• 13F History

Clean Yield Group

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$307M
Signature - Title
Jenny Ly - Operations and Reconciliation Manager
Location
Norwich, VT
Summary
This page shows a list of all the recent 13F filings made by Clean Yield Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clean Yield Group reported 444 stock holdings with total value $307M as of Q1 2025. Top holdings included AAPL, SFM, NVDA, AWK, and UL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 444 $307M +$20M -$20M +$58.5K AAPL, SFM, NVDA, AWK, UL 13F-HR 4/14/2025, 09:41 AM
Q4 2024 454 $314M +$27.6M -$15.8M +$11.8M AAPL, SFM, NVDA, AVGO, UL 13F-HR 1/13/2025, 02:24 PM
Q3 2024 469 $315M +$43.5M -$26.6M +$16.9M AAPL, SFM, UL, NVDA, AWK 13F-HR 10/7/2024, 11:33 AM
Q2 2024 362 $268M +$18.6M -$12M +$6.62M AAPL, SFM, UL, GSK, AWK 13F-HR 7/10/2024, 10:57 AM
Q1 2024 379 $257M +$24.3M -$12.9M +$11.4M AAPL, GSK, UL, SFM, DOC 13F-HR 5/29/2024, 11:39 AM
Q4 2023 363 $237M +$6.02M -$9.98M -$3.96M AAPL, UL, GSK, TAK, SFM 13F-HR 1/24/2024, 03:15 PM
Q3 2023 371 $222M +$9.32M -$7.84M +$1.49M AAPL, UL, TAK, GSK, VOD 13F-HR 10/12/2023, 02:00 PM
Q2 2023 401 $243M +$15.5M -$7.23M +$8.25M AAPL, UL, TAK, GSK, VOD 13F-HR 7/26/2023, 10:11 AM
Q1 2023 420 $235M +$11.6M -$10.7M +$896K AAPL, UL, TAK, GSK, DOC 13F-HR 4/26/2023, 09:50 AM
Q4 2022 452 $233M +$16M -$15.5M +$464K AAPL, UL, TAK, GSK, DOC 13F-HR 1/31/2023, 02:10 PM
Q3 2022 426 $215M +$20.6M -$13.8M +$6.79M AAPL, UL, VOD, TAK, DOC 13F-HR 10/31/2022, 11:49 AM
Q2 2022 410 $242M +$15.3M -$22.9M -$7.61M AAPL, GSKXXXX, UL, VOD, DOC 13F-HR 7/18/2022, 03:47 PM
Q1 2022 458 $283M +$18.3M -$30.5M -$12.2M AAPL, GSKXXXX, GRNB, UL, TU 13F-HR 4/25/2022, 03:49 PM
Q4 2021 441 $313M +$10.6M -$21.6M -$11M AAPL, SPY, GRNB, GSKXXXX, TU 13F-HR 1/24/2022, 02:58 PM
Q3 2021 467 $283M +$22.4M -$7.18M +$15.3M AAPL, GRNB, CNBKA, GSKXXXX, UL 13F-HR 10/27/2021, 02:18 PM
Q2 2021 454 $269M +$28.2M -$15.1M +$13.1M AAPL, GRNB, CNBKA, GSKXXXX, UL 13F-HR 7/26/2021, 04:24 PM
Q1 2021 147 $242M +$21.8M -$27.5M -$5.73M AAPL, CNBKA, VOD, VMBS, UL 13F-HR 4/26/2021, 02:10 PM
Q4 2020 418 $278M +$35.1M -$21.1M +$14M SPY, AAPL, HASI, UL, TU 13F-HR 1/26/2021, 10:04 AM
Q3 2020 362 $247M +$17M -$7.12M +$9.87M SPY, AAPL, UN, HASI, VOD 13F-HR 10/16/2020, 10:41 AM
Q2 2020 332 $231M +$10.2M -$24.3M -$14.1M SPY, AAPL, CNBKA, UN, VOD 13F-HR 7/22/2020, 02:40 PM
