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Portfolio (Quarterly) Guide ↗

Green Alpha Advisors, LLC

· CIK 0001439207
13F Portfolio $102M AUM 107 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 10 Added 83 Reduced 9 Exited
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRCX LAM RESEARCH CORP Technology 28,386.0 $6.1M 5.97% -180.0 -0.6% $213.66 +28.0%
2 AMAT APPLIED MATLS INC Technology 14,447.0 $4.9M 4.86% $341.80 +24.9%
3 IBM INTERNATIONAL BUSINESS MACHS Technology 20,196.0 $4.9M 4.82% +372.0 +1.9% $242.39 -8.3%
4 BEPC BROOKFIELD RENEWABLE CORP Utilities 118,532.0 $4.7M 4.65% +1K +1.2% $39.83 -7.3%
5 GLW CORNING INC Technology 27,180.0 $3.7M 3.64% -310.0 -1.1% $135.97 +29.3%
6 AEIS ADVANCED ENERGY INDS Industrials 10,193.0 $3.3M 3.24% -126.0 -1.2% $322.72 -3.0%
7 NXT NEXTPOWER INC Technology 24,197.0 $2.9M 2.87% $120.55 +5.5%
8 QCOM QUALCOMM INC Technology 22,379.0 $2.9M 2.84% +205.0 +0.9% $128.78 +51.9%
9 CRSP CRISPR THERAPEUTICS AG Healthcare 57,022.0 $2.7M 2.67% +1K +2.3% $47.57 +0.0%
10 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 590,141.0 $2.5M 2.45% +31K +5.6% $4.21 -3.3%
11 MU MICRON TECHNOLOGY INC Technology 6,672.0 $2.3M 2.22% -203.0 -3.0% $337.83 +106.8%
12 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,711.0 $2.2M 2.20% -155.0 -2.6% $391.76 +87.2%
13 TEM TEMPUS AI INC Healthcare 47,500.0 $2.1M 2.12% +1K +2.5% $45.22 +0.7%
14 ADI ANALOG DEVICES INC Technology 6,572.0 $2.1M 2.06% -88.0 -1.3% $318.13 +25.1%
15 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 123,484.0 $1.9M 1.83% $15.05 -14.3%
16 AVGO BROADCOM INC Technology 5,869.0 $1.8M 1.79% -39.0 -0.7% $309.51 +35.0%
17 TILE INTERFACE INC Consumer Cyclical 69,999.0 $1.7M 1.72% -510.0 -0.7% $24.92 +9.8%
18 MRNA MODERNA INC Healthcare 34,338.0 $1.7M 1.72% +1K +3.6% $50.80 -10.0%
19 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 65,162.0 $1.7M 1.66% +499.0 +0.8% $25.85 +14.4%
20 GRMN GARMIN LTD Technology 6,649.0 $1.5M 1.52% -109.0 -1.6% $232.02 -2.2%
Page 1 of 6  ·  107 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 52.6%
Healthcare 13.6%
Industrials 8.4%
Utilities 6.7%
Consumer Cyclical 6.1%
Consumer Defensive 3.8%
Financial Services 3.7%
Energy 3.3%
Basic Materials 1.2%
Communication Services 0.5%