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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
408
−41 vs. Q1 2025
Portfolio value
$334.3M
+$27.4M (+8.9%) vs. Q1 2025
Filed
Jul 17, 2025
SEC
Holdings of Clean Yield Group in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock102,648$21.1M6.3%−3,897−3.7%ReducedHistory
NVDANVIDIA CorpStock91,705$14.5M4.3%−2,341−2.5%ReducedHistory
AVGOBroadcom Inc.Stock43,718$12.1M3.6%−548−1.2%ReducedHistory
SFMSprouts Farmers Market, Inc.COM72,891$12.0M3.6%−5,186−6.6%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock63,398$8.82M2.6%−1,625−2.5%ReducedHistory
ULUnilever PLCSPON ADR NEW136,992$8.38M2.5%−8,466−5.8%ReducedHistory
CSCOCisco Systems, Inc.Stock117,713$8.17M2.4%−2,565−2.1%ReducedHistory
ASMLASML Holding NVADR8,691$6.96M2.1%+25+0.3%AddedHistory
MSFTMicrosoft CorpStock13,014$6.47M1.9%−180−1.4%ReducedHistory
GSKGSK plcADR167,388$6.43M1.9%−11,726−6.5%ReducedHistory
CRMSalesforce, Inc.Stock23,291$6.35M1.9%−314−1.3%ReducedHistory
VEEVVeeva Systems IncStock21,701$6.25M1.9%−319−1.4%ReducedHistory
ADPAutomatic Data Processing IncStock19,919$6.14M1.8%−609−3.0%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW27,296$5.94M1.8%−669−2.4%ReducedHistory
MKCMcCormick & Co IncStock76,337$5.79M1.7%−1,120−1.4%ReducedHistory
IBMInternational Business Machines CorpStock19,529$5.76M1.7%−1,636−7.7%ReducedHistory
JKHYJack Henry & Associates IncStock31,766$5.72M1.7%−456−1.4%ReducedHistory
SYKStryker CorpStock14,361$5.68M1.7%+9,761+212.2%AddedHistory
PLDPrologis, Inc.REIT52,275$5.50M1.6%+49,889+2,090.9%AddedHistory
ANETArista Networks, Inc.Stock53,449$5.47M1.6%+2,080+4.0%AddedHistory
CHKPCheck Point Software Technologies LtdORD24,300$5.38M1.6%−1,596−6.2%ReducedHistory
NOWServiceNow, Inc.Stock4,906$5.04M1.5%−29−0.6%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM187,228$5.03M1.5%−3,020−1.6%ReducedHistory
DGXQuest Diagnostics IncCOM26,546$4.77M1.4%−1,078−3.9%ReducedHistory
FSLRFirst Solar, Inc.Stock28,245$4.68M1.4%−804−2.8%ReducedHistory
HDHome Depot, Inc.Stock12,593$4.62M1.4%+8,354+197.1%AddedHistory
KAIKadant IncCOM13,600$4.32M1.3%+953+7.5%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR275,016$4.25M1.3%−11,540−4.0%ReducedHistory
DOCHealthpeak Properties, Inc.COM237,208$4.15M1.2%−17,116−6.7%ReducedHistory
CACCamden National CorpCOM101,409$4.12M1.2%−2,213−2.1%ReducedHistory
HUBBHubbell IncCOM9,774$3.99M1.2%−251−2.5%ReducedHistory
CMGChipotle Mexican Grill IncCOM69,219$3.89M1.2%−2,601−3.6%ReducedHistory
MCOMoodys CorpStock7,645$3.83M1.1%+3,492+84.1%AddedHistory
HOLXHologic IncCOM58,462$3.81M1.1%+5,553+10.5%AddedHistory
ROSTRoss Stores, Inc.COM28,332$3.61M1.1%−114−0.4%ReducedHistory
VODVodafone Group Public Ltd CoADR335,976$3.58M1.1%−16,031−4.6%ReducedHistory
AMALAmalgamated Financial Corp.COM103,894$3.24M1.0%−10,426−9.1%ReducedHistory
TUTelus CorpCOM196,813$3.16M0.9%−10,910−5.3%ReducedHistory
NFLXNetflix IncStock2,335$3.13M0.9%−66−2.7%ReducedHistory
JNJJohnson & JohnsonStock20,227$3.09M0.9%−277−1.4%ReducedHistory
PGProcter & Gamble CoStock18,133$2.89M0.9%−432−2.3%ReducedHistory
VMIValmont Industries IncCOM8,651$2.83M0.8%+8,651NewHistory
