Clean Yield Group - Portfolio overview

Clean Yield Group has 444 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 7.25%
2. NVDA - NVIDIA CORPORATION COM, 4.47%
3. AVGO - BROADCOM INC COM, 3.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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