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 Core S&P Mid-Cap ETF464287507 | ETF | 380 | $102.0K | <0.1% | +380 | New | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,351 | $101.0K | <0.1% | +1,351 | New | – |
| CRMSalesforce, Inc. | Stock | 405 | $99.0K | <0.1% | +405 | New | History |
| UNHUnitedHealth Group Inc | Stock | 248 | $99.0K | <0.1% | +248 | New | History |
| ORCLOracle Corp | Stock | 1,263 | $98.0K | <0.1% | +1,263 | New | History |
| CERNCERNER Corp | COM | 1,250 | $98.0K | <0.1% | +1,250 | New | History |
| CARRCarrier Global Corp | Stock | 1,997 | $97.0K | <0.1% | +1,997 | New | History |
| HPQHP Inc | Stock | 3,200 | $97.0K | <0.1% | +3,200 | New | History |
| TFCTruist Financial Corp | COM | 1,726 | $96.0K | <0.1% | +1,726 | New | History |
| Pretium Res Inc74139C102 | COM | 10,000 | $96.0K | <0.1% | −5,000−33.3% | Reduced | – |
| CVXChevron Corp | Stock | 893 | $94.0K | <0.1% | +893 | New | History |
| STZConstellation Brands, Inc. | Stock | 400 | $94.0K | <0.1% | +400 | New | History |
| BAXBaxter International Inc | Stock | 1,125 | $91.0K | <0.1% | +1,125 | New | History |
| MASMasco Corp | COM | 1,500 | $88.0K | <0.1% | +1,500 | New | History |
| EBAYeBay Inc | COM | 1,225 | $86.0K | <0.1% | +1,225 | New | History |
| MCKMcKesson Corp | Stock | 445 | $85.0K | <0.1% | +445 | New | History |
| DOCUDocuSign, Inc. | Stock | 300 | $84.0K | <0.1% | +300 | New | History |
| OTISOtis Worldwide Corp | Stock | 998 | $82.0K | <0.1% | +998 | New | History |
| YUMYum Brands Inc | Stock | 680 | $78.0K | <0.1% | +680 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 7,320 | $78.0K | <0.1% | +7,320 | New | History |
| ACCAmerican Campus Communities Inc | COM | 1,650 | $77.0K | <0.1% | +1,650 | New | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $76.0K | <0.1% | +1,200 | New | – |
| SBUXStarbucks Corp | Stock | 668 | $75.0K | <0.1% | +668 | New | History |
| JFRNuveen Floating Rate Income Fund | COM | 7,500 | $75.0K | <0.1% | +7,500 | New | History |
| PSXPPhillips 66 Partners LP | COM UNIT REP INT | 1,900 | $75.0K | <0.1% | +1,900 | New | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $74.0K | <0.1% | +300 | New | – |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 5,500 | $72.0K | <0.1% | +5,500 | New | History |
| ROPRoper Technologies Inc | Stock | 153 | $72.0K | <0.1% | +153 | New | History |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | COM | 5,000 | $72.0K | <0.1% | +5,000 | New | History |
| BNYBank of New York Mellon Corp | Stock | 1,350 | $69.0K | <0.1% | +1,350 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 424 | $68.0K | <0.1% | +424 | New | History |
| FTVFortive Corp | Stock | 963 | $67.0K | <0.1% | +963 | New | History |
| CHNGChange Healthcare Inc. | COM | 2,875 | $66.0K | <0.1% | +2,875 | New | History |
| WMWaste Management Inc | Stock | 457 | $64.0K | <0.1% | +457 | New | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $64.0K | <0.1% | +500 | New | – |
| ADBEAdobe Inc. | Stock | 110 | $64.0K | <0.1% | +110 | New | History |
| DDDuPont de Nemours, Inc. | COM | 815 | $63.0K | <0.1% | +815 | New | History |
| KMIKinder Morgan, Inc. | Stock | 3,370 | $61.0K | <0.1% | +3,370 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $60.0K | <0.1% | +300 | New | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 582 | $60.0K | <0.1% | +582 | New | – |
| COPConocoPhillips | Stock | 975 | $59.0K | <0.1% | +975 | New | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 556 | $59.0K | <0.1% | +556 | New | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 623 | $59.0K | <0.1% | +623 | New | – |
| Atlantica Sustainable Infr PG0751N103 | SHS | 1,500 | $56.0K | <0.1% | +1,500 | New | – |
| NARIInari Medical, Inc. | Stock | 568 | $53.0K | <0.1% | +568 | New | History |
| CSXCSX Corp | Stock | 1,629 | $52.0K | <0.1% | +1,629 | New | History |
| DOWDow Inc. | Stock | 815 | $51.0K | <0.1% | +815 | New | History |
| DOVDOVER Corp | COM | 333 | $50.0K | <0.1% | +333 | New | History |
| DLTRDollar Tree, Inc. | COM | 500 | $50.0K | <0.1% | +500 | New | History |
