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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
iShares Core S&P Mid-Cap ETF464287507ETF0$1<0.1%0Unchanged–
STEWSRH Total Return Fund, Inc.COM0$1<0.1%0UnchangedHistory
LiveWire Group, Inc.53838J113*W EXP 09/26/20250$1<0.1%00.0%Unchanged–
WKHSWorkhorse Group Inc.COM NEW1$2<0.1%+1NewHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF0$4<0.1%0Unchanged–
BLUEbluebird bio, Inc.COM NEW1$5<0.1%+1NewHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF0$8<0.1%0Unchanged–
TSVT2seventy bio, Inc.COMMON STOCK3$15<0.1%+3NewHistory
ODFLOld Dominion Freight Line, Inc.COM0$29<0.1%0NewHistory
SEDGSolaredge Technologies, Inc.COM5$81<0.1%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A20$88<0.1%+20NewHistory
BYNDBeyond Meat, Inc.COM30$92<0.1%00.0%UnchangedHistory
RDFNRedfin CorpCOM12$111<0.1%+12NewHistory
IRWDIronwood Pharmaceuticals IncCOM CL A85$125<0.1%00.0%UnchangedHistory
TLRYTilray Brands, Inc.COM CL 2300$197<0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A2$210<0.1%+2NewHistory
GRWGGrowGeneration Corp.COM200$216<0.1%00.0%UnchangedHistory
CHGGChegg, IncCOM393$251<0.1%+393NewHistory
VLTOVeralto CorpStock3$292<0.1%−231−98.7%ReducedHistory
SNDLSNDL Inc.COM222$313<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A90$374<0.1%+90NewHistory
SYMSymbotic Inc.Stock20$404<0.1%00.0%UnchangedHistory
MTCHMatch Group, Inc.COM17$533<0.1%+17NewHistory
VNTVontier CorpStock17$558<0.1%00.0%UnchangedHistory
COCPCocrystal Pharma, Inc.COM NEW418$594<0.1%00.0%UnchangedHistory
RELXRELX PLCSPONSORED ADR13$655<0.1%−168−92.8%ReducedHistory
SNDKSandisk CorpCOM14$667<0.1%+14NewHistory
SAPSAP SEADR3$805<0.1%00.0%UnchangedHistory
GIBCgi IncCL A9$898<0.1%00.0%UnchangedHistory
CFGCitizens Financial Group IncCOM22$901<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR45$940<0.1%00.0%UnchangedConverted for a 5-for-1 splitHistory
ELFe.l.f. Beauty, Inc.COM15$942<0.1%+15NewHistory
MQMarqeta, Inc.CLASS A COM245$1.01K<0.1%+245NewHistory
VSTSVestis CorpCOM SHS113$1.11K<0.1%+1+0.9%AddedHistory
AONAon plcCL A3$1.20K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock138$1.20K<0.1%−112−44.8%ReducedHistory
PRUPrudential Financial IncStock11$1.23K<0.1%00.0%UnchangedHistory
NTAPNetApp, Inc.Stock14$1.23K<0.1%00.0%UnchangedHistory
ACIWAci Worldwide, Inc.Stock25$1.37K<0.1%00.0%UnchangedHistory
ASRSoutheast Airport GroupSPON ADR SER B5$1.37K<0.1%00.0%UnchangedHistory
BOCBoston Omaha CorpStock100$1.46K<0.1%+100NewHistory
QFINQfin Holdings, Inc.AMERICAN DEP33$1.48K<0.1%00.0%UnchangedHistory
AGOAssured Guaranty LtdCOM17$1.50K<0.1%00.0%UnchangedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE148$1.50K<0.1%00.0%Unchanged–
UMCUnited Microelectronics CorpSPON ADR NEW218$1.56K<0.1%−131−37.5%ReducedHistory
FSLYFastly, Inc.CL A250$1.58K<0.1%00.0%UnchangedHistory
MFCManulife Financial CorpCOM52$1.62K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock14$1.63K<0.1%−21−60.0%ReducedHistory
AIGAmerican International Group, Inc.Stock19$1.65K<0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT11$1.69K<0.1%00.0%UnchangedHistory
COOCooper Companies, Inc.COM20$1.69K<0.1%−56−73.7%ReducedHistory
