Clean Yield Group holds a diversified book of 394 stocks worth $403.0M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ulta Beauty Inc and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Apple Inc at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clean Yield Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ardent Capital Management, Inc. | 15 / 80 | $192.4M |
| Emerald Advisors, LLC | 25 / 80 | $630.8M |
| Independent Investors Inc | 23 / 80 | $399.2M |
| Trust Asset Management LLC | 34 / 80 | $1.2B |
| Mogy Joel R Investment Counsel Inc | 27 / 80 | $1.2B |
| Ketron Financial | 13 / 80 | $228.0M |
| Private Capital Advisors, Inc. | 14 / 80 | $802.4M |
| Marest Capital, LLC | 10 / 80 | $141.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Clean Yield Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $29.5M | 101.8K | 7.3% | ▲~0% Added · +30 sh | |
| 2 | Nvidia Corporation Com Stock | $18.8M | 94.1K | 4.7% | ▲+3.0% Added · +3K sh | |
| 3 | ASML Hldg NV N Y Registry SHS ADR | $15.3M | 7.7K | 3.8% | ▼−13% Reduced · −1K sh | |
| 4 | Broadcom Inc Com Stock | $13.5M | 35.8K | 3.4% | ▼−9.5% Reduced · −4K sh | |
| 5 | Cisco Sys Inc Com Stock | $13.2M | 112.7K | 3.3% | ▼−4.3% Reduced · −5K sh | |
| 6 | Arista Networks Inc Com SHS Stock | $9.2M | 54.1K | 2.3% | ▲+0.7% Added · +359 sh | |
| 7 | GSK PLC Sponsored ADR ADR | $8.3M | 158.7K | 2.1% | ▼−2.0% Reduced · −3K sh | |
| 8 | American WTR WKS Co Inc New Com Stock | $6.7M | 50.6K | 1.7% | ▼−3.4% Reduced · −2K sh | |
| 9 | Prologis Inc. Com REIT | $6.6M | 48.6K | 1.6% | ▼−14% Reduced · −8K sh | |
| 10 | Ha Sustainable Infra Cap Inc Com REIT | $6.5M | 167.4K | 1.6% | ▼−1.1% Reduced · −2K sh | |
| 11 | Ferguson Enterprises Inc Common Stock New Stock | $6.3M | 26.7K | 1.6% | ▼−1.9% Reduced · −518 sh | |
| 12 | Unilever PLC Spon ADR New ADR | $6.2M | 103.6K | 1.5% | ▼−6.1% Reduced · −7K sh | |
| 13 | Camden Natl Corp Com Stock | $5.9M | 109.1K | 1.5% | ▲+1.2% Added · +1K sh | |
| 14 | International Business Machs Com Stock | $5.8M | 20.8K | 1.5% | ▲+9.1% Added · +2K sh | |
| 15 | Salesforce Inc Com Stock | $5.8M | 37.2K | 1.4% | ▲+21% Added · +6K sh | |
| 16 | Quest Diagnostics Inc Com Stock | $5.7M | 27.1K | 1.4% | ▲+3.0% Added · +795 sh | |
| 17 | Palo Alto Networks Inc Com Stock | $5.7M | 16.8K | 1.4% | ▲+0.2% Added · +31 sh | |
| 18 | Nokia Corp Sponsored ADR ADR | $5.6M | 422.4K | 1.4% | ▼−5.4% Reduced · −24K sh | |
| 19 | Hubbell Inc Com Stock | $5.4M | 10.4K | 1.3% | ▲+2.0% Added · +205 sh | |
| 20 | Ecolab Inc Com Stock | $5.3M | 19.2K | 1.3% | ▲+4.1% Added · +749 sh | |
| 21 | Microsoft Corp Com Stock | $5.3M | 14.2K | 1.3% | ▲+11% Added · +1K sh | |
