Clean Yield Group

NORWICH, VT · CIK 1525865 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorwich, VT

$403.0m reported value +13.4% vs Q1 2026

395positions

31.7%in top 10

31 new 69 added 72 reduced 21 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	101,792	$29.5m7.31%	7.31%	Added +30	+30 0.0%
2	NVIDIA CORPORATION COM NVDA	NVDA	94,092	$18.8m4.67%	4.67%	Added +2.7k	+2,715 3.0%
3	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,698	$15.3m3.80%	3.80%	Reduced -1.2k	-1,174 -13.2%
4	BROADCOM INC COM AVGO	AVGO	35,801	$13.5m3.36%	3.36%	Reduced -3.8k	-3,768 -9.5%
5	CISCO SYS INC COM CSCO	CSCO	112,661	$13.2m3.28%	3.28%	Reduced -5.0k	-5,008 -4.3%
6	ARISTA NETWORKS INC COM SHS ANET	ANET	54,105	$9.2m2.28%	2.28%	Added +359	+359 0.7%
7	GSK PLC SPONSORED ADR GSK	GSK	158,720	$8.3m2.06%	2.06%	Reduced -3.3k	-3,258 -2.0%
8	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	50,633	$6.7m1.65%	1.65%	Reduced -1.8k	-1,800 -3.4%
9	PROLOGIS INC. COM PLD	PLD	48,601	$6.6m1.63%	1.63%	Reduced -7.6k	-7,649 -13.6%
10	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	167,397	$6.5m1.62%	1.62%	Reduced -1.9k	-1,931 -1.1%
11	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	26,654	$6.3m1.57%	1.57%	Reduced -518	-518 -1.9%
12	UNILEVER PLC SPON ADR NEW UL	UL	103,553	$6.2m1.54%	1.54%	Reduced -6.7k	-6,694 -6.1%
13	CAMDEN NATL CORP COM CAC	CAC	109,082	$5.9m1.47%	1.47%	Added +1.3k	+1,327 1.2%
14	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	20,791	$5.8m1.45%	1.45%	Added +1.7k	+1,734 9.1%
15	SALESFORCE INC COM CRM	CRM	37,243	$5.8m1.45%	1.45%	Added +6.5k	+6,451 20.9%
16	QUEST DIAGNOSTICS INC COM DGX	DGX	27,117	$5.7m1.43%	1.43%	Added +795	+795 3.0%
17	PALO ALTO NETWORKS INC COM PANW	PANW	16,761	$5.7m1.42%	1.42%	Added +31	+31 0.2%
18	NOKIA CORP SPONSORED ADR NOK	NOK	422,437	$5.6m1.39%	1.39%	Reduced -24.2k	-24,172 -5.4%
19	HUBBELL INC COM HUBB	HUBB	10,358	$5.4m1.34%	1.34%	Added +205	+205 2.0%
20	ECOLAB INC COM ECL	ECL	19,173	$5.3m1.33%	1.33%	Added +749	+749 4.1%
21	MICROSOFT CORP COM MSFT	MSFT	14,173	$5.3m1.31%	1.31%	Added +1.4k	+1,388 10.9%
22	SPROUTS FMRS MKT INC COM SFM	SFM	62,293	$5.3m1.31%	1.31%	Reduced -6.3k	-6,337 -9.2%
23	STRYKER CORPORATION COM SYK	SYK	16,583	$5.2m1.30%	1.30%	Added +229	+229 1.4%
24	COSTCO WHSL CORP NEW COM COST	COST	5,562	$5.2m1.29%	1.29%	Added +390	+390 7.5%
25	ROSS STORES INC COM ROST	ROST	24,364	$5.2m1.29%	1.29%	Reduced -4.3k	-4,276 -14.9%
26	STATE STR CORP COM STT	STT	30,276	$5.1m1.27%	1.27%	Added +1.2k	+1,208 4.2%
27	HOME DEPOT INC COM HD	HD	14,388	$5.1m1.26%	1.26%	Added +1.2k	+1,234 9.4%
28	JOHNSON & JOHNSON COM JNJ	JNJ	19,963	$5.1m1.26%	1.26%	Reduced -121	-121 -0.6%
29	FIRST SOLAR INC COM FSLR	FSLR	20,965	$4.9m1.23%	1.23%	Reduced -1.8k	-1,812 -8.0%
30	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	21,872	$4.9m1.22%	1.22%	Added +2.3k	+2,299 11.8%
31	VALMONT INDS INC COM VMI	VMI	8,361	$4.8m1.20%	1.20%	Reduced -1.4k	-1,405 -14.4%
32	BORGWARNER INC COM BWA	BWA	72,057	$4.8m1.19%	1.19%	Reduced -2.9k	-2,903 -3.9%
33	SCHWAB CHARLES CORP COM SCHW	SCHW	49,314	$4.6m1.13%	1.13%	Added +2.0k	+2,043 4.3%
34	HENRY JACK & ASSOC INC COM JKHY	JKHY	32,725	$4.5m1.12%	1.12%	Reduced -514	-514 -1.6%
