Skip to main content
Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
449
−9 vs. Q4 2024
Portfolio value
$306.9M
−$7.46M (−2.4%) vs. Q4 2024
Filed
Apr 14, 2025
SEC
Holdings of Clean Yield Group in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock106,545$23.7M7.7%+1,421+1.4%AddedHistory
SFMSprouts Farmers Market, Inc.COM78,077$11.9M3.9%−11,111−12.5%ReducedHistory
NVDANVIDIA CorpStock94,046$10.2M3.3%+16,295+21.0%AddedHistory
AWKAmerican Water Works Company, Inc.Stock65,023$9.59M3.1%+993+1.6%AddedHistory
ULUnilever PLCSPON ADR NEW145,458$8.66M2.8%+955+0.7%AddedHistory
CSCOCisco Systems, Inc.Stock120,278$7.42M2.4%−1,313−1.1%ReducedHistory
AVGOBroadcom Inc.Stock44,266$7.41M2.4%+588+1.3%AddedHistory
GSKGSK plcADR179,114$6.94M2.3%−20,949−10.5%ReducedHistory
MKCMcCormick & Co IncStock77,457$6.38M2.1%+1,925+2.5%AddedHistory
CRMSalesforce, Inc.Stock23,605$6.33M2.1%+404+1.7%AddedHistory
ADPAutomatic Data Processing IncStock20,528$6.27M2.0%−19−0.1%ReducedHistory
CHKPCheck Point Software Technologies LtdORD25,896$5.90M1.9%+95+0.4%AddedHistory
JKHYJack Henry & Associates IncStock32,222$5.88M1.9%+9,529+42.0%AddedHistory
ASMLASML Holding NVADR8,666$5.74M1.9%+3,173+57.8%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM190,248$5.56M1.8%−1,016−0.5%ReducedHistory
IBMInternational Business Machines CorpStock21,165$5.26M1.7%−398−1.8%ReducedHistory
DOCHealthpeak Properties, Inc.COM254,324$5.14M1.7%−7,396−2.8%ReducedHistory
VEEVVeeva Systems IncStock22,020$5.10M1.7%+5,433+32.8%AddedHistory
MSFTMicrosoft CorpStock13,194$4.95M1.6%−376−2.8%ReducedHistory
DGXQuest Diagnostics IncCOM27,624$4.67M1.5%+1,196+4.5%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW27,965$4.48M1.5%+2,006+7.7%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR286,556$4.26M1.4%−73,535−20.4%ReducedHistory
KAIKadant IncCOM12,647$4.26M1.4%+9,312+279.2%AddedHistory
CACCamden National CorpCOM103,622$4.19M1.4%−940−0.9%ReducedHistory
ANETArista Networks, Inc.Stock51,369$3.98M1.3%+16,224+46.2%AddedHistory
NOWServiceNow, Inc.Stock4,935$3.93M1.3%+1,014+25.9%AddedHistory
FSLRFirst Solar, Inc.Stock29,049$3.67M1.2%+1,558+5.7%AddedHistory
ROSTRoss Stores, Inc.COM28,446$3.64M1.2%+1,949+7.4%AddedHistory
CMGChipotle Mexican Grill IncCOM71,820$3.61M1.2%+9,338+14.9%AddedHistory
HTOH2O AmericaCOM64,220$3.51M1.1%−10,488−14.0%ReducedHistory
JNJJohnson & JohnsonStock20,504$3.40M1.1%−1,614−7.3%ReducedHistory
HUBBHubbell IncCOM10,025$3.32M1.1%+1,662+19.9%AddedHistory
VODVodafone Group Public Ltd CoADR352,007$3.30M1.1%−36,489−9.4%ReducedHistory
AMALAmalgamated Financial Corp.COM114,320$3.29M1.1%−5,045−4.2%ReducedHistory
HOLXHologic IncCOM52,909$3.27M1.1%+7,263+15.9%AddedHistory
PGProcter & Gamble CoStock18,565$3.16M1.0%−533−2.8%ReducedHistory
LULUlululemon athletica inc.Stock10,876$3.08M1.0%+3,173+41.2%AddedHistory
TUTelus CorpCOM207,723$2.98M1.0%−8,776−4.1%ReducedHistory
LLYEli Lilly & CoStock3,394$2.80M0.9%−262−7.2%ReducedHistory
STAGSTAG Industrial, Inc.COM71,011$2.56M0.8%−5,916−7.7%ReducedHistory
NVONovo Nordisk A SADR33,076$2.30M0.7%−800−2.4%ReducedHistory
NFLXNetflix IncStock2,401$2.24M0.7%+568+31.0%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock12,200$2.21M0.7%+1,184+10.7%AddedHistory
