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 |
|---|---|---|---|---|---|---|---|
| AXPAmerican Express Co | Stock | 3,132 | $586.7K | 0.2% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 2,777 | $597.1K | 0.3% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 4,427 | $615.5K | 0.3% | 00.0% | Unchanged | History |
| CWTCalifornia Water Service Group | COM | 12,885 | $668.3K | 0.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 10,240 | $704.5K | 0.3% | 00.0% | Unchanged | History |
| HUBBHubbell Inc | COM | 2,183 | $718.1K | 0.3% | −100−4.4% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 5,730 | $724.2K | 0.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,716 | $730.8K | 0.3% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 6,648 | $731.7K | 0.3% | −79−1.2% | Reduced | History |
| TRMBTrimble Inc. | COM | 14,452 | $768.8K | 0.3% | −69−0.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 5,589 | $787.7K | 0.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,780 | $881.5K | 0.4% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 24,548 | $1.06M | 0.4% | −233−0.9% | Reduced | History |
| KAIKadant Inc | COM | 3,825 | $1.07M | 0.5% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,045 | $1.08M | 0.5% | −5−0.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,300 | $1.09M | 0.5% | 00.0% | Unchanged | History |
| HOLXHologic Inc | COM | 16,575 | $1.18M | 0.5% | +16,200+4,320.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,585 | $1.28M | 0.5% | −85−2.3% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 55,136 | $1.31M | 0.6% | −5,633−9.3% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 12,225 | $1.33M | 0.6% | −182−1.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 9,640 | $1.35M | 0.6% | −395−3.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 4,049 | $1.40M | 0.6% | −146−3.5% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 7,589 | $1.48M | 0.6% | −1,646−17.8% | Reduced | – |
| SYKStryker Corp | Stock | 5,078 | $1.52M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,904 | $1.54M | 0.6% | −102−3.4% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 6,796 | $1.66M | 0.7% | −22−0.3% | Reduced | History |
| PEPPepsiCo Inc | Stock | 11,785 | $2.00M | 0.8% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 26,024 | $2.07M | 0.9% | −851−3.2% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 16,635 | $2.12M | 0.9% | −10−0.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 7,349 | $2.12M | 0.9% | −120−1.6% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 15,801 | $2.18M | 0.9% | +475+3.1% | Added | History |
| LLYEli Lilly & Co | Stock | 3,743 | $2.18M | 0.9% | −87−2.3% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 32,443 | $2.22M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 8,592 | $2.25M | 0.9% | −25−0.3% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,667 | $2.29M | 1.0% | −46−1.2% | Reduced | History |
| GISGeneral Mills Inc | Stock | 38,337 | $2.50M | 1.1% | −175−0.5% | Reduced | History |
| UTMDUtah Medical Products Inc | COM | 31,748 | $2.67M | 1.1% | +485+1.6% | Added | History |
| OGNOrganon & Co. | Stock | 186,358 | $2.69M | 1.1% | −100,092−34.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 21,416 | $2.83M | 1.2% | +9,484+79.5% | Added | History |
| PGProcter & Gamble Co | Stock | 20,032 | $2.94M | 1.2% | −180−0.9% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 886,765 | $3.03M | 1.3% | −47,970−5.1% | Reduced | History |
| CACCamden National Corp | COM | 80,749 | $3.04M | 1.3% | +4,235+5.5% | Added | History |
| AMRCAmeresco, Inc. | CL A | 102,214 | $3.24M | 1.4% | −2,135−2.0% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 21,221 | $3.24M | 1.4% | +792+3.9% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 19,930 | $3.43M | 1.4% | +8,373+72.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 68,999 | $3.49M | 1.5% | +1,355+2.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 15,279 | $3.56M | 1.5% | 00.0% | Unchanged | History |
| HRHealthcare Realty Trust Inc | CL A COM | 210,005 | $3.62M | 1.5% | −30,110−12.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 22,128 | $3.62M | 1.5% | −290−1.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 23,497 | $3.68M | 1.6% | −26−0.1% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 99,540 | $3.91M | 1.6% | −2,308−2.3% | Reduced | History |
| AMALAmalgamated Financial Corp. | COM | 145,464 | $3.92M | 1.7% | +4,960+3.5% | Added | History |
| NVONovo Nordisk A S | ADR | 39,917 | $4.13M | 1.7% | −845−2.1% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 243,857 | $4.83M | 2.0% | −21,345−8.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,570 | $5.10M | 2.1% | −207−1.5% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 626,563 | $5.45M | 2.3% | −133,865−17.6% | Reduced | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 336,861 | $5.71M | 2.4% | −6,805−2.0% | Reduced | History |
| Healthpeak Properties, Inc.71943U104 | COM | 433,577 | $5.77M | 2.4% | −46,254−9.6% | Reduced | – |
| HTOH2O America | COM | 88,360 | $5.77M | 2.4% | +9,123+11.5% | Added | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 214,252 | $5.84M | 2.5% | +5,805+2.8% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 214,335 | $5.91M | 2.5% | −12,973−5.7% | Reduced | History |
| TUTelus Corp | COM | 336,381 | $5.98M | 2.5% | −6,580−1.9% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 150,754 | $7.25M | 3.1% | −8,295−5.2% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 510,522 | $7.29M | 3.1% | −22,635−4.2% | Reduced | History |
| GSKGSK plc | ADR | 213,431 | $7.91M | 3.3% | +5,692+2.7% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 179,667 | $8.71M | 3.7% | +2,970+1.7% | Added | History |
| AAPLApple Inc. | Stock | 86,760 | $16.7M | 7.0% | −255−0.3% | 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 | $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 |