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
VanEck ETF Trust92189F528VANECK SHRT MUNI2,216$38.0K<0.1%00.0%Unchanged–
AROWArrow Financial CorpCOM1,458$38.3K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM145$38.3K<0.1%−71−32.9%ReducedHistory
SLFSun Life Financial IncCOM676$38.7K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock196$39.5K<0.1%+91+86.7%AddedHistory
iShares Tr46428743220 YR TR BD ETF440$40.1K<0.1%00.0%Unchanged–
TRIThomson Reuters CorpCOM NO PAR232$40.1K<0.1%−13−5.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW81$40.1K<0.1%+27+50.0%AddedHistory
DASHDoorDash, Inc.Stock225$41.1K<0.1%00.0%UnchangedHistory
HUBSHubSpot IncCOM72$41.1K<0.1%+72NewHistory
ZBHZimmer Biomet Holdings, Inc.Stock384$43.5K<0.1%00.0%UnchangedHistory
BHBBar Harbor BanksharesCOM1,500$44.3K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock681$44.4K<0.1%−37−5.2%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM4,000$44.7K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A458$44.8K<0.1%+58+14.5%AddedHistory
KMPRKEMPER CorpCOM675$45.1K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock1,590$46.8K<0.1%+561+54.5%AddedHistory
PFGPrincipal Financial Group IncCOM559$47.2K<0.1%00.0%UnchangedHistory
FISVFiserv IncStock214$47.3K<0.1%00.0%UnchangedHistory
WORWorthington Enterprises, Inc.COM950$47.6K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,100$47.7K<0.1%−6,200−74.7%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF457$48.1K<0.1%+3+0.7%Added–
NKENIKE, Inc.Stock764$48.5K<0.1%+64+9.1%AddedHistory
SOLVSolventum CorpStock650$49.4K<0.1%00.0%UnchangedHistory
iShares U.S. Medical Devices ETF464288810ETF840$50.6K<0.1%00.0%Unchanged–
TROWPrice T Rowe Group IncStock551$50.6K<0.1%00.0%UnchangedHistory
SMCISuper Micro Computer, Inc.Stock1,500$51.4K<0.1%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1,750$51.5K<0.1%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR316$52.5K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM110$53.3K<0.1%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF100$53.3K<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM3,471$53.6K<0.1%00.0%UnchangedHistory
CNICanadian National Railway CoStock550$53.6K<0.1%+50+10.0%AddedHistory
iShares Tips Bond ETF464287176ETF500$55.5K<0.1%00.0%Unchanged–
SHOPShopify Inc.Stock582$55.6K<0.1%+218+59.9%AddedHistory
CBChubb LtdStock187$56.5K<0.1%−4−2.1%ReducedHistory
SPOTSpotify Technology S.A.Stock110$60.5K<0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock223$60.6K<0.1%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK497$60.6K<0.1%+497New–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF254$62.1K<0.1%00.0%Unchanged–
METAMeta Platforms, Inc.Stock108$62.4K<0.1%+54+100.0%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF683$62.7K<0.1%00.0%Unchanged–
MAAMid America Apartment Communities Inc.COM385$64.5K<0.1%−863−69.2%ReducedHistory
EMNEastman Chemical CoStock755$66.5K<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock847$68.4K<0.1%00.0%UnchangedHistory
Vanguard S&P 500 Growth ETF921932505ETF207$69.2K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock397$69.8K<0.1%−24−5.7%ReducedHistory
NEOGNeogen CorpCOM8,066$69.9K<0.1%00.0%UnchangedHistory
iShares Tr464288166AGENCY BOND ETF652$71.3K<0.1%+2+0.3%Added–
CATCaterpillar IncStock218$71.9K<0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,010$73.2K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock146$74.2K<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM250$74.4K<0.1%00.0%UnchangedHistory
EBAYeBay IncCOM1,118$75.7K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1,140$77.2K<0.1%00.0%UnchangedHistory
WEXWEX Inc.COM500$78.5K<0.1%00.0%UnchangedHistory
Vanguard Health Care ETF92204A504ETF300$79.4K<0.1%00.0%Unchanged–
UBERUber Technologies, IncStock1,102$80.3K<0.1%−24−2.1%ReducedHistory
FDSFactset Research Systems IncStock177$80.5K<0.1%+27+18.0%AddedHistory
IDAIdacorp IncCOM700$81.4K<0.1%00.0%UnchangedHistory
XYLXylem Inc.COM694$82.9K<0.1%−208−23.1%ReducedHistory
MCHPMicrochip Technology IncStock1,727$83.6K<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock560$86.0K<0.1%+41+7.9%AddedHistory
MARMarriott International IncStock365$86.9K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock428$88.1K<0.1%+108+33.8%AddedHistory
BNYBank of New York Mellon CorpStock1,052$88.2K<0.1%00.0%UnchangedHistory
NUWNuveen AMT-Free Municipal Value FundCOM6,428$88.3K<0.1%00.0%UnchangedHistory
HPQHP IncStock3,200$88.6K<0.1%−151−4.5%ReducedHistory
AVYAvery Dennison CorpCOM504$89.7K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF3,593$90.6K<0.1%00.0%Unchanged–
CVXChevron CorpStock543$90.8K<0.1%−300−35.6%ReducedHistory
PANWPalo Alto Networks IncStock534$91.1K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock1,275$91.5K<0.1%−7−0.5%ReducedHistory
UTHRUnited Therapeutics CorpCOM300$92.5K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock1,100$92.8K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF1,189$93.1K<0.1%00.0%Unchanged–
ROPRoper Technologies IncStock158$93.2K<0.1%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock867$94.5K<0.1%+97+12.6%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,200$94.6K<0.1%00.0%Unchanged–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT6,653$95.6K<0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock100$98.8K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF575$99.3K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF500$99.7K<0.1%00.0%Unchanged–
MASMasco CorpCOM1,500$104.3K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock680$107.0K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock650$107.0K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock350$111.0K<0.1%00.0%UnchangedHistory
DOVDOVER CorpCOM633$111.2K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock474$112.3K<0.1%−76−13.8%ReducedHistory
TNCTennant CoCOM1,416$112.9K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,514$114.0K<0.1%−5,090−66.9%ReducedHistory
MELIMercadolibre IncCOM60$117.9K<0.1%+60NewHistory
iShares Tr46428865310-20 YR TRS ETF1,140$118.3K<0.1%00.0%Unchanged–
ALCAlcon IncStock1,260$119.6K<0.1%00.0%UnchangedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM10,971$122.9K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock1,974$125.2K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM2,763$126.5K<0.1%−537−16.3%ReducedHistory
TJXTJX Companies IncStock1,061$129.2K<0.1%−40−3.6%ReducedHistory
FITBFifth Third BancorpCOM3,516$137.8K<0.1%00.0%UnchangedHistory
MSCIMSCI Inc.Stock245$138.5K<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