Clean Yield Group

CIK 0001525865 · Q2 2026

13F Equity AUM

$403.0M

+13.4% QoQ

Positions

390

+9 QoQ

AUM Rank

#4,237

Top 48%

Skill Alpha (FF)

-0.0%/yr^ns

No Clear Edge

Rank #2,807 · Top 34%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.4%Top 10: 31.7%Top 20: 46.1%

AAPL7.3%

NVDA4.7%

ASML3.8%

AVGO3.4%

CSCO3.3%

ANET2.3%

GSK2.1%

AWC1.6%

PLD1.6%

HASI1.6%

Others (380)68.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology36.9%

Financial Services13.0%

Healthcare12.1%

Industrials11.5%

Consumer Defensive6.9%

Consumer Cyclical6.2%

Communication Services3.7%

Utilities3.1%

Other6.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 390Median: 0.03%Avg: 0.26%

0–0.5%

330(16.3%)

0.5–1%

23(17.2%)

1–3%

32(44.1%)

3–5%

4(15.1%)

5%+

1(7.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 390vs 20 funds

0%Low

390

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New31Increased73Decreased71Exited21

New Positions

ULTA0.6%

+5K

DSI0.3%

+8K

EXXONMOBIL HOLDINGS …0.1%

+4K

CTVA0.1%

+3K

EPD0.1%

+6K

BIL0.1%

+2K

MRVL0.1%

+644

DFSU0.0%

+3K

DUPONT DE NEMOURS IN…0.0%

+950

SHEL0.0%

+930

Increased

CL0.8%

+24K(+198%)

SHOP0.7%

+23K(+6453%)

CMG0.7%

+8K(+10%)

CRM1.4%

+6K(+21%)

VITL0.2%

+6K(+10%)

TSCO0.1%

+6K(+73%)

AYI0.6%

+6K(+575%)

GOOG1.0%

+5K(+91%)

SOFI0.5%

+4K(+4%)

VOOG0.1%

+4K(+452%)

Decreased

DOC0.7%

-56,158(-29%)

VOD0.6%

-55,913(-25%)

NOK1.4%

-24,172(-5%)

TAK0.9%

-10,377(-4%)

GRNB0.1%

-9,895(-29%)

PLD1.6%

-7,649(-14%)

UL1.5%

-6,694(-6%)

SFM1.3%

-6,337(-9%)

T0.4%

-5,688(-4%)

AMAL0.8%

-5,408(-7%)

Exited

-12,007

-3,771

-214

-465

-260

-2,216

-17

-100

-51

-49

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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