Clean Yield Group Portfolio Holdings
Clean Yield Group
- $285 Million
- Q1 2025
Clean Yield Group has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $285 Million distributed in 450 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.7M, Sprouts Farmers Market, Inc. with a value of $11.5M, Nvidia Corp with a value of $10.2M, American Water Works Company, Inc. with a value of $9.59M, and Unilever PLC with a value of $8.66M.
Examining the 13F form we can see an decrease of $7.67M in the current position value, from $293M to 285M.
Below you can find more details about Clean Yield Group portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
Technology: $98.3 Million
Healthcare: $39.7 Million
Consumer Defensive: $39.6 Million
Industrials: $28.2 Million
Financial Services: $16.2 Million
Consumer Cyclical: $15.5 Million
Utilities: $15.1 Million
Real Estate: $13.6 Million
Other: $19.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 450
- Current Value $285 Million
- Prior Value $293 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 39 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks