Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 18, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 420
- −50 vs. Q1 2022
- Portfolio value
- $240.3M
- −$39.6M (−14.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADPAutomatic Data Processing Inc | Stock | 16,940 | $3.56M | 1.5% | −215−1.3% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 116,110 | $3.58M | 1.5% | −503−0.4% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 13,154 | $3.73M | 1.6% | −163−1.2% | Reduced | – |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 152,607 | $4.26M | 1.8% | +11,598+8.2% | Added | – |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 153,108 | $4.28M | 1.8% | +17,554+12.9% | Added | History |
| GISGeneral Mills Inc | Stock | 59,600 | $4.50M | 1.9% | −26,242−30.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 25,436 | $4.51M | 1.9% | −299−1.2% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 177,378 | $4.60M | 1.9% | +62,734+54.7% | Added | History |
| ELMEElme Communities | SH BEN INT | 243,160 | $5.18M | 2.2% | −1080.0% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 137,412 | $5.20M | 2.2% | +22,926+20.0% | Added | History |
| HTOH2O America | COM | 86,015 | $5.37M | 2.2% | +40,322+88.2% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 212,149 | $5.37M | 2.2% | +10,743+5.3% | Added | History |
| SNYSanofi | SPONSORED ADR | 108,046 | $5.41M | 2.2% | −38,338−26.2% | Reduced | History |
| TUTelus Corp | COM | 289,749 | $6.46M | 2.7% | −14,076−4.6% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 488,835 | $6.86M | 2.9% | +237,615+94.6% | Added | History |
| Healthpeak Properties, Inc.71943U104 | COM | 399,229 | $6.97M | 2.9% | −6,718−1.7% | Reduced | – |
| VODVodafone Group Public Ltd Co | ADR | 513,236 | $8.00M | 3.3% | +47,127+10.1% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 185,795 | $8.52M | 3.5% | +2,828+1.5% | Added | History |
| GSKGSK plc | SPONSORED ADR | 208,708 | $9.09M | 3.8% | −9,580−4.4% | Reduced | History |
| AAPLApple Inc. | Stock | 82,760 | $11.3M | 4.7% | −1,557−1.8% | 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 | $1.62M | – |
Sold out since Q1 2022 (69)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| VanEck Vectors ETF Tr92189H508 | MUNI ALOCATN ETF | 6,215 | $141.0K | 0.1% | – |
| Barrick Gold Corp067901108 | COM | 5,500 | $135.0K | <0.1% | – |
| CERNCERNER Corp | COM | 1,250 | $117.0K | <0.1% | History |
| iShares Core S&P US Value ETF464287663 | ETF | 1,294 | $98.0K | <0.1% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 582 | $53.0K | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 800 | $44.0K | <0.1% | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 5,000 | $43.0K | <0.1% | History |
| JFRNuveen Floating Rate Income Fund | COM | 3,500 | $35.0K | <0.1% | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 225 | $31.0K | <0.1% | – |
| INGRIngredion Inc | COM | 320 | $28.0K | <0.1% | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 226 | $23.0K | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 436 | $22.0K | <0.1% | – |
| SIVBSVB Financial Group | COM | 25 | $14.0K | <0.1% | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 250 | $13.0K | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 477 | $12.0K | <0.1% | – |
| ROKRockwell Automation, Inc | Stock | 43 | $12.0K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 35 | $12.0K | <0.1% | History |
| CBRECbre Group, Inc. | CL A | 121 | $11.0K | <0.1% | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 222 | $10.0K | <0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 201 | $10.0K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 447 | $9.00K | <0.1% | – |
| LINLinde PLC | SHS | 27 | $9.00K | <0.1% | History |
| VFCV F Corp | Stock | 147 | $8.00K | <0.1% | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 298 | $8.00K | <0.1% | – |
| WSTWest Pharmaceutical Services Inc | COM | 20 | $8.00K | <0.1% | History |
| Schwab International Equity ETF808524805 | ETF | 190 | $7.00K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 324 | $7.00K | <0.1% | – |
| LTCLTC Properties Inc | REIT | 150 | $6.00K | <0.1% | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 125 | $6.00K | <0.1% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 124 | $5.00K | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 53 | $5.00K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 240 | $5.00K | <0.1% | – |
| MUMicron Technology Inc | Stock | 50 | $4.00K | <0.1% | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 45 | $4.00K | <0.1% | – |
| HLIHoulihan Lokey, Inc. | CL A | 50 | $4.00K | <0.1% | History |
| iShares Tr46435G474 | FALN ANGLS USD | 147 | $4.00K | <0.1% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 109 | $4.00K | <0.1% | – |
| SWKStanley Black & Decker, Inc. | COM | 30 | $4.00K | <0.1% | History |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 170 | $4.00K | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 25 | $3.00K | <0.1% | – |
| TTDTrade Desk, Inc. | Stock | 40 | $3.00K | <0.1% | History |
| KLACKLA Corp | COM NEW | 7 | $3.00K | <0.1% | History |
| CMECME Group Inc. | COM | 11 | $3.00K | <0.1% | History |
| VOYAVoya Financial, Inc. | COM | 40 | $3.00K | <0.1% | History |
| iShares Tr464287796 | U.S. ENERGY ETF | 69 | $3.00K | <0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28 | $3.00K | <0.1% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 20 | $3.00K | <0.1% | – |
| VLOValero Energy Corp | Stock | 17 | $2.00K | <0.1% | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28 | $2.00K | <0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 13 | $2.00K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 8 | $2.00K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 50 | $2.00K | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 6 | $2.00K | <0.1% | History |
| SYFSynchrony Financial | COM | 60 | $2.00K | <0.1% | History |
| iShares Tr46432F388 | MSCI USA VALUE | 20 | $2.00K | <0.1% | – |
| LYVLive Nation Entertainment, Inc. | COM | 19 | $2.00K | <0.1% | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 20 | $2.00K | <0.1% | History |
| ALGNAlign Technology Inc | COM | 5 | $2.00K | <0.1% | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 37 | $2.00K | <0.1% | – |
| STXSeagate Technology Holdings plc | ORD SHS | 19 | $2.00K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 5 | $1.00K | <0.1% | History |
| iShares Global Clean Energy ETF464288224 | ETF | 33 | $1.00K | <0.1% | – |
| EXCExelon Corp | Stock | 20 | $1.00K | <0.1% | History |
| SRESempra | Stock | 7 | $1.00K | <0.1% | History |
| FMCFMC Corp | COM NEW | 4 | $1.00K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 6 | $1.00K | <0.1% | History |
| EQIXEquinix Inc | COM | 2 | $1.00K | <0.1% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 10 | $1.00K | <0.1% | History |
| CEGConstellation Energy Corp | Stock | 6 | $0 | 0.0% | History |