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.
- Positions
- 458
- −15 vs. Q3 2024
- Portfolio value
- $314.4M
- −$181.6K (−0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METMetlife Inc | Stock | 62 | $5.08K | <0.1% | 00.0% | Unchanged | History |
| ASBAssociated Banc-Corp | COM | 219 | $5.23K | <0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 13 | $5.38K | <0.1% | +5+62.5% | Added | History |
| XYZBlock, Inc. | CL A | 70 | $5.95K | <0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 20 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 330 | $6.05K | <0.1% | +2+0.6% | Added | – |
| TEAMAtlassian Corp | CL A | 25 | $6.08K | <0.1% | 00.0% | Unchanged | History |
| EQIXEquinix Inc | COM | 7 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 108 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 56 | $6.76K | <0.1% | 00.0% | Unchanged | History |
| COOCooper Companies, Inc. | COM | 76 | $6.99K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 200 | $7.20K | <0.1% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 244 | $7.29K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 138 | $7.30K | <0.1% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 37 | $7.30K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 250 | $7.39K | <0.1% | 00.0% | Unchanged | History |
| LECOLincoln Electric Holdings Inc | COM | 41 | $7.69K | <0.1% | +24+141.2% | Added | History |
| EAElectronic Arts Inc. | COM | 53 | $7.75K | <0.1% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 49 | $8.10K | <0.1% | 00.0% | Unchanged | History |
| RELXRELX PLC | SPONSORED ADR | 181 | $8.22K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 42 | $8.25K | <0.1% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 243 | $8.43K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8.46K | <0.1% | −435−52.1% | ReducedConverted for a 5-for-1 split | History |
| ARMKAramark | COM | 227 | $8.48K | <0.1% | 00.0% | Unchanged | History |
| CAGConagra Brands Inc. | Stock | 325 | $9.02K | <0.1% | −141−30.3% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 32 | $9.46K | <0.1% | 00.0% | Unchanged | History |
| ORAOrmat Technologies, Inc. | COM | 141 | $9.55K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9.71K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $9.88K | <0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 124 | $9.90K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $9.93K | <0.1% | 00.0% | Unchanged | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 86 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 42 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $10.8K | <0.1% | 00.0% | Unchanged | – |
| CTSHCognizant Technology Solutions Corp | CL A | 142 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| WITWipro Ltd | SPON ADR 1 SH | 3,096 | $11.0K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| NDAQNasdaq, Inc. | COM | 146 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 67 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 173 | $11.5K | <0.1% | +1+0.6% | Added | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 200 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 51 | $11.9K | <0.1% | +10+24.4% | Added | History |
| OTISOtis Worldwide Corp | Stock | 134 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 58 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| UNBUnion Bankshares Inc | COM | 450 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 166 | $14.2K | <0.1% | +1+0.6% | Added | – |
| HONHoneywell International Inc | COM | 63 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 39 | $14.4K | <0.1% | −2−4.9% | Reduced | History |
| SOSouthern Co | Stock | 175 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 160 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| EBCEastern Bankshares, Inc. | COM | 900 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 293 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $16.9K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| PGRProgressive Corp | Stock | 72 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| CBRECbre Group, Inc. | CL A | 134 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| UBSUBS Group AG | Stock | 591 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| ACMAecom | COM | 168 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 90 | $18.1K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 53 | $18.6K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 46 | $19.5K | <0.1% | 00.0% | Unchanged | History |
| BNSBank of Nova Scotia | COM | 363 | $19.5K | <0.1% | 00.0% | Unchanged | History |
| WPMWheaton Precious Metals Corp. | COM | 359 | $20.2K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 120 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 3,576 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 111 | $21.7K | <0.1% | −225−67.0% | Reduced | – |
| INFYInfosys Ltd | SPONSORED ADR | 1,017 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 105 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 105 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 2,345 | $22.4K | <0.1% | 00.0% | Unchanged | History |
| XRAYDentsply Sirona Inc. | Stock | 1,225 | $23.3K | <0.1% | −75−5.8% | Reduced | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 167 | $23.3K | <0.1% | 00.0% | Unchanged | – |
| VLTOVeralto Corp | Stock | 234 | $23.8K | <0.1% | 00.0% | Unchanged | History |
| STTState Street Corp | COM | 246 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 210 | $24.2K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 141 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 348 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 161 | $26.2K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $26.6K | <0.1% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 60 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $27.1K | <0.1% | 00.0% | Unchanged | History |
| UTMDUtah Medical Products Inc | COM | 450 | $27.7K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $28.2K | <0.1% | 00.0% | Unchanged | History |
| NARIInari Medical, Inc. | Stock | 568 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| HMNHorace Mann Educators Corp | COM | 760 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $30.5K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 54 | $31.6K | <0.1% | −60−52.6% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 50 | $31.8K | <0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 150 | $33.1K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 1,029 | $33.2K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 262 | $34.3K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 93 | $34.4K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 34 | $34.9K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 413 | $35.0K | <0.1% | 00.0% | Unchanged | History |
| LCIDLucid Group, Inc. | COM | 11,607 | $35.1K | <0.1% | −641−5.2% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 192 | $35.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (22)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| PINCPremier, Inc. | CL A | 112,610 | $2.25M | 0.7% | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,300 | $81.5K | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 400 | $55.8K | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 406 | $41.1K | <0.1% | – |
| SONSonoco Products Co | COM | 300 | $16.4K | <0.1% | History |
| OKEONEOK Inc | COM | 155 | $14.1K | <0.1% | History |
| RUNSunrun Inc. | COM | 503 | $9.08K | <0.1% | History |
| iShares Global Clean Energy ETF464288224 | ETF | 578 | $8.49K | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 115 | $8.02K | <0.1% | History |
| OMCOmnicom Group Inc. | COM | 47 | $4.86K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 62 | $2.67K | <0.1% | – |
| MDTMedtronic plc | Stock | 24 | $2.16K | <0.1% | History |
| KDPKeurig Dr Pepper Inc. | COM | 44 | $1.65K | <0.1% | History |
| BALLBALL Corp | COM | 24 | $1.63K | <0.1% | History |
| QSRRestaurant Brands International Inc. | COM | 21 | $1.51K | <0.1% | History |
| SNYSanofi | SPONSORED ADR | 20 | $1.15K | <0.1% | History |
| TIMBTim S.A. | SPONSORED ADR | 61 | $1.05K | <0.1% | History |
| OCOwens Corning | Stock | 4 | $706 | <0.1% | History |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 13 | $551 | <0.1% | History |
| RBARB Global Inc. | COM | 6 | $483 | <0.1% | History |
| CUZCousins Properties Inc | COM NEW | 8 | $236 | <0.1% | History |
| DXYZDestiny Tech100 Inc. | CEF | 1 | $10 | <0.1% | History |