13F Filings History of Clean Yield Group
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Latest reported 13F value
- $403,004,272
- Largest 13F holdings
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AAPL NVDA ASML AVGO CSCO ANET GSK AWK PLD HASI FERG UL
+8 more
CAC IBM CRM DGX PANW NOK HUBB ECL - Form 13F summary
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- Clean Yield Group Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Clean Yield Group reported 394 equity holdings with a total reported market value of $403,004,272 for Q2 2026. Top reported holdings included AAPL, NVDA, ASML, AVGO, and CSCO.
- Manager signature
- Jenny Ly - Operations and Reconciliation Manager
- Manager location
- Norwich, VT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$403,004,272
Quarter delta
+$47,774,102
Accepted
05 Aug 2026, 12:31
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 394 | $403,004,272 | +$24,247,318 | -$15,840,403 | +$8,406,915 | AAPL, NVDA, ASML, AVGO, CSCO | 13F-HR | 05 Aug 2026, 12:31 |
| Q1 2026 | 384 | $355,230,170 | +$21,853,573 | -$14,363,135 | +$7,490,438 | AAPL, NVDA, AVGO, ASML, CSCO | 13F-HR | 14 Apr 2026, 10:28 |
| Q4 2025 | 408 | $360,238,351 | +$22,067,829 | -$16,031,722 | +$6,036,107 | AAPL, NVDA, AVGO, ASML, CSCO | 13F-HR | 26 Jan 2026, 10:55 |
| Q3 2025 | 416 | $353,802,170 | +$11,277,697 | -$6,528,513 | +$4,749,184 | AAPL, NVDA, AVGO, AWK, ASML | 13F-HR | 23 Oct 2025, 11:37 |
| Q2 2025 | 399 | $334,292,426 | +$21,233,287 | -$15,355,925 | +$5,877,362 | AAPL, NVDA, AVGO, SFM, AWK | 13F-HR | 17 Jul 2025, 12:16 |
| Q1 2025 | 444 | $306,929,823 | +$20,015,351 | -$19,956,859 | +$58,492 | AAPL, SFM, NVDA, AWK, UL | 13F-HR | 14 Apr 2025, 09:41 |
| Q4 2024 | 454 | $314,392,028 | +$27,607,968 | -$15,811,517 | +$11,796,451 | AAPL, SFM, NVDA, AVGO, UL | 13F-HR | 13 Jan 2025, 14:24 |
| Q3 2024 | 469 | $314,573,669 | +$43,466,660 | -$26,585,097 | +$16,881,563 | AAPL, SFM, UL, NVDA, AWK | 13F-HR | 07 Oct 2024, 11:33 |
| Q2 2024 | 362 | $267,708,058 | +$18,600,106 | -$11,983,221 | +$6,616,885 | AAPL, SFM, UL, GSK, AWK | 13F-HR | 10 Jul 2024, 10:57 |
| Q1 2024 | 379 | $257,055,940 | +$24,257,284 | -$12,901,593 | +$11,355,691 | AAPL, GSK, UL, SFM, DOC | 13F-HR | 29 May 2024, 11:39 |
| Q4 2023 | 363 | $237,411,234 | +$6,016,217 | -$9,618,808 | -$3,602,591 | AAPL, UL, GSK, TAK, SFM | 13F-HR | 24 Jan 2024, 15:15 |
| Q3 2023 | 374 | $221,762,675 | +$9,323,336 | -$8,723,836 | +$599,500 | AAPL, UL, TAK, GSK, VOD | 13F-HR | 12 Oct 2023, 14:00 |
| Q2 2023 | 401 | $242,782,830 | +$15,472,182 | -$7,632,202 | +$7,839,980 | AAPL, UL, TAK, GSK, VOD | 13F-HR | 26 Jul 2023, 10:11 |
| Q1 2023 | 420 | $234,753,227 | +$11,550,708 | -$13,999,481 | -$2,448,773 | AAPL, UL, TAK, GSK, DOC | 13F-HR | 26 Apr 2023, 09:50 |
| Q4 2022 | 452 | $232,814,271 | +$13,661,413 | -$16,135,296 | -$2,473,883 | AAPL, UL, TAK, GSK, DOC | 13F-HR | 31 Jan 2023, 15:10 |
| Q3 2022 | 453 | $212,656,000 | +$19,365,073 | -$27,863,565 | -$8,498,492 | AAPL, UL, VOD, TAK, DOC | 13F-HR | 31 Oct 2022, 11:49 |
| Q2 2022 | 416 | $240,300,000 | +$15,315,720 | -$22,878,980 | -$7,563,260 | AAPL, GSK, UL, VOD, DOC | 13F-HR | 18 Jul 2022, 15:47 |
| Q1 2022 | 466 | $279,883,000 | +$18,294,124 | -$23,546,193 | -$5,252,069 | AAPL, GSK, GRNB, UL, TU | 13F-HR | 25 Apr 2022, 15:49 |
| Q4 2021 | 445 | $300,542,000 | +$10,660,614 | -$18,114,340 | -$7,453,726 | AAPL, GRNB, GSK, TU, UL | 13F-HR | 24 Jan 2022, 15:58 |
| Q3 2021 | 467 | $282,495,000 | +$22,438,995 | -$7,327,100 | +$15,111,895 | AAPL, GRNB, CNBKA, GSK, UL | 13F-HR | 27 Oct 2021, 14:18 |
| Q2 2021 | 454 | $269,368,000 | +$28,195,271 | -$15,127,347 | +$13,067,924 | AAPL, GRNB, CNBKA, GSK, UL | 13F-HR | 26 Jul 2021, 16:24 |
| Q1 2021 | 147 | $242,060,000 | +$21,763,124 | -$27,495,660 | -$5,732,536 | AAPL, CNBKA, VOD, VMBS, UL | 13F-HR | 26 Apr 2021, 14:10 |
| Q4 2020 | 418 | $236,666,000 | +$35,139,651 | -$20,942,282 | +$14,197,369 | AAPL, HASI, UL, TU, CNBKA | 13F-HR | 26 Jan 2021, 11:04 |
| Q3 2020 | 368 | $201,879,000 | +$15,858,018 | -$7,327,170 | +$8,530,848 | AAPL, UN, HASI, VOD, TU | 13F-HR | 16 Oct 2020, 10:41 |
| Q2 2020 | 334 | $191,269,000 | +$7,893,345 | -$25,819,307 | -$17,925,962 | AAPL, CNBKA, UN, VOD, TU | 13F-HR | 22 Jul 2020, 14:40 |