Clean Yield Group

Q4 2025 13F-HR Holdings

Location
Norwich, VT
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
410
Total value ($000)
$360,238
Net value change ($000)
+6,434 (1.8%)
New positions
14
Sold out positions
30
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UL 7,549 NEW
STT 2,450 9074.1%
ASML 1,541 18.3%
AAPL 1,490 5.7%
SCHW 1,430 54.8%
JKHY 1,155 24.0%
CSCO 976 12.3%
SOFI 906 NEW
LLY 901 36.0%
NOK 874 54.6%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -8,000 -100.0%
SFM -2,277 -29.3%
VEEV -1,586 -24.8%
AWK -1,045 -12.1%
CMG -962 -33.0%
DOC -839 -19.9%
ANET -766 -9.9%
HD -741 -14.2%
AMRC -688 -27.2%
KAI -681 -16.8%
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