ITWIllinois Tool Works IncStock8,584$2.13M0.7%+32+0.4%AddedHistory
NOKNokia CorpSPONSORED ADR399,033$2.10M0.7%−84,248−17.4%ReducedHistory
VITLVital Farms, Inc.COM67,341$2.05M0.7%+9,384+16.2%AddedHistory
INTUIntuit Inc.Stock3,286$2.02M0.7%−183−5.3%ReducedHistory
EXPDExpeditors International of Washington IncCOM16,095$1.94M0.6%−325−2.0%ReducedHistory
MCOMoodys CorpStock4,153$1.93M0.6%+3,751+933.1%AddedHistory
BRK.BBerkshire Hathaway IncStock3,437$1.83M0.6%−161−4.5%ReducedHistory
SYKStryker CorpStock4,600$1.71M0.6%00.0%UnchangedHistory
AMGNAmgen IncStock5,399$1.68M0.5%−609−10.1%ReducedHistory
PEPPepsiCo IncStock11,039$1.66M0.5%−90−0.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,953$1.65M0.5%00.0%UnchangedHistory
CLColgate Palmolive CoStock17,438$1.63M0.5%−3,287−15.9%ReducedHistory
UPSUnited Parcel Service IncStock14,190$1.56M0.5%−281−1.9%ReducedHistory
HDHome Depot, Inc.Stock4,239$1.55M0.5%−70−1.6%ReducedHistory
GOOGLAlphabet Inc.Stock9,033$1.40M0.5%−620−6.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,756$1.37M0.4%−32−1.1%ReducedHistory
AMRCAmeresco, Inc.CL A112,746$1.36M0.4%+6,718+6.3%AddedHistory
BDXBecton Dickinson & CoStock5,903$1.35M0.4%−113−1.9%ReducedHistory
GISGeneral Mills IncStock20,841$1.25M0.4%−8,289−28.5%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW35,846$1.02M0.3%−150,568−80.8%ReducedHistory
MRKMerck & Co., Inc.Stock11,037$990.7K0.3%−457−4.0%ReducedHistory
COLBColumbia Banking System, Inc.COM38,214$953.1K0.3%+2,823+8.0%AddedHistory
USBUS Bancorp DECOM NEW22,548$952.0K0.3%−1,000−4.2%ReducedHistory
VanEck ETF Trust92189F171GREEN BOND ETF39,561$951.9K0.3%−2,650−6.3%Reduced–
ABBVAbbVie Inc.Stock4,465$935.5K0.3%−51−1.1%ReducedHistory
TRMBTrimble Inc.COM13,915$913.5K0.3%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock5,675$886.5K0.3%−159−2.7%ReducedHistory
UNHUnitedHealth Group IncStock1,656$867.3K0.3%−178−9.7%ReducedHistory
ORLYO Reilly Automotive IncStock594$851.0K0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,300$835.7K0.3%−85−1.3%ReducedHistory
AXPAmerican Express CoStock3,095$832.7K0.3%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock9,673$757.2K0.2%−200−2.0%ReducedHistory
COSTCostco Wholesale CorpStock711$672.9K0.2%+6+0.9%AddedHistory
AFLAflac IncStock5,925$658.8K0.2%+194+3.4%AddedHistory
MAMastercard IncStock1,187$650.6K0.2%00.0%UnchangedHistory
PAYXPaychex IncStock4,160$641.8K0.2%+108+2.7%AddedHistory
GEGeneral Electric CoStock3,113$623.1K0.2%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock4,940$584.9K0.2%−577−10.5%ReducedHistory
CWTCalifornia Water Service GroupCOM11,485$556.6K0.2%00.0%UnchangedHistory
DISWalt Disney CoStock5,539$546.7K0.2%+250+4.7%AddedHistory
TXNTexas Instruments IncStock2,958$531.6K0.2%00.0%UnchangedHistory
TSCOTractor Supply CoCOM9,645$531.5K0.2%−500−4.9%ReducedHistory
AAgilent Technologies, Inc.COM4,327$506.2K0.2%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM12,729$503.2K0.2%−541−4.1%ReducedHistory
NEENextera Energy IncStock6,996$495.9K0.2%−964−12.1%ReducedHistory
JPMJPMorgan Chase & CoStock1,954$479.3K0.2%00.0%UnchangedHistory
Hingham Instn SVGS Mass433323102COM1,980$470.8K0.2%−610−23.6%Reduced–
XOMExxonMobil Holdings CorpCOM3,921$466.3K0.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,281$434.0K0.1%+158+7.4%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR5,900$433.6K0.1%00.0%UnchangedHistory
MMM3M CoStock2,942$432.1K0.1%+38+1.3%AddedHistory
KOCoca Cola CoStock5,777$413.7K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF835$391.5K0.1%−165−16.5%Reduced–
OGNOrganon & Co.Stock25,534$380.2K0.1%−87,164−77.3%ReducedHistory
LOWLowes Companies IncStock1,599$372.9K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,182$369.2K0.1%−130−9.9%ReducedHistory
WMTWalmart Inc.Stock4,101$360.0K0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (44)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Clean Yield Group sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
AGCOAGCO CorpCOM26,159$2.45M0.8%History
WYWeyerhaeuser CoCOM NEW4,096$115.3K<0.1%History
Global X FDS37954Y848GLOBAL X SILVER2,745$87.2K<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF1,616$71.2K<0.1%–
iShares Core S&P Small Cap ETF464287804ETF550$63.4K<0.1%–
Schwab US Dividend Equity ETF808524797ETF1,698$46.4K<0.1%–
PPGPPG Industries IncStock371$44.3K<0.1%History
iShares Select Dividend ETF464287168ETF328$43.1K<0.1%–
STZConstellation Brands, Inc.Stock150$33.1K<0.1%History
NARIInari Medical, Inc.Stock568$29.0K<0.1%History
UTMDUtah Medical Products IncCOM450$27.7K<0.1%History
Global X FDS37954Y293GLB X MLP ENRG I439$26.6K<0.1%–
XRAYDentsply Sirona Inc.Stock1,225$23.3K<0.1%History
BXBlackstone Inc.COM120$20.7K<0.1%History
BNSBank of Nova ScotiaCOM363$19.5K<0.1%History
ELVElevance Health, Inc.Stock39$14.4K<0.1%History
JBHTHunt J B Transport Services IncCOM67$11.4K<0.1%History
EIXEdison InternationalStock124$9.90K<0.1%History
CAGConagra Brands Inc.Stock325$9.02K<0.1%History
IQVIQVIA Holdings Inc.Stock42$8.25K<0.1%History
EAElectronic Arts Inc.COM53$7.75K<0.1%History
KRKroger CoStock108$6.60K<0.1%History
DRIDarden Restaurants IncCOM27$5.04K<0.1%History
AVBAvalonbay Communities IncCOM16$3.52K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM35$3.41K<0.1%History
GSGoldman Sachs Group IncStock5$2.86K<0.1%History
HIWHighwoods Properties, Inc.COM86$2.63K<0.1%History
WDCWestern Digital CorpCOM44$2.62K<0.1%History
KRCKilroy Realty CorpCOM62$2.51K<0.1%History
FMCFMC CorpCOM NEW51$2.48K<0.1%History
CIBGrupo Cibest S.A.SPON ADR PREF77$2.43K<0.1%History
HBANHuntington Bancshares IncCOM146$2.38K<0.1%History
FISFidelity National Information Services, Inc.Stock29$2.34K<0.1%History
THGHanover Insurance Group, Inc.COM15$2.32K<0.1%History
KBHKB HomeCOM33$2.17K<0.1%History
INGING Groep NVSPONSORED ADR132$2.07K<0.1%History
QGENQiagen N.V.Stock31$1.38K<0.1%History
AKAMAkamai Technologies IncCOM13$1.24K<0.1%History
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW173$1.13K<0.1%History
EXRExtra Space Storage Inc.COM6$898<0.1%History
WMSAdvanced Drainage Systems, Inc.COM6$694<0.1%History
BLDQXO Insulation, LLCStock2$623<0.1%History
MUMicron Technology IncStock6$505<0.1%History
WKHSWorkhorse Group Inc.COM SHS10$7<0.1%History