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.
- Positions
- 408
- −41 vs. Q1 2025
- Portfolio value
- $334.3M
- +$27.4M (+8.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 1,263 | $280.2K | 0.1% | −336−21.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 931 | $290.4K | 0.1% | −725−43.8% | Reduced | History |
| IRMIron Mountain Inc | COM | 3,022 | $310.0K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 971 | $321.0K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,182 | $345.3K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,598 | $349.4K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,650 | $352.2K | 0.1% | −100−2.1% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $353.0K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 670 | $354.5K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 3,888 | $383.9K | 0.1% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $392.4K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,101 | $401.0K | 0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $412.3K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,938 | $420.1K | 0.1% | +161+2.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 4,043 | $435.8K | 0.1% | +122+3.1% | Added | History |
| SJMJ M SMUCKER Co | Stock | 4,493 | $441.2K | 0.1% | −447−9.0% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 1,810 | $449.5K | 0.1% | −170−8.6% | Reduced | – |
| TSCOTractor Supply Co | COM | 8,620 | $454.9K | 0.1% | −1,025−10.6% | Reduced | History |
| MMM3M Co | Stock | 2,995 | $456.0K | 0.1% | +53+1.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 835 | $460.6K | 0.1% | 00.0% | Unchanged | – |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $472.8K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 6,996 | $485.7K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,319 | $508.8K | 0.2% | +38+1.7% | Added | History |
| AAgilent Technologies, Inc. | COM | 4,387 | $517.7K | 0.2% | +60+1.4% | Added | History |
| CWTCalifornia Water Service Group | COM | 11,485 | $522.3K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,954 | $566.5K | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,160 | $605.1K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 2,948 | $612.1K | 0.2% | −10−0.3% | Reduced | History |
| AFLAflac Inc | Stock | 5,882 | $620.3K | 0.2% | −43−0.7% | Reduced | History |
| DISWalt Disney Co | Stock | 5,150 | $638.6K | 0.2% | −389−7.0% | Reduced | History |
| MAMastercard Inc | Stock | 1,187 | $667.0K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 705 | $698.3K | 0.2% | −6−0.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,254 | $789.6K | 0.2% | −211−4.7% | Reduced | History |
| GEGeneral Electric Co | Stock | 3,113 | $801.3K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $803.1K | 0.2% | 00.0% | UnchangedConverted for a 15-for-1 split | History |
| MRKMerck & Co., Inc. | Stock | 10,640 | $842.2K | 0.3% | −397−3.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 6,300 | $856.9K | 0.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 9,673 | $882.6K | 0.3% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 17,859 | $925.3K | 0.3% | −2,982−14.3% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 39,832 | $931.3K | 0.3% | +1,618+4.2% | Added | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 38,817 | $940.9K | 0.3% | −744−1.9% | Reduced | – |
| AXPAmerican Express Co | Stock | 3,095 | $987.2K | 0.3% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 22,048 | $997.7K | 0.3% | −500−2.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 5,903 | $1.02M | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 5,762 | $1.02M | 0.3% | +87+1.5% | Added | History |
| TRMBTrimble Inc. | COM | 13,915 | $1.06M | 0.3% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,756 | $1.12M | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,392 | $1.16M | 0.3% | −1,045−30.4% | Reduced | History |
| CLColgate Palmolive Co | Stock | 15,258 | $1.39M | 0.4% | −2,180−12.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 5,139 | $1.43M | 0.4% | −260−4.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 14,396 | $1.45M | 0.4% | +206+1.5% | Added | History |
| PEPPepsiCo Inc | Stock | 11,034 | $1.46M | 0.4% | −50.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 8,690 | $1.53M | 0.5% | −343−3.8% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 116,906 | $1.78M | 0.5% | +4,160+3.7% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 347,972 | $1.80M | 0.5% | −51,061−12.8% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 15,830 | $1.81M | 0.5% | −265−1.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,953 | $1.82M | 0.5% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 8,524 | $2.11M | 0.6% | −60−0.7% | Reduced | History |
| NVONovo Nordisk A S | ADR | 31,531 | $2.18M | 0.7% | −1,545−4.7% | Reduced | History |
| BWABorgwarner Inc | COM | 68,425 | $2.29M | 0.7% | +68,425 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 11,767 | $2.46M | 0.7% | −433−3.5% | Reduced | History |
| VITLVital Farms, Inc. | COM | 65,696 | $2.53M | 0.8% | −1,645−2.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,286 | $2.59M | 0.8% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 3,391 | $2.64M | 0.8% | −3−0.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 11,295 | $2.68M | 0.8% | +419+3.9% | Added | History |
| HTOH2O America | COM | 53,398 | $2.78M | 0.8% | −10,822−16.9% | Reduced | History |
| VMIValmont Industries Inc | COM | 8,651 | $2.83M | 0.8% | +8,651 | New | History |
| PGProcter & Gamble Co | Stock | 18,133 | $2.89M | 0.9% | −432−2.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 20,227 | $3.09M | 0.9% | −277−1.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,335 | $3.13M | 0.9% | −66−2.7% | Reduced | History |
