DOSSIER · 13F-HR · Q2 2026

Clean Yield Group

$403M in tracked AUM across 395 positions as of Q2 2026.

CY
CIK 0001525865 · last filed Jun 30, 2026
Total AUM
$403M
as of Q2 2026
Holdings
395
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clean Yield Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$29M102K7.3%
02
NVDA
NVIDIA CORPORATION COM
$19M94K4.7%
03
N07059210
ASML HLDG NV N Y REGISTRY SHS
$15M8K3.8%
04
AVGO
BROADCOM INC COM
$14M36K3.4%
05
CSCO
CISCO SYS INC COM
$13M113K3.3%
06
ANET
ARISTA NETWORKS INC COM SHS
$9M54K2.3%
07
GSK
GSK PLC SPONSORED ADR
$8M159K2.1%
08
AWK
AMERICAN WTR WKS CO INC NEW COM
$7M51K1.7%
09
PLD
PROLOGIS INC. COM
$7M49K1.6%
10
HASI
HA SUSTAINABLE INFRA CAP INC COM
$7M167K1.6%

Filing history

2026Q2Jun 30
$403M▲ 13.4%
395 positionsView →
2026Q1Mar 31
$355M▼ 1.4%
385 positionsView →
2025Q4Dec 31
$360M▲ 1.8%
410 positionsView →
2025Q3Sep 30
$354M▲ 5.8%
426 positionsLocked
2025Q2Jun 30
$334M▲ 8.9%
408 positionsLocked
2025Q1Mar 31
$307M▼ 2.4%
449 positionsLocked
2024Q4Dec 31
$314M▼ 0.4%
458 positionsLocked
2024Q3Sep 30
$316M▲ 18.0%
474 positionsLocked
2024Q2Jun 30
$268M▲ 4.1%
367 positionsLocked
2024Q1Mar 31
$257M▲ 8.3%
384 positionsLocked
2023Q4Dec 31
$237M▲ 5.2%
375 positionsLocked
2023Q3Sep 30
$226M▼ 7.1%
383 positionsLocked
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