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 |
|---|---|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 315 | $126.9K | <0.1% | −3−0.9% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 454 | $128.9K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 550 | $129.1K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 1,101 | $133.0K | <0.1% | +806+273.2% | Added | History |
| CARRCarrier Global Corp | Stock | 1,974 | $134.7K | <0.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 245 | $147.0K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,516 | $148.7K | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 1,822 | $149.0K | <0.1% | +20+1.1% | Added | History |
| WMWaste Management Inc | Stock | 751 | $151.5K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $151.6K | <0.1% | 00.0% | Unchanged | – |
| GLWCorning Inc | COM | 3,300 | $156.8K | <0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 1,286 | $159.4K | 0.1% | +10+0.8% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 671 | $161.6K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 7,119 | $162.1K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,424 | $164.8K | 0.1% | +15+1.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $165.9K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 8,300 | $166.4K | 0.1% | −200−2.4% | Reduced | History |
| SHWSherwin Williams Co | COM | 491 | $166.9K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 1,000 | $169.3K | 0.1% | −6−0.6% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 3,239 | $183.2K | 0.1% | −100−3.0% | Reduced | History |
| FDXFedEx Corp | Stock | 655 | $184.3K | 0.1% | −20−3.0% | Reduced | History |
| MCKMcKesson Corp | Stock | 332 | $189.2K | 0.1% | −24−6.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 718 | $189.6K | 0.1% | −90−11.1% | Reduced | – |
| MCOMoodys Corp | Stock | 402 | $190.3K | 0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 1,248 | $192.9K | 0.1% | −350−21.9% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 859 | $197.0K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 826 | $200.0K | 0.1% | −50−5.7% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 710 | $207.4K | 0.1% | −25−3.4% | Reduced | History |
| DHRDanaher Corp | Stock | 932 | $213.9K | 0.1% | +197+26.8% | Added | History |
| VVisa Inc. | Stock | 679 | $214.6K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 950 | $216.6K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $221.4K | 0.1% | 00.0% | Unchanged | – |
| ANSSAnsys Inc | COM | 663 | $223.7K | 0.1% | +21+3.3% | Added | History |
| GPCGenuine Parts Co | Stock | 2,117 | $247.2K | 0.1% | −150−6.6% | Reduced | History |
| CMCSAComcast Corp | Stock | 6,800 | $255.2K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 779 | $256.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,655 | $256.4K | 0.1% | −240−4.1% | Reduced | – |
| CHDChurch & Dwight Co Inc | COM | 2,508 | $262.6K | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $263.7K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,598 | $266.3K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 3,888 | $270.0K | 0.1% | +268+7.4% | Added | History |
| MTDMettler Toledo International Inc | COM | 227 | $277.8K | 0.1% | +15+7.1% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 977 | $283.4K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 1,043 | $288.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 738 | $296.4K | 0.1% | −150−16.9% | Reduced | – |
| VZVerizon Communications Inc | Stock | 7,604 | $304.1K | 0.1% | −50−0.7% | Reduced | History |
| PLDPrologis, Inc. | REIT | 2,898 | $306.3K | 0.1% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 3,042 | $319.7K | 0.1% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $324.5K | 0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 880 | $326.5K | 0.1% | −50−5.4% | Reduced | History |
| TGTTarget Corp | Stock | 2,654 | $358.8K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,777 | $359.6K | 0.1% | −28−0.5% | Reduced | History |
| SYYSysco Corp | Stock | 4,735 | $362.1K | 0.1% | 00.0% | Unchanged | History |
| MSEXMiddlesex Water Co | COM | 6,925 | $364.5K | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 13,904 | $368.9K | 0.1% | −265−1.9% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,101 | $370.5K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 2,904 | $374.9K | 0.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $378.1K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,312 | $380.3K | 0.1% | −50−3.7% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $386.6K | 0.1% | −114−1.9% | Reduced | History |
| LOWLowes Companies Inc | Stock | 1,599 | $394.6K | 0.1% | 00.0% | Unchanged | History |
| HRHealthcare Realty Trust Inc | CL A COM | 23,610 | $400.2K | 0.1% | −16,557−41.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $421.8K | 0.1% | −449−10.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,123 | $465.8K | 0.1% | −50−2.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,954 | $468.4K | 0.1% | +236+13.7% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 28,454 | $477.5K | 0.2% | −132,665−82.3% | Reduced | History |
| WTRGEssential Utilities, Inc. | COM | 13,270 | $482.0K | 0.2% | −250−1.8% | Reduced | History |
| HLIOHelios Technologies, Inc. | COM | 10,969 | $489.7K | 0.2% | −150−1.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,000 | $511.2K | 0.2% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 3,113 | $519.2K | 0.2% | 00.0% | Unchanged | History |
| CWTCalifornia Water Service Group | COM | 11,485 | $520.6K | 0.2% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 10,145 | $538.3K | 0.2% | −1,280−11.2% | ReducedConverted for a 5-for-1 split | History |
| TXNTexas Instruments Inc | Stock | 2,958 | $554.7K | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,052 | $568.2K | 0.2% | +118+3.0% | Added | History |
| NEENextera Energy Inc | Stock | 7,960 | $570.7K | 0.2% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 4,327 | $581.3K | 0.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,289 | $588.9K | 0.2% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 5,731 | $592.8K | 0.2% | +10+0.2% | Added | History |
| SJMJ M SMUCKER Co | Stock | 5,517 | $607.5K | 0.2% | −50−0.9% | Reduced | History |
| MAMastercard Inc | Stock | 1,187 | $625.0K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 705 | $646.0K | 0.2% | +249+54.6% | Added | History |
| Hingham Instn SVGS Mass433323102 | COM | 2,590 | $658.2K | 0.2% | −919−26.2% | Reduced | – |
| ORLYO Reilly Automotive Inc | Stock | 594 | $704.4K | 0.2% | +40+7.2% | Added | History |
| ABTAbbott Laboratories | Stock | 6,385 | $722.2K | 0.2% | −185−2.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 9,873 | $730.7K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,516 | $802.5K | 0.3% | −30−0.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,095 | $918.6K | 0.3% | −40−1.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,834 | $927.7K | 0.3% | −268−12.7% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 35,391 | $955.9K | 0.3% | −318−0.9% | Reduced | History |
| TRMBTrimble Inc. | COM | 13,915 | $983.2K | 0.3% | −337−2.4% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 42,211 | $1.00M | 0.3% | −1,708−3.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 5,834 | $1.11M | 0.4% | +195+3.5% | Added | History |
| USBUS Bancorp DE | COM NEW | 23,548 | $1.13M | 0.4% | −1,000−4.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 11,494 | $1.14M | 0.4% | −161−1.4% | Reduced | History |
| KAIKadant Inc | COM | 3,335 | $1.15M | 0.4% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 6,016 | $1.36M | 0.4% | −25−0.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,788 | $1.45M | 0.5% | −18−0.6% | Reduced | History |
| AMGNAmgen Inc | Stock | 6,008 | $1.57M | 0.5% | −50−0.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,598 | $1.63M | 0.5% | −5−0.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,833 | $1.63M | 0.5% | +1,826+26,085.7% | Added | 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 |