Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 26, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 422
- −31 vs. Q4 2022
- Portfolio value
- $234.8M
- +$1.94M (+0.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 20,963 | $3.12M | 1.3% | −174−0.8% | Reduced | History |
| NVONovo Nordisk A S | ADR | 19,986 | $3.18M | 1.4% | −1,385−6.5% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 104,165 | $3.52M | 1.5% | −6,284−5.7% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 16,041 | $3.57M | 1.5% | −147−0.9% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 69,031 | $3.61M | 1.5% | −1,203−1.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 24,190 | $3.75M | 1.6% | −1,456−5.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,445 | $3.88M | 1.7% | +10.0% | Added | History |
| GISGeneral Mills Inc | Stock | 45,662 | $3.90M | 1.7% | −7,235−13.7% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 219,497 | $4.82M | 2.1% | +10,250+4.9% | Added | History |
| OGNOrganon & Co. | Stock | 211,895 | $4.98M | 2.1% | +34,137+19.2% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 188,552 | $5.39M | 2.3% | +627+0.3% | Added | History |
| HTOH2O America | COM | 70,854 | $5.39M | 2.3% | −8,075−10.2% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 200,792 | $5.60M | 2.4% | +14,689+7.9% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 315,593 | $5.91M | 2.5% | +61,245+24.1% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 603,898 | $6.67M | 2.8% | +109,301+22.1% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 190,600 | $6.68M | 2.8% | −4,260−2.2% | Reduced | History |
| TUTelus Corp | COM | 343,901 | $6.83M | 2.9% | +45,167+15.1% | Added | History |
| Healthpeak Properties, Inc.71943U104 | COM | 459,570 | $6.86M | 2.9% | +10,168+2.3% | Added | – |
| GSKGSK plc | ADR | 198,160 | $7.05M | 3.0% | +10,432+5.6% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 542,342 | $8.94M | 3.8% | +11,460+2.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 180,034 | $9.35M | 4.0% | +135+0.1% | Added | History |
| AAPLApple Inc. | Stock | 86,051 | $14.2M | 6.0% | +1,348+1.6% | 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 | $7.57K | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $6.42K | – |
Sold out since Q4 2022 (49)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 1,791,464 | $1.79M | 0.8% | – |
| UMPQUmpqua Holdings Corp | COM | 50,418 | $900.0K | 0.4% | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,200 | $114.9K | <0.1% | – |
| MDTMedtronic plc | Stock | 825 | $64.1K | <0.1% | History |
| FTVFortive Corp | Stock | 963 | $61.9K | <0.1% | History |
| DDDuPont de Nemours, Inc. | COM | 815 | $55.9K | <0.1% | History |
| DOWDow Inc. | Stock | 815 | $41.1K | <0.1% | History |
| WPPWPP plc | ADR | 754 | $37.1K | <0.1% | History |
| YUMCYum China Holdings, Inc. | COM | 600 | $32.8K | <0.1% | History |
| CTVACorteva, Inc. | Stock | 510 | $30.0K | <0.1% | History |
| BBYBest Buy Co Inc | Stock | 200 | $16.0K | <0.1% | History |
| BACBank of America Corp | Stock | 474 | $15.7K | <0.1% | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 147 | $12.3K | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 136 | $11.1K | <0.1% | History |
| ADSKAutodesk, Inc. | COM | 54 | $10.1K | <0.1% | History |
| PLUGPlug Power Inc | Stock | 683 | $8.45K | <0.1% | History |
| DDominion Energy, Inc | Stock | 137 | $8.40K | <0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 204 | $7.95K | <0.1% | – |
| CCChemours Co | Stock | 249 | $7.62K | <0.1% | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 40 | $7.34K | <0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 46 | $7.27K | <0.1% | History |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 130 | $6.69K | <0.1% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 74 | $6.14K | <0.1% | History |
| RHIRobert Half Inc. | COM | 80 | $5.91K | <0.1% | History |
| AAPAdvance Auto Parts Inc | COM | 35 | $5.15K | <0.1% | History |
| BABoeing Co | Stock | 26 | $4.95K | <0.1% | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 47 | $4.95K | <0.1% | – |
| AMEAmetek Inc | COM | 34 | $4.75K | <0.1% | History |
| iShares Core S&P 500 ETF464287200 | ETF | 12 | $4.61K | <0.1% | – |
| HASHasbro, Inc. | COM | 74 | $4.51K | <0.1% | History |
| SYFSynchrony Financial | COM | 134 | $4.40K | <0.1% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 58 | $4.32K | <0.1% | History |
| APTVAptiv PLC | SHS | 43 | $4.00K | <0.1% | History |
| iShares Tr464288273 | EAFE SML CP ETF | 69 | $3.90K | <0.1% | – |
| TDToronto Dominion Bank | Stock | 55 | $3.56K | <0.1% | History |
| LNTAlliant Energy Corp | Stock | 62 | $3.42K | <0.1% | History |
| BF.ABrown Forman Corp | CL A | 45 | $2.96K | <0.1% | History |
| GVAGranite Construction Inc | COM | 82 | $2.88K | <0.1% | History |
| TELTE Connectivity plc | REG SHS | 19 | $2.18K | <0.1% | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 52 | $1.92K | <0.1% | – |
| THGHanover Insurance Group, Inc. | COM | 13 | $1.76K | <0.1% | History |
| BF.BBrown Forman Corp | Stock | 25 | $1.64K | <0.1% | History |
| BURLBurlington Stores, Inc. | COM | 6 | $1.22K | <0.1% | History |
| IPGPIpg Photonics Corp | COM | 12 | $1.14K | <0.1% | History |
| SFStifel Financial Corp | COM | 18 | $1.05K | <0.1% | History |
| TPICQTpi Composites, Inc | COM | 60 | $608 | <0.1% | History |
| The Valens Company Inc91914P603 | COM NEW | 666 | $440 | <0.1% | – |
| OGSONE Gas, Inc. | COM | 1 | $76 | <0.1% | History |
| ZIMVZimVie Inc. | Stock | 8 | $75 | <0.1% | History |