HTOH2O AmericaCOM53,398$2.78M0.8%−10,822−16.9%ReducedHistory
LULUlululemon athletica inc.Stock11,295$2.68M0.8%+419+3.9%AddedHistory
LLYEli Lilly & CoStock3,391$2.64M0.8%−3−0.1%ReducedHistory
INTUIntuit Inc.Stock3,286$2.59M0.8%00.0%UnchangedHistory
VITLVital Farms, Inc.COM65,696$2.53M0.8%−1,645−2.4%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock11,767$2.46M0.7%−433−3.5%ReducedHistory
BWABorgwarner IncCOM68,425$2.29M0.7%+68,425NewHistory
NVONovo Nordisk A SADR31,531$2.18M0.7%−1,545−4.7%ReducedHistory
ITWIllinois Tool Works IncStock8,524$2.11M0.6%−60−0.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,953$1.82M0.5%00.0%UnchangedHistory
EXPDExpeditors International of Washington IncCOM15,830$1.81M0.5%−265−1.6%ReducedHistory
NOKNokia CorpSPONSORED ADR347,972$1.80M0.5%−51,061−12.8%ReducedHistory
AMRCAmeresco, Inc.CL A116,906$1.78M0.5%+4,160+3.7%AddedHistory
GOOGLAlphabet Inc.Stock8,690$1.53M0.5%−343−3.8%ReducedHistory
PEPPepsiCo IncStock11,034$1.46M0.4%−50.0%ReducedHistory
UPSUnited Parcel Service IncStock14,396$1.45M0.4%+206+1.5%AddedHistory
AMGNAmgen IncStock5,139$1.43M0.4%−260−4.8%ReducedHistory
CLColgate Palmolive CoStock15,258$1.39M0.4%−2,180−12.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,392$1.16M0.3%−1,045−30.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,756$1.12M0.3%00.0%UnchangedHistory
TRMBTrimble Inc.COM13,915$1.06M0.3%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock5,762$1.02M0.3%+87+1.5%AddedHistory
BDXBecton Dickinson & CoStock5,903$1.02M0.3%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW22,048$997.7K0.3%−500−2.2%ReducedHistory
AXPAmerican Express CoStock3,095$987.2K0.3%00.0%UnchangedHistory
VanEck ETF Trust92189F171GREEN BOND ETF38,817$940.9K0.3%−744−1.9%Reduced–
COLBColumbia Banking System, Inc.COM39,832$931.3K0.3%+1,618+4.2%AddedHistory
GISGeneral Mills IncStock17,859$925.3K0.3%−2,982−14.3%ReducedHistory
SCHWSchwab Charles CorpStock9,673$882.6K0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,300$856.9K0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock10,640$842.2K0.3%−397−3.6%ReducedHistory
ORLYO Reilly Automotive IncStock8,910$803.1K0.2%00.0%UnchangedConverted for a 15-for-1 splitHistory
GEGeneral Electric CoStock3,113$801.3K0.2%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock4,254$789.6K0.2%−211−4.7%ReducedHistory
COSTCostco Wholesale CorpStock705$698.3K0.2%−6−0.8%ReducedHistory
MAMastercard IncStock1,187$667.0K0.2%00.0%UnchangedHistory
DISWalt Disney CoStock5,150$638.6K0.2%−389−7.0%ReducedHistory
AFLAflac IncStock5,882$620.3K0.2%−43−0.7%ReducedHistory
TXNTexas Instruments IncStock2,948$612.1K0.2%−10−0.3%ReducedHistory
PAYXPaychex IncStock4,160$605.1K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock1,954$566.5K0.2%00.0%UnchangedHistory
CWTCalifornia Water Service GroupCOM11,485$522.3K0.2%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM4,387$517.7K0.2%+60+1.4%AddedHistory
AMZNAmazon Com IncStock2,319$508.8K0.2%+38+1.7%AddedHistory
NEENextera Energy IncStock6,996$485.7K0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM12,729$472.8K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF835$460.6K0.1%00.0%Unchanged–