35	VEEVA SYS INC CL A COM VEEV	VEEV	23,988	$4.3m1.06%	1.06%	Added +2.1k	+2,081 9.5%
36	MOODYS CORP COM MCO	MCO	9,183	$4.2m1.03%	1.03%	Unchanged
37	SERVICENOW INC COM NOW	NOW	41,397	$4.1m1.02%	1.02%	Added +2.4k	+2,359 6.0%
38	KADANT INC COM KAI	KAI	12,636	$4.0m0.99%	0.99%	Added +468	+468 3.9%
39	ALPHABET INC CAP STK CL C GOOG	GOOG	10,985	$3.9m0.96%	0.96%	Added +5.2k	+5,240 91.2%
40	ELI LILLY & CO COM LLY	LLY	3,179	$3.8m0.95%	0.95%	Added +14	+14 0.4%
41	WABTEC COM WAB	WAB	14,119	$3.8m0.94%	0.94%	Added +448	+448 3.3%
42	MCCORMICK & CO INC COM NON VTG MKC	MKC	74,802	$3.8m0.94%	0.94%	Reduced -1.2k	-1,210 -1.6%
43	TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS TAK	TAK	227,988	$3.7m0.91%	0.91%	Reduced -10.4k	-10,377 -4.3%
44	COLGATE PALMOLIVE CO COM CL	CL	36,568	$3.4m0.83%	0.83%	Added +24.3k	+24,283 197.7%
45	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	25,104	$3.3m0.82%	0.82%	Added +224	+224 0.9%
46	NETFLIX INC COM NFLX	NFLX	44,837	$3.2m0.79%	0.79%	Added +2.9k	+2,912 7.0%
47	AMALGAMATED FINANCIAL CORP COM AMAL	AMAL	68,140	$3.1m0.78%	0.78%	Reduced -5.4k	-5,408 -7.3%
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,718	$3.1m0.77%	0.77%	Unchanged
49	COLUMBIA BKG SYS INC COM COLB	COLB	95,046	$3.0m0.76%	0.76%	Added +2.6k	+2,581 2.8%
50	HEALTHPEAK PROPERTIES INC COM DOC	DOC	138,158	$3.0m0.73%	0.73%	Reduced -56.2k	-56,158 -28.9%
51	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	85,323	$2.9m0.72%	0.72%	Added +7.8k	+7,786 10.0%
52	SJW GROUP COM HTO	HTO	46,155	$2.8m0.70%	0.70%	Reduced -263	-263 -0.6%
53	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	23,329	$2.7m0.66%	0.66%	Added +23.0k	+22,973 6453.1%
54	ACUITY INC COM AYI	AYI	6,648	$2.5m0.62%	0.62%	Added +5.7k	+5,663 574.9%
55	PROCTER AND GAMBLE CO COM PG	PG	16,115	$2.4m0.59%	0.59%	Reduced -413	-413 -2.5%
56	ILLINOIS TOOL WKS INC COM ITW	ITW	8,438	$2.3m0.57%	0.57%	Reduced -15	-15 -0.2%
57	ULTA BEAUTY INC COM ULTA	ULTA	5,060	$2.3m0.57%	0.57%	New
58	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	171,770	$2.3m0.56%	0.56%	Reduced -55.9k	-55,913 -24.6%
59	EXPEDITORS INTL WASH INC COM EXPD	EXPD	13,168	$2.1m0.53%	0.53%	Reduced -300	-300 -2.2%
60	AMGEN INC COM AMGN	AMGN	5,626	$2.0m0.51%	0.51%	Added +810	+810 16.8%
61	AMERESCO INC CL A AMRC	AMRC	69,317	$1.9m0.47%	0.47%	Added +2.9k	+2,856 4.3%
62	UNITED PARCEL SERVICE INC CL B UPS	UPS	17,228	$1.9m0.46%	0.46%	Added +3.7k	+3,723 27.6%
63	SOFI TECHNOLOGIES INC COM SOFI	SOFI	102,471	$1.8m0.46%	0.46%	Added +4.0k	+4,038 4.1%
64	MERCK & CO INC COM MRK	MRK	14,182	$1.8m0.45%	0.45%	Added +3.7k	+3,700 35.3%
65	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,393	$1.8m0.44%	0.44%	Reduced -10	-10 -0.4%
66	LULULEMON ATHLETICA INC COM LULU	LULU	14,054	$1.6m0.40%	0.40%	Reduced -177	-177 -1.2%
67	TELUS CORPORATION COM TU	TU	140,340	$1.5m0.37%	0.37%	Reduced -5.7k	-5,688 -3.9%
68	PEPSICO INC COM PEP	PEP	10,784	$1.5m0.36%	0.36%	Unchanged
69	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,472	$1.2m0.31%	0.31%	Reduced -50	-50 -2.0%
70	NOVO-NORDISK A S ADR NVO	NVO	25,388	$1.2m0.30%	0.30%	Reduced -4.1k	-4,090 -13.9%
71	US BANCORP DEL COM NEW USB	USB	19,817	$1.2m0.30%	0.30%	Unchanged
72	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,348	$1.2m0.29%	0.29%	Unchanged
