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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
ASMLASML Holding NVADR8,691$6.96M2.1%+25+0.3%AddedHistory
CSCOCisco Systems, Inc.Stock117,713$8.17M2.4%−2,565−2.1%ReducedHistory
ULUnilever PLCSPON ADR NEW136,992$8.38M2.5%−8,466−5.8%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock63,398$8.82M2.6%−1,625−2.5%ReducedHistory
SFMSprouts Farmers Market, Inc.COM72,891$12.0M3.6%−5,186−6.6%ReducedHistory
AVGOBroadcom Inc.Stock43,718$12.1M3.6%−548−1.2%ReducedHistory
NVDANVIDIA CorpStock91,705$14.5M4.3%−2,341−2.5%ReducedHistory
AAPLApple Inc.Stock102,648$21.1M6.3%−3,897−3.7%ReducedHistory

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