Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 29, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 382
- +15 vs. Q4 2023
- Portfolio value
- $257.1M
- +$19.6M (+8.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 365 | $92.1K | <0.1% | −16−4.2% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $92.3K | <0.1% | 00.0% | Unchanged | – |
| YUMYum Brands Inc | Stock | 680 | $94.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,000 | $94.7K | <0.1% | +500+100.0% | Added | – |
| CMECME Group Inc. | COM | 441 | $94.9K | <0.1% | −225−33.8% | Reduced | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $96.1K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 3,200 | $96.7K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,097 | $99.7K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 1,260 | $104.9K | <0.1% | −5−0.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $105.2K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,183 | $108.6K | <0.1% | 00.0% | Unchanged | – |
| GLWCorning Inc | COM | 3,300 | $108.8K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 650 | $110.0K | <0.1% | 00.0% | Unchanged | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 6,000 | $110.9K | <0.1% | 00.0% | Unchanged | – |
| DOVDOVER Corp | COM | 633 | $112.2K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $112.5K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 451 | $112.8K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 1,962 | $114.1K | <0.1% | −262−11.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,000 | $115.9K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $118.3K | <0.1% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 500 | $118.8K | <0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 1,470 | $120.7K | <0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $121.5K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 500 | $121.5K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $123.1K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $125.4K | <0.1% | 00.0% | Unchanged | History |
| NEOGNeogen Corp | COM | 8,066 | $127.3K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,456 | $128.6K | 0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 380 | $132.0K | 0.1% | −75−16.5% | Reduced | History |
| CVXChevron Corp | Stock | 843 | $133.0K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,436 | $135.0K | 0.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 245 | $137.3K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 461 | $138.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $139.2K | 0.1% | −100−19.8% | Reduced | – |
| EMREmerson Electric Co | Stock | 1,234 | $140.0K | 0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 550 | $140.2K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $141.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $141.8K | 0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 8,254 | $145.3K | 0.1% | −2,400−22.5% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 650 | $149.6K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 1,890 | $150.7K | 0.1% | −225−10.6% | Reduced | History |
| VVisa Inc. | Stock | 542 | $151.3K | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 1,765 | $153.7K | 0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $154.9K | 0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 751 | $160.1K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,670 | $162.9K | 0.1% | −79−4.5% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,015 | $165.3K | 0.1% | 00.0% | Unchanged | – |
| COLBColumbia Banking System, Inc. | COM | 8,892 | $172.1K | 0.1% | +3,785+74.1% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $175.8K | 0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,466 | $178.3K | 0.1% | −200−12.0% | Reduced | History |
| DHRDanaher Corp | Stock | 715 | $178.6K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 876 | $180.2K | 0.1% | −50−5.4% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 859 | $187.7K | 0.1% | +859 | New | History |
| HSYHershey Co | COM | 1,000 | $194.5K | 0.1% | −100−9.1% | Reduced | History |
| ORCLOracle Corp | Stock | 1,552 | $194.9K | 0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 500 | $196.5K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $198.3K | 0.1% | −100−9.5% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $201.9K | 0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 725 | $210.1K | 0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 397 | $213.1K | 0.1% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 630 | $218.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,100 | $220.6K | 0.1% | 00.0% | Unchanged | – |
| AYIAcuity Inc. (DE) | Stock | 835 | $224.4K | 0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 4,180 | $226.7K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $233.1K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 950 | $233.6K | 0.1% | −50−5.0% | Reduced | History |
| IRMIron Mountain Inc | COM | 3,000 | $240.6K | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $249.1K | 0.1% | −200−15.9% | Reduced | History |
| CHDChurch & Dwight Co Inc | COM | 2,460 | $256.6K | 0.1% | −50−2.0% | Reduced | History |
| APHAmphenol Corp | CL A | 2,300 | $265.3K | 0.1% | 00.0% | Unchanged | History |
| HAINHain Celestial Group Inc | COM | 34,672 | $272.5K | 0.1% | −150−0.4% | Reduced | History |
| MAAMid America Apartment Communities Inc. | COM | 2,123 | $279.3K | 0.1% | −1,835−46.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,725 | $284.3K | 0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| MTDMettler Toledo International Inc | COM | 215 | $286.2K | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 6,800 | $294.8K | 0.1% | 00.0% | Unchanged | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,000 | $296.0K | 0.1% | −4,000−23.5% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 888 | $299.3K | 0.1% | −200−18.4% | Reduced | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 6,695 | $305.4K | 0.1% | −400−5.6% | Reduced | – |
| MMM3M Co | Stock | 2,900 | $307.6K | 0.1% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 6,500 | $313.4K | 0.1% | 00.0% | Unchanged | – |
| WATWaters Corp | COM | 935 | $321.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,402 | $321.9K | 0.1% | +1,122+49.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 441 | $323.1K | 0.1% | −60−12.0% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $339.2K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,718 | $344.1K | 0.1% | −360−17.3% | Reduced | History |
| GPCGenuine Parts Co | Stock | 2,267 | $351.2K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,975 | $356.3K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 983 | $357.0K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,943 | $363.6K | 0.1% | −300−4.8% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $368.1K | 0.1% | 00.0% | Unchanged | History |
| MSEXMiddlesex Water Co | COM | 7,075 | $371.4K | 0.1% | −150−2.1% | Reduced | History |
| PLDPrologis, Inc. | REIT | 2,898 | $377.4K | 0.1% | −438−13.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 1,362 | $384.0K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,561 | $397.6K | 0.2% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $399.7K | 0.2% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 9,129 | $403.2K | 0.2% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 5,135 | $416.9K | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 15,054 | $417.7K | 0.2% | −200−1.3% | Reduced | History |
| VZVerizon Communications Inc | Stock | 10,111 | $424.3K | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 2,598 | $460.4K | 0.2% | 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 | $942 | – |
Sold out since Q4 2023 (15)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| Healthpeak Properties, Inc.71943U104 | COM | 433,577 | $5.77M | 2.4% | – |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $195.2K | 0.1% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 800 | $91.2K | <0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 400 | $62.8K | <0.1% | – |
| TDToronto Dominion Bank | Stock | 456 | $29.5K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 40 | $18.1K | <0.1% | History |
| PAASPan American Silver Corp | Stock | 1,000 | $16.3K | <0.1% | History |
| LPLALPL Financial Holdings Inc. | COM | 63 | $14.3K | <0.1% | History |
| ADMArcher-Daniels-Midland Co | Stock | 195 | $14.1K | <0.1% | History |
| DUKDuke Energy CORP | Stock | 100 | $9.70K | <0.1% | History |
| COPConocoPhillips | Stock | 65 | $7.54K | <0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8 | $7.03K | <0.1% | History |
| IPInternational Paper Co | COM | 125 | $4.52K | <0.1% | History |
| XUnited States Steel Corp | COM | 62 | $3.02K | <0.1% | History |
| KRCKilroy Realty Corp | COM | 50 | $1.99K | <0.1% | History |