Institutional Fund
Clean Yield Group
Norwich, VTCIK 15258655 filings on record
Portfolio Value
$355.23M
Q1 2026
Holdings
384
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.4%
from $360.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.3%
- Nvidia Corporation4.5%
- Broadcom Inc3.4%
- Asml Holding N V3.3%
- Cisco Sys Inc2.6%
- Gsk PLC2.5%
- Other76.4%
Portfolio Holdings
384 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 101.8K | $25.83M | 7.3% | −276 | Reduced |
| 2 | Nvidia Corporation | 91.4K | $15.94M | 4.5% | +1.1K | Added |
| 3 | Broadcom Inc | 39.6K | $12.25M | 3.4% | −2.6K | Reduced |
| 4 | Asml Holding N V | 8.9K | $11.72M | 3.3% | −419 | Reduced |
| 5 | Cisco Sys Inc | 117.7K | $9.13M | 2.6% | +2.2K | Added |
| 6 | Gsk PLC | 162.0K | $8.94M | 2.5% | +621 | Added |
| 7 | Prologis Inc. | 56.3K | $7.44M | 2.1% | +754 | Added |
| 8 | American Wtr Wks Co Inc New | 52.4K | $7.14M | 2.0% | −5.6K | Reduced |
| 9 | Arista Networks Inc | 53.7K | $6.60M | 1.9% | +685 | Added |
| 10 | Ferguson Enterprises Inc | 27.2K | $6.34M | 1.8% | +71 | Added |
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