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Portfolio (Quarterly) Guide ↗

Clean Yield Group

· CIK 0001525865
13F Portfolio $403M AUM 396 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 395 New
Page 4 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMRC AMERESCO INC CL A Industrials 69,317.0 $1.9M 0.47% NEW $27.60 -18.1%
62 UPS UNITED PARCEL SVCS INC CL B Industrials 17,228.0 $1.9M 0.46% NEW $107.50 -1.4%
63 SOFI SOFI TECHNOLOGIES INC COM Financial Services 102,471.0 $1.8M 0.46% NEW $17.93 +7.2%
64 MRK MERCK & CO INC COM Healthcare 14,182.0 $1.8M 0.45% NEW $128.50 +17.6%
65 SPY STATE STREET SPDR S&P 500 ETF Financial Services 2,393.0 $1.8M 0.44% NEW $746.77 +3.1%
66 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 14,054.0 $1.6M 0.40% NEW $114.18 +2.5%
67 TU TELUS CORPORATION COM Communication Services 140,340.0 $1.5M 0.37% NEW $10.57 -6.8%
68 PEP PEPSICO INC COM Consumer Defensive 10,784.0 $1.5M 0.36% NEW $135.40 +4.1%
69 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,472.0 $1.2M 0.31% NEW $501.38 +26.4%
70 NVO NOVO-NORDISK A S ADR Healthcare 25,388.0 $1.2M 0.30% NEW $47.94 -4.1%
71 USB US BANCORP COM NEW Financial Services 19,817.0 $1.2M 0.30% NEW $60.40 +3.3%
72 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,348.0 $1.2M 0.29% NEW $500.39
73 DSI ISHARES ESG MSCI KLD 400 ETF 8,000.0 $1.1M 0.28% NEW $142.39 +4.0%
74 AXP AMERICAN EXPRESS CO COM Financial Services 3,079.0 $1.0M 0.26% NEW $338.25 -1.3%
75 ABBV ABBVIE INC COM Healthcare 3,891.0 $979K 0.24% NEW $251.64 +3.0%
76 GE GE AEROSPACE COM NEW Industrials 2,613.0 $977K 0.24% NEW $373.73 -7.3%
77 TXN TEXAS INSTRS INC COM Technology 3,073.0 $916K 0.23% NEW $298.07 -10.6%
78 VITL VITAL FARMS INC COM Consumer Defensive 72,507.0 $843K 0.21% NEW $11.63 -9.8%
79 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 8,970.0 $826K 0.20% NEW $92.09 -4.4%
80 GEV GE VERNOVA INC COM Utilities 685.0 $805K 0.20% NEW $1174.86 -19.5%
Page 4 of 20  ·  395 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Healthcare 12.7%
Industrials 12.1%
Financial Services 11.7%
Consumer Defensive 6.6%
Consumer Cyclical 6.5%
Utilities 3.2%
Communication Services 2.9%
Real Estate 2.7%
Basic Materials 1.6%