Clean Yield Group
13F holdings for Q2 2026 · NORWICH, VT · filed August 5, 2026
Clean Yield Group reported $403M in 13F securities across 395 holdings for Q2 2026, in a Form 13F filed August 5, 2026. The largest positions were AAPL (7.3%), NVDA (4.7%), Asml HLDG NV N Y Registry SHS (3.8%). Reported value rose 13.4% from the quarter before. It opened 31 new positions, added to 70, trimmed 71 and sold out of 21.
- 13F value Q2 2026
- $403M
- Holdings
- 395
- Change vs prior quarter
- +13.4%
- Rank by 13F value
- #4,430
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| AAPL Apple Inc. | $29.5M | 7.3% | 101,792 | 0% | Unchanged |
| NVDA NVIDIA Corporation | $18.8M | 4.7% | 94,092 | +3.0% | Added |
| Asml HLDG NV N Y Registry SHS | $15.3M | 3.8% | 7,698 | -13.2% | Trimmed |
| AVGO Broadcom Inc. | $13.5M | 3.4% | 35,801 | -9.5% | Trimmed |
| CSCO Cisco Systems Inc. | $13.2M | 3.3% | 112,661 | -4.3% | Trimmed |
| ANET Arista Networks Inc. | $9.2M | 2.3% | 54,105 | +0.7% | Added |
| GSK GSK plc | $8.3M | 2.1% | 158,720 | -2.0% | Trimmed |
| AWK American Water Works Company Inc. | $6.7M | 1.7% | 50,633 | -3.4% | Trimmed |
| PLD Prologis Inc. | $6.6M | 1.6% | 48,601 | -13.6% | Trimmed |
| HASI HA Sustainable Infrastructure Capital Inc. | $6.5M | 1.6% | 167,397 | -1.1% | Trimmed |
| FERG Ferguson Enterprises Inc. | $6.3M | 1.6% | 26,654 | -1.9% | Trimmed |
| UL Unilever PLC | $6.2M | 1.5% | 103,553 | -6.1% | Trimmed |
| CAC Camden National Corporation | $5.9M | 1.5% | 109,082 | +1.2% | Added |
| IBM International Business Machines Corporation | $5.8M | 1.5% | 20,791 | +9.1% | Added |
| CRM Salesforce Inc. | $5.8M | 1.4% | 37,243 | +21.0% | Added |
| DGX Quest Diagnostics Incorporated | $5.7M | 1.4% | 27,117 | +3.0% | Added |
| PANW Palo Alto Networks Inc. | $5.7M | 1.4% | 16,761 | +0.2% | Added |
| NOK Nokia Corporation Sponsored | $5.6M | 1.4% | 422,437 | -5.4% | Trimmed |
| HUBB Hubbell Inc | $5.4M | 1.3% | 10,358 | +2.0% | Added |
| ECL Ecolab Inc. | $5.3M | 1.3% | 19,173 | +4.1% | Added |
| MSFT Microsoft Corporation | $5.3M | 1.3% | 14,173 | +10.9% | Added |
| SFM Sprouts Farmers Market Inc. | $5.3M | 1.3% | 62,293 | -9.2% | Trimmed |
| SYK Stryker Corporation | $5.2M | 1.3% | 16,583 | +1.4% | Added |
| COST Costco Wholesale Corporation | $5.2M | 1.3% | 5,562 | +7.5% | Added |
| ROST Ross Stores Inc. | $5.2M | 1.3% | 24,364 | -14.9% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $403M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- SHOP Shopify Inc. Added+$2.6M
- ULTA Ulta Beauty Inc. New+$2.3M
- CL Colgate-Palmolive Company Added+$2.2M
- AYI Acuity Inc. Added+$2.1M
- GOOG Alphabet Inc. Added+$1.9M
- iShares TR New+$1.1M
- CRM Salesforce Inc. Added+$1.0M
- NVDA NVIDIA Corporation Added+$543K
- MSFT Microsoft Corporation Added+$518K
- XOM ExxonMobil Holdings Corporation New+$516K
Biggest sells in Q2 2026
- Asml HLDG NV N Y Registry SHS Trimmed-$2.3M
- AVGO Broadcom Inc. Trimmed-$1.4M
- DOC Healthpeak Properties Inc. Trimmed-$1.2M
- PLD Prologis Inc. Trimmed-$1.0M
- ROST Ross Stores Inc. Trimmed-$910K
- Hologic Inc Sold out-$908K
- VMI Valmont Industries Inc. Trimmed-$812K
- VOD Vodafone Group Plc Trimmed-$739K
- Exxon Mobil Corp Sold out-$640K
- CSCO Cisco Systems Inc. Trimmed-$588K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 31 new, 70 added, 71 trimmed, 21 sold out.
