Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 31, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 453
- −13 vs. Q3 2022
- Portfolio value
- $232.8M
- +$20.1M (+9.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HRHealthcare Realty Trust Inc | CL A COM | 61,671 | $1.19M | 0.5% | −104,531−62.9% | Reduced | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 26,099 | $1.26M | 0.5% | +13,199+102.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 11,903 | $1.32M | 0.6% | +450+3.9% | Added | History |
| SYKStryker Corp | Stock | 5,538 | $1.35M | 0.6% | +54+1.0% | Added | History |
| HAINHain Celestial Group Inc | COM | 84,237 | $1.36M | 0.6% | −40,198−32.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 4,323 | $1.37M | 0.6% | +30+0.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,619 | $1.43M | 0.6% | +2,060+80.5% | Added | History |
| LLYEli Lilly & Co | Stock | 3,954 | $1.45M | 0.6% | +50+1.3% | Added | History |
| AMRCAmeresco, Inc. | CL A | 26,407 | $1.51M | 0.6% | −165−0.6% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 65,891 | $1.51M | 0.7% | +170+0.3% | Added | – |
| UTMDUtah Medical Products Inc | COM | 16,069 | $1.62M | 0.7% | +55+0.3% | Added | History |
| INTUIntuit Inc. | Stock | 4,228 | $1.65M | 0.7% | −221−5.0% | Reduced | History |
| AMALAmalgamated Financial Corp. | COM | 76,733 | $1.77M | 0.8% | −5,450−6.6% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 17,070 | $1.77M | 0.8% | 00.0% | Unchanged | History |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 1,791,464 | $1.79M | 0.8% | +1,791,464 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,277 | $1.80M | 0.8% | −12−0.4% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 12,028 | $1.83M | 0.8% | +80+0.7% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 8,599 | $1.89M | 0.8% | −115−1.3% | Reduced | History |
| PEPPepsiCo Inc | Stock | 11,086 | $2.00M | 0.9% | +99+0.9% | Added | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 52,042 | $2.08M | 0.9% | +44,592+598.6% | Added | History |
| BDXBecton Dickinson & Co | Stock | 8,496 | $2.16M | 0.9% | −25−0.3% | Reduced | History |
| CUZCousins Properties Inc | COM NEW | 90,752 | $2.30M | 1.0% | +90,696+161,957.1% | Added | History |
| DGXQuest Diagnostics Inc | COM | 15,322 | $2.40M | 1.0% | +77+0.5% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 21,614 | $2.73M | 1.2% | −229−1.0% | Reduced | History |
| AMGNAmgen Inc | Stock | 10,716 | $2.81M | 1.2% | −601−5.3% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 18,799 | $2.82M | 1.2% | −2,716−12.6% | Reduced | History |
| NVONovo Nordisk A S | ADR | 21,371 | $2.89M | 1.2% | −395−1.8% | Reduced | History |
| CACCamden National Corp | COM | 69,400 | $2.89M | 1.2% | −2,060−2.9% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 36,529 | $3.03M | 1.3% | −515−1.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 21,137 | $3.20M | 1.4% | +354+1.7% | Added | History |
| CLColgate Palmolive Co | Stock | 40,784 | $3.21M | 1.4% | −2,108−4.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,444 | $3.22M | 1.4% | +422+3.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 23,211 | $3.27M | 1.4% | −419−1.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 70,234 | $3.35M | 1.4% | −103−0.1% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 12,857 | $3.55M | 1.5% | −325−2.5% | Reduced | – |
| STAGSTAG Industrial, Inc. | COM | 110,449 | $3.57M | 1.5% | −2,277−2.0% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 16,188 | $3.87M | 1.7% | +12+0.1% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 254,348 | $4.38M | 1.9% | +37,600+17.3% | Added | History |
| GISGeneral Mills Inc | Stock | 52,897 | $4.44M | 1.9% | −2,807−5.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 25,646 | $4.53M | 1.9% | −111−0.4% | Reduced | History |
| OGNOrganon & Co. | Stock | 177,758 | $4.96M | 2.1% | +87,649+97.3% | Added | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 186,103 | $5.00M | 2.1% | −21,305−10.3% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 494,597 | $5.01M | 2.1% | −86,577−14.9% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 209,247 | $5.25M | 2.3% | +7,170+3.5% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 187,925 | $5.45M | 2.3% | +22,852+13.8% | Added | History |
