Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 26, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 456
- +309 vs. Q1 2021
- Portfolio value
- $269.4M
- +$27.3M (+11.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 725 | $166.0K | 0.1% | +725 | New | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,031 | $167.0K | 0.1% | +2,031 | New | History |
| PPGPPG Industries Inc | Stock | 987 | $168.0K | 0.1% | +987 | New | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 3,945 | $168.0K | 0.1% | +3,945 | New | – |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $169.0K | 0.1% | +4,896 | New | History |
| Barrick Gold Corp067901108 | COM | 8,200 | $170.0K | 0.1% | −23,025−73.7% | Reduced | – |
| MCDMcDonalds Corp | Stock | 739 | $171.0K | 0.1% | +739 | New | History |
| TNCTennant Co | COM | 2,161 | $173.0K | 0.1% | +2,161 | New | History |
| AEMAgnico Eagle Mines Ltd | Stock | 2,900 | $175.0K | 0.1% | −8,400−74.3% | Reduced | History |
| LKFNLakeland Financial Corp | COM | 2,995 | $185.0K | 0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 1,404 | $188.0K | 0.1% | +1,404 | New | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,916 | $193.0K | 0.1% | +1,916 | New | – |
| BHBBar Harbor Bankshares | COM | 6,750 | $193.0K | 0.1% | −2,176−24.4% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 1,300 | $195.0K | 0.1% | +1,300 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 680 | $196.0K | 0.1% | +680 | New | History |
| RNRRenaissancere Holdings Ltd | COM | 1,320 | $196.0K | 0.1% | −110−7.7% | Reduced | History |
| AEA-Bridges Impact Corp.G01046104 | SHS CL A | 20,150 | $196.0K | 0.1% | +1,325+7.0% | Added | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,794 | $201.0K | 0.1% | +2,794 | New | – |
| HSYHershey Co | COM | 1,200 | $209.0K | 0.1% | −200−14.3% | Reduced | History |
| iShares Tr46435G326 | CORE MSCI INTL | 3,185 | $215.0K | 0.1% | −1,500−32.0% | Reduced | – |
| Kirkland Lake Gold Ltd49741E100 | COM | 5,750 | $222.0K | 0.1% | −8,500−59.6% | Reduced | – |
| KMXCarMax Inc | COM | 1,765 | $228.0K | 0.1% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 662 | $230.0K | 0.1% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $233.0K | 0.1% | +1,596 | New | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 15,000 | $234.0K | 0.1% | +15,000 | New | History |
| FDXFedEx Corp | Stock | 795 | $237.0K | 0.1% | +30+3.9% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $237.0K | 0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,200 | $250.0K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,078 | $252.0K | 0.1% | +1,078 | New | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 8,118 | $254.0K | 0.1% | 00.0% | Unchanged | – |
| CHDChurch & Dwight Co Inc | COM | 3,005 | $256.0K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 1,118 | $265.0K | 0.1% | +243+27.8% | Added | History |
| DHRDanaher Corp | Stock | 996 | $267.0K | 0.1% | +89+9.8% | Added | History |
| MDTMedtronic plc | Stock | 2,165 | $269.0K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,752 | $272.0K | 0.1% | +35+2.0% | Added | History |
| WATWaters Corp | COM | 790 | $273.0K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 3,339 | $279.0K | 0.1% | +105+3.2% | Added | History |
| KOCoca Cola Co | Stock | 5,278 | $286.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,003 | $288.0K | 0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | COM | 21,443 | $289.0K | 0.1% | +1,400+7.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 4,640 | $293.0K | 0.1% | 00.0% | Unchanged | History |
| CTXSCitrix Systems Inc | COM | 2,495 | $293.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,155 | $296.0K | 0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 4,048 | $297.0K | 0.1% | 00.0% | Unchanged | History |
| MTDMettler Toledo International Inc | COM | 215 | $298.0K | 0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 763 | $302.0K | 0.1% | +122+19.0% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 550 | $311.0K | 0.1% | 00.0% | Unchanged | History |
| AGIAlamos Gold Inc | Stock | 41,000 | $314.0K | 0.1% | −73,000−64.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 1,636 | $317.0K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 920 | $326.0K | 0.1% | 00.0% | Unchanged | – |