73	ISHARES TR MSCI KLD400 SOC DSI	DSI	8,000	$1.1m0.28%	0.28%	New
74	AMERICAN EXPRESS CO COM AXP	AXP	3,079	$1.0m0.26%	0.26%	Unchanged
75	ABBVIE INC COM ABBV	ABBV	3,891	$979.1k0.24%	0.24%	Added +11	+11 0.3%
76	GE AEROSPACE COM NEW GE	GE	2,613	$976.6k0.24%	0.24%	Added +100	+100 4.0%
77	TEXAS INSTRS INC COM TXN	TXN	3,073	$916.0k0.23%	0.23%	Unchanged
78	VITAL FARMS INC COM VITL	VITL	72,507	$843.3k0.21%	0.21%	Added +6.4k	+6,356 9.6%
79	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	8,970	$826.0k0.20%	0.20%	Added +60	+60 0.7%
80	GE VERNOVA INC COM GEV	GEV	685	$804.8k0.20%	0.20%	Unchanged
81	JPMORGAN CHASE & CO COM JPM	JPM	2,347	$768.2k0.19%	0.19%	Added +139	+139 6.3%
82	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,962	$686.8k0.17%	0.17%	Reduced -119	-119 -5.7%
83	INTUIT COM INTU	INTU	2,609	$680.9k0.17%	0.17%	Unchanged
84	AFLAC INC COM AFL	AFL	5,686	$666.7k0.17%	0.17%	Added +25	+25 0.4%
85	BECTON DICKINSON & CO COM BDX	BDX	4,377	$662.4k0.16%	0.16%	Reduced -250	-250 -5.4%
86	TRIMBLE INC COM TRMB	TRMB	12,781	$654.1k0.16%	0.16%	Unchanged
87	NEXTERA ENERGY INC COM NEE	NEE	7,358	$645.8k0.16%	0.16%	Unchanged
88	AMPHENOL CORP CL A APH	APH	3,592	$633.3k0.16%	0.16%	Reduced -400	-400 -10.0%
89	CORNING INC COM GLW	GLW	2,463	$629.1k0.16%	0.16%	Reduced -300	-300 -10.9%
90	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	1,596	$624.8k0.16%	0.16%	Unchanged
91	VANECK ETF TRUST GREEN BOND ETF GRNB	GRNB	24,160	$583.1k0.14%	0.14%	Reduced -9.9k	-9,895 -29.1%
92	AGILENT TECHNOLOGIES INC COM A	A	4,387	$582.7k0.14%	0.14%	Unchanged
93	MASTERCARD INCORPORATED CL A MA	MA	1,098	$563.9k0.14%	0.14%	Reduced -15	-15 -1.4%
94	ASTRAZENECA PLC ORD AZN	AZN	2,950	$559.4k0.14%	0.14%	Unchanged
95	HELIOS TECHNOLOGIES INC COM HLIO	HLIO	5,807	$518.3k0.13%	0.13%	Reduced -500	-500 -7.9%
96	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	3,771	$515.6k0.13%	0.13%	New
97	ABBOTT LABS COM ABT	ABT	5,585	$506.8k0.13%	0.13%	Reduced -277	-277 -4.7%
98	SMUCKER J M CO COM NEW SJM	SJM	4,381	$492.9k0.12%	0.12%	Unchanged
99	3M CO COM MMM	MMM	2,995	$484.9k0.12%	0.12%	Unchanged
100	CALIFORNIA WTR SVC GROUP COM CWT	CWT	9,835	$478.5k0.12%	0.12%	Reduced -300	-300 -3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOLOGIC INC HOLX	HOLX	12,007	$907.6k12.0k shares
EXXON MOBIL CORP XOM	XOM	3,771	$639.8k3.8k shares
SYNOPSYS INC SNPS	SNPS	214	$84.8k214 shares
ISHARES TR MUB	MUB	465	$49.4k465 shares
ISHARES TR DVY	DVY	260	$39.4k260 shares
VANECK ETF TRUST SMB	SMB	2,216	$38.3k2.2k shares
OTIS WORLDWIDE CORP OTIS	OTIS	134	$10.3k134 shares
HONEYWELL INTL INC		22	$9.7k22 shares
ISHARES TR SGOV	SGOV	90	$9.1k90 shares
MASIMO CORP MASI	MASI	49	$8.7k49 shares
SONY GROUP CORP SONY	SONY	400	$8.3k400 shares
MONDELEZ INTL INC MDLZ	MDLZ	100	$5.8k100 shares
THOMSON REUTERS CORP		54	$4.9k54 shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	79	$4.8k79 shares
NASDAQ INC NDAQ	NDAQ	51	$4.3k51 shares
BLOCK INC XYZ	XYZ	70	$4.2k70 shares
DUPONT DE NEMOURS INC DWDP	DWDP	24	$3.3k24 shares
PDD HOLDINGS INC PDD	PDD	26	$2.7k26 shares
LEIDOS HOLDINGS INC LDOS	LDOS	14	$2.2k14 shares
ASSURED GUARANTY LTD AGO	AGO	17	$1.4k17 shares
RALLIANT CORP RAL	RAL	15	$62415 shares