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Filers›Asset Manager›Clean Yield Group
DOSSIER · 13F-HR · Q1 2026

Clean Yield Group

Clean Yield's asset manager based in Omaha, NE — $355M in tracked AUM across 385 positions as of Q1 2026.

CY
Clean Yield·Omaha, NE·Asset Manager
CIK 0001525865 · last filed Mar 31, 2026
Total AUM
$355M
▲ 8.5%
vs prior
Holdings
385
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clean Yield Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$26M102K7.3%
02
NVDA
NVIDIA CORPORATION COM
$16M91K4.5%
03
AVGO
BROADCOM INC COM
$12M40K3.4%
04
N07059210
ASML HLDG NV N Y REGISTRY SHS
$12M9K3.3%
05
CSCO
CISCO SYS INC COM
$9M118K2.6%
06
GSK
GSK PLC SPONSORED ADR
$9M162K2.5%
07
PLD
PROLOGIS INC. COM
$7M56K2.1%
08
AWK
AMERICAN WTR WKS CO INC NEW COM
$7M52K2.0%
09
ANET
ARISTA NETWORKS INC COM SHS
$7M54K1.9%
10
FERG
FERGUSON ENTERPRISES INC COMMON STOCK NEW
$6M27K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Clean
haiku-4-5 · 385 positions indexed
Sector mix
  • Tech44%
  • Health Care9%
  • Communications7%
  • Industrials26%
  • Energy17%
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