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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 13, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
458
−15 vs. Q3 2024
Portfolio value
$314.4M
−$181.6K (−0.1%) vs. Q3 2024
Filed
Jan 13, 2025
SEC
Holdings of Clean Yield Group in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P Mid-Cap ETF464287507ETF0$1<0.1%0Unchanged–
STEWSRH Total Return Fund, Inc.COM0$1<0.1%0UnchangedHistory
LiveWire Group, Inc.53838J113*W EXP 09/26/20250$3<0.1%00.0%Unchanged–
WKHSWorkhorse Group Inc.COM SHS10$7<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF0$8<0.1%0Unchanged–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF0$18<0.1%0Unchanged–
SEDGSolaredge Technologies, Inc.COM5$68<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM30$113<0.1%−900−96.8%ReducedHistory
GRWGGrowGeneration Corp.COM200$338<0.1%00.0%UnchangedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A85$377<0.1%00.0%UnchangedHistory
SNDLSNDL Inc.COM222$397<0.1%00.0%UnchangedHistory
TLRYTilray Brands, Inc.COM CL 2300$399<0.1%00.0%UnchangedHistory
SYMSymbotic Inc.Stock20$474<0.1%00.0%UnchangedHistory
MUMicron Technology IncStock6$505<0.1%00.0%UnchangedHistory
VNTVontier CorpStock17$620<0.1%00.0%UnchangedHistory
BLDQXO Insulation, LLCStock2$623<0.1%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM6$694<0.1%00.0%UnchangedHistory
SAPSAP SEADR3$739<0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock7$823<0.1%00.0%UnchangedHistory
COCPCocrystal Pharma, Inc.COM NEW418$844<0.1%00.0%UnchangedHistory
EXRExtra Space Storage Inc.COM6$898<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR9$956<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM18$959<0.1%00.0%UnchangedHistory
CFGCitizens Financial Group IncCOM22$963<0.1%00.0%UnchangedHistory
GIBCgi IncCL A9$984<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock3$1.03K<0.1%00.0%UnchangedHistory
AONAon plcCL A3$1.08K<0.1%−3−50.0%ReducedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW173$1.13K<0.1%−85−32.9%ReducedHistory
AKAMAkamai Technologies IncCOM13$1.24K<0.1%00.0%UnchangedHistory
QFINQfin Holdings, Inc.AMERICAN DEP33$1.27K<0.1%00.0%UnchangedHistory
ASRSoutheast Airport GroupSPON ADR SER B5$1.29K<0.1%00.0%UnchangedHistory
ACIWAci Worldwide, Inc.Stock25$1.30K<0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock11$1.30K<0.1%00.0%UnchangedHistory
QGENQiagen N.V.Stock31$1.38K<0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock19$1.38K<0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT11$1.39K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock110$1.46K<0.1%00.0%UnchangedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE148$1.50K<0.1%00.0%Unchanged–
AGOAssured Guaranty LtdCOM17$1.53K<0.1%00.0%UnchangedHistory
MFCManulife Financial CorpCOM52$1.60K<0.1%00.0%UnchangedHistory
NTESNetEase, Inc.SPONSORED ADS18$1.61K<0.1%00.0%UnchangedHistory
NTAPNetApp, Inc.Stock14$1.63K<0.1%00.0%UnchangedHistory
VSTSVestis CorpCOM SHS112$1.71K<0.1%00.0%UnchangedHistory
OSKOshkosh CorpCOM18$1.71K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock16$1.75K<0.1%00.0%UnchangedHistory
iShares Flexible Income Active ETF092528603ETF34$1.77K<0.1%00.0%Unchanged–
CTVACorteva, Inc.Stock33$1.88K<0.1%00.0%UnchangedHistory
TPRTapestry, Inc.COM29$1.90K<0.1%00.0%UnchangedHistory
UNMUnum GroupStock26$1.90K<0.1%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS20$1.91K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM4$1.94K<0.1%00.0%UnchangedHistory
LDOSLeidos Holdings, Inc.COM14$2.02K<0.1%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR132$2.07K<0.1%00.0%UnchangedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR213$2.07K<0.1%00.0%UnchangedHistory
KBHKB HomeCOM33$2.17K<0.1%00.0%UnchangedHistory
PSOPearson PLCSPONSORED ADR137$2.21K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW349$2.27K<0.1%00.0%UnchangedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR36$2.31K<0.1%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM15$2.32K<0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock29$2.34K<0.1%−23−44.2%ReducedHistory
