DOSSIER · 13F-HR · Q1 2026

Clean Yield Group

$355M in tracked AUM across 385 positions as of Q1 2026.

CY
CIK 0001525865 · last filed Mar 31, 2026
Total AUM
$355M
as of Q1 2026
Holdings
385
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$355M 1.4%
385 positionsView →
2025Q4Dec 31
$360M 1.8%
410 positionsView →
2025Q3Sep 30
$354M 5.8%
426 positionsView →
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
2023Q2Jun 30
$243M 3.4%
408 positionsLocked
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