Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 23, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 426
- +18 vs. Q2 2025
- Portfolio value
- $353.8M
- +$19.5M (+5.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLNHaleon plc | ADR | 1,000 | $8.97K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 43 | $9.05K | <0.1% | −20−31.7% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9.06K | <0.1% | +90 | New | – |
| ETSYEtsy Inc | COM | 138 | $9.16K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 84 | $9.32K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 112 | $9.44K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 176 | $9.44K | <0.1% | +1+0.6% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $9.45K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 100 | $9.48K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9.60K | <0.1% | 00.0% | Unchanged | History |
| LECOLincoln Electric Holdings Inc | COM | 41 | $9.67K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $9.96K | <0.1% | 00.0% | Unchanged | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $9.97K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 32 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $10.3K | <0.1% | +87 | New | – |
| ADBEAdobe Inc. | Stock | 30 | $10.6K | <0.1% | −22−42.3% | Reduced | History |
| UNBUnion Bankshares Inc | COM | 450 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 200 | $12.5K | <0.1% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 146 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 161 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 170 | $15.2K | <0.1% | +1+0.6% | Added | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 136 | $15.4K | <0.1% | +94+223.8% | Added | History |
| EBCEastern Bankshares, Inc. | COM | 900 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 429 | $16.4K | <0.1% | +429 | New | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 37 | $16.9K | <0.1% | −9−19.6% | Reduced | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 175 | $17.0K | <0.1% | +175 | New | – |
| DLRDigital Realty Trust, Inc. | COM | 101 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 72 | $17.8K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 304 | $18.1K | <0.1% | +304 | New | History |
| CEGConstellation Energy Corp | Stock | 58 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $19.4K | <0.1% | 00.0% | Unchanged | – |
| RSGRepublic Services, Inc. | COM | 90 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 485 | $21.0K | <0.1% | +485 | New | History |
| CBRECbre Group, Inc. | CL A | 134 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $21.8K | <0.1% | −30−10.2% | Reduced | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 605 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| NRGNRG Energy, Inc. | Stock | 137 | $22.2K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 84 | $22.6K | <0.1% | −58−40.8% | Reduced | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 1,756 | $23.1K | <0.1% | −4,909−73.7% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $23.8K | <0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| UBSUBS Group AG | Stock | 591 | $24.2K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 1,500 | $24.3K | <0.1% | +1,500 | New | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 178 | $24.9K | <0.1% | +178 | New | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 250 | $24.9K | <0.1% | +250 | New | – |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $25.2K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 539 | $26.1K | <0.1% | +539 | New | – |
| LLoews Corp | COM | 263 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $26.6K | <0.1% | 00.0% | