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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.

Institution overview
Positions
147
No 13F data for Q4 2020
Portfolio value
$242.1M
No 13F data for Q4 2020
Filed
Apr 26, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Clean Yield Group in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock107$331.0K0.1%––History
KEYSKeysight Technologies, Inc.Stock2,251$323.0K0.1%––History
AFLAflac IncStock6,077$311.0K0.1%––History
LOWLowes Companies IncStock1,636$311.0K0.1%––History
NEENextera Energy IncStock4,048$306.0K0.1%––History
iShares Tr46435G326CORE MSCI INTL4,685$303.0K0.1%–––
UNPUnion Pacific CorpStock1,363$300.0K0.1%––History
Invesco QQQ Trust Series I46090E103ETF920$294.0K0.1%–––
AZNAstraZeneca PLCSPONSORED ADR5,900$293.0K0.1%––History
NKENIKE, Inc.Stock2,200$292.0K0.1%––History
GILDGilead Sciences, Inc.Stock4,430$286.0K0.1%––History
Vanguard Morningstar Value ETF922908744ETF2,155$283.0K0.1%–––
ABTAbbott LaboratoriesStock2,364$283.0K0.1%––History
ABBVAbbVie Inc.Stock2,590$280.0K0.1%––History
ORLYO Reilly Automotive IncStock550$279.0K0.1%––History
KOCoca Cola CoStock5,278$278.0K0.1%––History
BHBBar Harbor BanksharesCOM8,926$263.0K0.1%––History
GEGeneral Electric CoCOM20,043$263.0K0.1%––History
CHDChurch & Dwight Co IncCOM3,005$262.0K0.1%––History
JPMJPMorgan Chase & CoStock1,717$261.0K0.1%––History
GOOGAlphabet Inc.Stock125$259.0K0.1%––History
XOMExxonMobil Holdings CorpCOM4,640$259.0K0.1%––History
Vanguard Morningstar Growth ETF922908736ETF1,003$258.0K0.1%–––
MDTMedtronic plcStock2,165$256.0K0.1%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF8,118$254.0K0.1%–––
PYPLPayPal Holdings, Inc.Stock1,027$249.0K0.1%––History
MTDMettler Toledo International IncCOM215$248.0K0.1%––History
CVSCVS Health CorpStock3,234$243.0K0.1%––History
NVDANVIDIA CorpStock445$238.0K0.1%––History
KMXCarMax IncCOM1,765$234.0K0.1%––History
AGFirst Majestic Silver CorpCOM15,000$234.0K0.1%––History
RNRRenaissancere Holdings LtdCOM1,430$229.0K0.1%––History
COSTCostco Wholesale CorpStock641$226.0K0.1%––History
ANSSAnsys IncCOM662$225.0K0.1%––History
WATWaters CorpCOM790$224.0K0.1%––History
HSYHershey CoCOM1,400$221.0K0.1%––History
LHLabcorp Holdings Inc.COM NEW859$219.0K0.1%––History
FDXFedEx CorpStock765$217.0K0.1%––History
CICigna GroupStock875$212.0K0.1%––History
LKFNLakeland Financial CorpCOM2,995$207.0K0.1%––History
UPSUnited Parcel Service IncStock1,200$204.0K0.1%––History
DHRDanaher CorpStock907$204.0K0.1%––History
CDECoeur Mining, Inc.COM NEW22,000$199.0K0.1%––History
AEA-Bridges Impact Corp.G01046104SHS CL A18,825$185.0K0.1%–––
Pretium Res Inc74139C102COM15,000$156.0K0.1%–––
EXKEndeavour Silver CorpCOM30,000$149.0K0.1%––History
FSMFortuna Mining Corp.COM14,000$91.0K<0.1%––History

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Clean Yield Group in Q1 2021
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$23.8M–