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Home > Institutional Investor > Clean Yield Group > Profile

Instuitional Investor - Clean Yield Group

Fund Profile
Filing Period:
Fund Name: Clean Yield Group
Portfolio Value $314,392,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 105,124 $26,325,164 8.37%
2.
Sprouts Farmers Market Inc.
 SFM 89,188 $11,333,119 3.6%
3.
Nvidia Corp
 NVDA 77,751 $10,441,182 3.32%
4.
Broadcom Inc.
 AVGO 43,678 $10,126,308 3.22%
5.
The Unilever Group
 UL 144,503 $8,193,320 2.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)