OSKOshkosh CorpCOM18$1.69K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM4$1.72K<0.1%00.0%UnchangedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR36$1.72K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A42$1.73K<0.1%−201−82.7%ReducedHistory
iShares Flexible Income Active ETF092528603ETF34$1.78K<0.1%00.0%Unchanged–
SWKSSkyworks Solutions, Inc.Stock29$1.85K<0.1%+29NewHistory
NTESNetEase, Inc.SPONSORED ADS18$1.85K<0.1%00.0%UnchangedHistory
PRLBProto Labs IncCOM53$1.86K<0.1%+53NewHistory
BILIBilibili Inc.SPONS ADS REP Z98$1.87K<0.1%−153−61.0%ReducedHistory
LDOSLeidos Holdings, Inc.COM14$1.89K<0.1%00.0%UnchangedHistory
GENGen Digital Inc.Stock72$1.91K<0.1%−39−35.1%ReducedHistory
DDOGDatadog, Inc.CL A COM20$1.98K<0.1%+20NewHistory
TPRTapestry, Inc.COM29$2.04K<0.1%00.0%UnchangedHistory
AERAerCap Holdings N.V.SHS20$2.04K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock16$2.08K<0.1%00.0%UnchangedHistory
CTVACorteva, Inc.Stock33$2.08K<0.1%00.0%UnchangedHistory
UNMUnum GroupStock26$2.12K<0.1%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM16$2.18K<0.1%+16NewHistory
PSOPearson PLCSPONSORED ADR137$2.19K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock25$2.41K<0.1%00.0%UnchangedHistory
RNGRingCentral, Inc.CL A100$2.48K<0.1%00.0%UnchangedHistory
XPEVXpeng Inc.ADS120$2.49K<0.1%+120NewHistory
SYFSynchrony FinancialCOM48$2.54K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock155$2.66K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW48$2.76K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock18$2.79K<0.1%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW21$2.83K<0.1%00.0%UnchangedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR213$2.90K<0.1%00.0%UnchangedHistory
IPGPIpg Photonics CorpCOM47$2.97K<0.1%+47NewHistory
ZMZoom Communications, Inc.Stock41$3.02K<0.1%+41NewHistory
PDDPDD Holdings Inc.SPONSORED ADS26$3.08K<0.1%00.0%UnchangedHistory
LNWOLight & Wonder, Inc.COM36$3.12K<0.1%00.0%UnchangedHistory
WFWoori Financial Group Inc.SPONSORED ADS100$3.34K<0.1%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM10$3.46K<0.1%−10−50.0%ReducedHistory
CRTOCriteo S.A.SPONS ADS100$3.54K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock14$3.56K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM69$3.79K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A70$3.80K<0.1%00.0%UnchangedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR250$3.87K<0.1%00.0%UnchangedHistory
ONOn Semiconductor CorpStock95$3.87K<0.1%+95NewHistory
AMTAmerican Tower CorpREIT18$3.90K<0.1%+18NewHistory
ORAOrmat Technologies, Inc.COM56$3.96K<0.1%−85−60.3%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK42$4.05K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock51$4.09K<0.1%00.0%UnchangedHistory
LVWRLiveWire Group, Inc.COM2,100$4.20K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM90$4.22K<0.1%+72+400.0%AddedHistory
STNEStoneCo Ltd.COM410$4.30K<0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock60$4.36K<0.1%00.0%UnchangedHistory
RYRoyal Bank of CanadaStock39$4.40K<0.1%−47−54.7%ReducedHistory

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