Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 367
- −11 vs. Q3 2023
- Portfolio value
- $237.4M
- +$11.8M (+5.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 120 | $27.1K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 34 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 400 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $29.4K | <0.1% | 00.0% | Unchanged | History |
| TDToronto Dominion Bank | Stock | 456 | $29.5K | <0.1% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 859 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 1,925 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 400 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 234 | $30.6K | <0.1% | 00.0% | Unchanged | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $33.7K | <0.1% | +1,200 | New | History |
| LLoews Corp | COM | 513 | $35.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Information Technology ETF92204A702 | ETF | 75 | $36.3K | <0.1% | −1−1.3% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 108 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| NARIInari Medical, Inc. | Stock | 568 | $36.9K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $37.9K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 100 | $38.0K | <0.1% | −41−29.1% | Reduced | History |
| CSXCSX Corp | Stock | 1,129 | $39.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 406 | $40.3K | <0.1% | 00.0% | Unchanged | – |
| AROWArrow Financial Corp | COM | 1,458 | $40.7K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 37 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 566 | $43.1K | <0.1% | 00.0% | Unchanged | – |
| BNYBank of New York Mellon Corp | Stock | 833 | $43.4K | <0.1% | 00.0% | Unchanged | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| SONSonoco Products Co | COM | 797 | $44.5K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 696 | $45.1K | <0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 100 | $46.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 500 | $48.2K | <0.1% | −500−50.0% | Reduced | – |
| CTASCintas Corp | Stock | 80 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 315 | $48.8K | <0.1% | 00.0% | Unchanged | History |
| LKFNLakeland Financial Corp | COM | 750 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 82 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 400 | $50.1K | <0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $50.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 470 | $51.0K | <0.1% | +1+0.2% | Added | – |
| PFGPrincipal Financial Group Inc | COM | 659 | $51.8K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 216 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 980 | $52.9K | <0.1% | −100−9.3% | Reduced | – |
| EBAYeBay Inc | COM | 1,225 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $53.7K | <0.1% | −540−51.9% | Reduced | – |
| PYPLPayPal Holdings, Inc. | Stock | 884 | $54.3K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $54.3K | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 900 | $55.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $55.8K | <0.1% | 00.0% | Unchanged | – |
| ELMEElme Communities | SH BEN INT | 3,885 | $56.7K | <0.1% | −75−1.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 75 | $56.8K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $56.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 534 | $57.9K | <0.1% | +4+0.8% | Added | – |
| SBUXStarbucks Corp | Stock | 610 | $58.6K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 133 | $58.6K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 551 | $59.3K | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 250 | $59.7K | <0.1% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 7,380 | $60.7K | <0.1% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 1,400 | $60.9K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $61.7K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 400 | $62.8K | <0.1% | 00.0% | Unchanged | – |
| CNICanadian National Railway Co | Stock | 500 | $62.8K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 443 | $64.1K | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 810 | $65.6K | <0.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $66.0K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 755 | $67.8K | <0.1% | 00.0% | Unchanged | History |
| CDWCDW Corp | COM | 300 | $68.2K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 1,768 | $68.6K | <0.1% | 00.0% | Unchanged | – |
| XYLXylem Inc. | COM | 600 | $68.6K | <0.1% | 00.0% | Unchanged | History |
| WORWorthington Enterprises, Inc. | COM | 1,200 | $69.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,300 | $70.0K | <0.1% | 00.0% | Unchanged | – |
| GWWW.W. Grainger, Inc. | Stock | 85 | $70.4K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 150 | $71.6K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 245 | $72.4K | <0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 300 | $72.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $75.2K | <0.1% | 00.0% | Unchanged | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $76.0K | <0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 261 | $77.0K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $77.9K | <0.1% | −1,200−30.4% | Reduced | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $79.4K | <0.1% | 00.0% | Unchanged | – |
| ROPRoper Technologies Inc | Stock | 153 | $83.4K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,097 | $84.8K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 381 | $85.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 800 | $86.6K | <0.1% | 00.0% | Unchanged | – |
| XRAYDentsply Sirona Inc. | Stock | 2,460 | $87.6K | <0.1% | 00.0% | Unchanged | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $87.6K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 680 | $88.8K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $90.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 778 | $91.2K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 800 | $91.2K | <0.1% | 00.0% | Unchanged | – |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $91.9K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 3,200 | $96.3K | <0.1% | 00.0% | Unchanged | History |
| IDAIdacorp Inc | COM | 985 | $96.8K | <0.1% | −285−22.4% | Reduced | History |
| Vanguard World FD921910709 | EXTENDED DUR | 1,200 | $97.2K | <0.1% | +1,200 | New | – |
| WEXWEX Inc. | COM | 500 | $97.3K | <0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 633 | $97.4K | <0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $98.3K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 2,000 | $98.4K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 1,265 | $98.8K | <0.1% | −250−16.5% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $100.4K | <0.1% | 00.0% | Unchanged | – |
| MASMasco Corp | COM | 1,500 | $100.5K | <0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 3,300 | $100.5K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 451 | $101.4K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $101.9K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 500 | $102.7K | <0.1% | 00.0% | Unchanged | 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 | $4.90K | – |
Sold out since Q3 2023 (18)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| AEMAgnico Eagle Mines Ltd | Stock | 3,920 | $186.4K | 0.1% | History |
| CDECoeur Mining, Inc. | COM NEW | 62,500 | $145.6K | 0.1% | History |
| SLViShares Silver Trust | ETF | 6,090 | $122.9K | 0.1% | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,022 | $51.2K | <0.1% | – |
| AGIAlamos Gold Inc | Stock | 4,000 | $47.4K | <0.1% | History |
| EPDEnterprise Products Partners L.P. | Stock | 799 | $21.9K | <0.1% | History |
| NYTNew York Times Co | CL A | 374 | $16.1K | <0.1% | History |
| NEMNEWMONT Corp | Stock | 400 | $15.6K | <0.1% | History |
| CRONCronos Group Inc. | COM | 6,000 | $11.6K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 99 | $7.62K | <0.1% | History |
| HLHecla Mining Co | COM | 1,500 | $5.89K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 27 | $4.18K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 1 | $3.07K | <0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1 | $401 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 2 | $80 | <0.1% | – |
| STEMStem, Inc. | CL A | 10 | $41 | <0.1% | History |
| Curevac N VN2451R105 | COM | 3 | $18 | <0.1% | – |
| TTCFTattooed Chef, Inc. | COM CL A | 450 | $13 | <0.1% | History |