Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 10, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 366
- −16 vs. Q1 2024
- Portfolio value
- $267.7M
- +$10.7M (+4.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 96,584 | $20.3M | 7.6% | +10,713+12.5% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 119,650 | $10.0M | 3.7% | −13,737−10.3% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 169,513 | $9.32M | 3.5% | −9,021−5.1% | Reduced | History |
| GSKGSK plc | ADR | 210,564 | $8.11M | 3.0% | −1,878−0.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 58,901 | $7.61M | 2.8% | +1,419+2.5% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 383,302 | $7.51M | 2.8% | −44,455−10.4% | Reduced | History |
| HTOH2O America | COM | 120,949 | $6.56M | 2.4% | +5,460+4.7% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 200,249 | $5.93M | 2.2% | −7,979−3.8% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 26,084 | $5.88M | 2.2% | −950−3.5% | Reduced | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 349,638 | $5.76M | 2.2% | +2,755+0.8% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 445,140 | $5.76M | 2.2% | −36,312−7.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 12,845 | $5.74M | 2.1% | −155−1.2% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 215,920 | $5.35M | 2.0% | −1,554−0.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 20,114 | $5.17M | 1.9% | +19,653+4,263.1% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 580,140 | $5.15M | 1.9% | −43,649−7.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 106,956 | $5.08M | 1.9% | +20,710+24.0% | Added | History |
| NVONovo Nordisk A S | ADR | 35,170 | $5.02M | 1.9% | −892−2.5% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 170,007 | $4.90M | 1.8% | +1,087+0.6% | Added | History |
| TUTelus Corp | COM | 320,296 | $4.85M | 1.8% | −11,105−3.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 19,151 | $4.57M | 1.7% | +4,532+31.0% | Added | History |
| MKCMcCormick & Co Inc | Stock | 61,285 | $4.35M | 1.6% | +5,602+10.1% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,207 | $3.99M | 1.5% | +2,372+10.9% | Added | History |
| AMALAmalgamated Financial Corp. | COM | 144,541 | $3.96M | 1.5% | +1,332+0.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 22,434 | $3.88M | 1.4% | +698+3.2% | Added | History |
| CACCamden National Corp | COM | 109,441 | $3.61M | 1.3% | +17,020+18.4% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 914,615 | $3.46M | 1.3% | −4,365−0.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 23,235 | $3.40M | 1.3% | +68+0.3% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 92,846 | $3.35M | 1.3% | −7,985−7.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,637 | $3.29M | 1.2% | +4+0.1% | Added | History |
| PGProcter & Gamble Co | Stock | 19,147 | $3.16M | 1.2% | +26+0.1% | Added | History |
| AGCOAGCO Corp | COM | 31,748 | $3.11M | 1.2% | +16,719+111.2% | Added | History |
| OGNOrganon & Co. | Stock | 133,420 | $2.76M | 1.0% | −15,178−10.2% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 19,120 | $2.62M | 1.0% | +11+0.1% | Added | History |
| INTUIntuit Inc. | Stock | 3,567 | $2.34M | 0.9% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 23,989 | $2.33M | 0.9% | −175−0.7% | Reduced | History |
| PINCPremier, Inc. | CL A | 122,185 | $2.28M | 0.9% | +4,530+3.9% | Added | History |
| NVDANVIDIA Corp | Stock | 17,950 | $2.22M | 0.8% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| GISGeneral Mills Inc | Stock | 33,802 | $2.14M | 0.8% | −1,971−5.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 6,784 | $2.12M | 0.8% | −260−3.7% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 16,585 | $2.07M | 0.8% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 8,592 | $2.04M | 0.8% | 00.0% | Unchanged | History |
| HOLXHologic Inc | COM | 25,737 | $1.91M | 0.7% | +8,357+48.1% | Added | History |
| PEPPepsiCo Inc | Stock | 11,534 | $1.90M | 0.7% | +9+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 9,600 | $1.75M | 0.7% | −40−0.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,061 | $1.67M | 0.6% | +781+34.3% | Added | History |
| SYKStryker Corp | Stock | 4,828 | $1.64M | 0.6% | −60−1.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 6,736 | $1.57M | 0.6% | −45−0.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,839 | $1.57M | 0.6% | −15−0.5% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 93,350 | $1.54M | 0.6% | −131,760−58.5% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,125 | $1.50M | 0.6% | 00.0% | Unchanged | History |
| HUBBHubbell Inc | COM | 4,021 | $1.47M | 0.5% | +418+11.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,606 | $1.47M | 0.5% | +31+0.9% | Added | History |
| HDHome Depot, Inc. | Stock | 4,047 | $1.39M | 0.5% | +23+0.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 9,754 | $1.33M | 0.5% | +1,952+25.0% | Added | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 49,765 | $1.18M | 0.4% | −3,206−6.1% | Reduced | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 7,150 | $1.13M | 0.4% | +846+13.4% | Added | History |
| Hingham Instn SVGS Mass433323102 | COM | 6,239 | $1.12M | 0.4% | −1,180−15.9% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 2,087 | $1.06M | 0.4% | +42+2.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,379 | $986.6K | 0.4% | −210−3.8% | Reduced | History |
| KAIKadant Inc | COM | 3,335 | $979.8K | 0.4% | −75−2.2% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 24,548 | $974.6K | 0.4% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,697 | $805.6K | 0.3% | +11+0.2% | Added | History |
| TRMBTrimble Inc. | COM | 14,252 | $797.0K | 0.3% | −200−1.4% | Reduced | History |
