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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
iShares Tr464288166AGENCY BOND ETF652$71.3K<0.1%+2+0.3%Added–
NEOGNeogen CorpCOM8,066$69.9K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock397$69.8K<0.1%−24−5.7%ReducedHistory
Vanguard S&P 500 Growth ETF921932505ETF207$69.2K<0.1%00.0%Unchanged–
GEHCGE HealthCare Technologies Inc.Stock847$68.4K<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock755$66.5K<0.1%00.0%UnchangedHistory
MAAMid America Apartment Communities Inc.COM385$64.5K<0.1%−863−69.2%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF683$62.7K<0.1%00.0%Unchanged–
METAMeta Platforms, Inc.Stock108$62.4K<0.1%+54+100.0%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF254$62.1K<0.1%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK497$60.6K<0.1%+497New–
ETNEaton Corp plcStock223$60.6K<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock110$60.5K<0.1%00.0%UnchangedHistory
CBChubb LtdStock187$56.5K<0.1%−4−2.1%ReducedHistory
SHOPShopify Inc.Stock582$55.6K<0.1%+218+59.9%AddedHistory
iShares Tips Bond ETF464287176ETF500$55.5K<0.1%00.0%Unchanged–
CNICanadian National Railway CoStock550$53.6K<0.1%+50+10.0%AddedHistory
HPEHewlett Packard Enterprise CoCOM3,471$53.6K<0.1%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF100$53.3K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM110$53.3K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR316$52.5K<0.1%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1,750$51.5K<0.1%00.0%Unchanged–
SMCISuper Micro Computer, Inc.Stock1,500$51.4K<0.1%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock551$50.6K<0.1%00.0%UnchangedHistory
iShares U.S. Medical Devices ETF464288810ETF840$50.6K<0.1%00.0%Unchanged–
SOLVSolventum CorpStock650$49.4K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock764$48.5K<0.1%+64+9.1%AddedHistory
iShares Tr464288414NATIONAL MUN ETF457$48.1K<0.1%+3+0.7%Added–
INTCIntel CorpStock2,100$47.7K<0.1%−6,200−74.7%ReducedHistory
WORWorthington Enterprises, Inc.COM950$47.6K<0.1%00.0%UnchangedHistory
FISVFiserv IncStock214$47.3K<0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM559$47.2K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock1,590$46.8K<0.1%+561+54.5%AddedHistory
KMPRKEMPER CorpCOM675$45.1K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A458$44.8K<0.1%+58+14.5%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM4,000$44.7K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock681$44.4K<0.1%−37−5.2%ReducedHistory
BHBBar Harbor BanksharesCOM1,500$44.3K<0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock384$43.5K<0.1%00.0%UnchangedHistory
HUBSHubSpot IncCOM72$41.1K<0.1%+72NewHistory
DASHDoorDash, Inc.Stock225$41.1K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW81$40.1K<0.1%+27+50.0%AddedHistory
TRIThomson Reuters CorpCOM NO PAR232$40.1K<0.1%−13−5.3%ReducedHistory
iShares Tr46428743220 YR TR BD ETF440$40.1K<0.1%00.0%Unchanged–
ADIAnalog Devices IncStock196$39.5K<0.1%+91+86.7%AddedHistory
SLFSun Life Financial IncCOM676$38.7K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM145$38.3K<0.1%−71−32.9%ReducedHistory
AROWArrow Financial CorpCOM1,458$38.3K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI2,216$38.0K<0.1%00.0%Unchanged–
CPERUnited States Commodity Index Funds TrustCM REP COPP FD1,200$37.9K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock262$37.3K<0.1%00.0%UnchangedHistory
iShares Tr464288570ESG MSCI KLD ETF355$36.4K<0.1%+355New–
CGNXCognex CorpCOM1,186$35.4K<0.1%+114+10.6%AddedHistory
HIGHartford Insurance Group, Inc.Stock279$34.5K<0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock344$33.7K<0.1%−72−17.3%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM427$33.1K<0.1%−26−5.7%ReducedHistory
HMNHorace Mann Educators CorpCOM760$32.5K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock34$32.2K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS93$31.3K<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
PHParker-Hannifin CorpStock50$30.4K<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM192$30.4K<0.1%00.0%UnchangedHistory
DLTRDollar Tree, Inc.COM400$30.0K<0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock78$29.9K<0.1%+18+30.0%AddedHistory
LCIDLucid Group, Inc.COM11,607$28.1K<0.1%00.0%UnchangedHistory
FASTFastenal CoStock348$27.0K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock102$26.4K<0.1%−16−13.6%ReducedHistory
TEAMAtlassian CorpCL A118$25.0K<0.1%+93+372.0%AddedHistory
WPMWheaton Precious Metals Corp.COM319$24.8K<0.1%−40−11.1%ReducedHistory
LLoews CorpCOM263$24.2K<0.1%−150−36.3%ReducedHistory
ACNAccenture plcStock76$23.7K<0.1%+23+43.4%AddedHistory
AMATApplied Materials IncStock161$23.4K<0.1%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock5$23.2K<0.1%+5NewHistory
ETSYEtsy IncCOM483$22.8K<0.1%+345+250.0%AddedHistory
TTDTrade Desk, Inc.Stock404$22.1K<0.1%+397+5,671.4%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock90$22.0K<0.1%−15−14.3%ReducedHistory
RSGRepublic Services, Inc.COM90$21.8K<0.1%00.0%UnchangedHistory
DEDeere & CoStock46$21.6K<0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF111$21.5K<0.1%00.0%Unchanged–
STTState Street CorpCOM230$20.6K<0.1%−16−6.5%ReducedHistory
PGRProgressive CorpStock72$20.4K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM141$20.2K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock210$19.1K<0.1%00.0%UnchangedHistory
INFYInfosys LtdSPONSORED ADR1,017$18.6K<0.1%00.0%UnchangedHistory
UBSUBS Group AGStock591$18.1K<0.1%00.0%UnchangedHistory
CBRECbre Group, Inc.CL A134$17.5K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock161$16.6K<0.1%+27+20.1%AddedHistory
TTWOTake Two Interactive Software IncCOM77$16.0K<0.1%+77NewHistory
KBKB Financial Group Inc.SPONSORED ADR293$15.9K<0.1%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A90$15.8K<0.1%+90NewHistory
ABNBAirbnb, Inc.Stock131$15.6K<0.1%+35+36.5%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF167$15.6K<0.1%+1+0.6%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF608$15.2K<0.1%00.0%Unchanged–
iShares Core S&P U.S. Growth ETF464287671ETF117$14.9K<0.1%−50−29.9%Reduced–
EBCEastern Bankshares, Inc.COM900$14.8K<0.1%00.0%UnchangedHistory
UNBUnion Bankshares IncCOM450$14.2K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF51$14.0K<0.1%−74−59.2%Reduced–
VanEck ETF Trust92189F791JUNIOR GOLD MINE240$13.7K<0.1%−1,855−88.5%Reduced–
MDLZMondelez International, Inc.Stock200$13.6K<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