Clean Yield Group
SEC Form 13F institutional filer · CIK 0001525865
13F-HR · 231 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
39.7%
Clean Yield Group — $259M AUM allocation strategy
Clean Yield Group files SEC Form 13F and reports $259M of long US equity value across 231 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.5%, followed by Health Care 5.9% and Industrials 4.4%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Clean Yield Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$259M
total across 231 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMAT +64.1K sh · +$1.11M+$CMG +24.8K sh · +$531K+$NFLX +17.2K sh · +$1.71M
Biggest trims (shares)
−$DOC −15.5K sh · −$182K−$AWK −5.62K sh · −$441K−$AVGO −2.64K sh · −$2.36M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ADSK ($53K last qtr)$IFF ($27.6K last qtr)$DTE ($25.4K last qtr)$NI ($20.3K last qtr)$IVV ($10.5K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.7%—
- Technology Hardware, Storage & Peripherals10.0%—
- Communications Equipment6.1%—
- Industrial REITs2.9%—
- Water Utilities2.8%—
- Building Products2.5%—
- Apparel Retail2.4%—
- Application Software2.2%—
- Other holdings58.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 102K | $25.8M | -276 | 10.0% |
| $NVDA | NVIDIA Corporation | 91.4K | $15.9M | +1.07K | 6.2% |
| $AVGO | Broadcom Inc | 39.6K | $12.2M | -2.64K | 4.7% |
| $CSCO | Cisco Systems Inc | 118K | $9.13M | +2.2K | 3.5% |
| $PLD | Prologis Inc | 56.3K | $7.44M | +754 | 2.9% |
| $AWK | American Water Works Company Inc | 52.4K | $7.14M | -5.62K | 2.8% |
| $ANET | Arista Networks Inc | 53.7K | $6.6M | +685 | 2.6% |
| $FERG | Ferguson Enterprises Inc | 27.2K | $6.34M | +71 | 2.5% |
| $ROST | Ross Stores Inc | 28.6K | $6.2M | +73 | 2.4% |
| $CRM | Salesforce Inc | 30.8K | $5.75M | +5.51K | 2.2% |
…and 221 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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