MMM3M CoStock2,995$456.0K0.1%+53+1.8%AddedHistory
TSCOTractor Supply CoCOM8,620$454.9K0.1%−1,025−10.6%ReducedHistory
Hingham Instn SVGS Mass433323102COM1,810$449.5K0.1%−170−8.6%Reduced–
SJMJ M SMUCKER CoStock4,493$441.2K0.1%−447−9.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM4,043$435.8K0.1%+122+3.1%AddedHistory
KOCoca Cola CoStock5,938$420.1K0.1%+161+2.8%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR5,900$412.3K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock4,101$401.0K0.1%00.0%UnchangedHistory
WTSWatts Water Technologies IncCL A1,596$392.4K0.1%00.0%UnchangedHistory
APHAmphenol CorpCL A3,888$383.9K0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock670$354.5K0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (48)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Clean Yield Group sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
WEXWEX Inc.COM500$78.5K<0.1%History
NEOGNeogen CorpCOM8,066$69.9K<0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF683$62.7K<0.1%–
iShares Tr464287150CORE S&P TTL STK497$60.6K<0.1%–
WBAWalgreens Boots Alliance, Inc.COM4,000$44.7K<0.1%History
HUBSHubSpot IncCOM72$41.1K<0.1%History
TTDTrade Desk, Inc.Stock404$22.1K<0.1%History
Vanguard Dividend Appreciation ETF921908844ETF111$21.5K<0.1%–
TTWOTake Two Interactive Software IncCOM77$16.0K<0.1%History
MDBMongoDB, Inc.CL A90$15.8K<0.1%History
TREXTrex Co IncCOM200$11.6K<0.1%History
Vanguard Morningstar Large-Cap ETF922908637ETF40$10.3K<0.1%–
CRWDCrowdStrike Holdings, Inc.Stock19$6.70K<0.1%History
CHXChampionX CorpCOM184$5.48K<0.1%History
ONOn Semiconductor CorpStock95$3.87K<0.1%History
ZMZoom Communications, Inc.Stock41$3.02K<0.1%History
IPGPIpg Photonics CorpCOM47$2.97K<0.1%History
PCGPG&E CorpStock155$2.66K<0.1%History
SYFSynchrony FinancialCOM48$2.54K<0.1%History
XPEVXpeng Inc.ADS120$2.49K<0.1%History
CTVACorteva, Inc.Stock33$2.08K<0.1%History
DDOGDatadog, Inc.CL A COM20$1.98K<0.1%History
GENGen Digital Inc.Stock72$1.91K<0.1%History
BILIBilibili Inc.SPONS ADS REP Z98$1.87K<0.1%History
PRLBProto Labs IncCOM53$1.86K<0.1%History
NTESNetEase, Inc.SPONSORED ADS18$1.85K<0.1%History
JDJD.com, Inc.SPON ADS CL A42$1.73K<0.1%History
OSKOshkosh CorpCOM18$1.69K<0.1%History
COOCooper Companies, Inc.COM20$1.69K<0.1%History
AIGAmerican International Group, Inc.Stock19$1.65K<0.1%History
MFCManulife Financial CorpCOM52$1.62K<0.1%History
BOCBoston Omaha CorpStock100$1.46K<0.1%History
ACIWAci Worldwide, Inc.Stock25$1.37K<0.1%History
MQMarqeta, Inc.CLASS A COM245$1.01K<0.1%History
ELFe.l.f. Beauty, Inc.COM15$942<0.1%History
IXOrix CorpSPONSORED ADR45$940<0.1%History
CFGCitizens Financial Group IncCOM22$901<0.1%History
SNDKSandisk CorpCOM14$667<0.1%History
RELXRELX PLCSPONSORED ADR13$655<0.1%History
VNTVontier CorpStock17$558<0.1%History
QSQuantumScape CorpCOM CL A90$374<0.1%History
VLTOVeralto CorpStock3$292<0.1%History
CHGGChegg, IncCOM393$251<0.1%History
OKTAOkta, Inc.CL A2$210<0.1%History
RDFNRedfin CorpCOM12$111<0.1%History
GDRXGoodRx Holdings, Inc.COM CL A20$88<0.1%History
TSVT2seventy bio, Inc.COMMON STOCK3$15<0.1%History
BLUEbluebird bio, Inc.COM NEW1$5<0.1%History