Clean Yield Group has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Dorigen Hofmann, details the firm's holdings across a wide range of public companies and exchange-traded funds.
The report lists a total of 393 equity securities held by the firm. Among the largest individual positions disclosed in the filing are United Parcel Service Inc. Class B, with 25,335 shares; Chipotle Mexican Grill Inc., with 86,905 shares; and Amalgamated Financial Corp., with 67,886 shares. The filing also notes significant holdings in exchange-traded funds, including the Vanguard S&P 500 ETF Trust with 2,393 shares and the SPDR Gold Shares ETF with 735 shares.
The portfolio includes a mix of technology, healthcare, and consumer staples companies. Notable holdings include Microsoft Corp. with 14,172 shares, Eli Lilly & Co. with 2,531 shares, and Coca-Cola Co. with 5,321 shares. The filing also lists smaller positions in companies such as Snowflake Inc. with 20 shares, Airbnb Inc. Class A with 35 shares, and Coinbase Global Inc. Class A with 40 shares.
