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 |
|---|---|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 6,500 | $314.9K | 0.1% | −14,800−69.5% | Reduced | – |
| GPCGenuine Parts Co | Stock | 2,267 | $314.0K | 0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 935 | $307.8K | 0.1% | +265+39.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,975 | $300.1K | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 6,800 | $298.2K | 0.1% | −59−0.9% | Reduced | History |
| CICigna Group | Stock | 983 | $294.4K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $263.4K | 0.1% | 00.0% | Unchanged | History |
| MTDMettler Toledo International Inc | COM | 215 | $260.8K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 1,575 | $248.3K | 0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,956 | $248.2K | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 1,260 | $247.0K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 1,000 | $245.6K | 0.1% | −466−31.8% | Reduced | History |
| CHDChurch & Dwight Co Inc | COM | 2,510 | $237.3K | 0.1% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 630 | $228.6K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 2,300 | $228.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,100 | $227.3K | 0.1% | +530+33.8% | Added | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,280 | $225.4K | 0.1% | −2,050−47.3% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 4,180 | $214.5K | 0.1% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 3,000 | $209.9K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 1,100 | $205.1K | 0.1% | −33−2.9% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,052 | $202.5K | 0.1% | 00.0% | Unchanged | – |
| MCOMoodys Corp | Stock | 500 | $195.3K | 0.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $195.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $188.0K | 0.1% | 00.0% | Unchanged | – |
| MCKMcKesson Corp | Stock | 397 | $183.8K | 0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 725 | $183.4K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 10,654 | $178.8K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 926 | $177.0K | 0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 835 | $171.0K | 0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $170.2K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 2,115 | $167.0K | 0.1% | −30−1.4% | Reduced | History |
| DHRDanaher Corp | Stock | 715 | $165.4K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,552 | $163.6K | 0.1% | 00.0% | Unchanged | History |
| NEOGNeogen Corp | COM | 8,066 | $162.2K | 0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,021 | $160.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 504 | $156.8K | 0.1% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 1,436 | $155.9K | 0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $155.7K | 0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,666 | $154.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,015 | $151.7K | 0.1% | −79−7.2% | Reduced | – |
| RTXRTX Corp | Stock | 1,749 | $147.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $142.4K | 0.1% | 00.0% | Unchanged | – |
| SHWSherwin Williams Co | COM | 455 | $141.9K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 542 | $141.1K | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 666 | $140.3K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $138.6K | 0.1% | 00.0% | Unchanged | – |
| MSCIMSCI Inc. | Stock | 245 | $138.6K | 0.1% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 5,107 | $136.3K | 0.1% | −2,743−34.9% | Reduced | History |
| KMXCarMax Inc | COM | 1,765 | $135.4K | 0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 751 | $134.5K | 0.1% | −425−36.1% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 550 | $130.0K | 0.1% | 00.0% | Unchanged | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 6,000 | $129.0K | 0.1% | +2,500+71.4% | Added | – |
| ZTSZoetis Inc. | Stock | 650 | $128.3K | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 2,224 | $127.8K | 0.1% | −35−1.5% | Reduced | History |
| CVXChevron Corp | Stock | 843 | $125.7K | 0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 1,022 | $124.2K | 0.1% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 830 | $124.1K | 0.1% | −155−15.7% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 650 | $123.8K | 0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 1,470 | $123.7K | 0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $122.1K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 461 | $121.3K | 0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $120.7K | 0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 1,234 | $120.1K | 0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,456 | $119.2K | 0.1% | 00.0% | Unchanged | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 930 | $117.9K | <0.1% | +610+190.6% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,183 | $108.1K | <0.1% | +218+22.6% | Added | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $104.4K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 500 | $102.7K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $101.9K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 451 | $101.4K | <0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 3,300 | $100.5K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $100.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $100.4K | <0.1% | 00.0% | Unchanged | – |
| ALCAlcon Inc | Stock | 1,265 | $98.8K | <0.1% | −250−16.5% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,000 | $98.4K | <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 |
| DOVDOVER Corp | COM | 633 | $97.4K | <0.1% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 500 | $97.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910709 | EXTENDED DUR | 1,200 | $97.2K | <0.1% | +1,200 | New | – |
| IDAIdacorp Inc | COM | 985 | $96.8K | <0.1% | −285−22.4% | Reduced | History |
| HPQHP Inc | Stock | 3,200 | $96.3K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $91.9K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 800 | $91.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 778 | $91.2K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $90.9K | <0.1% | 00.0% | Unchanged | – |
| YUMYum Brands Inc | Stock | 680 | $88.8K | <0.1% | 00.0% | Unchanged | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $87.6K | <0.1% | 00.0% | Unchanged | History |
| XRAYDentsply Sirona Inc. | Stock | 2,460 | $87.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 800 | $86.6K | <0.1% | 00.0% | Unchanged | – |
| MARMarriott International Inc | Stock | 381 | $85.9K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,097 | $84.8K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 153 | $83.4K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $79.4K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $77.9K | <0.1% | −1,200−30.4% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 261 | $77.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $76.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $75.2K | <0.1% | 00.0% | Unchanged | – |
| STZConstellation Brands, Inc. | Stock | 300 | $72.5K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 245 | $72.4K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 150 | $71.6K | <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 |