Clean Yield Group
CIK 0001525865 · NORWICH, VT · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$403.0M
2026 Q2
Positions
395
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC COM
7.3%
NVDA
NVIDIA CORPORATION COM
4.7%
ASML
ASML HLDG NV N Y REGISTRY SHS
3.8%
AVGO
BROADCOM INC COM
3.4%
CSCO
CISCO SYS INC COM
3.3%
ANET
ARISTA NETWORKS INC COM SHS
2.3%
GSK
GSK PLC SPONSORED ADR
2.1%
AWK
AMERICAN WTR WKS CO INC NEW COM
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.