Long-term investor
Clean Yield Group @cleanyieldgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001525865).
Record
- Tracked since 2025-06-30 (448 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +12.2% · all +12.2%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.3% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- N07059210 · 3.8% · long · since 2025-06-30
- AVGO · 3.4% · long · since 2025-06-30
- CSCO · 3.3% · long · since 2025-06-30
- 040413205 · 2.3% · long · since 2025-06-30
- GSK · 2.1% · long · since 2025-06-30
- 030420103 · 1.7% · long · since 2025-06-30
- PLD · 1.6% · long · since 2025-06-30
- 41068X100 · 1.6% · long · since 2025-06-30
- FERG · 1.6% · long · since 2025-06-30
- 904767803 · 1.5% · long · since 2025-12-31