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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
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS339$4.62K<0.1%00.0%UnchangedHistory
ACMAecomCOM50$4.64K<0.1%−118−70.2%ReducedHistory
SNOWSnowflake Inc.Stock32$4.68K<0.1%+12+60.0%AddedHistory
HUMHumana IncStock18$4.76K<0.1%−24−57.1%ReducedHistory
KKellanovaStock59$4.87K<0.1%00.0%UnchangedHistory
ASBAssociated Banc-CorpCOM219$4.93K<0.1%00.0%UnchangedHistory
METMetlife IncStock62$4.98K<0.1%00.0%UnchangedHistory
WITWipro LtdSPON ADR 1 SH1,644$5.03K<0.1%−1,452−46.9%ReducedHistory
AMDAdvanced Micro Devices IncStock50$5.14K<0.1%−6−10.7%ReducedHistory
ALLAllstate CorpStock26$5.38K<0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM13$5.46K<0.1%00.0%UnchangedHistory
CHXChampionX CorpCOM184$5.48K<0.1%00.0%UnchangedHistory
PAYCPaycom Software, Inc.Stock25$5.54K<0.1%+25NewHistory
EQIXEquinix IncCOM7$5.71K<0.1%00.0%UnchangedHistory
Tidal Trust I886364876ADASINA SOCIAL330$5.97K<0.1%00.0%Unchanged–
CTSHCognizant Technology Solutions CorpCL A79$6.04K<0.1%−63−44.4%ReducedHistory
RIVNRivian Automotive, Inc.Stock500$6.22K<0.1%+390+354.5%AddedHistory
HASHasbro, Inc.COM107$6.58K<0.1%+44+69.8%AddedHistory
GDDYGoDaddy Inc.CL A37$6.67K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock19$6.70K<0.1%+16+533.3%AddedHistory
COINCoinbase Global, Inc.COM CL A40$6.89K<0.1%00.0%UnchangedHistory
ALLYAlly Financial Inc.Stock200$7.29K<0.1%00.0%UnchangedHistory
CLXClorox CoStock50$7.36K<0.1%+50NewHistory
IBNIcici Bank LtdADR244$7.69K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A33$7.71K<0.1%+15+83.3%AddedHistory
LECOLincoln Electric Holdings IncCOM41$7.76K<0.1%00.0%UnchangedHistory
ARMKAramarkCOM228$7.87K<0.1%+1+0.4%AddedHistory
MASIMasimo CorpCOM49$8.16K<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT1,259$8.30K<0.1%−2,317−64.8%ReducedHistory
ADSKAutodesk, Inc.COM32$8.38K<0.1%00.0%UnchangedHistory
BPBP PLCADR250$8.45K<0.1%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock21$9.19K<0.1%00.0%UnchangedHistory
SOSouthern CoStock100$9.20K<0.1%−75−42.9%ReducedHistory
IIPRInnovative Industrial Properties IncCOM174$9.40K<0.1%+1+0.6%AddedHistory
GILDGilead Sciences, Inc.Stock84$9.41K<0.1%−76−47.5%ReducedHistory
MDTMedtronic plcStock105$9.44K<0.1%+105NewHistory
ALKAlaska Air Group, Inc.COM200$9.84K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock200$9.87K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR400$10.2K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF40$10.3K<0.1%00.0%Unchanged–
HLNHaleon plcADR1,000$10.3K<0.1%−1,345−57.4%ReducedHistory
NDAQNasdaq, Inc.COM146$11.1K<0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock55$11.5K<0.1%+55NewHistory
TREXTrex Co IncCOM200$11.6K<0.1%+200NewHistory
CEGConstellation Energy CorpStock58$11.7K<0.1%00.0%UnchangedHistory
NMRNomura Holdings IncSPONSORED ADR2,019$12.4K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock51$12.9K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM63$13.3K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR120$13.4K<0.1%−254−67.9%ReducedHistory
