AI Portfolio Summary
In 2026 Q1, Clean Yield Group maintained a portfolio of 421 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION C, increasing their position by 1.2%. The fund also reduced its exposure to AMALGAMATED FINANCIA by 20.5%.
Total Positions
421
Quarter
2026 Q1
Top Holding
AAPL (7.3%)
Top 10 Concentration
31.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 421
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC COM
|
Technology | 7.27% | 7.70% |
#1
Prev: #1
|
5.4 | -276 | -0.3% |
P
S
|
101,762 | $25,826,110 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.49% | 4.68% |
#2
Prev: #2
|
3.8 | 1,074 | 1.2% |
P
S
|
91,377 | $15,936,196 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 3.45% | 4.06% |
#3
Prev: #3
|
2.9 | -2,641 | -6.3% |
P
S
|
39,569 | $12,247,001 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ASML
ASML HLDG NV N ...
|
Technology | 3.30% | 2.76% |
#4
Prev: #4
|
2.3 | -419 | -4.5% |
P
S
|
8,872 | $11,718,404 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CSCO
CISCO SYS INC C...
|
Technology | 2.57% | 2.47% |
#5
Prev: #5
|
2.0 | 2,196 | 1.9% |
P
S
|
117,669 | $9,129,966 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GSK
GSK PLC SPONSOR...
|
Healthcare | 2.52% | 2.20% |
#6
Prev: #6
|
1.5 | 621 | 0.4% |
P
S
|
161,978 | $8,939,566 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PLD
PROLOGIS INC. C...
|
Real Estate | 2.09% | 1.97% |
#7
2
Prev: #9
|
1.3 | 754 | 1.4% |
P
S
|
56,250 | $7,435,125 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AWK
AMERICAN WTR WK...
|
Utilities | 2.01% | 2.10% |
#8
1
Prev: #7
|
1.3 | -5,624 | -9.7% |
P
S
|
52,433 | $7,135,607 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.86% | 1.93% |
#9
1
Prev: #10
|
1.2 | 685 | 1.3% |
P
S
|
53,746 | $6,598,934 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.78% | 1.67% |
#10
4
Prev: #14
|
1.2 | 71 | 0.3% |
P
S
|
27,172 | $6,338,141 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UL
UNILEVER PLC SP...
|
Consumer Defensive | 1.77% | 2.10% |
#11
3
Prev: #8
|
1.2 | -5,183 | -4.5% |
P
S
|
110,247 | $6,280,772 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HASI
HA SUSTAINABLE ...
|
Financial Services | 1.75% | 1.55% |
#12
4
Prev: #16
|
1.2 | -8,330 | -4.7% |
P
S
|
169,328 | $6,222,820 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ROST
ROSS STORES INC...
|
Consumer Cyclical | 1.75% | 1.43% |
#13
8
Prev: #21
|
1.2 | 73 | 0.3% |
P
S
|
28,640 | $6,204,283 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CRM
SALESFORCE INC ...
|
Technology | 1.62% | 1.86% |
#14
3
Prev: #11
|
3.1 | 5,510 | 21.8% |
P
S
|
30,792 | $5,747,976 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.51% | 1.53% |
#15
3
Prev: #18
|
1.1 | 703 | 4.5% |
P
S
|
16,354 | $5,373,761 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 1.49% | 1.52% |
#16
3
Prev: #19
|
1.1 | -302 | -0.4% |
P
S
|
68,630 | $5,293,432 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 1.48% | 1.66% |
#17
2
Prev: #15
|
1.1 | 505 | 1.5% |
P
S
|
33,239 | $5,253,092 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DGX
QUEST DIAGNOSTI...
|
Healthcare | 1.45% | 1.29% |
#18
7
Prev: #25
|
1.1 | -359 | -1.3% |
P
S
|
26,322 | $5,158,586 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.45% | 0.17% |
#19
65
Prev: #84
|
3.6 | 4,479 | 646.3% |
P
S
|
5,172 | $5,153,551 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CAC
CAMDEN NATL COR...
|
Financial Services | 1.44% | 1.24% |
#20
8
Prev: #28
|
1.1 | 5,060 | 4.9% |
P
S
|
107,755 | $5,112,975 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HUBB
HUBBELL INC COM
|
Industrials | 1.40% | 1.22% |
#21
8
Prev: #29
|
1.1 | 270 | 2.7% |
P
S
|
10,153 | $4,982,483 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.38% | 1.17% |
#22
10
Prev: #32
|
1.1 | -316 | -1.5% |
P
S
|
20,084 | $4,909,434 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ECL
ECOLAB INC COM
|
Basic Materials | 1.38% | 1.31% |
#23
1
Prev: #24
|
1.1 | 488 | 2.7% |
P
S
|
18,424 | $4,901,152 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.33% | 1.72% |
#24
11
Prev: #13
|
1.5 | no change | no change |
P
S
|
12,785 | $4,732,543 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.30% | 1.55% |
#25
8
Prev: #17
|
1.0 | 232 | 1.2% |
P
S
|
19,057 | $4,619,226 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FSLR
FIRST SOLAR INC...
