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Clean Yield Group Top Holdings and 13F Report (2025)

About Clean Yield Group

Investment Activity

  • Clean Yield Group has $314.39 million in total holdings as of December 31, 2024.
  • Clean Yield Group owns shares of 458 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 8.78% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Clean Yield Group has purchased 469 new stocks and bought additional shares in 58 stocks.
  • Clean Yield Group sold shares of 95 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Apple
$26,325,164
NVIDIA
$10,441,182
Broadcom
$10,126,308
Unilever
$8,193,320

Largest New Holdings this Quarter

Jack Henry & Associates
$3,978,083 Holding
ARISTA NETWORKS INC COM SHS
$3,884,577 Holding
Veeva Systems
$3,487,417 Holding
Curtiss-Wright
$124,205 Holding
Franklin FTSE Japan ETF
$50,068 Holding

Largest Purchases this Quarter

Jack Henry & Associates
22,693 shares (about $3.98M)
ARISTA NETWORKS INC COM SHS
35,145 shares (about $3.88M)
ASML
5,394 shares (about $3.74M)
Veeva Systems
16,587 shares (about $3.49M)
Lululemon Athletica
7,667 shares (about $2.93M)

Largest Sales this Quarter

Nomad Foods
132,665 shares (about $2.23M)
Nokia Oyj
399,562 shares (about $1.77M)
SJW Group
23,491 shares (about $1.16M)
SPDR S&P 500 ETF Trust
1,908 shares (about $1.12M)
Sprouts Farmers Market
6,259 shares (about $795.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClean Yield Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$26,325,164$169,284 0.6%105,1248.4%Computer and Technology
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$11,333,119$795,331 -6.6%89,1883.6%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,441,182$7,655 0.1%77,7513.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$10,126,308$248,532 2.5%43,6783.2%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$8,193,320$141,920 -1.7%144,5032.6%Consumer Staples
American Water Works Company, Inc. stock logo
AWK
American Water Works
$7,971,095$346,456 4.5%64,0302.5%Utilities
Salesforce, Inc. stock logo
CRM
Salesforce
$7,756,716$20,728 -0.3%23,2012.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,198,209$63,877 -0.9%121,5912.3%Computer and Technology
GSK plc stock logo
GSK
GSK
$6,766,131$123,646 -1.8%200,0632.2%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,014,723$16,100 -0.3%20,5471.9%Business Services
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$5,758,533$550,222 10.6%75,5321.8%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$5,719,546$189,668 3.4%13,5701.8%Computer and Technology
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$5,305,064$294,665 -5.3%261,7201.7%Finance
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$5,131,603$20,659 0.4%191,2641.6%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$4,845,014$195,450 4.2%27,4911.5%Oils/Energy
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$4,817,047$13,442 -0.3%25,8011.5%Computer and Technology
Takeda Pharmaceutical Company Limited stock logo
TAK
Takeda Pharmaceutical
$4,767,605$610,854 -11.4%360,0911.5%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$4,740,194$137,833 3.0%21,5631.5%Computer and Technology
Smith & Nephew plc stock logo
SNN
Smith & Nephew
$4,582,056$274,092 -5.6%186,4141.5%Medical
FERGUSON ENTERPRISES INC COMMON STOCK NEW
$4,505,704$960,536 27.1%25,9591.4%Stock
Camden National Co. stock logo
CAC
Camden National
$4,468,980$61,930 -1.4%104,5621.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,156,731$438,890 11.8%3,9211.3%Computer and Technology
Ross Stores, Inc. stock logo
ROST
Ross Stores
$4,008,201$498,435 14.2%26,4971.3%Retail/Wholesale
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$3,995,147$159,116 -3.8%119,3651.3%Finance
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$3,986,928$600,875 17.7%26,4281.3%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$3,978,083$3,978,083 New Holding22,6931.3%Computer and Technology
ARISTA NETWORKS INC COM SHS
$3,884,577$3,884,577 New Holding35,1451.2%Stock
ASML Holding stock logo
ASML
ASML
$3,807,088$3,738,473 5,448.5%5,4931.2%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$3,767,665$181,262 5.1%62,4821.2%Retail/Wholesale
SJW Group stock logo
SJW
SJW Group
$3,677,128$1,156,227 -23.9%74,7081.2%Utilities
Hubbell Incorporated stock logo
HUBB
Hubbell
$3,503,177$82,102 2.4%8,3631.1%Industrial Products
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$3,487,417$3,487,417 New Holding16,5871.1%Medical
Vodafone Group Public Limited stock logo
VOD
Vodafone Group Public
$3,298,331$362,098 -9.9%388,4961.0%Computer and Technology
Hologic, Inc. stock logo
HOLX
Hologic
$3,290,620$523,806 18.9%45,6461.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,201,735$13,915 0.4%19,0981.0%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,198,765$23,718 -0.7%22,1181.0%Medical
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$2,945,704$2,931,937 21,297.2%7,7030.9%Consumer Discretionary
TELUS Co. stock logo
TU
TELUS
$2,935,726$547,973 -15.7%216,4990.9%Utilities
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,914,014$43,870 -1.5%33,8760.9%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,822,432$28,564 1.0%3,6560.9%Medical
STAG Industrial, Inc. stock logo