| AFLAflac Inc | Stock | 6,077 | $326.0K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 2,200 | $340.0K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 1,563 | $344.0K | 0.1% | +200+14.7% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,251 | $348.0K | 0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,202 | $350.0K | 0.1% | +175+17.0% | Added | History |
| GPCGenuine Parts Co | Stock | 2,776 | $351.0K | 0.1% | −200−6.7% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $353.0K | 0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 3,150 | $355.0K | 0.1% | +560+21.6% | Added | History |
| NVDANVIDIA Corp | Stock | 445 | $356.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 143 | $358.0K | 0.1% | +18+14.4% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 5,478 | $365.0K | 0.1% | −200−3.5% | Reduced | History |
| NEOGNeogen Corp | COM | 8,066 | $371.0K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| TAT&T Inc. | Stock | 13,114 | $377.0K | 0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,300 | $384.0K | 0.1% | −250−3.3% | Reduced | History |
| WIAWestern Asset Inflation-Linked Income Fund | COM SH BEN INT | 27,500 | $385.0K | 0.1% | +27,500 | New | History |
| AMZNAmazon Com Inc | Stock | 119 | $409.0K | 0.2% | +12+11.2% | Added | History |
| PAYXPaychex Inc | Stock | 3,883 | $417.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,340 | $442.0K | 0.2% | +5,340 | New | – |
| ABTAbbott Laboratories | Stock | 3,828 | $444.0K | 0.2% | +1,464+61.9% | Added | History |
| HUBBHubbell Inc | COM | 2,380 | $445.0K | 0.2% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 8,038 | $458.0K | 0.2% | +317+4.1% | Added | History |
| SYYSysco Corp | Stock | 6,321 | $491.0K | 0.2% | 00.0% | Unchanged | History |
| CPTCamden Property Trust | REIT | 3,760 | $499.0K | 0.2% | −25−0.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 561 | $516.0K | 0.2% | +36+6.9% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 9,598 | $531.0K | 0.2% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 3,232 | $534.0K | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 2,323 | $562.0K | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 14,768 | $578.0K | 0.2% | +606+4.3% | Added | History |
| PLDPrologis, Inc. | REIT | 5,118 | $612.0K | 0.2% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 4,184 | $613.0K | 0.2% | +1,330+46.6% | Added | History |
| AAgilent Technologies, Inc. | COM | 4,502 | $665.0K | 0.2% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 11,875 | $667.0K | 0.2% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 3,774 | $702.0K | 0.3% | −30−0.8% | Reduced | History |
| WTRGEssential Utilities, Inc. | COM | 15,726 | $719.0K | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,607 | $725.0K | 0.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 3,930 | $756.0K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 4,359 | $766.0K | 0.3% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,800 | $771.0K | 0.3% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 4,187 | $784.0K | 0.3% | −710−14.5% | Reduced | History |
| CWTCalifornia Water Service Group | COM | 14,125 | $785.0K | 0.3% | +20+0.1% | Added | History |
| LLYEli Lilly & Co | Stock | 3,485 | $800.0K | 0.3% | +266+8.3% | Added | History |
| MSEXMiddlesex Water Co | COM | 9,880 | $808.0K | 0.3% | −500−4.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 11,780 | $858.0K | 0.3% | −410−3.4% | Reduced | History |
| ALCAlcon Inc | Stock | 12,501 | $878.0K | 0.3% | −7,826−38.5% | Reduced | History |
| KAIKadant Inc | COM | 5,113 | $900.0K | 0.3% | −510−9.1% | Reduced | History |
| MMM3M Co | Stock | 4,588 | $911.0K | 0.3% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 7,249 | $940.0K | 0.3% | −101−1.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,120 | $943.0K | 0.4% | +70+0.6% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,700 | $967.0K | 0.4% | +3,405+103.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 401 | $979.0K | 0.4% | +17+4.4% | Added | 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 | $24.9M | – |
Sold out since Q1 2021 (4)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| HMS Hldgs Corp40425J101 | COM | 27,590 | $1.02M | 0.4% | – |
| AGFirst Majestic Silver Corp | COM | 15,000 | $234.0K | 0.1% | History |
| EXKEndeavour Silver Corp | COM | 30,000 | $149.0K | 0.1% | History |
| FSMFortuna Mining Corp. | COM | 14,000 | $91.0K | <0.1% | History |