| TUTelus Corp | COM | 298,734 | $5.77M | 2.5% | +13,435+4.7% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 194,860 | $6.31M | 2.7% | −9,289−4.6% | Reduced | History |
| HTOH2O America | COM | 78,929 | $6.41M | 2.8% | −6,221−7.3% | Reduced | History |
| Healthpeak Properties, Inc.71943U104 | COM | 449,402 | $6.50M | 2.8% | +43,585+10.7% | Added | – |
| GSKGSK plc | ADR | 187,728 | $6.60M | 2.8% | −10,111−5.1% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 530,882 | $8.28M | 3.6% | +23,754+4.7% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 179,899 | $9.06M | 3.9% | +1,204+0.7% | Added | History |
| AAPLApple Inc. | Stock | 84,703 | $11.0M | 4.7% | +3,129+3.8% | Added | History |
Options (2)
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 | $2.10K | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $666 | – |
Sold out since Q3 2022 (47)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| CTXSCitrix Systems Inc | COM | 2,095 | $218.0K | 0.1% | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,098 | $149.0K | 0.1% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,538 | $45.0K | <0.1% | – |
| New Gold Inc Cda644535106 | COM | 47,000 | $41.0K | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 142 | $31.0K | <0.1% | History |
| BIIBBiogen Inc. | COM | 69 | $18.0K | <0.1% | History |
| DOCUDocuSign, Inc. | Stock | 300 | $16.0K | <0.1% | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,072 | $13.0K | <0.1% | History |
| iShares Tr46434V464 | LOW CA OP MS ETF | 100 | $13.0K | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $8.00K | <0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 75 | $6.00K | <0.1% | History |
| QRVOQorvo, Inc. | Stock | 70 | $6.00K | <0.1% | History |
| MWAMueller Water Products, Inc. | COM SER A | 500 | $5.00K | <0.1% | History |
| ROKRockwell Automation, Inc | Stock | 17 | $4.00K | <0.1% | History |
| FISVFiserv Inc | Stock | 45 | $4.00K | <0.1% | History |
| CHTRCharter Communications, Inc. | CL A | 14 | $4.00K | <0.1% | History |
| DREDuke Realty Corp | COM NEW | 81 | $4.00K | <0.1% | History |
| CLBCore Laboratories Inc. | COM | 262 | $4.00K | <0.1% | History |
| ECLEcolab Inc. | Stock | 23 | $3.00K | <0.1% | History |
| PWRQuanta Services, Inc. | COM | 24 | $3.00K | <0.1% | History |
| DECKDeckers Outdoor Corp | COM | 9 | $3.00K | <0.1% | History |
| BRXBrixmor Property Group Inc. | COM | 145 | $3.00K | <0.1% | History |
| JLLJones Lang Lasalle Inc | COM | 18 | $3.00K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 20 | $2.00K | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 50 | $2.00K | <0.1% | History |
| LWLamb Weston Holdings, Inc. | Stock | 31 | $2.00K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 14 | $2.00K | <0.1% | History |
| LKQLKQ Corp | COM | 34 | $2.00K | <0.1% | History |
| LECOLincoln Electric Holdings Inc | COM | 16 | $2.00K | <0.1% | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 33 | $2.00K | <0.1% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 15 | $2.00K | <0.1% | History |
| TTEKTetra Tech Inc | COM | 14 | $2.00K | <0.1% | History |
| ALEXAlexander & Baldwin, Inc. | COM | 117 | $2.00K | <0.1% | History |
| COOCooper Companies, Inc. | COM NEW | 6 | $2.00K | <0.1% | History |
| LHCGLHC Group, Inc | COM | 12 | $2.00K | <0.1% | History |
| STORStore Capital LLC | COM | 78 | $2.00K | <0.1% | History |
| ZENZendesk, Inc. | COM | 22 | $2.00K | <0.1% | History |
| AMTAmerican Tower Corp | REIT | 6 | $1.00K | <0.1% | History |
| APLEApple Hospitality REIT, Inc. | REIT | 77 | $1.00K | <0.1% | History |
| ROGRogers Corp | COM | 6 | $1.00K | <0.1% | History |
| RGAReinsurance Group of America Inc | COM NEW | 10 | $1.00K | <0.1% | History |
| LEVILevi Strauss & Co | CL A COM STK | 44 | $1.00K | <0.1% | History |
| BLKBBlackbaud Inc | COM | 19 | $1.00K | <0.1% | History |
| ALGMAllegro Microsystems, Inc. | COM | 48 | $1.00K | <0.1% | History |
| EGPEastgroup Properties Inc | COM | 9 | $1.00K | <0.1% | History |
| MANManpowerGroup Inc. | COM | 11 | $1.00K | <0.1% | History |
| AKRAcadia Realty Trust | COM SH BEN INT | 37 | $0 | 0.0% | History |