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.
- Positions
- 449
- −9 vs. Q4 2024
- Portfolio value
- $306.9M
- −$7.46M (−2.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCOMoodys Corp | Stock | 4,153 | $1.93M | 0.6% | +3,751+933.1% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 16,095 | $1.94M | 0.6% | −325−2.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,286 | $2.02M | 0.7% | −183−5.3% | Reduced | History |
| VITLVital Farms, Inc. | COM | 67,341 | $2.05M | 0.7% | +9,384+16.2% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 399,033 | $2.10M | 0.7% | −84,248−17.4% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 8,584 | $2.13M | 0.7% | +32+0.4% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,200 | $2.21M | 0.7% | +1,184+10.7% | Added | History |
| NFLXNetflix Inc | Stock | 2,401 | $2.24M | 0.7% | +568+31.0% | Added | History |
| NVONovo Nordisk A S | ADR | 33,076 | $2.30M | 0.7% | −800−2.4% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 71,011 | $2.56M | 0.8% | −5,916−7.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,394 | $2.80M | 0.9% | −262−7.2% | Reduced | History |
| TUTelus Corp | COM | 207,723 | $2.98M | 1.0% | −8,776−4.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 10,876 | $3.08M | 1.0% | +3,173+41.2% | Added | History |
| PGProcter & Gamble Co | Stock | 18,565 | $3.16M | 1.0% | −533−2.8% | Reduced | History |
| HOLXHologic Inc | COM | 52,909 | $3.27M | 1.1% | +7,263+15.9% | Added | History |
| AMALAmalgamated Financial Corp. | COM | 114,320 | $3.29M | 1.1% | −5,045−4.2% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 352,007 | $3.30M | 1.1% | −36,489−9.4% | Reduced | History |
| HUBBHubbell Inc | COM | 10,025 | $3.32M | 1.1% | +1,662+19.9% | Added | History |
| JNJJohnson & Johnson | Stock | 20,504 | $3.40M | 1.1% | −1,614−7.3% | Reduced | History |
| HTOH2O America | COM | 64,220 | $3.51M | 1.1% | −10,488−14.0% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 71,820 | $3.61M | 1.2% | +9,338+14.9% | Added | History |
| ROSTRoss Stores, Inc. | COM | 28,446 | $3.64M | 1.2% | +1,949+7.4% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 29,049 | $3.67M | 1.2% | +1,558+5.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 4,935 | $3.93M | 1.3% | +1,014+25.9% | Added | History |
| ANETArista Networks, Inc. | Stock | 51,369 | $3.98M | 1.3% | +16,224+46.2% | Added | History |
| CACCamden National Corp | COM | 103,622 | $4.19M | 1.4% | −940−0.9% | Reduced | History |
| KAIKadant Inc | COM | 12,647 | $4.26M | 1.4% | +9,312+279.2% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 286,556 | $4.26M | 1.4% | −73,535−20.4% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,965 | $4.48M | 1.5% | +2,006+7.7% | Added | History |
| DGXQuest Diagnostics Inc | COM | 27,624 | $4.67M | 1.5% | +1,196+4.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,194 | $4.95M | 1.6% | −376−2.8% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 22,020 | $5.10M | 1.7% | +5,433+32.8% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 254,324 | $5.14M | 1.7% | −7,396−2.8% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 21,165 | $5.26M | 1.7% | −398−1.8% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 190,248 | $5.56M | 1.8% | −1,016−0.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 8,666 | $5.74M | 1.9% | +3,173+57.8% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 32,222 | $5.88M | 1.9% | +9,529+42.0% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 25,896 | $5.90M | 1.9% | +95+0.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 20,528 | $6.27M | 2.0% | −19−0.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 23,605 | $6.33M | 2.1% | +404+1.7% | Added | History |
| MKCMcCormick & Co Inc | Stock | 77,457 | $6.38M | 2.1% | +1,925+2.5% | Added | History |
| GSKGSK plc | ADR | 179,114 | $6.94M | 2.3% | −20,949−10.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 44,266 | $7.41M | 2.4% | +588+1.3% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 120,278 | $7.42M | 2.4% | −1,313−1.1% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 145,458 | $8.66M | 2.8% | +955+0.7% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 65,023 | $9.59M | 3.1% | +993+1.6% | Added | History |
| NVDANVIDIA Corp | Stock | 94,046 | $10.2M | 3.3% | +16,295+21.0% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 78,077 | $11.9M | 3.9% | −11,111−12.5% | Reduced | History |
| AAPLApple Inc. | Stock | 106,545 | $23.7M | 7.7% | +1,421+1.4% | Added | History |
Sold out since Q4 2024 (44)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AGCOAGCO Corp | COM | 26,159 | $2.45M | 0.8% | History |
| WYWeyerhaeuser Co | COM NEW | 4,096 | $115.3K | <0.1% | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $87.2K | <0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,616 | $71.2K | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 550 | $63.4K | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,698 | $46.4K | <0.1% | – |
| PPGPPG Industries Inc | Stock | 371 | $44.3K | <0.1% | History |
| iShares Select Dividend ETF464287168 | ETF | 328 | $43.1K | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 150 | $33.1K | <0.1% | History |
| NARIInari Medical, Inc. | Stock | 568 | $29.0K | <0.1% | History |
| UTMDUtah Medical Products Inc | COM | 450 | $27.7K | <0.1% | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $26.6K | <0.1% | – |
| XRAYDentsply Sirona Inc. | Stock | 1,225 | $23.3K | <0.1% | History |
| BXBlackstone Inc. | COM | 120 | $20.7K | <0.1% | History |
| BNSBank of Nova Scotia | COM | 363 | $19.5K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 39 | $14.4K | <0.1% | History |
| JBHTHunt J B Transport Services Inc | COM | 67 | $11.4K | <0.1% | History |
| EIXEdison International | Stock | 124 | $9.90K | <0.1% | History |
| CAGConagra Brands Inc. | Stock | 325 | $9.02K | <0.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 42 | $8.25K | <0.1% | History |
| EAElectronic Arts Inc. | COM | 53 | $7.75K | <0.1% | History |
| KRKroger Co | Stock | 108 | $6.60K | <0.1% | History |
| DRIDarden Restaurants Inc | COM | 27 | $5.04K | <0.1% | History |
| AVBAvalonbay Communities Inc | COM | 16 | $3.52K | <0.1% | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 35 | $3.41K | <0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 5 | $2.86K | <0.1% | History |
| HIWHighwoods Properties, Inc. | COM | 86 | $2.63K | <0.1% | History |
| WDCWestern Digital Corp | COM | 44 | $2.62K | <0.1% | History |
| KRCKilroy Realty Corp | COM | 62 | $2.51K | <0.1% | History |
| FMCFMC Corp | COM NEW | 51 | $2.48K | <0.1% | History |
| CIBGrupo Cibest S.A. | SPON ADR PREF | 77 | $2.43K | <0.1% | History |
| HBANHuntington Bancshares Inc | COM | 146 | $2.38K | <0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 29 | $2.34K | <0.1% | History |
| THGHanover Insurance Group, Inc. | COM | 15 | $2.32K | <0.1% | History |
| KBHKB Home | COM | 33 | $2.17K | <0.1% | History |
| INGING Groep NV | SPONSORED ADR | 132 | $2.07K | <0.1% | History |
| QGENQiagen N.V. | Stock | 31 | $1.38K | <0.1% | History |
| AKAMAkamai Technologies Inc | COM | 13 | $1.24K | <0.1% | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 173 | $1.13K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 6 | $898 | <0.1% | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 6 | $694 | <0.1% | History |
| BLDQXO Insulation, LLC | Stock | 2 | $623 | <0.1% | History |
| MUMicron Technology Inc | Stock | 6 | $505 | <0.1% | History |
| WKHSWorkhorse Group Inc. | COM SHS | 10 | $7 | <0.1% | History |