|
Technology | 1.26% | 1.75% |
#26
14
Prev: #12
|
1.0 | -1,356 | -5.6% |
P
S
|
22,777 | $4,492,991 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.25% | 1.12% |
#27
7
Prev: #34
|
2.5 | 6,822 | 16.9% |
P
S
|
47,271 | $4,442,529 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TAK
TAKEDA PHARMACE...
|
Healthcare | 1.24% | 1.13% |
#28
5
Prev: #33
|
1.0 | -22,439 | -8.6% |
P
S
|
238,365 | $4,414,520 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.22% | 1.24% |
#29
2
Prev: #27
|
1.0 | 164 | 1.3% |
P
S
|
13,154 | $4,326,219 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 1.15% | 1.08% |
#30
5
Prev: #35
|
3.5 | 13,525 | 53.0% |
P
S
|
39,038 | $4,081,423 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BWA
BORGWARNER INC ...
|
Consumer Cyclical | 1.14% | 0.90% |
#31
10
Prev: #41
|
1.0 | 2,713 | 3.8% |
P
S
|
74,960 | $4,067,330 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NFLX
NETFLIX INC. CO...
|
ETF | 1.13% | 0.64% |
#32
16
Prev: #48
|
3.5 | 17,182 | 69.4% |
P
S
|
41,925 | $4,031,089 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MCO
MOODYS CORP COM
|
Financial Services | 1.13% | 1.22% |
#33
3
Prev: #30
|
2.5 | 608 | 7.1% |
P
S
|
9,183 | $4,006,084 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 1.12% | 1.41% |
#34
12
Prev: #22
|
0.9 | -130 | -0.7% |
P
S
|
19,573 | $3,976,842 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VMI
VALMONT INDS IN...
|
Industrials | 1.10% | 1.07% |
#35
1
Prev: #36
|
0.9 | 220 | 2.3% |
P
S
|
9,766 | $3,902,201 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VEEV
VEEVA SYS INC C...
|
Healthcare | 1.08% | 1.34% |
#36
13
Prev: #23
|
0.9 | 339 | 1.6% |
P
S
|
21,907 | $3,848,184 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MKC
MCCORMICK & CO ...
|
Consumer Defensive | 1.08% | 1.43% |
#37
17
Prev: #20
|
0.9 | 187 | 0.2% |
P
S
|
76,012 | $3,834,027 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
STT
STATE STR CORP ...
|
Financial Services | 1.04% | 0.69% |
#38
7
Prev: #45
|
3.4 | 9,869 | 51.4% |
P
S
|
29,068 | $3,678,846 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NOK
NOKIA CORP SPON...
|
Technology | 1.01% | 0.69% |
#39
7
Prev: #46
|
2.4 | 64,188 | 16.8% |
P
S
|
446,609 | $3,590,736 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
KAI
KADANT INC COM
|
Industrials | 1.00% | 0.93% |
#40
Prev: #40
|
0.9 | 373 | 3.2% |
P
S
|
12,168 | $3,557,315 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 1.00% | 1.25% |
#41
15
Prev: #26
|
0.9 | 631 | 2.6% |
P
S
|
24,880 | $3,554,108 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VOD
VODAFONE GROUP ...
|
Communication Services | 0.96% | 1.04% |
#42
5
Prev: #37
|
0.9 | -56,295 | -19.8% |
P
S
|
227,683 | $3,419,799 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WAB
WABTEC COM
|
Industrials | 0.96% | 0.75% |
#43
1
Prev: #44
|
2.4 | 996 | 7.9% |
P
S
|
13,671 | $3,416,520 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DOC
HEALTHPEAK PROP...
|
Real Estate | 0.90% | 0.94% |
#44
5
Prev: #39
|
0.9 | -15,542 | -7.4% |
P
S
|
194,316 | $3,192,614 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.82% | 0.94% |
#45
7
Prev: #38
|
1.3 | no change | no change |
P
S
|
3,165 | $2,911,072 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMAL
AMALGAMATED FIN...
|
Financial Services | 0.80% | 0.82% |
#46
4
Prev: #42
|
0.3 | -18,973 | -20.5% |
P
S
|
73,548 | $2,858,811 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
HTO
H2O AMERICA COM
|
Utilities | 0.77% | 0.58% |
#47
6
Prev: #53
|
2.3 | 3,712 | 8.7% |
P
S
|
46,418 | $2,723,344 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.76% | 0.03% |
#48
126
Prev: #174
|
3.3 | 16,196 | 3033.0% |
P
S
|
16,730 | $2,682,154 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
COLB
COLUMBIA BKG SY...
|
Financial Services | 0.71% | 0.60% |
#49
3
Prev: #52
|
2.3 | 14,703 | 18.9% |
P
S
|
92,465 | $2,536,315 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOGL
ALPHABET CLASS ...
|
Communication Services | 0.71% | 0.76% |
#50
7
Prev: #43
|
0.8 | -10 | -0.1% |
P
S
|
8,718 | $2,506,948 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 421 holdings