STAG
STAG Industrial
$2,601,665$90,367 -3.4%76,9270.8%Finance
Ameresco, Inc. stock logo
AMRC
Ameresco
$2,489,537$111,272 -4.3%106,0280.8%Oils/Energy
AGCO Co. stock logo
AGCO
AGCO
$2,445,343$426,736 -14.9%26,1590.8%Industrial Products
Vital Farms, Inc. stock logo
VITL
Vital Farms
$2,184,399$1,045,257 91.8%57,9570.7%Consumer Staples
Intuit Inc. stock logo
INTU
Intuit
$2,180,2670.0%3,4690.7%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,168,445$10,142 -0.5%8,5520.7%Industrial Products
Nokia Oyj stock logo
NOK
Nokia Oyj
$2,140,935$1,770,060 -45.3%483,2810.7%Computer and Technology
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$2,088,523$37,918 1.8%11,0160.7%Transportation
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$1,884,110$14,091 -0.7%20,7250.6%Consumer Staples
General Mills, Inc. stock logo
GIS
General Mills
$1,857,620$48,912 -2.6%29,1300.6%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,827,313$22,716 -1.2%9,6530.6%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,824,793$58,889 3.3%14,4710.6%Transportation
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$1,818,8430.0%16,4200.6%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,730,694$1,118,240 -39.3%2,9530.6%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,692,230$45,009 -2.6%11,1290.5%Consumer Staples
Organon & Co. stock logo
OGN
Organon & Co.
$1,681,454$59,546 -3.4%112,6980.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,676,158$103,471 6.6%4,3090.5%Retail/Wholesale
Stryker Co. stock logo
SYK
Stryker
$1,656,230$2,520 0.2%4,6000.5%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$1,633,790$1,627,551 26,085.7%1,8330.5%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,630,901$2,266 -0.1%3,5980.5%Finance
Amgen Inc. stock logo
AMGN
Amgen
$1,565,925$13,032 -0.8%6,0080.5%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,450,454$9,364 -0.6%2,7880.5%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,364,850$5,672 -0.4%6,0160.4%Medical
Kadant Inc. stock logo
KAI
Kadant
$1,150,5420.0%3,3350.4%Industrial Products
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,143,393$16,016 -1.4%11,4940.4%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,126,301$47,830 -4.1%23,5480.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,111,027$37,136 3.5%5,8340.4%Computer and Technology
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$1,000,411$40,480 -3.9%42,2110.3%ETF
Trimble Inc. stock logo
TRMB
Trimble
$983,234$23,812 -2.4%13,9150.3%Industrial Products
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$955,911$8,589 -0.9%35,3910.3%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$927,747$135,570 -12.7%1,8340.3%Medical
American Express stock logo
AXP
American Express
$918,565$11,872 -1.3%3,0950.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$802,493$5,331 -0.7%4,5160.3%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$730,7010.0%9,8730.2%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$722,207$20,925 -2.8%6,3850.2%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$704,365$47,432 7.2%5940.2%Retail/Wholesale
Hingham Institution for Savings stock logo
HIFS
Hingham Institution for Savings
$658,223$233,555 -26.2%2,5900.2%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$645,985$228,156 54.6%7050.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$625,0390.0%1,1870.2%Business Services
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$607,532$5,506 -0.9%5,5170.2%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$592,815$1,034 0.2%5,7310.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$588,9300.0%5,2890.2%Consumer Discretionary
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$581,2890.0%4,3270.2%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$570,6520.0%7,9600.2%Utilities
Paychex, Inc. stock logo
PAYX
Paychex
$568,171$16,546 3.0%4,0520.2%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$554,6550.0%2,9580.2%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$538,294$417,052 344.0%10,1450.2%Retail/Wholesale
California Water Service Group stock logo
CWT
California Water Service Group
$520,6150.0%11,4850.2%Utilities
General Electric stock logo
GE
General Electric
$519,2170.0%3,1130.2%Transportation
Invesco QQQ stock logo
QQQ
Invesco QQQ
$511,2300.0%1,0000.2%Finance
Helios Technologies, Inc. stock logo
HLIO
Helios Technologies
$489,656$6,696 -1.3%10,9690.2%Industrial Products
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$481,966$9,080 -1.8%13,2700.2%Utilities
Nomad Foods Limited stock logo
NOMD
Nomad Foods
$477,458$2,226,118 -82.3%28,4540.2%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$468,393$56,572 13.7%1,9540.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$465,765$10,970 -2.3%2,1230.1%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$421,782$48,299 -10.3%3,9210.1%Oils/Energy
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$400,190$280,642 -41.2%23,6100.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$394,6330.0%1,5990.1%Retail/Wholesale
AstraZeneca PLC stock logo
AZN
AstraZeneca
$386,568$7,469 -1.9%5,9000.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$380,336$14,495 -3.7%1,3120.1%Retail/Wholesale

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