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 |
|---|---|---|---|---|---|---|---|
| IFFInternational Flavors & Fragrances Inc | COM | 810 | $69.7K | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 900 | $69.3K | <0.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $68.9K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 150 | $68.2K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 216 | $67.5K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 551 | $67.2K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $66.9K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $65.9K | <0.1% | 00.0% | Unchanged | History |
| IDAIdacorp Inc | COM | 700 | $65.0K | <0.1% | −285−28.9% | Reduced | History |
| XYLXylem Inc. | COM | 502 | $64.9K | <0.1% | −98−16.3% | Reduced | History |
| EBAYeBay Inc | COM | 1,225 | $64.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $63.1K | <0.1% | +207 | New | – |
| HLNHaleon plc | ADR | 7,380 | $62.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 1,413 | $60.5K | <0.1% | −355−20.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $59.9K | <0.1% | 00.0% | Unchanged | – |
| AEMAgnico Eagle Mines Ltd | Stock | 1,000 | $59.6K | <0.1% | +1,000 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 884 | $59.2K | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 250 | $58.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 478 | $58.9K | <0.1% | −300−38.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 536 | $57.7K | <0.1% | +2+0.4% | Added | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 980 | $57.4K | <0.1% | 00.0% | Unchanged | – |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $56.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 524 | $56.7K | <0.1% | +54+11.5% | Added | – |
| SPGIS&P Global Inc. | Stock | 133 | $56.6K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 610 | $55.7K | <0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $55.6K | <0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 100 | $55.6K | <0.1% | 00.0% | Unchanged | History |
| CTASCintas Corp | Stock | 80 | $55.0K | <0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 200 | $54.4K | <0.1% | −100−33.3% | Reduced | History |
| PPGPPG Industries Inc | Stock | 371 | $53.8K | <0.1% | −459−55.3% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $53.7K | <0.1% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 696 | $53.7K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $53.3K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 400 | $52.3K | <0.1% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 315 | $50.9K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 387 | $50.1K | <0.1% | −635−62.1% | Reduced | History |
| LKFNLakeland Financial Corp | COM | 750 | $49.7K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 37 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 559 | $48.2K | <0.1% | −100−15.2% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 833 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910709 | EXTENDED DUR | 600 | $46.0K | <0.1% | −600−50.0% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 566 | $45.6K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 100 | $43.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 362 | $43.8K | <0.1% | +362 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 108 | $43.1K | <0.1% | 00.0% | Unchanged | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 1,200 | $43.0K | <0.1% | +1,200 | New | History |
| CSXCSX Corp | Stock | 1,129 | $41.9K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 82 | $41.4K | <0.1% | 00.0% | Unchanged | History |
| WOLFWolfspeed, Inc. | Stock | 1,400 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 513 | $40.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 406 | $39.8K | <0.1% | 00.0% | Unchanged | – |
| BHBBar Harbor Bankshares | COM | 1,500 | $39.7K | <0.1% | 00.0% | Unchanged | History |
| SONSonoco Products Co | COM | 675 | $39.0K | <0.1% | −122−15.3% | Reduced | History |
| CDWCDW Corp | COM | 150 | $38.4K | <0.1% | −150−50.0% | Reduced | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $37.7K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Utilities ETF92204A876 | ETF | 258 | $36.8K | <0.1% | +258 | New | – |
| AROWArrow Financial Corp | COM | 1,458 | $36.5K | <0.1% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 859 | $34.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 125 | $32.4K | <0.1% | +124+12,400.0% | Added | – |
| MIDDMIDDLEBY Corp | COM | 200 | $32.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Information Technology ETF92204A702 | ETF | 60 | $31.5K | <0.1% | −15−20.0% | Reduced | – |
| CBChubb Ltd | Stock | 120 | $31.1K | <0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 225 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 234 | $30.7K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 85 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $30.1K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 60 | $29.2K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 110 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 34 | $28.3K | <0.1% | 00.0% | Unchanged | History |
| HMNHorace Mann Educators Corp | COM | 760 | $28.1K | <0.1% | 00.0% | Unchanged | History |
| NARIInari Medical, Inc. | Stock | 568 | $27.3K | <0.1% | 00.0% | Unchanged | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 2,500 | $27.0K | <0.1% | +2,500 | New | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 2,000 | $26.0K | <0.1% | +2,000 | New | History |
| TTTrane Technologies plc | SHS | 86 | $25.8K | <0.1% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 1,500 | $25.0K | <0.1% | +1,500 | New | – |
| TJXTJX Companies Inc | Stock | 242 | $24.5K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 400 | $24.5K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 69 | $23.9K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $23.4K | <0.1% | 00.0% | Unchanged | – |
| HIWHighwoods Properties, Inc. | COM | 890 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 300 | $23.2K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $21.5K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 450 | $20.9K | <0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 105 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 231 | $20.5K | <0.1% | −6−2.5% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 39 | $20.2K | <0.1% | 00.0% | Unchanged | History |
| ELMEElme Communities | SH BEN INT | 1,450 | $20.2K | <0.1% | −2,435−62.7% | Reduced | History |
| VITLVital Farms, Inc. | COM | 805 | $18.7K | <0.1% | −1,120−58.2% | Reduced | History |
| SOSouthern Co | Stock | 250 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 171 | $17.7K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 85 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 90 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 51 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 164 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 78 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 30 | $15.8K | <0.1% | +30 | New | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 343 | $15.6K | <0.1% | +343 | New | – |
| STTState Street Corp | COM | 200 | $15.5K | <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 | $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 |