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 |
|---|---|---|---|---|---|---|---|
| PAYXPaychex Inc | Stock | 3,883 | $476.8K | 0.2% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 5,657 | $485.7K | 0.2% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,120 | $497.3K | 0.2% | −100−8.2% | Reduced | – |
| WTRGEssential Utilities, Inc. | COM | 13,520 | $500.9K | 0.2% | 00.0% | Unchanged | History |
| HLIOHelios Technologies, Inc. | COM | 11,344 | $507.0K | 0.2% | −300−2.6% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 2,948 | $513.6K | 0.2% | −15−0.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 4,580 | $532.4K | 0.2% | −268−5.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 3,113 | $546.4K | 0.2% | 00.0% | Unchanged | History |
| CWTCalifornia Water Service Group | COM | 11,985 | $557.1K | 0.2% | −900−7.0% | Reduced | History |
| MAMastercard Inc | Stock | 1,178 | $567.3K | 0.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 9,110 | $582.2K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 550 | $620.9K | 0.2% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 4,427 | $644.2K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,289 | $647.2K | 0.3% | −60−1.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,032 | $690.4K | 0.3% | −100−3.2% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 9,840 | $711.8K | 0.3% | −400−3.9% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 5,730 | $721.2K | 0.3% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 2,757 | $721.6K | 0.3% | −20−0.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 6,648 | $755.6K | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 5,589 | $851.0K | 0.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,686 | $853.3K | 0.3% | −30−0.6% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 6,304 | $918.4K | 0.4% | +4,348+222.3% | Added | History |
| TRMBTrimble Inc. | COM | 14,452 | $930.1K | 0.4% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,045 | $1.01M | 0.4% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 24,548 | $1.10M | 0.4% | 00.0% | Unchanged | History |
| KAIKadant Inc | COM | 3,410 | $1.12M | 0.4% | −415−10.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 7,802 | $1.16M | 0.5% | +6,781+664.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,280 | $1.19M | 0.5% | −20−0.9% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 52,971 | $1.26M | 0.5% | −2,165−3.9% | Reduced | – |
| Hingham Instn SVGS Mass433323102 | COM | 7,419 | $1.29M | 0.5% | −170−2.2% | Reduced | – |
| HOLXHologic Inc | COM | 17,380 | $1.35M | 0.5% | +805+4.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 9,640 | $1.45M | 0.6% | 00.0% | Unchanged | History |
| HUBBHubbell Inc | COM | 3,603 | $1.50M | 0.6% | +1,420+65.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,575 | $1.50M | 0.6% | −10−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 4,024 | $1.54M | 0.6% | −25−0.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,125 | $1.60M | 0.6% | −100−0.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,795 | $1.62M | 0.6% | +15+0.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,854 | $1.66M | 0.6% | −50−1.7% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 6,781 | $1.68M | 0.7% | −15−0.2% | Reduced | History |
| SYKStryker Corp | Stock | 4,888 | $1.75M | 0.7% | −190−3.7% | Reduced | History |
| AGCOAGCO Corp | COM | 15,029 | $1.85M | 0.7% | +15,029 | New | History |
| AMGNAmgen Inc | Stock | 7,044 | $2.00M | 0.8% | −305−4.2% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 16,585 | $2.02M | 0.8% | −50−0.3% | Reduced | History |
| PEPPepsiCo Inc | Stock | 11,525 | $2.02M | 0.8% | −260−2.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 24,164 | $2.18M | 0.8% | −1,860−7.1% | Reduced | History |
| UTMDUtah Medical Products Inc | COM | 31,714 | $2.26M | 0.9% | −34−0.1% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 8,592 | $2.31M | 0.9% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 3,567 | $2.32M | 0.9% | −100−2.7% | Reduced | History |
| GISGeneral Mills Inc | Stock | 35,773 | $2.50M | 1.0% | −2,564−6.7% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 19,109 | $2.54M | 1.0% | +3,308+20.9% | Added | History |
| PINCPremier, Inc. | CL A | 117,655 | $2.60M | 1.0% | +117,655 | New | History |
| OGNOrganon & Co. | Stock | 148,598 | $2.79M | 1.1% | −37,760−20.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,633 | $2.83M | 1.1% | −110−2.9% | Reduced | History |
| CACCamden National Corp | COM | 92,421 | $3.10M | 1.2% | +11,672+14.5% | Added | History |
| PGProcter & Gamble Co | Stock | 19,121 | $3.10M | 1.2% | −911−4.5% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 225,110 | $3.19M | 1.2% | +15,105+7.2% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 918,980 | $3.25M | 1.3% | +32,215+3.6% | Added | History |
| AMALAmalgamated Financial Corp. | COM | 143,209 | $3.44M | 1.3% | −2,255−1.6% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 21,835 | $3.58M | 1.4% | +614+2.9% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 14,619 | $3.65M | 1.4% | −660−4.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 23,167 | $3.66M | 1.4% | −330−1.4% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 100,831 | $3.88M | 1.5% | +1,291+1.3% | Added | History |
| AMRCAmeresco, Inc. | CL A | 168,920 | $4.08M | 1.6% | +66,706+65.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 21,736 | $4.15M | 1.6% | −392−1.8% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 55,683 | $4.28M | 1.7% | +23,240+71.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 86,246 | $4.30M | 1.7% | +17,247+25.0% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 27,034 | $4.56M | 1.8% | +7,104+35.6% | Added | History |
| NVONovo Nordisk A S | ADR | 36,062 | $4.63M | 1.8% | −3,855−9.7% | Reduced | History |
| TUTelus Corp | COM | 331,401 | $5.31M | 2.1% | −4,980−1.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,000 | $5.47M | 2.1% | −570−4.2% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 217,474 | $5.52M | 2.1% | +3,222+1.5% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 623,789 | $5.55M | 2.2% | −2,774−0.4% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 208,228 | $5.91M | 2.3% | −6,107−2.8% | Reduced | History |
| HTOH2O America | COM | 115,489 | $6.54M | 2.5% | +27,129+30.7% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 481,452 | $6.69M | 2.6% | −29,070−5.7% | Reduced | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 346,883 | $6.79M | 2.6% | +10,022+3.0% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 57,482 | $7.02M | 2.7% | +36,066+168.4% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 427,757 | $8.02M | 3.1% | +183,900+75.4% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 133,387 | $8.60M | 3.3% | −17,367−11.5% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 178,534 | $8.96M | 3.5% | −1,133−0.6% | Reduced | History |
| GSKGSK plc | ADR | 212,442 | $9.11M | 3.5% | −989−0.5% | Reduced | History |
| AAPLApple Inc. | Stock | 85,871 | $14.7M | 5.7% | −889−1.0% | 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 | $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 |