Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 25, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 470
- +23 vs. Q4 2021
- Portfolio value
- $279.9M
- −$20.7M (−6.9%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 7,011 | $830.0K | 0.3% | +2,205+45.9% | Added | History |
| KAIKadant Inc | COM | 4,428 | $860.0K | 0.3% | −250−5.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,621 | $925.0K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 18,358 | $935.0K | 0.3% | −424−2.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 11,411 | $936.0K | 0.3% | −66−0.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 5,933 | $962.0K | 0.3% | +2,120+55.6% | Added | History |
| HIWHighwoods Properties, Inc. | COM | 21,024 | $962.0K | 0.3% | −211−1.0% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 7,144 | $967.0K | 0.3% | −165−2.3% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 11,655 | $983.0K | 0.4% | +125+1.1% | Added | History |
| TRMBTrimble Inc. | COM | 13,721 | $990.0K | 0.4% | 00.0% | Unchanged | History |
| HLIOHelios Technologies, Inc. | COM | 12,579 | $1.01M | 0.4% | −150−1.2% | Reduced | History |
| MSEXMiddlesex Water Co | COM | 9,750 | $1.02M | 0.4% | −300−3.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,026 | $1.15M | 0.4% | −113−2.7% | Reduced | History |
| UTMDUtah Medical Products Inc | COM | 13,959 | $1.25M | 0.4% | −515−3.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 4,286 | $1.28M | 0.5% | −238−5.3% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 25,848 | $1.37M | 0.5% | 00.0% | Unchanged | History |
| KDKyndryl Holdings, Inc. | Stock | 106,675 | $1.40M | 0.5% | +40,105+60.2% | Added | History |
| SYKStryker Corp | Stock | 5,484 | $1.47M | 0.5% | −325−5.6% | Reduced | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 29,400 | $1.47M | 0.5% | −83,826−74.0% | Reduced | – |
| VITLVital Farms, Inc. | COM | 122,477 | $1.51M | 0.5% | +3,672+3.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 545 | $1.52M | 0.5% | +19+3.6% | Added | History |
| MAAMid America Apartment Communities Inc. | COM | 7,338 | $1.54M | 0.5% | −1,140−13.4% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 17,320 | $1.79M | 0.6% | −300−1.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 10,787 | $1.80M | 0.6% | +2,350+27.9% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 8,725 | $1.83M | 0.7% | −689−7.3% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,330 | $1.97M | 0.7% | −167−4.8% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 11,998 | $1.99M | 0.7% | −978−7.5% | Reduced | History |
| HAINHain Celestial Group Inc | COM | 61,703 | $2.12M | 0.8% | +22,025+55.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 26,134 | $2.19M | 0.8% | +7,738+42.1% | Added | History |
| INTUIntuit Inc. | Stock | 4,570 | $2.20M | 0.8% | −722−13.6% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 27,947 | $2.22M | 0.8% | −8,637−23.6% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 16,301 | $2.23M | 0.8% | −985−5.7% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 8,533 | $2.27M | 0.8% | −215−2.5% | Reduced | History |
| AMALAmalgamated Financial Corp. | COM | 126,900 | $2.28M | 0.8% | +3,600+2.9% | Added | History |
| NVONovo Nordisk A S | ADR | 22,656 | $2.52M | 0.9% | −5,007−18.1% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 461,005 | $2.52M | 0.9% | −66,735−12.6% | Reduced | History |
| UMPQUmpqua Holdings Corp | COM | 148,054 | $2.79M | 1.0% | −9,085−5.8% | Reduced | History |
| AMGNAmgen Inc | Stock | 12,327 | $2.98M | 1.1% | −320−2.5% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 22,566 | $3.12M | 1.1% | −748−3.2% | Reduced | History |
| HTOH2O America | COM | 45,693 | $3.18M | 1.1% | +45,693 | New | History |
| IBMInternational Business Machines Corp | Stock | 26,091 | $3.39M | 1.2% | +6,470+33.0% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 153,539 | $3.47M | 1.2% | −2,240−1.4% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 251,220 | $3.60M | 1.3% | +251,220 | New | History |
| PGProcter & Gamble Co | Stock | 23,784 | $3.63M | 1.3% | −201−0.8% | Reduced | History |
| CACCamden National Corp | COM | 78,450 | $3.69M | 1.3% | −5,639−6.7% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 38,020 | $3.79M | 1.4% | −3,519−8.5% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 77,421 | $3.81M | 1.4% | +2,783+3.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 17,155 | $3.90M | 1.4% | −1,390−7.5% | Reduced | History |
| CLColgate Palmolive Co | Stock | 51,580 | $3.91M | 1.4% | −2,464−4.6% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 114,644 | $3.94M | 1.4% | +8,226+7.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 71,799 | $4.00M | 1.4% | −13,166−15.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,034 | $4.02M | 1.4% | −634−4.6% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 135,554 | $4.32M | 1.5% | +25,206+22.8% | Added | History |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 141,009 | $4.42M | 1.6% | +6,872+5.1% | Added | – |
