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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRVL MARVELL TECHNOLOGY INC Technology 9,141.0 $777K 0.71% NEW $84.98 +98.8%
42 PSTG PURE STORAGE INC Technology 11,445.0 $767K 0.70% NEW $67.01 +25.1%
43 PANW PALO ALTO NETWORKS INC Technology 4,152.0 $765K 0.70% NEW $184.20 +34.4%
44 MPWR MONOLITHIC PWR SYS INC Technology 825.0 $748K 0.69% NEW $906.49 +64.0%
45 MTN VAIL RESORTS INC Consumer Cyclical 5,407.0 $718K 0.66% NEW $132.79 -6.8%
46 DDOG DATADOG INC Technology 5,162.0 $702K 0.64% NEW $135.99 +53.6%
47 S SENTINELONE INC Technology 46,257.0 $694K 0.64% NEW $15.00 +16.9%
48 ORA ORMAT TECHNOLOGIES INC Utilities 6,274.0 $693K 0.64% NEW $110.48 +17.0%
49 XYL XYLEM INC Industrials 5,020.0 $684K 0.63% NEW $136.17 -20.5%
50 DOCU DOCUSIGN INC Technology 9,933.0 $679K 0.62% NEW $68.40 -28.3%
51 BFLY BUTTERFLY NETWORK INC Healthcare 176,371.0 $670K 0.61% NEW $3.80 +7.9%
52 PRME PRIME MEDICINE INC Healthcare 190,883.0 $662K 0.61% NEW $3.47 -19.0%
53 TREX TREX CO INC Industrials 18,632.0 $654K 0.60% NEW $35.08 +8.8%
54 ZS ZSCALER INC Technology 2,827.0 $636K 0.58% NEW $224.92 -22.3%
55 PONY AI INC 42,708.0 $619K 0.57% NEW $14.50
56 RXRX RECURSION PHARMACEUTICALS IN Healthcare 151,078.0 $618K 0.57% NEW $4.09 -29.3%
57 TWLO TWILIO INC Communication Services 4,289.0 $610K 0.56% NEW $142.24 +39.0%
58 ILMN ILLUMINA INC Healthcare 4,615.0 $605K 0.56% NEW $131.16 +7.9%
59 BETA BETA TECHNOLOGIES INC Industrials 21,373.0 $603K 0.55% NEW $28.21 -48.2%
60 CRBU CARIBOU BIOSCIENCES INC Healthcare 375,139.0 $596K 0.55% NEW $1.59 +23.9%
Page 3 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%