| TSCOTractor Supply Co | COM | 2,757 | $744.4K | 0.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 9,840 | $725.1K | 0.3% | 00.0% | Unchanged | History |
| COLBColumbia Banking System, Inc. | COM | 36,147 | $719.0K | 0.3% | +27,255+306.5% | Added | History |
| AXPAmerican Express Co | Stock | 3,090 | $715.5K | 0.3% | +58+1.9% | Added | History |
| ABTAbbott Laboratories | Stock | 6,449 | $670.1K | 0.3% | −199−3.0% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 5,730 | $624.8K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 554 | $585.1K | 0.2% | +4+0.7% | Added | History |
| TXNTexas Instruments Inc | Stock | 2,948 | $573.5K | 0.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 7,960 | $563.6K | 0.2% | −1,150−12.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 4,327 | $560.9K | 0.2% | −100−2.3% | Reduced | History |
| CWTCalifornia Water Service Group | COM | 11,485 | $556.9K | 0.2% | −500−4.2% | Reduced | History |
| HLIOHelios Technologies, Inc. | COM | 11,344 | $541.7K | 0.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,289 | $525.1K | 0.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,168 | $515.3K | 0.2% | −10−0.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 4,410 | $507.7K | 0.2% | −170−3.7% | Reduced | History |
| AFLAflac Inc | Stock | 5,682 | $507.5K | 0.2% | +25+0.4% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 13,520 | $504.7K | 0.2% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,142 | $499.5K | 0.2% | +29+0.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,000 | $479.1K | 0.2% | −120−10.7% | Reduced | – |
| PAYXPaychex Inc | Stock | 3,934 | $466.4K | 0.2% | +51+1.3% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $460.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 4,400 | $451.9K | 0.2% | +2,300+109.5% | Added | – |
| PFEPfizer Inc | Stock | 15,054 | $421.2K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 456 | $387.6K | 0.1% | +15+3.4% | Added | History |
| TGTTarget Corp | Stock | 2,598 | $384.6K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,955 | $377.8K | 0.1% | −20−1.0% | Reduced | History |
| KOCoca Cola Co | Stock | 5,777 | $367.7K | 0.1% | −166−2.8% | Reduced | History |
| MSEXMiddlesex Water Co | COM | 6,925 | $361.9K | 0.1% | −150−2.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,773 | $358.6K | 0.1% | +55+3.2% | Added | History |
| MCDMcDonalds Corp | Stock | 1,362 | $347.1K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,561 | $344.1K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,735 | $338.1K | 0.1% | −400−7.8% | Reduced | History |
| PLDPrologis, Inc. | REIT | 2,898 | $325.5K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 983 | $324.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 888 | $323.7K | 0.1% | 00.0% | Unchanged | – |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $321.9K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,725 | $319.9K | 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 | $980 | – |
Sold out since Q1 2024 (37)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,000 | $94.7K | <0.1% | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 1,413 | $60.5K | <0.1% | – |
| LKFNLakeland Financial Corp | COM | 750 | $49.7K | <0.1% | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 362 | $43.8K | <0.1% | – |
| WOLFWolfspeed, Inc. | Stock | 1,400 | $41.3K | <0.1% | History |
| Vanguard Utilities ETF92204A876 | ETF | 258 | $36.8K | <0.1% | – |
| FTREFortrea Holdings Inc. | COMMON STOCK | 859 | $34.5K | <0.1% | History |
| Vanguard Information Technology ETF92204A702 | ETF | 60 | $31.5K | <0.1% | – |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 2,500 | $27.0K | <0.1% | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 2,000 | $26.0K | <0.1% | History |
| Barrick Gold Corp067901108 | COM | 1,500 | $25.0K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 450 | $20.9K | <0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 30 | $15.8K | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 343 | $15.6K | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 209 | $15.2K | <0.1% | – |
| SBACSba Communications Corp | CL A | 51 | $11.1K | <0.1% | History |
| CUZCousins Properties Inc | COM NEW | 410 | $9.86K | <0.1% | History |
| KDKyndryl Holdings, Inc. | Stock | 366 | $7.96K | <0.1% | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 180 | $6.86K | <0.1% | History |
| EXCExelon Corp | Stock | 174 | $6.54K | <0.1% | History |
| MFVMFS Special Value Trust | SH BEN INT | 1,325 | $5.90K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 32 | $5.78K | <0.1% | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 30 | $4.93K | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 105 | $4.66K | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 46 | $4.25K | <0.1% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 42 | $3.55K | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 18 | $3.36K | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 28 | $2.91K | <0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 53 | $2.88K | <0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 17 | $2.30K | <0.1% | – |
| LUVSouthwest Airlines Co | COM | 50 | $1.46K | <0.1% | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 25 | $1.44K | <0.1% | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 41 | $1.43K | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 12 | $1.08K | <0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 18 | $780 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13 | $671 | <0.1% | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 14 | $601 | <0.1% | – |