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 |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 4,600 | $1.66M | 0.5% | +7+0.2% | Added | History |
| HDHome Depot, Inc. | Stock | 4,309 | $1.68M | 0.5% | +266+6.6% | Added | History |
| OGNOrganon & Co. | Stock | 112,698 | $1.68M | 0.5% | −3,991−3.4% | Reduced | History |
| PEPPepsiCo Inc | Stock | 11,129 | $1.69M | 0.5% | −296−2.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,953 | $1.73M | 0.6% | −108−3.5% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 16,420 | $1.82M | 0.6% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 14,471 | $1.82M | 0.6% | +467+3.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 9,653 | $1.83M | 0.6% | −120−1.2% | Reduced | History |
| GISGeneral Mills Inc | Stock | 29,130 | $1.86M | 0.6% | −767−2.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 20,725 | $1.88M | 0.6% | −155−0.7% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 11,016 | $2.09M | 0.7% | +200+1.8% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 483,281 | $2.14M | 0.7% | −399,562−45.3% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 8,552 | $2.17M | 0.7% | −40−0.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,469 | $2.18M | 0.7% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 57,957 | $2.18M | 0.7% | +27,733+91.8% | Added | History |
| AGCOAGCO Corp | COM | 26,159 | $2.45M | 0.8% | −4,565−14.9% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 106,028 | $2.49M | 0.8% | −4,739−4.3% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 76,927 | $2.60M | 0.8% | −2,672−3.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,656 | $2.82M | 0.9% | +37+1.0% | Added | History |
| NVONovo Nordisk A S | ADR | 33,876 | $2.91M | 0.9% | −510−1.5% | Reduced | History |
| TUTelus Corp | COM | 216,499 | $2.94M | 0.9% | −40,411−15.7% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 7,703 | $2.95M | 0.9% | +7,667+21,297.2% | Added | History |
| JNJJohnson & Johnson | Stock | 22,118 | $3.20M | 1.0% | −164−0.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 19,098 | $3.20M | 1.0% | +83+0.4% | Added | History |
| HOLXHologic Inc | COM | 45,646 | $3.29M | 1.0% | +7,266+18.9% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 388,496 | $3.30M | 1.0% | −42,650−9.9% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 16,587 | $3.49M | 1.1% | +16,587 | New | History |
| HUBBHubbell Inc | COM | 8,363 | $3.50M | 1.1% | +196+2.4% | Added | History |
| HTOH2O America | COM | 74,708 | $3.68M | 1.2% | −23,491−23.9% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 62,482 | $3.77M | 1.2% | +3,006+5.1% | Added | History |
| ASMLASML Holding NV | ADR | 5,493 | $3.81M | 1.2% | +5,394+5,448.5% | Added | History |
| ANETArista Networks, Inc. | Stock | 35,145 | $3.88M | 1.2% | +14,377+69.2% | AddedConverted for a 4-for-1 split | History |
| JKHYJack Henry & Associates Inc | Stock | 22,693 | $3.98M | 1.3% | +22,693 | New | History |
| DGXQuest Diagnostics Inc | COM | 26,428 | $3.99M | 1.3% | +3,983+17.7% | Added | History |
| AMALAmalgamated Financial Corp. | COM | 119,365 | $4.00M | 1.3% | −4,754−3.8% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 26,497 | $4.01M | 1.3% | +3,295+14.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 3,921 | $4.16M | 1.3% | +414+11.8% | Added | History |
| CACCamden National Corp | COM | 104,562 | $4.47M | 1.4% | −1,449−1.4% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 25,959 | $4.51M | 1.4% | +5,534+27.1% | Added | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 186,414 | $4.58M | 1.5% | −11,151−5.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 21,563 | $4.74M | 1.5% | +627+3.0% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 360,091 | $4.77M | 1.5% | −46,137−11.4% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 25,801 | $4.82M | 1.5% | −72−0.3% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 27,491 | $4.85M | 1.5% | +1,109+4.2% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 191,264 | $5.13M | 1.6% | +770+0.4% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 261,720 | $5.31M | 1.7% | −14,537−5.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,570 | $5.72M | 1.8% | +450+3.4% | Added | History |
| MKCMcCormick & Co Inc | Stock | 75,532 | $5.76M | 1.8% | +7,217+10.6% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 20,547 | $6.01M | 1.9% | −55−0.3% | Reduced | History |
| GSKGSK plc | ADR | 200,063 | $6.77M | 2.2% | −3,656−1.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 121,591 | $7.20M | 2.3% | −1,079−0.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 23,201 | $7.76M | 2.5% | −62−0.3% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 64,030 | $7.97M | 2.5% | +2,783+4.5% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 144,503 | $8.19M | 2.6% | −2,503−1.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 43,678 | $10.1M | 3.2% | +1,072+2.5% | Added | History |
| NVDANVIDIA Corp | Stock | 77,751 | $10.4M | 3.3% | +57+0.1% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 89,188 | $11.3M | 3.6% | −6,259−6.6% | Reduced | History |
| AAPLApple Inc. | Stock | 105,124 | $26.3M | 8.4% | +676+0.6% | 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 |