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13F holdings · Q3 2026

Clean Yield Group

Norwich, VT · files as Clean Yield Group
Holdings as of Sep 30, 2026Filed Oct 28, 2026Next filing due Feb 15, 2027CIK 1525865

Clean Yield Group reported 392 stocks worth $412M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (8.2%), NVDA (5.3%) and ASML (3.4%). Compared with Q2 2026, the fund added to NVDA, AVGO and ANET, trimmed AAPL, VEEV and AWK and sold out of BINC, VIXY and NOBL.

Reported value$412M+2.3% vs last quarter
Stocks held39217 new · 20 sold out
Top 5 weight22.8%spread out
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AAPL
Apple Inc
$33.7M8.2%101K−612 (−1%)8 of 8
2
NVDA
Nvidia Corporation
$21.7M5.3%95K+871 (+1%)8 of 8
3
ASML
Asml Holding N V
$13.9M3.4%7,695No change8 of 8
4
AVGO
Broadcom Inc
$12.7M3.1%36K+376 (+1%)8 of 8
5
CSCO
Cisco Sys Inc
$12.1M2.9%113KNo change8 of 8
6
ANET
Arista Networks Inc
$11.1M2.7%54K+261 (+0%)8 of 8
7
CRM
Salesforce Inc
$8.6M2.1%38K+321 (+1%)8 of 8
8
GSK
Gsk PLC ADR F
$7.7M1.9%160K+1,406 (+1%)8 of 8
9
MSFT
Microsoft Corp
$7.3M1.8%14KNo change8 of 8
10
VEEV
Veeva Sys Inc Class Class A
$6.8M1.7%24K−42 (−0%)8 of 8
🔒 382 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
BINC
Blackrock ETF Trust II
$93K1,778
VIXY
Proshares TR II
$68K3,200
NOBL
Proshares S&P 500 Div Aristocrat ETF
$52K934
EXG
Eaton Vance Tax Managed Glob
$51K5,231
O
Realty Income Corp REIT
$51K820

🔒 Free account: see all 20.

Reported value

last 8 quarters
$314MQ4 '24
$307MQ1 '25
$334MQ2 '25
$354MQ3 '25
$360MQ4 '25
$355MQ1 '26
$403MQ2 '26
$412MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 28, 202613F-HRQ3 2026SEC filing ↗

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Clean Yield Group 13F FAQ

What does Clean Yield Group own?

Clean Yield Group reported 392 stocks worth $412M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (8.2%), NVDA (5.3%) and ASML (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Clean Yield Group buy and sell in Q3 2026?

Compared with Q2 2026: 17 new positions, 62 added to, 51 trimmed and 20 sold out. It sold all of BINC, VIXY and NOBL.

When will Clean Yield Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Clean Yield Group's portfolio worth?

The Q3 2026 filing reports $412M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.