Clean Yield Group

Q3 2025 13F-HR Holdings

Location
Norwich, VT
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
426
Total value ($000)
$353,804
Net value change ($000)
+19,510 (5.8%)
New positions
27
Sold out positions
9
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 5,190 24.6%
ECL 4,632 33085.7%
NVDA 2,389 16.5%
ANET 2,251 41.2%
AVGO 1,871 15.5%
SCHW 1,728 195.7%
ASML 1,434 20.6%
FSLR 1,367 29.2%
COLB 816 87.6%
BWA 794 34.7%
Top Reduces (Value $000, Stocks/ETFs)
SFM -4,232 -35.3%
CMG -974 -25.1%
JKHY -905 -15.8%
MKC -693 -12.0%
AMAL -517 -16.0%
NVO -503 -23.1%
NOW -465 -9.2%
IBM -404 -7.0%
ADP -403 -6.6%
CHKP -401 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type