MDLZMondelez International, Inc.Stock200$13.6K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE240$13.7K<0.1%−1,855−88.5%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF51$14.0K<0.1%−74−59.2%Reduced–
UNBUnion Bankshares IncCOM450$14.2K<0.1%00.0%UnchangedHistory
EBCEastern Bankshares, Inc.COM900$14.8K<0.1%00.0%UnchangedHistory
iShares Core S&P U.S. Growth ETF464287671ETF117$14.9K<0.1%−50−29.9%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF608$15.2K<0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF167$15.6K<0.1%+1+0.6%Added–
ABNBAirbnb, Inc.Stock131$15.6K<0.1%+35+36.5%AddedHistory
MDBMongoDB, Inc.CL A90$15.8K<0.1%+90NewHistory
KBKB Financial Group Inc.SPONSORED ADR293$15.9K<0.1%00.0%UnchangedHistory
TTWOTake Two Interactive Software IncCOM77$16.0K<0.1%+77NewHistory
OTISOtis Worldwide CorpStock161$16.6K<0.1%+27+20.1%AddedHistory
CBRECbre Group, Inc.CL A134$17.5K<0.1%00.0%UnchangedHistory
UBSUBS Group AGStock591$18.1K<0.1%00.0%UnchangedHistory
INFYInfosys LtdSPONSORED ADR1,017$18.6K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock210$19.1K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM141$20.2K<0.1%00.0%UnchangedHistory
PGRProgressive CorpStock72$20.4K<0.1%00.0%UnchangedHistory
STTState Street CorpCOM230$20.6K<0.1%−16−6.5%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF111$21.5K<0.1%00.0%Unchanged–
DEDeere & CoStock46$21.6K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM90$21.8K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock90$22.0K<0.1%−15−14.3%ReducedHistory
TTDTrade Desk, Inc.Stock404$22.1K<0.1%+397+5,671.4%AddedHistory
ETSYEtsy IncCOM483$22.8K<0.1%+345+250.0%AddedHistory
BKNGBooking Holdings Inc.Stock5$23.2K<0.1%+5NewHistory
AMATApplied Materials IncStock161$23.4K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock76$23.7K<0.1%+23+43.4%AddedHistory
LLoews CorpCOM263$24.2K<0.1%−150−36.3%ReducedHistory
WPMWheaton Precious Metals Corp.COM319$24.8K<0.1%−40−11.1%ReducedHistory
TEAMAtlassian CorpCL A118$25.0K<0.1%+93+372.0%AddedHistory
TSLATesla, Inc.Stock102$26.4K<0.1%−16−13.6%ReducedHistory
FASTFastenal CoStock348$27.0K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM11,607$28.1K<0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock78$29.9K<0.1%+18+30.0%AddedHistory
DLTRDollar Tree, Inc.COM400$30.0K<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM192$30.4K<0.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock50$30.4K<0.1%00.0%UnchangedHistory
MIDDMIDDLEBY CorpCOM200$30.4K<0.1%00.0%UnchangedHistory
WSWorthington Steel, Inc.COM SHS1,200$30.4K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS93$31.3K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock34$32.2K<0.1%00.0%UnchangedHistory
HMNHorace Mann Educators CorpCOM760$32.5K<0.1%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM427$33.1K<0.1%−26−5.7%ReducedHistory
SBUXStarbucks CorpStock344$33.7K<0.1%−72−17.3%ReducedHistory
HIGHartford Insurance Group, Inc.Stock279$34.5K<0.1%00.0%UnchangedHistory
CGNXCognex CorpCOM1,186$35.4K<0.1%+114+10.6%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF355$36.4K<0.1%+355New–
KMBKimberly Clark CorpStock262$37.3K<0.1%00.0%UnchangedHistory
CPERUnited States Commodity Index Funds TrustCM REP COPP FD1,200$37.9K<0.1%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