| KRCKilroy Realty Corp | COM | 58,119 | $4.44M | 1.6% | +3,219+5.9% | Added | History |
| JNJJohnson & Johnson | Stock | 25,735 | $4.56M | 1.6% | +1,555+6.4% | Added | History |
| Hingham Instn SVGS Mass433323102 | COM | 13,317 | $4.57M | 1.6% | −1,730−11.5% | Reduced | – |
| STAGSTAG Industrial, Inc. | COM | 116,613 | $4.82M | 1.7% | −7,859−6.3% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 114,486 | $5.43M | 1.9% | −4,991−4.2% | Reduced | History |
| GISGeneral Mills Inc | Stock | 85,842 | $5.81M | 2.1% | −11,510−11.8% | Reduced | History |
| ELMEElme Communities | SH BEN INT | 243,268 | $6.20M | 2.2% | +32,710+15.5% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 201,406 | $6.44M | 2.3% | −26,445−11.6% | Reduced | History |
| Healthpeak Properties, Inc.71943U104 | COM | 405,947 | $7.12M | 2.5% | +57,280+16.4% | Added | – |
| SNYSanofi | SPONSORED ADR | 146,384 | $7.51M | 2.7% | +3,738+2.6% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 466,109 | $7.75M | 2.8% | +16,985+3.8% | Added | History |
| TUTelus Corp | COM | 303,825 | $7.94M | 2.8% | −42,975−12.4% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 182,967 | $8.34M | 3.0% | +40,032+28.0% | Added | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 361,853 | $9.04M | 3.2% | −74,657−17.1% | Reduced | – |
| GSKGSK plc | SPONSORED ADR | 218,288 | $9.51M | 3.4% | +2,430+1.1% | Added | History |
| AAPLApple Inc. | Stock | 84,317 | $14.7M | 5.3% | −5,499−6.1% | Reduced | 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 | $3.25M | – |
Sold out since Q4 2021 (45)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Kirkland Lake Gold Ltd49741E100 | COM | 10,950 | $459.0K | 0.2% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,416 | $164.0K | 0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 380 | $108.0K | <0.1% | – |
| Silvercrest Metals Inc828363101 | COM | 12,900 | $102.0K | <0.1% | – |
| AGFirst Majestic Silver Corp | COM | 7,000 | $78.0K | <0.1% | History |
| COPConocoPhillips | Stock | 975 | $70.0K | <0.1% | History |
| CHNGChange Healthcare Inc. | COM | 2,875 | $61.0K | <0.1% | History |
| iShares Tr464288182 | MSCI AC ASIA ETF | 623 | $52.0K | <0.1% | – |
| Pretium Res Inc74139C102 | COM | 3,300 | $46.0K | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 401 | $42.0K | <0.1% | – |
| PSXPhillips 66 | Stock | 535 | $39.0K | <0.1% | History |
| TDToronto Dominion Bank | Stock | 467 | $36.0K | <0.1% | History |
| AWRAmerican States Water Co | COM | 300 | $31.0K | <0.1% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 348 | $27.0K | <0.1% | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 720 | $27.0K | <0.1% | History |
| MSCIMSCI Inc. | Stock | 40 | $25.0K | <0.1% | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 98 | $20.0K | <0.1% | – |
| Global X FDS37950E416 | SOCIAL MED ETF | 270 | $15.0K | <0.1% | – |
| Global X FDS37954Y814 | FINTECH ETF | 375 | $15.0K | <0.1% | – |
| XLNXXilinx Inc | COM | 63 | $13.0K | <0.1% | History |
| DLRDigital Realty Trust, Inc. | COM | 70 | $12.0K | <0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 26 | $11.0K | <0.1% | – |
| PZZAPapa Johns International Inc | Stock | 85 | $11.0K | <0.1% | History |
| NFLXNetflix Inc | Stock | 17 | $10.0K | <0.1% | History |
| ETF Managers Tr26924G888 | ETHO CLIMATE LEA | 154 | $10.0K | <0.1% | – |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 257 | $9.00K | <0.1% | History |
| VVRInvesco Senior Income Trust | COM | 2,180 | $9.00K | <0.1% | History |
| ICEIntercontinental Exchange, Inc. | Stock | 58 | $8.00K | <0.1% | History |
| ORealty Income Corp | REIT | 105 | $8.00K | <0.1% | History |
| ANETArista Networks, Inc. | COM | 56 | $8.00K | <0.1% | History |
| ZBRAZebra Technologies Corp | CL A | 11 | $7.00K | <0.1% | History |
| NDAQNasdaq, Inc. | COM | 30 | $6.00K | <0.1% | History |
| HPFJohn Hancock Preferred Income Fund II | COM | 300 | $6.00K | <0.1% | History |
| URIUnited Rentals, Inc. | COM | 16 | $5.00K | <0.1% | History |
| LUMNLumen Technologies, Inc. | Stock | 350 | $4.00K | <0.1% | History |
| REGIRenewable Energy Group, Inc. | COM NEW | 98 | $4.00K | <0.1% | History |
| CLXClorox Co | Stock | 18 | $3.00K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 219 | $3.00K | <0.1% | History |
| WDFCWD 40 Co | COM | 12 | $3.00K | <0.1% | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 50 | $3.00K | <0.1% | – |
| Enerplus Corp292766102 | COM | 325 | $3.00K | <0.1% | – |
| IGRCbre Global Real Estate Income Fund | COM | 173 | $2.00K | <0.1% | History |
| BMIBadger Meter Inc | COM | 23 | $2.00K | <0.1% | History |
| COUPCoupa Software Inc | COM | 10 | $2.00K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G847 | GBL CLEAN ENRG | 50 | $1.00K | <0.1% | – |