Clean Yield Group has disclosed its latest financial position through a 13F filing, revealing a total of $412 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and portfolio adjustments in a competitive asset management market.

According to the filing, Clean Yield Group has made various strategic investments across multiple sectors, including technology, consumer goods, and healthcare. This diversified approach may help the firm navigate market fluctuations and capitalize on growth opportunities.

Background

Clean Yield Group, incorporated in Vermont, operates in the asset management sector. The firm focuses on sustainable and responsible investment strategies, catering to clients looking for ethical investment options. The company has been active in filing with the SEC, with its most recent filings including several 13F reports and proxy statements.

What the Filing Says

The 13F filing, submitted on October 28, 2026, indicates that Clean Yield Group held a total of 393 securities in its portfolio. The total value of the holdings amounts to $412,176,513. This figure reflects the firm's commitment to managing a diversified portfolio while adhering to its investment philosophy.

Impact

The latest filing may affect various stakeholders, including investors and competitors in the asset management industry. Investors can gain insights into Clean Yield's strategic choices and performance, while competitors may analyze the firm’s portfolio to identify trends and potential areas for improvement in their own strategies.

What's Next

The filing does not say what happens next, leaving stakeholders to speculate on Clean Yield Group's future investment strategies and potential adjustments in response to market conditions.