§ 13F · FUND PROFILE
Clean Yield Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $354M (13F)Positions · 426Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 102K | $26M | 7.3% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION COM | 91K | $16M | 4.5% | +1% |
| 3 | AVGO | BROADCOM INC COM | 40K | $12M | 3.4% | −6% |
| 4 | ASML | ASML HLDG NV N Y REGISTRY SHS | 9K | $12M | 3.3% | −5% |
| 5 | CSCO | CISCO SYS INC COM | 118K | $9M | 2.6% | +2% |
| 6 | GSK | GSK PLC SPONSORED ADR | 162K | $9M | 2.5% | ±0% |
| 7 | PLD | PROLOGIS INC. COM | 56K | $7M | 2.1% | +1% |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW COM | 52K | $7M | 2.0% | −10% |
| 9 | ANET | ARISTA NETWORKS INC COM SHS | 54K | $7M | 1.9% | +1% |
| 10 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 27K | $6M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAN SIGNAL
AC read
Clean Yield Group is a Other fund managing $354 million in assets. The fund runs a broad portfolio of 426 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed