Clean Yield Group Top Holdings and 13F Report (2025) About Clean Yield GroupInvestment ActivityClean Yield Group has $334.29 million in total holdings as of June 30, 2025.Clean Yield Group owns shares of 408 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 6.35% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Clean Yield Group has purchased 444 new stocks and bought additional shares in 33 stocks.Clean Yield Group sold shares of 123 stocks and completely divested from 48 stocks this quarter.Largest Holdings Apple $21,060,260NVIDIA $14,488,513Broadcom $12,050,867Sprouts Farmers Market $12,000,774American Water Works $8,819,296 Largest New Holdings this Quarter 920253101 - Valmont Industries $2,825,157 Holding099724106 - BorgWarner $2,290,869 Holding233051200 - Xtrackers MSCI EAFE Hedged Equity ETF $32,288 Holding38141G104 - The Goldman Sachs Group $24,064 Holding629377508 - NRG Energy $21,999 Holding Largest Purchases this Quarter Prologis 49,889 shares (about $5.24M)Stryker 9,761 shares (about $3.86M)Home Depot 8,354 shares (about $3.06M)Valmont Industries 8,651 shares (about $2.83M)BorgWarner 68,425 shares (about $2.29M) Largest Sales this Quarter MercadoLibre 60 shares (about $∞T)Booking 5 shares (about $∞T)Paycom Software 25 shares (about $∞T)iShares ESG MSCI KLD 400 ETF 355 shares (about $∞T)Stag Industrial 67,705 shares (about $2.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClean Yield Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,060,260$799,546 ▼-3.7%102,6486.3%Computer and TechnologyNVDANVIDIA$14,488,513$369,856 ▼-2.5%91,7054.3%Computer and TechnologyAVGOBroadcom$12,050,867$151,056 ▼-1.2%43,7183.6%Computer and TechnologySFMSprouts Farmers Market$12,000,774$853,823 ▼-6.6%72,8913.6%Retail/WholesaleAWKAmerican Water Works$8,819,296$226,054 ▼-2.5%63,3982.6%UtilitiesULUnilever$8,379,801$517,865 ▼-5.8%136,9922.5%Consumer StaplesCSCOCisco Systems$8,166,953$177,960 ▼-2.1%117,7132.4%Computer and TechnologyASMLASML$6,964,880$20,035 ▲0.3%8,6912.1%Computer and TechnologyMSFTMicrosoft$6,473,103$89,531 ▼-1.4%13,0141.9%Computer and TechnologyGSKGSK$6,427,699$450,278 ▼-6.5%167,3881.9%MedicalCRMSalesforce$6,351,302$85,626 ▼-1.3%23,2911.9%Computer and TechnologyVEEVVeeva Systems$6,249,454$91,866 ▼-1.4%21,7011.9%MedicalADPAutomatic Data Processing$6,143,020$187,816 ▼-3.0%19,9191.8%Computer and TechnologyFERGUSON ENTERPRISES INC COMMON STOCK NEW$5,943,704$145,675 ▼-2.4%27,2961.8%StockMKCMcCormick & Company, Incorporated$5,787,844$84,918 ▼-1.4%76,3371.7%Consumer StaplesIBMInternational Business Machines$5,756,759$482,260 ▼-7.7%19,5291.7%Computer and TechnologyJKHYJack Henry & Associates$5,723,280$82,158 ▼-1.4%31,7661.7%Computer and TechnologySYKStryker$5,681,642$3,861,744 ▲212.2%14,3611.7%MedicalPLDPrologis$5,495,148$5,244,332 ▲2,090.9%52,2751.6%FinanceARISTA NETWORKS INC COM SHS$5,468,367$212,805 ▲4.0%53,4491.6%StockCHKPCheck Point Software Technologies$5,376,375$353,115 ▼-6.2%24,3001.6%Computer and TechnologyNOWServiceNow$5,043,760$29,814 ▼-0.6%4,9061.5%Computer and TechnologyHASIHA Sustainable Infrastructure Capital$5,028,956$81,117 ▼-1.6%187,2281.5%FinanceDGXQuest Diagnostics$4,768,458$193,641 ▼-3.9%26,5461.4%MedicalFSLRFirst Solar$4,675,677$133,094 ▼-2.8%28,2451.4%EnergyHDHome Depot$4,617,098$3,062,911 ▲197.1%12,5931.4%Retail/WholesaleKAIKadant$4,317,320$302,530 ▲7.5%13,6001.3%IndustrialsTAKTakeda Pharmaceutical$4,251,747$178,408 ▼-4.0%275,0161.3%MedicalPEAKHealthpeak Properties$4,153,506$299,701 ▼-6.7%237,2081.2%FinanceCACCamden National$4,115,177$89,804 ▼-2.1%101,4091.2%FinanceHUBBHubbell$3,991,799$102,511 ▼-2.5%9,7741.2%IndustrialsCMGChipotle Mexican Grill$3,886,647$146,046 ▼-3.6%69,2191.2%Retail/WholesaleMCOMoody's$3,834,656$1,751,552 ▲84.1%7,6451.1%FinanceHOLXHologic$3,809,384$361,833 ▲10.5%58,4621.1%MedicalROSTRoss Stores$3,614,597$14,544 ▼-0.4%28,3321.1%Retail/WholesaleVODVodafone Group$3,581,504$170,890 ▼-4.6%335,9761.1%Computer and TechnologyAMALAmalgamated Financial$3,241,493$325,291 ▼-9.1%103,8941.0%FinanceTUTELUS$3,160,817$175,215 ▼-5.3%196,8130.9%UtilitiesNFLXNetflix$3,126,869$88,383 ▼-2.7%2,3350.9%Consumer DiscretionaryJNJJohnson & Johnson$3,089,737$42,313 ▼-1.4%20,2270.9%MedicalPGProcter & Gamble$2,888,968$68,827 ▼-2.3%18,1330.9%Consumer StaplesVMIValmont Industries$2,825,157$2,825,157 ▲New Holding8,6510.8%IndustrialsH2O AMERICA COM$2,775,094$562,419 ▼-16.9%53,3980.8%StockLULUlululemon athletica$2,683,466$99,546 ▲3.9%11,2950.8%Consumer DiscretionaryLLYEli Lilly and Company$2,643,386$2,339 ▼-0.1%3,3910.8%MedicalINTUIntuit$2,588,1520.0%3,2860.8%Computer and TechnologyVITLVital Farms$2,530,610$63,365 ▼-2.4%65,6960.8%Consumer StaplesWABWabtec$2,463,421$90,649 ▼-3.5%11,7670.7%TransportationBWABorgWarner$2,290,869$2,290,869 ▲New Holding68,4250.7%Auto/Tires/TrucksNVONovo Nordisk A/S$2,176,270$106,636 ▼-4.7%31,5310.7%MedicalITWIllinois Tool Works$2,107,559$14,835 ▼-0.7%8,5240.6%IndustrialsSPYSPDR S&P 500 ETF Trust$1,824,5110.0%2,9530.5%FinanceEXPDExpeditors International of Washington$1,808,578$30,276 ▼-1.6%15,8300.5%TransportationNOKNokia$1,802,495$264,496 ▼-12.8%347,9720.5%Computer and TechnologyAMRCAmeresco$1,775,802$63,190 ▲3.7%116,9060.5%EnergyGOOGLAlphabet$1,531,504$60,449 ▼-3.8%8,6900.5%Computer and TechnologyPEPPepsiCo$1,456,889$660 ▼0.0%11,0340.4%Consumer StaplesUPSUnited Parcel Service$1,453,132$20,794 ▲1.5%14,3960.4%TransportationAMGNAmgen$1,434,860$72,595 ▼-4.8%5,1390.4%MedicalCLColgate-Palmolive$1,386,952$198,162 ▼-12.5%15,2580.4%Consumer StaplesBRK.BBerkshire Hathaway$1,161,962$507,630 ▼-30.4%2,3920.3%FinanceTMOThermo Fisher Scientific$1,117,4890.0%2,7560.3%MedicalTRMBTrimble$1,057,2620.0%13,9150.3%IndustrialsGOOGAlphabet$1,022,066$15,432 ▲1.5%5,7620.3%Computer and TechnologyBDXBecton, Dickinson and Company$1,016,7920.0%5,9030.3%MedicalUSBU.S. Bancorp$997,672$22,625 ▼-2.2%22,0480.3%FinanceAXPAmerican Express$987,2430.0%3,0950.3%FinanceGRNBVanEck Green Bond ETF$940,913$18,034 ▼-1.9%38,8170.3%ETFCOLBColumbia Banking System$931,272$37,829 ▲4.2%39,8320.3%FinanceGISGeneral Mills$925,275$154,497 ▼-14.3%17,8590.3%Consumer StaplesSCHWCharles Schwab$882,5650.0%9,6730.3%FinanceABTAbbott Laboratories$856,8630.0%6,3000.3%MedicalMRKMerck & Co., Inc.$842,239$31,426 ▼-3.6%10,6400.3%MedicalORLYO'Reilly Automotive$803,058$749,521 ▲1,400.0%8,9100.2%Retail/WholesaleGEGE Aerospace$801,2550.0%3,1130.2%AerospaceABBVAbbVie$789,627$39,166 ▼-4.7%4,2540.2%MedicalCOSTCostco Wholesale$698,334$5,943 ▼-0.8%7050.2%Retail/WholesaleMAMastercard$667,0230.0%1,1870.2%Business ServicesDISWalt Disney$638,641$48,239 ▼-7.0%5,1500.2%Consumer DiscretionaryAFLAflac$620,316$4,535 ▼-0.7%5,8820.2%FinanceTXNTexas Instruments$612,064$2,076 ▼-0.3%2,9480.2%Computer and TechnologyPAYXPaychex$605,1140.0%4,1600.2%Computer and TechnologyJPMJPMorgan Chase & Co.$566,4840.0%1,9540.2%FinanceCWTCalifornia Water Service Group$522,3380.0%11,4850.2%UtilitiesAAgilent Technologies$517,710$7,081 ▲1.4%4,3870.2%MedicalAMZNAmazon.com$508,765$8,337 ▲1.7%2,3190.2%Retail/WholesaleNEENextEra Energy$485,6620.0%6,9960.1%UtilitiesWTRGEssential Utilities$472,7550.0%12,7290.1%UtilitiesQQQInvesco QQQ$460,6190.0%8350.1%FinanceMMM3M$455,959$8,069 ▲1.8%2,9950.1%Multi-Sector ConglomeratesTSCOTractor Supply$454,893$54,091 ▼-10.6%8,6200.1%Retail/WholesaleHIFSHingham Institution for Savings$449,514$42,220 ▼-8.6%1,8100.1%FinanceSJMJ. M. Smucker$441,213$43,895 ▼-9.0%4,4930.1%Consumer StaplesXOMExxon Mobil$435,835$13,152 ▲3.1%4,0430.1%EnergyKOCocaCola$420,080$11,390 ▲2.8%5,9380.1%Consumer StaplesAZNAstraZeneca$412,2920.0%5,9000.1%MedicalWMTWalmart$400,9960.0%4,1010.1%Retail/WholesaleWTSWatts Water Technologies$392,4400.0%1,5960.1%Computer and TechnologyAPHAmphenol$383,9400.0%3,8880.1%Computer and TechnologyGE VERNOVA INC COM$354,5310.0%6700.1%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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