Sector mix
- Technology33.3%
- Consumer Discretionary14.5%
- Health Care10.3%
- Finance10.1%
- Industrials6.9%
- Not listed with us6.6%
- Telecommunications6.6%
- Consumer Staples3.3%
- Utilities3.0%
- Real Estate2.5%
- Miscellaneous1.6%
- Funds and other0.7%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| STT State Street Corporation | $5.1M | 1.3% | 30,276 | +4.2% | Added |
| HD Home Depot Inc. | $5.1M | 1.3% | 14,388 | +9.4% | Added |
| JNJ Johnson & Johnson | $5.1M | 1.3% | 19,963 | -0.6% | Trimmed |
| FSLR First Solar Inc. | $4.9M | 1.2% | 20,965 | -8.0% | Trimmed |
| ADP Automatic Data Processing Inc. | $4.9M | 1.2% | 21,872 | +11.7% | Added |
| VMI Valmont Industries Inc. | $4.8M | 1.2% | 8,361 | -14.4% | Trimmed |
| BWA BorgWarner Inc. | $4.8M | 1.2% | 72,057 | -3.9% | Trimmed |
| SCHW Charles Schwab Corporation | $4.6M | 1.1% | 49,314 | +4.3% | Added |
| JKHY Jack Henry & Associates Inc. | $4.5M | 1.1% | 32,725 | -1.5% | Trimmed |
| VEEV Veeva Systems Inc. | $4.3M | 1.1% | 23,988 | +9.5% | Added |
| MCO Moody's Corporation | $4.2M | 1.0% | 9,183 | 0% | Unchanged |
| NOW ServiceNow Inc. | $4.1M | 1.0% | 41,397 | +6.0% | Added |
| KAI Kadant Inc | $4.0M | 1.0% | 12,636 | +3.8% | Added |
| GOOG Alphabet Inc. | $3.9M | 1.0% | 10,985 | +91.2% | Added |
| LLY Eli Lilly and Company | $3.8M | 0.9% | 3,179 | +0.4% | Added |
| WAB Westinghouse Air Brake Technologies Corporation | $3.8M | 0.9% | 14,119 | +3.3% | Added |
| MKC McCormick & Company Incorporated | $3.8M | 0.9% | 74,802 | -1.6% | Trimmed |
| TAK Takeda Pharmaceutical Company Limited | $3.7M | 0.9% | 227,988 | -4.4% | Trimmed |
| CL Colgate-Palmolive Company | $3.4M | 0.8% | 36,568 | +197.7% | Added |
| Check Point Software Tech LTD Ord | $3.3M | 0.8% | 25,104 | +0.9% | Added |
| NFLX Netflix Inc. | $3.2M | 0.8% | 44,837 | +6.9% | Added |
| AMAL Amalgamated Financial Corp. | $3.1M | 0.8% | 68,140 | -7.4% | Trimmed |
| GOOGL Alphabet Inc. | $3.1M | 0.8% | 8,718 | 0% | Unchanged |
| COLB Columbia Banking System Inc. | $3.0M | 0.8% | 95,046 | +2.8% | Added |
| DOC Healthpeak Properties Inc. | $3.0M | 0.7% | 138,158 | -28.9% | Trimmed |
Showing the 50 largest of 394 share positions. The full filing on SEC EDGAR
Questions about Clean Yield Group
- What does Clean Yield Group own?
- In its Form 13F for Q2 2026, Clean Yield Group reported 395 holdings worth $403M. The five largest were AAPL, NVDA, Asml HLDG NV N Y Registry SHS, AVGO, CSCO.
- What did Clean Yield Group buy and sell in Q2 2026?
- Clean Yield Group opened 31 new positions, added to 70, trimmed 71 and sold out of 21 compared with the quarter before.
- When did Clean Yield Group file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 5, 2026.
From Form 13F filed by Clean Yield Group (SEC CIK 0001525865) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds