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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
CORCencora, Inc.Stock500$139.0K<0.1%−8−1.6%ReducedHistory
EMREmerson Electric CoStock1,286$141.0K<0.1%00.0%UnchangedHistory
KMXCarMax IncCOM1,822$142.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF568$146.9K<0.1%−150−20.9%Reduced–
Vanguard Morningstar Growth ETF922908736ETF404$149.9K<0.1%00.0%Unchanged–
AJGArthur J. Gallagher & Co.COM454$156.7K0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock326$158.1K0.1%+11+3.5%AddedHistory
FDXFedEx CorpStock655$159.7K0.1%00.0%UnchangedHistory
NOMDNomad Foods LtdUSD ORD SHS8,272$162.5K0.1%−20,182−70.9%ReducedHistory
SHWSherwin Williams CoCOM473$165.2K0.1%−18−3.7%ReducedHistory
HSYHershey CoCOM1,000$171.0K0.1%00.0%UnchangedHistory
TAT&T Inc.Stock6,093$172.3K0.1%−1,026−14.4%ReducedHistory
WMWaste Management IncStock751$173.9K0.1%00.0%UnchangedHistory
HRHealthcare Realty Trust IncCL A COM10,360$175.1K0.1%−13,250−56.1%ReducedHistory
TRVTravelers Companies, Inc.Stock671$177.5K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock2,947$179.8K0.1%−292−9.0%ReducedHistory
AYIAcuity Inc. (DE)Stock700$184.3K0.1%−10−1.4%ReducedHistory
RTXRTX CorpStock1,424$188.6K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock932$191.1K0.1%00.0%UnchangedHistory
MCKMcKesson CorpStock286$192.5K0.1%−46−13.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF538$194.3K0.1%−200−27.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF952$196.6K0.1%00.0%Unchanged–
LHLabcorp Holdings Inc.Stock859$199.9K0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock670$204.5K0.1%−109−14.0%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF4,470$205.5K0.1%00.0%Unchanged–
GPCGenuine Parts CoStock1,755$209.1K0.1%−362−17.1%ReducedHistory
ANSSAnsys IncCOM663$209.9K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,598$223.4K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock950$224.4K0.1%00.0%UnchangedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,855$224.8K0.1%−800−14.1%Reduced–
VVisa Inc.Stock679$238.0K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF826$238.0K0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock6,800$250.9K0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM1,060$254.4K0.1%00.0%UnchangedHistory
APHAmphenol CorpCL A3,888$255.0K0.1%00.0%UnchangedHistory
TGTTarget CorpStock2,474$258.2K0.1%−180−6.8%ReducedHistory
PFEPfizer IncStock10,238$259.4K0.1%−3,666−26.4%ReducedHistory
IRMIron Mountain IncCOM3,022$260.0K0.1%−20−0.7%ReducedHistory
PLDPrologis, Inc.REIT2,386$266.7K0.1%−512−17.7%ReducedHistory
MTDMettler Toledo International IncCOM227$268.1K0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM2,508$276.1K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock962$283.7K0.1%−15−1.5%ReducedHistory
MSEXMiddlesex Water CoCOM4,525$290.1K0.1%−2,400−34.7%ReducedHistory
HLIOHelios Technologies, Inc.COM9,657$309.9K0.1%−1,312−12.0%ReducedHistory
CICigna GroupStock971$319.5K0.1%−72−6.9%ReducedHistory
WATWaters CorpCOM875$322.5K0.1%−5−0.6%ReducedHistory
KEYSKeysight Technologies, Inc.Stock2,154$322.6K0.1%−200−8.5%ReducedHistory
WTSWatts Water Technologies IncCL A1,596$325.5K0.1%00.0%UnchangedHistory
SYYSysco CorpStock4,750$356.5K0.1%+15+0.3%AddedHistory
WMTWalmart Inc.Stock4,101$360.0K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,182$369.2K0.1%−130−9.9%ReducedHistory
LOWLowes Companies IncStock1,599$372.9K0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock25,534$380.2K0.1%−87,164−77.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF835$391.5K0.1%−165−16.5%Reduced–
KOCoca Cola CoStock5,777$413.7K0.1%00.0%UnchangedHistory
MMM3M CoStock2,942$432.1K0.1%+38+1.3%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR5,900$433.6K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,281$434.0K0.1%+158+7.4%AddedHistory
XOMExxonMobil Holdings CorpCOM3,921$466.3K0.2%00.0%UnchangedHistory
Hingham Instn SVGS Mass433323102COM1,980$470.8K0.2%−610−23.6%Reduced–
JPMJPMorgan Chase & CoStock1,954$479.3K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock6,996$495.9K0.2%−964−12.1%ReducedHistory
WTRGEssential Utilities, Inc.COM12,729$503.2K0.2%−541−4.1%ReducedHistory
AAgilent Technologies, Inc.COM4,327$506.2K0.2%00.0%UnchangedHistory
TSCOTractor Supply CoCOM9,645$531.5K0.2%−500−4.9%ReducedHistory
TXNTexas Instruments IncStock2,958$531.6K0.2%00.0%UnchangedHistory
DISWalt Disney CoStock5,539$546.7K0.2%+250+4.7%AddedHistory
CWTCalifornia Water Service GroupCOM11,485$556.6K0.2%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock4,940$584.9K0.2%−577−10.5%ReducedHistory
GEGeneral Electric CoStock3,113$623.1K0.2%00.0%UnchangedHistory
PAYXPaychex IncStock4,160$641.8K0.2%+108+2.7%AddedHistory
MAMastercard IncStock1,187$650.6K0.2%00.0%UnchangedHistory
AFLAflac IncStock5,925$658.8K0.2%+194+3.4%AddedHistory
COSTCostco Wholesale CorpStock711$672.9K0.2%+6+0.9%AddedHistory
SCHWSchwab Charles CorpStock9,673$757.2K0.2%−200−2.0%ReducedHistory
AXPAmerican Express CoStock3,095$832.7K0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,300$835.7K0.3%−85−1.3%ReducedHistory
ORLYO Reilly Automotive IncStock594$851.0K0.3%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,656$867.3K0.3%−178−9.7%ReducedHistory
GOOGAlphabet Inc.Stock5,675$886.5K0.3%−159−2.7%ReducedHistory
TRMBTrimble Inc.COM13,915$913.5K0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock4,465$935.5K0.3%−51−1.1%ReducedHistory
VanEck ETF Trust92189F171GREEN BOND ETF39,561$951.9K0.3%−2,650−6.3%Reduced–
USBUS Bancorp DECOM NEW22,548$952.0K0.3%−1,000−4.2%ReducedHistory
COLBColumbia Banking System, Inc.COM38,214$953.1K0.3%+2,823+8.0%AddedHistory
MRKMerck & Co., Inc.Stock11,037$990.7K0.3%−457−4.0%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW35,846$1.02M0.3%−150,568−80.8%ReducedHistory
GISGeneral Mills IncStock20,841$1.25M0.4%−8,289−28.5%ReducedHistory
BDXBecton Dickinson & CoStock5,903$1.35M0.4%−113−1.9%ReducedHistory
AMRCAmeresco, Inc.CL A112,746$1.36M0.4%+6,718+6.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,756$1.37M0.4%−32−1.1%ReducedHistory
GOOGLAlphabet Inc.Stock9,033$1.40M0.5%−620−6.4%ReducedHistory
HDHome Depot, Inc.Stock4,239$1.55M0.5%−70−1.6%ReducedHistory
UPSUnited Parcel Service IncStock14,190$1.56M0.5%−281−1.9%ReducedHistory
CLColgate Palmolive CoStock17,438$1.63M0.5%−3,287−15.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,953$1.65M0.5%00.0%UnchangedHistory
PEPPepsiCo IncStock11,039$1.66M0.5%−90−0.8%ReducedHistory
AMGNAmgen IncStock5,399$1.68M0.5%−609−10.1%ReducedHistory
SYKStryker CorpStock4,600$1.71M0.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock3,437$1.83M0.6%−161−4.5%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