| PAASPan American Silver Corp | Stock | 1,700 | $49.0K | <0.1% | −11,000−86.6% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $49.0K | <0.1% | +100 | New | History |
| AROWArrow Financial Corp | COM | 1,335 | $48.0K | <0.1% | +1,335 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 870 | $47.0K | <0.1% | +870 | New | – |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $47.0K | <0.1% | +3,200 | New | History |
| PSXPhillips 66 | Stock | 535 | $46.0K | <0.1% | +535 | New | History |
| CATCaterpillar Inc | Stock | 212 | $46.0K | <0.1% | +212 | New | History |
| AMATApplied Materials Inc | Stock | 326 | $46.0K | <0.1% | +326 | New | History |
| BXBlackstone Inc. | COM | 471 | $46.0K | <0.1% | +471 | New | History |
| PMPhilip Morris International Inc. | Stock | 451 | $45.0K | <0.1% | +451 | New | History |
| ZMZoom Communications, Inc. | Stock | 115 | $45.0K | <0.1% | +115 | New | History |
| GMGeneral Motors Co | COM | 758 | $45.0K | <0.1% | +758 | New | History |
| MSCIMSCI Inc. | Stock | 80 | $43.0K | <0.1% | +80 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 566 | $43.0K | <0.1% | +566 | New | – |
| PFGPrincipal Financial Group Inc | COM | 659 | $42.0K | <0.1% | +659 | New | History |
| LLoews Corp | COM | 763 | $42.0K | <0.1% | +763 | New | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 401 | $41.0K | <0.1% | +401 | New | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $40.0K | <0.1% | +2,216 | New | – |
| YUMCYum China Holdings, Inc. | COM | 600 | $40.0K | <0.1% | +600 | New | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $37.0K | <0.1% | +252 | New | – |
| HLHecla Mining Co | COM | 5,000 | $37.0K | <0.1% | −80,000−94.1% | Reduced | History |
| NYTNew York Times Co | CL A | 849 | $37.0K | <0.1% | +849 | New | History |
| OGNOrganon & Co. | Stock | 1,204 | $36.0K | <0.1% | +1,204 | New | History |
| ASMLASML Holding NV | ADR | 52 | $36.0K | <0.1% | +52 | New | History |
| FASTFastenal Co | Stock | 696 | $36.0K | <0.1% | +696 | New | History |
| BALLBALL Corp | COM | 440 | $36.0K | <0.1% | +440 | New | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 720 | $36.0K | <0.1% | +720 | New | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 198 | $35.0K | <0.1% | +198 | New | – |
| MIDDMIDDLEBY Corp | COM | 200 | $35.0K | <0.1% | +200 | New | History |
| BLKBlackRock, Inc. | COM | 40 | $35.0K | <0.1% | +40 | New | History |
| PHParker-Hannifin Corp | Stock | 109 | $33.0K | <0.1% | +109 | New | History |
| ORAOrmat Technologies, Inc. | COM | 476 | $33.0K | <0.1% | +476 | New | History |
| LTCLTC Properties Inc | REIT | 835 | $32.0K | <0.1% | +835 | New | History |
| TSLATesla, Inc. | Stock | 45 | $31.0K | <0.1% | +45 | New | History |
| GWWW.W. Grainger, Inc. | Stock | 70 | $31.0K | <0.1% | +70 | New | History |
| LULUlululemon athletica inc. | Stock | 86 | $31.0K | <0.1% | +86 | New | History |
| CTASCintas Corp | Stock | 80 | $31.0K | <0.1% | +80 | New | History |
| XYLXylem Inc. | COM | 256 | $31.0K | <0.1% | +256 | New | History |
| Global X FDS37950E416 | SOCIAL MED ETF | 422 | $31.0K | <0.1% | +422 | New | – |
| Vanguard Information Technology ETF92204A702 | ETF | 75 | $30.0K | <0.1% | +75 | New | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 127 | $30.0K | <0.1% | +127 | New | – |
| PANWPalo Alto Networks Inc | Stock | 79 | $29.0K | <0.1% | +79 | New | History |
| QCOMQualcomm Inc | Stock | 203 | $29.0K | <0.1% | +203 | New | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 320 | $29.0K | <0.1% | +320 | New | – |
| INGRIngredion Inc | COM | 320 | $29.0K | <0.1% | +320 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 225 | $28.0K | <0.1% | +225 | New | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 348 | $28.0K | <0.1% | +348 | New | – |
| HMNHorace Mann Educators Corp | COM | 760 | $28.0K | <0.1% | +760 | New | History |
| BYNDBeyond Meat, Inc. | COM | 180 | $28.0K | <0.1% | +180 | New | History |
| METMetlife Inc | Stock | 455 | $27.0K | <0.1% | +455 | New | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $27.0K | <0.1% | +175 | New | – |
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 |