5.7M16,761$2.7M16,730+31+0.19%Add
NNOKIA CORP SPONSORED ADRNOK
1.39%1.01%$5.6M422,437$3.6M446,609-24,172-5.41%Reduce
HUBBELL INCHUBB
1.34%1.4%$5.4M10,358$5.0M10,153+205+2.02%Add
ECOLAB INCECL
1.33%1.38%$5.3M19,173$4.9M18,424+749+4.07%Add
MICROSOFT CORPMSFT
1.31%1.33%$5.3M14,173$4.7M12,785+1,388+10.86%Add
SPROUTS FMRS MKT INCSFM
1.31%1.49%$5.3M62,293$5.3M68,630-6,337-9.23%Reduce
STRYKER CORPORATIONSYK
1.3%1.51%$5.2M16,583$5.4M16,354+229+1.40%Add
COSTCO WHOLESALE CORPORATIONCOST
1.29%1.45%$5.2M5,562$5.2M5,172+390+7.54%Add
ROSS STORES INC COMROST
1.29%1.75%$5.2M24,364$6.2M28,640-4,276-14.93%Reduce
STATE STR CORP COMSTT
1.27%1.04%$5.1M30,276$3.7M29,068+1,208+4.16%Add
HOME DEPOT INCHD
1.26%1.22%$5.1M14,388$4.3M13,154+1,234+9.38%Add
JOHNSON & JOHNSONJNJ
1.26%1.38%$5.1M19,963$4.9M20,084-121-0.60%Reduce
FIRST SOLAR INC COMFSLR
1.23%1.26%$4.9M20,965$4.5M22,777-1,812-7.96%Reduce
AUTOMATIC DATA PROCESSING INADP
1.22%1.12%$4.9M21,872$4.0M19,573+2,299+11.75%Add
VVALMONT INDS INCVMI
1.2%1.1%$4.8M8,361$3.9M9,766-1,405-14.39%Reduce
BORGWARNER INCBWA
1.19%1.14%$4.8M72,057$4.1M74,960-2,903-3.87%Reduce
SCHWAB CHARLES CORPSCHW
1.13%1.25%$4.6M49,314$4.4M47,271+2,043+4.32%Add
Jack Henry & Associates, IncJKHY
1.12%1.48%$4.5M32,725$5.3M33,239-514-1.55%Reduce
VEEVA SYS INCVEEV
1.06%1.08%$4.3M23,988$3.8M21,907+2,081+9.50%Add
MOODYS CORPMCO
1.03%1.13%$4.2M9,183$4.0M9,18300.00%Unchanged
SERVICENOW INCNOW
1.02%1.15%$4.1M41,397$4.1M39,038+2,359+6.04%Add
KADANT INCKAI
0.99%1%$4.0M12,636$3.6M12,168+468+3.85%Add
AAlphabet Inc Class CGOOG
0.96%0.46%$3.9M10,985$1.6M5,745+5,240+91.21%Add
ELI LILLY & COLLY
0.95%0.82%$3.8M3,179$2.9M3,165+14+0.44%Add
WABTECWAB
0.94%0.96%$3.8M14,119$3.4M13,671+448+3.28%Add
MCCORMICK & CO INC COM NON VTGMKC
0.94%1.08%$3.8M74,802$3.8M76,012-1,210-1.59%Reduce
TTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTAK
0.91%1.24%$3.7M227,988$4.4M238,365-10,377-4.35%Reduce
COLGATE PALMOLIVE COCL
0.83%0.29%$3.4M36,568$1.0M12,285+24,283+197.66%Add
CHECK POINT SOFTWARE TECH LTD ORDCHKP
0.82%1%$3.3M25,104$3.6M24,880+224+0.90%Add
NETFLIX INCNFLX
0.79%1.13%$3.2M44,837$4.0M41,925+2,912+6.95%Add
AMALGAMATED FINANCIAL CORP COMAMAL
0.78%0.8%$3.1M68,140$2.9M73,548-5,408-7.35%Reduce
ALPHABET INCGOOGL
0.77%0.71%$3.1M8,718$2.5M8,71800.00%Unchanged
COLUMBIA BKG SYS INCCOLB
0.76%0.71%$3.0M95,046$2.5M92,465+2,581+2.79%Add
HEALTHPEAK PROPERTIES INCDOC
0.73%0.9%$3.0M138,158$3.2M194,316-56,158-28.90%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow