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 |
|---|---|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $2.31K | <0.1% | 00.0% | Unchanged | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 349 | $2.27K | <0.1% | 00.0% | Unchanged | History |
| PSOPearson PLC | SPONSORED ADR | 137 | $2.21K | <0.1% | 00.0% | Unchanged | History |
| KBHKB Home | COM | 33 | $2.17K | <0.1% | 00.0% | Unchanged | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 213 | $2.07K | <0.1% | 00.0% | Unchanged | History |
| INGING Groep NV | SPONSORED ADR | 132 | $2.07K | <0.1% | 00.0% | Unchanged | History |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2.02K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 4 | $1.94K | <0.1% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 20 | $1.91K | <0.1% | 00.0% | Unchanged | History |
| UNMUnum Group | Stock | 26 | $1.90K | <0.1% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 29 | $1.90K | <0.1% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 33 | $1.88K | <0.1% | 00.0% | Unchanged | History |
| iShares Flexible Income Active ETF092528603 | ETF | 34 | $1.77K | <0.1% | 00.0% | Unchanged | – |
| HWMHowmet Aerospace Inc. | Stock | 16 | $1.75K | <0.1% | 00.0% | Unchanged | History |
| OSKOshkosh Corp | COM | 18 | $1.71K | <0.1% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 112 | $1.71K | <0.1% | 00.0% | Unchanged | History |
| NTAPNetApp, Inc. | Stock | 14 | $1.63K | <0.1% | 00.0% | Unchanged | History |
| NTESNetEase, Inc. | SPONSORED ADS | 18 | $1.61K | <0.1% | 00.0% | Unchanged | History |
| MFCManulife Financial Corp | COM | 52 | $1.60K | <0.1% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 17 | $1.53K | <0.1% | 00.0% | Unchanged | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1.50K | <0.1% | 00.0% | Unchanged | – |
| RIVNRivian Automotive, Inc. | Stock | 110 | $1.46K | <0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 11 | $1.39K | <0.1% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 19 | $1.38K | <0.1% | 00.0% | Unchanged | History |
| QGENQiagen N.V. | Stock | 31 | $1.38K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 11 | $1.30K | <0.1% | 00.0% | Unchanged | History |
| ACIWAci Worldwide, Inc. | Stock | 25 | $1.30K | <0.1% | 00.0% | Unchanged | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1.29K | <0.1% | 00.0% | Unchanged | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 33 | $1.27K | <0.1% | 00.0% | Unchanged | History |
| AKAMAkamai Technologies Inc | COM | 13 | $1.24K | <0.1% | 00.0% | Unchanged | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 173 | $1.13K | <0.1% | −85−32.9% | Reduced | History |
| AONAon plc | CL A | 3 | $1.08K | <0.1% | −3−50.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3 | $1.03K | <0.1% | 00.0% | Unchanged | History |
| GIBCgi Inc | CL A | 9 | $984 | <0.1% | 00.0% | Unchanged | History |
| CFGCitizens Financial Group Inc | COM | 22 | $963 | <0.1% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 18 | $959 | <0.1% | 00.0% | Unchanged | History |
| IXOrix Corp | SPONSORED ADR | 9 | $956 | <0.1% | 00.0% | Unchanged | History |
| EXRExtra Space Storage Inc. | COM | 6 | $898 | <0.1% | 00.0% | Unchanged | History |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $844 | <0.1% | 00.0% | Unchanged | History |
| TTDTrade Desk, Inc. | Stock | 7 | $823 | <0.1% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 3 | $739 | <0.1% | 00.0% | Unchanged | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 6 | $694 | <0.1% | 00.0% | Unchanged | History |
| BLDQXO Insulation, LLC | Stock | 2 | $623 | <0.1% | 00.0% | Unchanged | History |
| VNTVontier Corp | Stock | 17 | $620 | <0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 6 | $505 | <0.1% | 00.0% | Unchanged | History |
| SYMSymbotic Inc. | Stock | 20 | $474 | <0.1% | 00.0% | Unchanged | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 300 | $399 | <0.1% | 00.0% | Unchanged | History |
| SNDLSNDL Inc. | COM | 222 | $397 | <0.1% | 00.0% | Unchanged | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $377 | <0.1% | 00.0% | Unchanged | History |
| GRWGGrowGeneration Corp. | COM | 200 | $338 | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 30 | $113 | <0.1% | −900−96.8% | Reduced | History |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $68 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 0 | $18 | <0.1% | 0 | Unchanged | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $8 | <0.1% | 0 | Unchanged | – |
| WKHSWorkhorse Group Inc. | COM SHS | 10 | $7 | <0.1% | 00.0% | Unchanged | History |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $3 | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 0 | $1 | <0.1% | 0 | Unchanged | – |
| STEWSRH Total Return Fund, Inc. | COM | 0 | $1 | <0.1% | 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 |