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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
IIPRInnovative Industrial Properties IncCOM175$9.66K<0.1%+1+0.6%AddedHistory
ARMKAramarkCOM228$9.57K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock84$9.31K<0.1%00.0%UnchangedHistory
SOSouthern CoStock100$9.18K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock105$9.15K<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT1,259$9.12K<0.1%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock21$8.83K<0.1%00.0%UnchangedHistory
LECOLincoln Electric Holdings IncCOM41$8.50K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock200$8.40K<0.1%00.0%UnchangedHistory
MASIMasimo CorpCOM49$8.24K<0.1%00.0%UnchangedHistory
IBNIcici Bank LtdADR244$8.21K<0.1%00.0%UnchangedHistory
ALLYAlly Financial Inc.Stock200$7.79K<0.1%00.0%UnchangedHistory
BPBP PLCADR250$7.48K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock50$7.09K<0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM13$6.97K<0.1%00.0%UnchangedHistory
ETSYEtsy IncCOM138$6.92K<0.1%−345−71.4%ReducedHistory
RIVNRivian Automotive, Inc.Stock500$6.87K<0.1%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A37$6.66K<0.1%00.0%UnchangedHistory
STNEStoneCo Ltd.COM410$6.58K<0.1%00.0%UnchangedHistory
Tidal Trust I886364876ADASINA SOCIAL331$6.56K<0.1%+1+0.3%Added–
CTSHCognizant Technology Solutions CorpCL A79$6.16K<0.1%00.0%UnchangedHistory
CLXClorox CoStock50$6.00K<0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock60$5.84K<0.1%00.0%UnchangedHistory
ACMAecomCOM50$5.64K<0.1%00.0%UnchangedHistory
EQIXEquinix IncCOM7$5.57K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock51$5.39K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock26$5.23K<0.1%00.0%UnchangedHistory
RYRoyal Bank of CanadaStock39$5.13K<0.1%00.0%UnchangedHistory
TEAMAtlassian CorpCL A25$5.08K<0.1%−93−78.8%ReducedHistory
METMetlife IncStock62$4.99K<0.1%00.0%UnchangedHistory
WFWoori Financial Group Inc.SPONSORED ADS100$4.97K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A70$4.75K<0.1%00.0%UnchangedHistory
INFYInfosys LtdSPONSORED ADR254$4.71K<0.1%−763−75.0%ReducedHistory
KKellanovaStock59$4.69K<0.1%00.0%UnchangedHistory
ORAOrmat Technologies, Inc.COM56$4.69K<0.1%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS339$4.65K<0.1%00.0%UnchangedHistory
DTMDT Midstream, Inc.COMMON STOCK42$4.62K<0.1%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock20$4.47K<0.1%−12−37.5%ReducedHistory
HUMHumana IncStock18$4.40K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A18$4.32K<0.1%−15−45.5%ReducedHistory
CDNSCadence Design Systems IncStock14$4.31K<0.1%00.0%UnchangedHistory
WITWipro LtdSPON ADR 1 SH1,330$4.02K<0.1%−314−19.1%ReducedHistory
HCAHCA Healthcare, Inc.COM10$3.83K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM69$3.79K<0.1%00.0%UnchangedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR250$3.78K<0.1%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW21$3.70K<0.1%00.0%UnchangedHistory
LNWOLight & Wonder, Inc.COM36$3.46K<0.1%00.0%UnchangedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR213$3.27K<0.1%00.0%UnchangedHistory
ASBAssociated Banc-CorpCOM134$3.27K<0.1%−85−38.8%ReducedHistory
PTCPTC Inc.Stock18$3.10K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock16$2.98K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW48$2.92K<0.1%00.0%UnchangedHistory
RNGRingCentral, Inc.CL A100$2.83K<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS26$2.72K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock25$2.64K<0.1%00.0%UnchangedHistory
TPRTapestry, Inc.COM29$2.55K<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock255$2.47K<0.1%−25,279−99.0%ReducedHistory
CRTOCriteo S.A.SPONS ADS100$2.40K<0.1%00.0%UnchangedHistory
FTVFortive CorpStock45$2.35K<0.1%+45NewHistory
AERAerCap Holdings N.V.SHS20$2.34K<0.1%00.0%UnchangedHistory
LDOSLeidos Holdings, Inc.COM14$2.21K<0.1%00.0%UnchangedHistory
UNMUnum GroupStock26$2.10K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM4$2.05K<0.1%00.0%UnchangedHistory
PSOPearson PLCSPONSORED ADR137$2.04K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock14$1.97K<0.1%00.0%UnchangedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR36$1.94K<0.1%00.0%UnchangedHistory
iShares Flexible Income Active ETF092528603ETF34$1.80K<0.1%00.0%Unchanged–
FSLYFastly, Inc.CL A250$1.76K<0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT11$1.69K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW218$1.67K<0.1%00.0%UnchangedHistory
ASRSoutheast Airport GroupSPON ADR SER B5$1.59K<0.1%00.0%UnchangedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE148$1.55K<0.1%00.0%Unchanged–
NTAPNetApp, Inc.Stock14$1.49K<0.1%00.0%UnchangedHistory
AGOAssured Guaranty LtdCOM17$1.48K<0.1%00.0%UnchangedHistory
QFINQfin Holdings, Inc.AMERICAN DEP33$1.43K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock138$1.23K<0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock11$1.18K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM0$1.16K<0.1%−60−100.0%ReducedHistory
AONAon plcCL A3$1.07K<0.1%00.0%UnchangedHistory
GIBCgi IncCL A9$943<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM19$924<0.1%−71−78.9%ReducedHistory
SAPSAP SEADR3$912<0.1%00.0%UnchangedHistory
RALRalliant CorpStock15$795<0.1%+15NewHistory
SYMSymbotic Inc.Stock20$777<0.1%00.0%UnchangedHistory
VSTSVestis CorpCOM SHS113$645<0.1%00.0%UnchangedHistory
COCPCocrystal Pharma, Inc.COM NEW418$623<0.1%00.0%UnchangedHistory
MTCHMatch Group, Inc.COM12$377<0.1%−5−29.4%ReducedHistory
SNDLSNDL Inc.COM222$269<0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1$250<0.1%−50−98.0%Reduced–
BKNGBooking Holdings Inc.Stock0$245<0.1%−5−100.0%ReducedHistory
AMTAmerican Tower CorpREIT1$208<0.1%−17−94.4%ReducedHistory
GRWGGrowGeneration Corp.COM200$187<0.1%00.0%UnchangedHistory
TLRYTilray Brands, Inc.COM CL 2300$124<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM30$105<0.1%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM5$102<0.1%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM1$99<0.1%−15−93.8%ReducedHistory
PAYCPaycom Software, Inc.Stock0$77<0.1%−25−100.0%ReducedHistory
HASHasbro, Inc.COM1$72<0.1%−106−99.1%ReducedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A85$61<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock1$45<0.1%−28−96.6%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