Clean Yield Group

Q3 2026 13F-HR Holdings

Location
Norwich, VT
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
392
Total value ($000)
$412,177
Net value change ($000)
+9,173 (2.3%)
New positions
17
Sold out positions
20
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 4,240 14.4%
NVDA 2,861 15.2%
CRM 2,790 47.8%
VEEV 2,578 60.6%
MSFT 1,982 37.5%
ANET 1,877 20.4%
NOW 1,469 35.7%
SHOP 1,054 39.6%
PANW 1,017 17.8%
ULTA 932 40.8%
Top Reduces (Value $000, Stocks/ETFs)
ASML -1,374 -9.0%
HASI -1,363 -20.9%
TU -1,361 -91.8%
SFM -1,300 -24.7%
FSLR -1,292 -26.1%
NOK -1,147 -20.4%
IBM -1,143 -19.5%
CSCO -1,106 -8.4%
VMI -972 -20.1%
HD -913 -18.0%
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