FSLYFastly, Inc.CL A250$2.36K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock25$2.36K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW48$2.37K<0.1%00.0%UnchangedHistory
HBANHuntington Bancshares IncCOM146$2.38K<0.1%00.0%UnchangedHistory
CIBGrupo Cibest S.A.SPON ADR PREF77$2.43K<0.1%00.0%UnchangedHistory
FMCFMC CorpCOM NEW51$2.48K<0.1%00.0%UnchangedHistory
KRCKilroy Realty CorpCOM62$2.51K<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS26$2.52K<0.1%00.0%UnchangedHistory
WDCWestern Digital CorpCOM44$2.62K<0.1%00.0%UnchangedHistory
HIWHighwoods Properties, Inc.COM86$2.63K<0.1%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW21$2.65K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock5$2.86K<0.1%00.0%UnchangedHistory
GENGen Digital Inc.Stock111$3.04K<0.1%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock20$3.09K<0.1%00.0%UnchangedHistory
LNWOLight & Wonder, Inc.COM36$3.11K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock250$3.11K<0.1%00.0%UnchangedHistory
SYFSynchrony FinancialCOM48$3.12K<0.1%00.0%UnchangedHistory
WFWoori Financial Group Inc.SPONSORED ADS100$3.13K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock155$3.13K<0.1%00.0%UnchangedHistory
STNEStoneCo Ltd.COM410$3.27K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock18$3.31K<0.1%00.0%UnchangedHistory
AREAlexandria Real Estate Equities, Inc.COM35$3.41K<0.1%−440−92.6%ReducedHistory
RNGRingCentral, Inc.CL A100$3.50K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM16$3.52K<0.1%00.0%UnchangedHistory
HASHasbro, Inc.COM63$3.52K<0.1%−8−11.3%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR250$3.62K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM69$3.65K<0.1%−9−11.5%ReducedHistory
CRTOCriteo S.A.SPONS ADS100$3.96K<0.1%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS339$3.97K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock51$4.03K<0.1%00.0%UnchangedHistory
DTMDT Midstream, Inc.COMMON STOCK42$4.18K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock14$4.21K<0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock60$4.33K<0.1%+60NewHistory
MSMorgan StanleyStock35$4.40K<0.1%00.0%UnchangedHistory
BILIBilibili Inc.SPONS ADS REP Z251$4.55K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A18$4.64K<0.1%00.0%UnchangedHistory
KKellanovaStock59$4.78K<0.1%00.0%UnchangedHistory
CHXChampionX CorpCOM184$5.00K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock26$5.01K<0.1%00.0%UnchangedHistory
DRIDarden Restaurants IncCOM27$5.04K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (22)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Clean Yield Group sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
PINCPremier, Inc.CL A112,610$2.25M0.7%History
iShares Core Dividend Growth ETF46434V621ETF1,300$81.5K<0.1%–
iShares S&P Small-Cap 600 Growth ETF464287887ETF400$55.8K<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF406$41.1K<0.1%–
SONSonoco Products CoCOM300$16.4K<0.1%History
OKEONEOK IncCOM155$14.1K<0.1%History
RUNSunrun Inc.COM503$9.08K<0.1%History
iShares Global Clean Energy ETF464288224ETF578$8.49K<0.1%–
ZMZoom Communications, Inc.Stock115$8.02K<0.1%History
OMCOmnicom Group Inc.COM47$4.86K<0.1%History
Invesco Exch Traded FD Tr II46138G706SOLAR ETF62$2.67K<0.1%–
MDTMedtronic plcStock24$2.16K<0.1%History
KDPKeurig Dr Pepper Inc.COM44$1.65K<0.1%History
BALLBALL CorpCOM24$1.63K<0.1%History
QSRRestaurant Brands International Inc.COM21$1.51K<0.1%History
SNYSanofiSPONSORED ADR20$1.15K<0.1%History
TIMBTim S.A.SPONSORED ADR61$1.05K<0.1%History
OCOwens CorningStock4$706<0.1%History
SHGShinhan Financial Group Co LtdSPN ADR RESTRD13$551<0.1%History
RBARB Global Inc.COM6$483<0.1%History
CUZCousins Properties IncCOM NEW8$236<0.1%History
DXYZDestiny Tech100 Inc.CEF1$10<0.1%History