Q1 2020 370 $211M +$18.5M -$59.5M -$41M SPY, CNBKA, AAPL, UN, VOD 13F-HR 4/20/2020, 01:49 PM
Q4 2019 342 $319M +$16M -$13.3M +$2.7M SPY, CNBKA, AAPL, JNJ, UN 13F-HR 1/17/2020, 11:46 AM
Q3 2019 334 $303M +$33.5M -$11.5M +$22M SPY, CNBKA, JNJ, AAPL, VOD 13F-HR 10/23/2019, 03:25 PM
Q2 2019 328 $277M +$44.7M -$17.6M +$27.1M SPY, CNBKA, JNJ, AAPL, XRAY 13F-HR 7/22/2019, 02:46 PM
Q1 2019 307 $247M +$15.7M -$25.9M -$10.2M CNBKA, JNJ, AAPL, VOD, GIS 13F-HR 4/24/2019, 03:16 PM
Q4 2018 295 $230M +$18.8M -$12.2M +$6.54M AAPL, CNBKA, JNJ, CSCO, CXP 13F-HR 1/23/2019, 10:44 AM
Q3 2018 137 $251M +$17.1M -$14.5M +$2.65M AAPL, CSCO, JNJ, CNBKA, CXP 13F-HR 10/22/2018, 03:53 PM
Q2 2018 132 $241M +$12.4M -$9.9M +$2.53M AAPL, CSCO, CNBKA, JNJ, CXP 13F-HR 7/24/2018, 01:38 PM
Q1 2018 131 $237M +$16.4M -$19.4M -$3.03M AAPL, CSCO, CNBKA, JNJ, CXP 13F-HR 4/23/2018, 11:12 AM
Q4 2017 130 $253M +$10.1M -$10.2M -$90.9K AAPL, CSCO, JNJ, CNBKA, CXP 13F-HR 1/16/2018, 01:03 PM
Q3 2017 133 $245M +$9.77M -$10.8M -$1.02M AAPL, CNBKA, JNJ, CSCO, ADP 13F-HR 10/11/2017, 11:04 AM
Q2 2017 130 $239M +$13.9M -$10.3M +$3.51M AAPL, JNJ, CNBKA, CSCO, ADP 13F-HR 7/17/2017, 02:33 PM
Q1 2017 294 $237M +$26.4M -$13.9M +$12.5M AAPL, JNJ, CSCO, CNBKA, ADP 13F-HR 5/3/2017, 02:39 PM
Q4 2016 125 $222M +$5.57M -$8.02M -$2.45M AAPL, CSCO, JNJ, CNBKA, ADP 13F-HR 1/24/2017, 11:20 AM
Q3 2016 312 $230M +$13.1M -$6.97M +$6.14M AAPL, CSCO, JNJ, VTR, MKC 13F-HR 10/28/2016, 01:23 PM
Q2 2016 293 $233M +$8.3M -$9.04M -$733K AAPL, JNJ, CSCO, MKC, VTR 13F-HR 7/27/2016, 11:38 AM
Q1 2016 287 $225M +$16.4M -$14M +$2.37M AAPL, CSCO, JNJ, MKC, GAS 13F-HR 4/15/2016, 10:57 AM
Q4 2015 122 $200M +$18.1M -$6.3M +$11.8M AAPL, GAS, JNJ, MKC, CSCO 13F-HR 1/27/2016, 09:39 AM
Q3 2015 121 $209M +$20.1M -$15.8M +$4.26M AAPL, GAS, CSCO, MKC, JNJ 13F-HR 10/29/2015, 12:07 PM
Q2 2015 127 $218M +$15.7M -$15.3M +$400K AAPL, MKC, JNJ, CSCO, EMR 13F-HR 7/31/2015, 02:00 PM
Q1 2015 352 $233M +$27M -$15.6M +$11.4M AAPL, JNJ, MKC, EMR, WLY 13F-HR 4/24/2015, 12:11 PM
Q4 2014 126 $223M +$11.6M -$5.04M +$6.52M AAPL, DD, JNJ, GAS, MKC 13F-HR 1/29/2015, 11:02 AM
Q3 2014 122 $208M +$16.2M -$5.87M +$10.3M AAPL, JNJ, DD, GAS, ADP 13F-HR 10/27/2014, 11:56 AM
Q2 2014 126 $202M +$18M -$6.23M +$11.8M AAPL, JNJ, GAS, WLY, MKC 13F-HR 7/21/2014, 02:23 PM
Q1 2014 115 $193M +$20M -$9.86M +$10.1M AAPL, JNJ, MKC, WLY, GAS 13F-HR 4/24/2014, 02:56 PM
Q4 2013 112 $187M AAPL, DD, MKC, WLY, ADP 13F-HR 1/31/2014, 09:38 AM