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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
SYYSysco CorpStock4,750$356.5K0.1%+15+0.3%AddedHistory
WTSWatts Water Technologies IncCL A1,596$325.5K0.1%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock2,154$322.6K0.1%−200−8.5%ReducedHistory
WATWaters CorpCOM875$322.5K0.1%−5−0.6%ReducedHistory
CICigna GroupStock971$319.5K0.1%−72−6.9%ReducedHistory
HLIOHelios Technologies, Inc.COM9,657$309.9K0.1%−1,312−12.0%ReducedHistory
MSEXMiddlesex Water CoCOM4,525$290.1K0.1%−2,400−34.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock962$283.7K0.1%−15−1.5%ReducedHistory
CHDChurch & Dwight Co IncCOM2,508$276.1K0.1%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM227$268.1K0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT2,386$266.7K0.1%−512−17.7%ReducedHistory
IRMIron Mountain IncCOM3,022$260.0K0.1%−20−0.7%ReducedHistory
PFEPfizer IncStock10,238$259.4K0.1%−3,666−26.4%ReducedHistory
TGTTarget CorpStock2,474$258.2K0.1%−180−6.8%ReducedHistory
APHAmphenol CorpCL A3,888$255.0K0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM1,060$254.4K0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock6,800$250.9K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF826$238.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock679$238.0K0.1%00.0%UnchangedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,855$224.8K0.1%−800−14.1%Reduced–
UNPUnion Pacific CorpStock950$224.4K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,598$223.4K0.1%00.0%UnchangedHistory
ANSSAnsys IncCOM663$209.9K0.1%00.0%UnchangedHistory
GPCGenuine Parts CoStock1,755$209.1K0.1%−362−17.1%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF4,470$205.5K0.1%00.0%Unchanged–
GEVGE Vernova Inc.Stock670$204.5K0.1%−109−14.0%ReducedHistory
LHLabcorp Holdings Inc.Stock859$199.9K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF952$196.6K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF538$194.3K0.1%−200−27.1%Reduced–
MCKMcKesson CorpStock286$192.5K0.1%−46−13.9%ReducedHistory
DHRDanaher CorpStock932$191.1K0.1%00.0%UnchangedHistory
RTXRTX CorpStock1,424$188.6K0.1%00.0%UnchangedHistory
AYIAcuity Inc. (DE)Stock700$184.3K0.1%−10−1.4%ReducedHistory
BMYBristol Myers Squibb CoStock2,947$179.8K0.1%−292−9.0%ReducedHistory
TRVTravelers Companies, Inc.Stock671$177.5K0.1%00.0%UnchangedHistory
HRHealthcare Realty Trust IncCL A COM10,360$175.1K0.1%−13,250−56.1%ReducedHistory
WMWaste Management IncStock751$173.9K0.1%00.0%UnchangedHistory
TAT&T Inc.Stock6,093$172.3K0.1%−1,026−14.4%ReducedHistory
HSYHershey CoCOM1,000$171.0K0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM473$165.2K0.1%−18−3.7%ReducedHistory
NOMDNomad Foods LtdUSD ORD SHS8,272$162.5K0.1%−20,182−70.9%ReducedHistory
FDXFedEx CorpStock655$159.7K0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock326$158.1K0.1%+11+3.5%AddedHistory
AJGArthur J. Gallagher & Co.COM454$156.7K0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF404$149.9K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF568$146.9K<0.1%−150−20.9%Reduced–
KMXCarMax IncCOM1,822$142.0K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock1,286$141.0K<0.1%00.0%UnchangedHistory
CORCencora, Inc.Stock500$139.0K<0.1%−8−1.6%ReducedHistory
MSCIMSCI Inc.Stock245$138.5K<0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM3,516$137.8K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock1,061$129.2K<0.1%−40−3.6%ReducedHistory
GLWCorning IncCOM2,763$126.5K<0.1%−537−16.3%ReducedHistory
CARRCarrier Global CorpStock1,974$125.2K<0.1%00.0%UnchangedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM10,971$122.9K<0.1%00.0%UnchangedHistory
ALCAlcon IncStock1,260$119.6K<0.1%00.0%UnchangedHistory
iShares Tr46428865310-20 YR TRS ETF1,140$118.3K<0.1%00.0%Unchanged–
MELIMercadolibre IncCOM60$117.9K<0.1%+60NewHistory
VZVerizon Communications IncStock2,514$114.0K<0.1%−5,090−66.9%ReducedHistory
TNCTennant CoCOM1,416$112.9K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock474$112.3K<0.1%−76−13.8%ReducedHistory
DOVDOVER CorpCOM633$111.2K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock350$111.0K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock650$107.0K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock680$107.0K<0.1%00.0%UnchangedHistory
MASMasco CorpCOM1,500$104.3K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF500$99.7K<0.1%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF575$99.3K<0.1%00.0%Unchanged–
GWWW.W. Grainger, Inc.Stock100$98.8K<0.1%00.0%UnchangedHistory
NXPNuveen Select Tax Free Income PortfolioSH BEN INT6,653$95.6K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,200$94.6K<0.1%00.0%Unchanged–
WECWec Energy Group, Inc.Stock867$94.5K<0.1%+97+12.6%AddedHistory
ROPRoper Technologies IncStock158$93.2K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF1,189$93.1K<0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock1,100$92.8K<0.1%00.0%UnchangedHistory
UTHRUnited Therapeutics CorpCOM300$92.5K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock1,275$91.5K<0.1%−7−0.5%ReducedHistory
PANWPalo Alto Networks IncStock534$91.1K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock543$90.8K<0.1%−300−35.6%ReducedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF3,593$90.6K<0.1%00.0%Unchanged–
AVYAvery Dennison CorpCOM504$89.7K<0.1%00.0%UnchangedHistory
HPQHP IncStock3,200$88.6K<0.1%−151−4.5%ReducedHistory
NUWNuveen AMT-Free Municipal Value FundCOM6,428$88.3K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock1,052$88.2K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock428$88.1K<0.1%+108+33.8%AddedHistory
MARMarriott International IncStock365$86.9K<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock560$86.0K<0.1%+41+7.9%AddedHistory
MCHPMicrochip Technology IncStock1,727$83.6K<0.1%00.0%UnchangedHistory
XYLXylem Inc.COM694$82.9K<0.1%−208−23.1%ReducedHistory
IDAIdacorp IncCOM700$81.4K<0.1%00.0%UnchangedHistory
FDSFactset Research Systems IncStock177$80.5K<0.1%+27+18.0%AddedHistory
UBERUber Technologies, IncStock1,102$80.3K<0.1%−24−2.1%ReducedHistory
Vanguard Health Care ETF92204A504ETF300$79.4K<0.1%00.0%Unchanged–
WEXWEX Inc.COM500$78.5K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1,140$77.2K<0.1%00.0%UnchangedHistory
EBAYeBay IncCOM1,118$75.7K<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM250$74.4K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock146$74.2K<0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,010$73.2K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock218$71.9K<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