1y return+14.1%S&P 500 +20.9%
3y return+36.5%S&P 500 +68.5%
5y return+27.3%S&P 500 +74.5%
10y return+119.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $220 against $357 in the S&P 500.2
Clean Yield GroupS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc Com | $29.5M | 7.3% | |
| NVDANvidia Corporation Com | $18.8M | 4.7% | +3.0% |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $15.3M | 3.8% | −13.2% |
| AVGOBroadcom Inc Com | $13.5M | 3.4% | −9.5% |
| CSCOCisco Sys Inc Com | $13.2M | 3.3% | −4.3% |
| ANETArista Networks Inc Com Shs | $9.2M | 2.3% | |
| GSKGsk PLC Sponsored Adr | $8.3M | 2.1% | −2.0% |
| AWKAmerican Wtr Wks Co Inc New Com | $6.7M | 1.7% | −3.4% |
| PLDPrologis Inc. Com | $6.6M | 1.6% | −13.6% |
| HASIHa Sustainable Infra Cap Inc Com | $6.5M | 1.6% | −1.1% |
| FERGFerguson Enterprises Inc Common Stock New | $6.3M | 1.6% | −1.9% |
| ULUnilever PLC Spon Adr New | $6.2M | 1.5% | −6.1% |
| CACCamden Natl Corp Com | $5.9M | 1.5% | +1.2% |
| IBMInternational Business Machs Com | $5.8M | 1.5% | +9.1% |
| CRMSalesforce Inc Com | $5.8M | 1.4% | +21.0% |
| DGXQuest Diagnostics Inc Com | $5.7M | 1.4% | +3.0% |
| PANWPalo Alto Networks Inc Com | $5.7M | 1.4% | |
| NOKNokia Corp Sponsored Adr | $5.6M | 1.4% | −5.4% |
| HUBBHubbell Inc Com | $5.4M | 1.3% | +2.0% |
| ECLEcolab Inc Com | $5.3M | 1.3% | +4.1% |
| MSFTMicrosoft Corp Com | $5.3M | 1.3% | +10.9% |
| SFMSprouts Fmrs Mkt Inc Com | $5.3M | 1.3% | −9.2% |
| SYKStryker Corporation Com | $5.2M | 1.3% | +1.4% |
| COSTCostco Wholesale Corporation Com | $5.2M | 1.3% | +7.5% |
| ROSTRoss Stores Inc Com | $5.2M | 1.3% | −14.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $18.8M |
| AVGOBroadcom Inc Com | June 30, 2021 | +692.2% | $13.5M |
| LLYEli Lilly & Co Com | June 30, 2020 | +630.6% | $3.8M |
| PANWPalo Alto Networks Inc Com | June 30, 2021 | +451.4% | $5.7M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $3.9M |
| FSLRFirst Solar Inc Com | June 30, 2020 | +376.6% | $4.9M |
| HUBBHubbell Inc Com | June 30, 2020 | +317.4% | $5.4M |
| SFMSprouts Fmrs Mkt Inc Com | September 30, 2020 | +304.1% | $5.3M |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $29.5M |
| KAIKadant Inc Com | June 30, 2020 | +215.3% | $4.0M |
Sold off last quarter
- Hologic Inc ComCUSIP 436440101 was $908K
- Exxon Mobil Corp ComCUSIP 30231G102 was $640K
- SNPSSynopsys Inc Com was $85K
- MUBIshares National Muni Bond Etf was $49K
- DVYIshares Select Dividend Etf was $39K
- SMBVaneck Short Muni Etf was $38K
- OTISOtis Worldwide Corp Com was $10K
- Honeywell Intl Inc ComCUSIP 438516106 was $9,719
- SGOVIshares 0-3 Month Treasury Bond Etf was $9,059
- Masimo Corp ComCUSIP 574795100 was $8,716
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −3.5% | +2.1% |
| September 30, 2024 | +11.3% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +3.5% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −6.1% | −3.6% |
| June 30, 2023 | +0.1% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −8.6% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clean Yield Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1525865&type=13F-HR&dateb=&owner=include&count=40CIK 1525865
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1525865/000152586526000003/Filed August 5, 2026 · accession 0001525865-26-000003