Clean Yield Group
•CIK: 1525865•Filing: Q4 2025
**Clean Yield Group** manages $360M across a diverse portfolio of 408 positions. The fund exhibits significant concentration in technology and semiconductor leaders, notably holding AAPL at $27.7M and NVDA at $16.8M. Further core allocations include AVGO ($14.6M), ASML ($9.9M), and CSCO ($8.9M). This structure suggests a focused, large-cap growth mandate emphasizing industry leaders.
Total AUM
$360.2M
QoQ Performance
+1.8%
Positions
408
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL7.7%
NVDA4.7%
AVGO4.1%
ASML2.8%
CSCO2.5%
GSK2.2%
AWK2.1%
UL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.1%
Technology26.5%
Healthcare4.1%
Financial3.2%
Consumer2.6%
Real Estate2.0%
Communication1.6%
Materials1.4%
🚪 Exited Positionssold since Q3 2025
+215 more exited positions
Changes from Q3 2025
NEW4 new positions
↑42 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022