Clean Yield Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CY Clean Yield Group | Institutional Filer | ▼ 1.39% | $355.2M | 385 |
Current Portfolio Holdings
Showing all 385 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 102K | $25.8M | 7.27% |
| 2 | NVDA | NVIDIA Corporation | Technology | 91K | $15.9M | 4.49% |
| 3 | AVGO | Broadcom Inc. | Technology | 40K | $12.2M | 3.45% |
| 4 | ASML | ASML Holding N.V. | Technology | 9K | $11.7M | 3.30% |
| 5 | CSCO | Cisco Systems, Inc. | Technology | 118K | $9.1M | 2.57% |
| 6 | GSK | GSK plc | Healthcare | 162K | $8.9M | 2.52% |
| 7 | PLD | Prologis, Inc. | Real Estate | 56K | $7.4M | 2.09% |
| 8 | AWK | American Water Works Company, Inc. | Utilities | 52K | $7.1M | 2.01% |
| 9 | ANET | Arista Networks, Inc. | Technology | 54K | $6.6M | 1.86% |
| 10 | FERG | Ferguson plc | Industrials | 27K | $6.3M | 1.78% |
| 11 | UL | Unilever PLC | Consumer Defensive | 110K | $6.3M | 1.77% |
| 12 | HASI | HA Sustainable Infrastructure Capital, Inc. | Financial Services | 169K | $6.2M | 1.75% |
| 13 | ROST | Ross Stores, Inc. | Consumer Cyclical | 29K | $6.2M | 1.75% |
| 14 | CRM | Salesforce, Inc. | Technology | 31K | $5.7M | 1.62% |
| 15 | SYK | Stryker Corporation | Healthcare | 16K | $5.4M | 1.51% |
Showing 1 to 15 of 385 holdings