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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 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NET CLOUDFLARE INC Technology 7,394.0 $1.5M 1.50% -164.0 -2.2% $206.34 -2.2%
22 CRWD CROWDSTRIKE HLDGS INC Technology 3,712.0 $1.4M 1.43% -50.0 -1.3% $390.41 +58.5%
23 CMC COMMERCIAL METALS CO Basic Materials 20,366.0 $1.3M 1.23% -335.0 -1.6% $61.43 +12.9%
24 SFM SPROUTS FMRS MKT INC Consumer Defensive 15,635.0 $1.2M 1.19% -80.0 -0.5% $77.13 +14.6%
25 ANET ARISTA NETWORKS INC Technology 9,222.0 $1.1M 1.11% -291.0 -3.1% $122.78 +15.3%
26 TE T1 ENERGY INC Industrials 243,225.0 $1.1M 1.05% $4.39 +59.5%
27 NVDA NVIDIA CORPORATION Technology 6,007.0 $1.0M 1.03% -35.0 -0.6% $174.40 +27.5%
28 FLEX FLEXTRONICS INTL LTD Technology 14,390.0 $942K 0.93% -445.0 -3.0% $65.46 +98.2%
29 SYM SYMBOTIC INC Industrials 17,328.0 $922K 0.91% -229.0 -1.3% $53.20 -11.6%
30 FSLR FIRST SOLAR INC Energy 4,660.0 $919K 0.91% -33.0 -0.7% $197.26 +18.4%
31 CSCO CISCO SYS INC Technology 11,823.0 $917K 0.90% -526.0 -4.3% $77.59 +53.2%
32 HNST HONEST CO INC Consumer Cyclical 301,292.0 $886K 0.87% $2.94 +11.2%
33 MRVL MARVELL TECHNOLOGY INC Technology 8,775.0 $869K 0.86% -366.0 -4.0% $99.06 +70.5%
34 QS QUANTUMSCAPE CORP Consumer Cyclical 136,171.0 $869K 0.85% $6.38 +18.7%
35 MPWR MONOLITHIC PWR SYS INC Technology 792.0 $866K 0.85% -33.0 -4.0% $1093.53 +35.9%
36 CDNS CADENCE DESIGN SYSTEM INC Technology 2,771.0 $770K 0.76% -99.0 -3.5% $277.87 +21.7%
37 CRBU CARIBOU BIOSCIENCES INC Healthcare 373,650.0 $710K 0.70% $1.90 +3.7%
38 MTN VAIL RESORTS INC Consumer Cyclical 5,374.0 $690K 0.68% -33.0 -0.6% $128.31 -3.6%
39 RUN SUNRUN INC Energy 50,726.0 $688K 0.68% -1K -2.1% $13.56 -0.5%
40 BFLY BUTTERFLY NETWORK INC Healthcare 169,927.0 $687K 0.68% -6K -3.6% $4.04 +1.5%
Page 2 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%