Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 26, 2021. Long positions only.
- Positions
- 147
- No 13F data for Q4 2020
- Portfolio value
- $242.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALCAlcon Inc | Stock | 20,327 | $1.43M | 0.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 25,848 | $1.43M | 0.6% | – | – | History |
| MAAMid America Apartment Communities Inc. | COM | 10,318 | $1.49M | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,433 | $1.57M | 0.6% | – | – | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 30,160 | $1.64M | 0.7% | – | – | History |
| HAINHain Celestial Group Inc | COM | 40,383 | $1.76M | 0.7% | – | – | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 16,091 | $1.80M | 0.7% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 13,166 | $1.97M | 0.8% | – | – | History |
| UTMDUtah Medical Products Inc | COM | 22,971 | $1.99M | 0.8% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 18,569 | $2.00M | 0.8% | – | – | History |
| INTUIntuit Inc. | Stock | 5,400 | $2.07M | 0.9% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 9,389 | $2.08M | 0.9% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 8,711 | $2.12M | 0.9% | – | – | History |
| NVONovo Nordisk A S | ADR | 31,932 | $2.15M | 0.9% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 564,880 | $2.24M | 0.9% | – | – | History |
| AMRCAmeresco, Inc. | CL A | 51,794 | $2.52M | 1.0% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 22,136 | $2.84M | 1.2% | – | – | History |
| AMGNAmgen Inc | Stock | 11,960 | $2.98M | 1.2% | – | – | History |
| UMPQUmpqua Holdings Corp | COM | 170,434 | $2.99M | 1.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 22,834 | $3.09M | 1.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 13,503 | $3.18M | 1.3% | – | – | History |
| DOCHealthpeak Properties, Inc. | COM | 110,308 | $3.50M | 1.4% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 19,100 | $3.60M | 1.5% | – | – | History |
| BIIBBiogen Inc. | COM | 13,254 | $3.71M | 1.5% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 42,803 | $3.82M | 1.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 24,488 | $4.03M | 1.7% | – | – | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 147,346 | $4.05M | 1.7% | – | – | History |
| CACCamden National Corp | COM | 86,027 | $4.12M | 1.7% | – | – | History |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 154,584 | $4.26M | 1.8% | – | – | – |
| STAGSTAG Industrial, Inc. | COM | 132,910 | $4.47M | 1.8% | – | – | History |
| CLColgate Palmolive Co | Stock | 57,908 | $4.57M | 1.9% | – | – | History |
| Hingham Instn SVGS Mass433323102 | COM | 17,581 | $4.99M | 2.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 98,807 | $5.11M | 2.1% | – | – | History |
| Healthpeak Properties, Inc.71943U104 | COM | 298,401 | $5.27M | 2.2% | – | – | – |
| XRAYDentsply Sirona Inc. | Stock | 84,338 | $5.38M | 2.2% | – | – | History |
| SFMSprouts Farmers Market, Inc. | COM | 212,524 | $5.66M | 2.3% | – | – | History |
| GISGeneral Mills Inc | Stock | 101,816 | $6.24M | 2.6% | – | – | History |
| SNYSanofi | SPONSORED ADR | 128,766 | $6.37M | 2.6% | – | – | History |
| GSKGSK plc | SPONSORED ADR | 184,575 | $6.59M | 2.7% | – | – | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 246,049 | $6.67M | 2.8% | – | – | – |
| TUTelus Corp | COM | 358,583 | $7.15M | 3.0% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 139,453 | $7.82M | 3.2% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 141,878 | $7.92M | 3.3% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 148,561 | $7.93M | 3.3% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 430,694 | $7.94M | 3.3% | – | – | History |
| CNBKACentury Bancorp Inc | CL A NON VTG | 85,402 | $7.97M | 3.3% | – | – | History |
| AAPLApple Inc. | Stock | 80,187 | $9.79M | 4.0% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $23.8M | – |