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 |
|---|---|---|---|---|---|---|---|
| HLIOHelios Technologies, Inc. | COM | 12,879 | $1.00M | 0.4% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 19,213 | $1.08M | 0.4% | +1,064+5.9% | Added | History |
| HIWHighwoods Properties, Inc. | COM | 24,042 | $1.09M | 0.4% | −396−1.6% | Reduced | History |
| TRMBTrimble Inc. | COM | 13,721 | $1.12M | 0.4% | +69+0.5% | Added | History |
| PEPPepsiCo Inc | Stock | 7,899 | $1.17M | 0.4% | −250−3.1% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 29,818 | $1.29M | 0.5% | +29,818 | New | History |
| HDHome Depot, Inc. | Stock | 4,169 | $1.33M | 0.5% | +381+10.1% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 15,051 | $1.36M | 0.5% | +688+4.8% | Added | History |
| SYKStryker Corp | Stock | 5,409 | $1.41M | 0.5% | −100−1.8% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 25,848 | $1.47M | 0.5% | 00.0% | Unchanged | History |
| HAINHain Celestial Group Inc | COM | 39,233 | $1.57M | 0.6% | −1,150−2.8% | Reduced | History |
| MAAMid America Apartment Communities Inc. | COM | 10,083 | $1.70M | 0.6% | −235−2.3% | Reduced | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 29,330 | $1.76M | 0.7% | −830−2.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,497 | $1.76M | 0.7% | +64+1.9% | Added | History |
| UTMDUtah Medical Products Inc | COM | 21,071 | $1.79M | 0.7% | −1,900−8.3% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 13,206 | $2.04M | 0.8% | +40+0.3% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 9,414 | $2.10M | 0.8% | +25+0.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 8,661 | $2.11M | 0.8% | −50−0.6% | Reduced | History |
| BIIBBiogen Inc. | COM | 6,603 | $2.29M | 0.8% | −6,651−50.2% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 18,169 | $2.30M | 0.9% | −400−2.2% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 20,075 | $2.33M | 0.9% | +3,984+24.8% | Added | History |
| NVONovo Nordisk A S | ADR | 28,697 | $2.40M | 0.9% | −3,235−10.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 5,255 | $2.58M | 1.0% | −145−2.7% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 21,031 | $2.78M | 1.0% | −1,105−5.0% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 535,550 | $2.85M | 1.1% | −29,330−5.2% | Reduced | History |
| AMGNAmgen Inc | Stock | 11,960 | $2.92M | 1.1% | 00.0% | Unchanged | History |
| AMRCAmeresco, Inc. | CL A | 47,499 | $2.99M | 1.1% | −4,295−8.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 22,320 | $3.01M | 1.1% | −514−2.3% | Reduced | History |
| UMPQUmpqua Holdings Corp | COM | 168,334 | $3.10M | 1.2% | −2,100−1.2% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 40,879 | $3.61M | 1.3% | −1,924−4.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 18,295 | $3.63M | 1.3% | −805−4.2% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 109,568 | $3.65M | 1.4% | −740−0.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,666 | $3.70M | 1.4% | +163+1.2% | Added | History |
| ELMEElme Communities | SH BEN INT | 162,680 | $3.74M | 1.4% | +162,680 | New | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 138,321 | $3.91M | 1.5% | −9,025−6.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 23,796 | $3.92M | 1.5% | −692−2.8% | Reduced | History |
| CACCamden National Corp | COM | 82,909 | $3.96M | 1.5% | −3,118−3.6% | Reduced | History |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 158,697 | $4.24M | 1.6% | +4,113+2.7% | Added | – |
| CLColgate Palmolive Co | Stock | 53,528 | $4.35M | 1.6% | −4,380−7.6% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 125,885 | $4.71M | 1.7% | −7,025−5.3% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 74,948 | $4.74M | 1.8% | −9,390−11.1% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 17,059 | $4.95M | 1.8% | −522−3.0% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 95,023 | $5.04M | 1.9% | −3,784−3.8% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 203,231 | $5.05M | 1.9% | −9,293−4.4% | Reduced | History |
| Healthpeak Properties, Inc.71943U104 | COM | 314,948 | $5.82M | 2.2% | +16,547+5.5% | Added | – |
| GISGeneral Mills Inc | Stock | 98,505 | $6.00M | 2.2% | −3,311−3.3% | Reduced | History |
| SNYSanofi | SPONSORED ADR | 128,306 | $6.76M | 2.5% | −460−0.4% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 435,294 | $7.46M | 2.8% | +4,600+1.1% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 134,713 | $7.57M | 2.8% | −4,740−3.4% | Reduced | History |
| TUTelus Corp | COM | 351,145 | $7.88M | 2.9% | −7,438−2.1% | Reduced | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 147,878 | $7.89M | 2.9% | −683−0.5% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 138,283 | $8.09M | 3.0% | −3,595−2.5% | Reduced | History |
| GSKGSK plc | SPONSORED ADR | 207,123 | $8.25M | 3.1% | +22,548+12.2% | Added | History |
| CNBKACentury Bancorp Inc | CL A NON VTG | 76,847 | $8.76M | 3.3% | −8,555−10.0% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 365,071 | $10.0M | 3.7% | +119,022+48.4% | Added | – |
| AAPLApple Inc. | Stock | 80,188 | $11.0M | 4.1% | +10.0% | 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 |