| TUTelus Corp | COM | 196,813 | $3.16M | 0.9% | −10,910−5.3% | Reduced | History |
| AMALAmalgamated Financial Corp. | COM | 103,894 | $3.24M | 1.0% | −10,426−9.1% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 335,976 | $3.58M | 1.1% | −16,031−4.6% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 28,332 | $3.61M | 1.1% | −114−0.4% | Reduced | History |
| HOLXHologic Inc | COM | 58,462 | $3.81M | 1.1% | +5,553+10.5% | Added | History |
| MCOMoodys Corp | Stock | 7,645 | $3.83M | 1.1% | +3,492+84.1% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 69,219 | $3.89M | 1.2% | −2,601−3.6% | Reduced | History |
| HUBBHubbell Inc | COM | 9,774 | $3.99M | 1.2% | −251−2.5% | Reduced | History |
| CACCamden National Corp | COM | 101,409 | $4.12M | 1.2% | −2,213−2.1% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 237,208 | $4.15M | 1.2% | −17,116−6.7% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 275,016 | $4.25M | 1.3% | −11,540−4.0% | Reduced | History |
| KAIKadant Inc | COM | 13,600 | $4.32M | 1.3% | +953+7.5% | Added | History |
| HDHome Depot, Inc. | Stock | 12,593 | $4.62M | 1.4% | +8,354+197.1% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 28,245 | $4.68M | 1.4% | −804−2.8% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 26,546 | $4.77M | 1.4% | −1,078−3.9% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 187,228 | $5.03M | 1.5% | −3,020−1.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 4,906 | $5.04M | 1.5% | −29−0.6% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,300 | $5.38M | 1.6% | −1,596−6.2% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 53,449 | $5.47M | 1.6% | +2,080+4.0% | Added | History |
| PLDPrologis, Inc. | REIT | 52,275 | $5.50M | 1.6% | +49,889+2,090.9% | Added | History |
| SYKStryker Corp | Stock | 14,361 | $5.68M | 1.7% | +9,761+212.2% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 31,766 | $5.72M | 1.7% | −456−1.4% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 19,529 | $5.76M | 1.7% | −1,636−7.7% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 76,337 | $5.79M | 1.7% | −1,120−1.4% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,296 | $5.94M | 1.8% | −669−2.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 19,919 | $6.14M | 1.8% | −609−3.0% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 21,701 | $6.25M | 1.9% | −319−1.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 23,291 | $6.35M | 1.9% | −314−1.3% | Reduced | History |
| GSKGSK plc | ADR | 167,388 | $6.43M | 1.9% | −11,726−6.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,014 | $6.47M | 1.9% | −180−1.4% | Reduced | History |
Sold out since Q1 2025 (48)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 500 | $78.5K | <0.1% | History |
| NEOGNeogen Corp | COM | 8,066 | $69.9K | <0.1% | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 683 | $62.7K | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 497 | $60.6K | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $44.7K | <0.1% | History |
| HUBSHubSpot Inc | COM | 72 | $41.1K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 404 | $22.1K | <0.1% | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 111 | $21.5K | <0.1% | – |
| TTWOTake Two Interactive Software Inc | COM | 77 | $16.0K | <0.1% | History |
| MDBMongoDB, Inc. | CL A | 90 | $15.8K | <0.1% | History |
| TREXTrex Co Inc | COM | 200 | $11.6K | <0.1% | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $10.3K | <0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 19 | $6.70K | <0.1% | History |
| CHXChampionX Corp | COM | 184 | $5.48K | <0.1% | History |
| ONOn Semiconductor Corp | Stock | 95 | $3.87K | <0.1% | History |
| ZMZoom Communications, Inc. | Stock | 41 | $3.02K | <0.1% | History |
| IPGPIpg Photonics Corp | COM | 47 | $2.97K | <0.1% | History |
| PCGPG&E Corp | Stock | 155 | $2.66K | <0.1% | History |
| SYFSynchrony Financial | COM | 48 | $2.54K | <0.1% | History |
| XPEVXpeng Inc. | ADS | 120 | $2.49K | <0.1% | History |
| CTVACorteva, Inc. | Stock | 33 | $2.08K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 20 | $1.98K | <0.1% | History |
| GENGen Digital Inc. | Stock | 72 | $1.91K | <0.1% | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 98 | $1.87K | <0.1% | History |
| PRLBProto Labs Inc | COM | 53 | $1.86K | <0.1% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 18 | $1.85K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 42 | $1.73K | <0.1% | History |
| OSKOshkosh Corp | COM | 18 | $1.69K | <0.1% | History |
| COOCooper Companies, Inc. | COM | 20 | $1.69K | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 19 | $1.65K | <0.1% | History |
| MFCManulife Financial Corp | COM | 52 | $1.62K | <0.1% | History |
| BOCBoston Omaha Corp | Stock | 100 | $1.46K | <0.1% | History |
| ACIWAci Worldwide, Inc. | Stock | 25 | $1.37K | <0.1% | History |
| MQMarqeta, Inc. | CLASS A COM | 245 | $1.01K | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 15 | $942 | <0.1% | History |
| IXOrix Corp | SPONSORED ADR | 45 | $940 | <0.1% | History |
| CFGCitizens Financial Group Inc | COM | 22 | $901 | <0.1% | History |
| SNDKSandisk Corp | COM | 14 | $667 | <0.1% | History |
| RELXRELX PLC | SPONSORED ADR | 13 | $655 | <0.1% | History |
| VNTVontier Corp | Stock | 17 | $558 | <0.1% | History |
| QSQuantumScape Corp | COM CL A | 90 | $374 | <0.1% | History |
| VLTOVeralto Corp | Stock | 3 | $292 | <0.1% | History |
| CHGGChegg, Inc | COM | 393 | $251 | <0.1% | History |
| OKTAOkta, Inc. | CL A | 2 | $210 | <0.1% | History |
| RDFNRedfin Corp | COM | 12 | $111 | <0.1% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 20 | $88 | <0.1% | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 3 | $15 | <0.1% | History |
| BLUEbluebird bio, Inc. | COM NEW | 1 | $5 | <0.1% | History |