Clean Yield Group

Q1 2026 13F-HR Holdings

Location
Norwich, VT
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
385
Total value ($000)
$355,230
Net value change ($000)
-5,008 (-1.4%)
New positions
11
Sold out positions
36
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 4,556 761.9%
PANW 2,584 2636.7%
ASML 1,778 17.9%
NFLX 1,711 73.8%
STT 1,202 48.5%
NOK 1,117 45.1%
ROST 1,058 20.6%
GSK 1,027 13.0%
BWA 812 24.9%
WAB 712 26.3%
Top Reduces (Value $000, Stocks/ETFs)
HOLX -3,406 -79.0%
AVGO -2,362 -16.2%
AAPL -1,914 -6.9%
FSLR -1,811 -28.7%
MSFT -1,450 -23.5%
MKC -1,330 -25.8%
UL -1,268 -16.8%
VITL -1,155 -55.3%
ADP -1,091 -21.5%
INTU -1,055 -48.3%
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