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Portfolio (Quarterly) Guide ↗

Green Alpha Advisors, LLC

· CIK 0001439207
13F Portfolio $109M AUM 115 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VITL VITAL FARMS INC Consumer Defensive 48,050.0 $1.5M 1.41% NEW $31.94 -74.1%
22 NET CLOUDFLARE INC Technology 7,558.0 $1.5M 1.36% NEW $197.15 +2.3%
23 CMC COMMERCIAL METALS CO Basic Materials 20,701.0 $1.4M 1.31% NEW $69.22 +0.2%
24 QS QUANTUMSCAPE CORP Consumer Cyclical 136,792.0 $1.4M 1.31% NEW $10.42 -27.4%
25 GRMN GARMIN LTD Technology 6,758.0 $1.4M 1.26% NEW $202.85 +11.8%
26 SFM SPROUTS FMRS MKT INC Consumer Defensive 15,715.0 $1.3M 1.15% NEW $79.67 +10.9%
27 ANET ARISTA NETWORKS INC Technology 9,513.0 $1.2M 1.14% NEW $131.03 +8.1%
28 FSLR FIRST SOLAR INC Energy 4,693.0 $1.2M 1.12% NEW $261.23 -10.6%
29 NVDA NVIDIA CORPORATION Technology 6,042.0 $1.1M 1.03% NEW $186.50 +19.2%
30 SYM SYMBOTIC INC Industrials 17,557.0 $1.0M 0.96% NEW $59.50 -20.9%
31 MRNA MODERNA INC Healthcare 33,156.0 $978K 0.90% NEW $29.49 +63.1%
32 RUN SUNRUN INC Energy 51,833.0 $954K 0.87% NEW $18.40 -26.7%
33 CSCO CISCO SYS INC Technology 12,349.0 $951K 0.87% NEW $77.03 +54.3%
34 ACHR ARCHER AVIATION INC Industrials 124,506.0 $936K 0.86% NEW $7.52 -21.4%
35 CSIQ CANADIAN SOLAR INC Energy 38,781.0 $922K 0.84% NEW $23.77 -27.7%
36 CDNS CADENCE DESIGN SYSTEM INC Technology 2,870.0 $897K 0.82% NEW $312.58 +8.2%
37 FLEX FLEX LTD Technology 14,835.0 $896K 0.82% NEW $60.42 +114.7%
38 ADSK AUTODESK INC Technology 2,977.0 $881K 0.81% NEW $296.01 -17.5%
39 PYPL PAYPAL HLDGS INC Financial Services 13,569.0 $792K 0.73% NEW $58.38 -24.0%
40 HNST HONEST CO INC Consumer Cyclical 301,579.0 $778K 0.71% NEW $2.58 +26.7%
Page 2 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.9%
Healthcare 14.2%
Industrials 8.4%
Consumer Cyclical 7.2%
Utilities 6.4%
Financial Services 4.6%
Consumer Defensive 4.3%
Energy 4.1%
Basic Materials 1.3%
Communication Services 0.6%