1y return+46.9%S&P 500 +20.9%
3y return+75.3%S&P 500 +68.5%
5y return+31.6%S&P 500 +74.5%
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 December 31, 2020: $147 against $200 in the S&P 500.2
Green Alpha Advisors, LLCS&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 |
|---|---|---|---|
| LRCXLam Research Corp | $11.8M | 7.9% | −4.2% |
| AMATApplied Matls Inc | $10.2M | 6.8% | −2.8% |
| MUMicron Technology Inc | $7.7M | 5.1% | |
| GLWCorning Inc | $6.7M | 4.5% | −3.5% |
| IBMInternational Business Machs | $5.6M | 3.8% | −1.3% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $5.5M | 3.7% | |
| BEPCBrookfield Renewable Corp | $4.4M | 2.9% | |
| QCOMQualcomm Inc | $4.1M | 2.7% | −1.4% |
| AEISAdvanced Energy Inds | $3.8M | 2.5% | −1.2% |
| NXTEInvestment Managers Ser Tr I | $3.4M | 2.3% | +462.2% |
| Crispr Therapeutics AgCUSIP H17182108 | $3.0M | 2.0% | −2.1% |
| NXTNextpower Inc | $2.8M | 1.9% | −2.2% |
| CRWDCrowdstrike Hldgs Inc | $2.8M | 1.9% | |
| TEMTempus Ai Inc | $2.7M | 1.8% | |
| MRVLMarvell Technology Inc | $2.6M | 1.7% | |
| ADIAnalog Devices Inc | $2.6M | 1.7% | −1.7% |
| TILEInterface Inc | $2.5M | 1.7% | −1.3% |
| MRNAModerna Inc | $2.4M | 1.6% | −1.7% |
| Flex LtdCUSIP Y2573F102 | $2.3M | 1.6% | |
| TET1 Energy Inc | $2.3M | 1.5% | −1.6% |
| AVGOBroadcom Inc | $2.2M | 1.5% | |
| RIVNRivian Automotive Inc | $2.1M | 1.4% | −1.4% |
| HRZNHorizon Technology Fin Corp | $2.0M | 1.4% | −27.2% |
| NGVCNatural Grocers By Vitamin | $2.0M | 1.3% | |
| NETCloudflare Inc | $1.8M | 1.2% |
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 | December 31, 2020 | +1432.6% | $1.2M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2021 | +997.4% | $5.5M |
| Flex LtdCUSIP Y2573F102 | June 30, 2021 | +807.1% | $2.3M |
| AMATApplied Matls Inc | December 31, 2020 | +737.7% | $10.2M |
| BFLYButterfly Network Inc | September 30, 2023 | +613.6% | $1.4M |
| GLWCorning Inc | March 31, 2022 | +592.1% | $6.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $11.8M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $2.2M |
| PANWPalo Alto Networks Inc | December 31, 2020 | +475.7% | $1.4M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2023 | +355.9% | $2.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +39.5% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | +11.6% | +7.8% |
| June 30, 2025 | +17.1% | +10.5% |
| March 31, 2025 | −9.3% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +0.5% | +10.0% |
| December 31, 2023 | +16.1% | +11.2% |
| September 30, 2023 | −8.3% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +10.6% | +7.0% |
| December 31, 2022 | −2.2% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −20.6% | −16.5% |
| March 31, 2022 | −9.1% | −4.9% |
| December 31, 2021 | +2.0% | +10.7% |
| September 30, 2021 | −5.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Green Alpha Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1439207&type=13F-HR&dateb=&owner=include&count=40CIK 1439207
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1439207/000175496026000757/Filed August 11, 2026 · accession 0001754960-26-000757