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 |
|---|---|---|---|---|---|---|---|
| CBRECbre Group, Inc. | CL A | 134 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 72 | $17.3K | <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 | – |
| KBKB Financial Group Inc. | SPONSORED ADR | 293 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| EBCEastern Bankshares, Inc. | COM | 900 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 160 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 175 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 39 | $14.4K | <0.1% | −2−4.9% | Reduced | History |
| HONHoneywell International Inc | COM | 63 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 166 | $14.2K | <0.1% | +1+0.6% | Added | – |
| UNBUnion Bankshares Inc | COM | 450 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 58 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 134 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 51 | $11.9K | <0.1% | +10+24.4% | Added | History |
| MDLZMondelez International, Inc. | Stock | 200 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 173 | $11.5K | <0.1% | +1+0.6% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 67 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 146 | $11.3K | <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 |
| CTSHCognizant Technology Solutions Corp | CL A | 142 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $10.8K | <0.1% | 00.0% | Unchanged | – |
| HUMHumana Inc | Stock | 42 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 86 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $9.93K | <0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 124 | $9.90K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $9.88K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9.71K | <0.1% | 00.0% | Unchanged | History |
| ORAOrmat Technologies, Inc. | COM | 141 | $9.55K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 32 | $9.46K | <0.1% | 00.0% | Unchanged | History |
| CAGConagra Brands Inc. | Stock | 325 | $9.02K | <0.1% | −141−30.3% | Reduced | History |
| ARMKAramark | COM | 227 | $8.48K | <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 |
| JDJD.com, Inc. | SPON ADS CL A | 243 | $8.43K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 42 | $8.25K | <0.1% | 00.0% | Unchanged | History |
| RELXRELX PLC | SPONSORED ADR | 181 | $8.22K | <0.1% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 49 | $8.10K | <0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 53 | $7.75K | <0.1% | 00.0% | Unchanged | History |
| LECOLincoln Electric Holdings Inc | COM | 41 | $7.69K | <0.1% | +24+141.2% | Added | History |
| BPBP PLC | ADR | 250 | $7.39K | <0.1% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 37 | $7.30K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 138 | $7.30K | <0.1% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 244 | $7.29K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 200 | $7.20K | <0.1% | 00.0% | Unchanged | History |
| COOCooper Companies, Inc. | COM | 76 | $6.99K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 56 | $6.76K | <0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 108 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| EQIXEquinix Inc | COM | 7 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 25 | $6.08K | <0.1% | 00.0% | Unchanged | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 330 | $6.05K | <0.1% | +2+0.6% | Added | – |
| HCAHCA Healthcare, Inc. | COM | 20 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 70 | $5.95K | <0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 13 | $5.38K | <0.1% | +5+62.5% | Added | History |
| ASBAssociated Banc-Corp | COM | 219 | $5.23K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 62 | $5.08K | <0.1% | 00.0% | Unchanged | History |
| DRIDarden Restaurants Inc | COM | 27 | $5.04K | <0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 26 | $5.01K | <0.1% | 00.0% | Unchanged | History |
| CHXChampionX Corp | COM | 184 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| KKellanova | Stock | 59 | $4.78K | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 18 | $4.64K | <0.1% | 00.0% | Unchanged | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 251 | $4.55K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 35 | $4.40K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 60 | $4.33K | <0.1% | +60 | New | History |
| CDNSCadence Design Systems Inc | Stock | 14 | $4.21K | <0.1% | 00.0% | Unchanged | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 42 | $4.18K | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 51 | $4.03K | <0.1% | 00.0% | Unchanged | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $3.97K | <0.1% | 00.0% | Unchanged | History |
| CRTOCriteo S.A. | SPONS ADS | 100 | $3.96K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 69 | $3.65K | <0.1% | −9−11.5% | Reduced | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $3.62K | <0.1% | 00.0% | Unchanged | History |
| HASHasbro, Inc. | COM | 63 | $3.52K | <0.1% | −8−11.3% | Reduced | History |
| AVBAvalonbay Communities Inc | COM | 16 | $3.52K | <0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 100 | $3.50K | <0.1% | 00.0% | Unchanged | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 35 | $3.41K | <0.1% | −440−92.6% | Reduced | History |
| PTCPTC Inc. | Stock | 18 | $3.31K | <0.1% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 410 | $3.27K | <0.1% | 00.0% | Unchanged | History |
| PCGPG&E Corp | Stock | 155 | $3.13K | <0.1% | 00.0% | Unchanged | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $3.13K | <0.1% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 48 | $3.12K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 250 | $3.11K | <0.1% | 00.0% | Unchanged | History |
| LNWOLight & Wonder, Inc. | COM | 36 | $3.11K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 20 | $3.09K | <0.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 111 | $3.04K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 5 | $2.86K | <0.1% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 21 | $2.65K | <0.1% | 00.0% | Unchanged | History |
| HIWHighwoods Properties, Inc. | COM | 86 | $2.63K | <0.1% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 44 | $2.62K | <0.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2.52K | <0.1% | 00.0% | Unchanged | History |
| KRCKilroy Realty Corp | COM | 62 | $2.51K | <0.1% | 00.0% | Unchanged | History |
| FMCFMC Corp | COM NEW | 51 | $2.48K | <0.1% | 00.0% | Unchanged | History |
| CIBGrupo Cibest S.A. | SPON ADR PREF | 77 | $2.43K | <0.1% | 00.0% | Unchanged | History |
| HBANHuntington Bancshares Inc | COM | 146 | $2.38K | <0.1% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $2.37K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 25 | $2.36K | <0.1% | 00.0% | Unchanged | History |
| FSLYFastly, Inc. | CL A | 250 | $2.36K | <0.1% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 29 | $2.34K | <0.1% | −23−44.2% | Reduced | History |
| THGHanover Insurance Group, Inc. | COM | 15 | $2.32K | <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 |