| 22 | Sprouts FMRS MKT Inc Com Stock | $5.3M | 62.3K | 1.3% | ▼−9.2% Reduced · −6K sh | |
| 23 | Stryker Corporation Com Stock | $5.2M | 16.6K | 1.3% | ▲+1.4% Added · +229 sh | |
| 24 | Costco Wholesale Corporation Com Stock | $5.2M | 5.6K | 1.3% | ▲+7.5% Added · +390 sh | |
| 25 | Ross Stores Inc Com Stock | $5.2M | 24.4K | 1.3% | ▼−15% Reduced · −4K sh | |
| 26 | State STR Corp Com Stock | $5.1M | 30.3K | 1.3% | ▲+4.2% Added · +1K sh | |
| 27 | Home Depot Inc Stock | $5.1M | 14.4K | 1.3% | ▲+9.4% Added · +1K sh | |
| 28 | Johnson & Johnson Com Stock | $5.1M | 20.0K | 1.3% | ▼−0.6% Reduced · −121 sh | |
| 29 | First Solar Inc Com Stock | $4.9M | 21.0K | 1.2% | ▼−8.0% Reduced · −2K sh | |
| 30 | Automatic Data Processing Inc Com Stock | $4.9M | 21.9K | 1.2% | ▲+12% Added · +2K sh | |
| 31 | Valmont Inds Inc Com Stock | $4.8M | 8.4K | 1.2% | ▼−14% Reduced · −1K sh | |
| 32 | Borgwarner Inc Com Stock | $4.8M | 72.1K | 1.2% | ▼−3.9% Reduced · −3K sh | |
| 33 | Schwab Charles Corp Com Stock | $4.6M | 49.3K | 1.1% | ▲+4.3% Added · +2K sh | |
| 34 | Henry Jack & Assoc Inc Com Stock | $4.5M | 32.7K | 1.1% | ▼−1.5% Reduced · −514 sh | |
| 35 | Veeva Sys Inc CL A Com Stock | $4.3M | 24.0K | 1.1% | ▲+9.5% Added · +2K sh | |
| 36 | Moodys Corp Com Stock | $4.2M | 9.2K | 1.0% | —Held | |
| 37 | Servicenow Inc Com Stock | $4.1M | 41.4K | 1.0% | ▲+6.0% Added · +2K sh | |
| 38 | Kadant Inc Com Stock | $4.0M | 12.6K | 1.0% | ▲+3.8% Added · +468 sh | |
| 39 | Alphabet Inc Cap STK CL C Stock | $3.9M | 11.0K | 1.0% | ▲+91% Added · +5K sh | |
| 40 | Eli Lilly & Co Com Stock | $3.8M | 3.2K | 0.9% | ▲+0.4% Added · +14 sh | |
| 41 | Wabtec Com Stock | $3.8M | 14.1K | 0.9% | ▲+3.3% Added · +448 sh | |
| 42 | McCormick & Co Inc Com Non VTG Stock | $3.8M | 74.8K | 0.9% | ▼−1.6% Reduced · −1K sh | |
| 43 | Takeda Pharmaceutical Co Ltd Sponsored Ads ADR | $3.7M | 228.0K | 0.9% | ▼−4.3% Reduced · −10K sh | |
| 44 | Colgate Palmolive Co Com Stock | $3.4M | 36.6K | 0.8% | ▲+198% Added · +24K sh | |
| 45 | Check Point Software Tech Ltd Ord Stock | $3.3M | 25.1K | 0.8% | ▲+0.9% Added · +224 sh | |
| 46 | Netflix Inc. Com Stock | $3.2M | 44.8K | 0.8% | ▲+6.9% Added · +3K sh | |
| 47 | Amalgamated Financial Corp Com Stock | $3.1M | 68.1K | 0.8% | ▼−7.3% Reduced · −5K sh | |
| 48 | Alphabet Class A Stock | $3.1M | 8.7K | 0.8% | —Held | |
| 49 | Columbia BKG Sys Inc Com Stock | $3.0M | 95.0K | 0.8% | ▲+2.8% Added · +3K sh | |
| 50 | Healthpeak Properties Inc Com REIT | $3.0M | 138.2K | 0.7% | ▼−29% Reduced · −56K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1525865/holdings"
Use Arkolith to show Clean Yield Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.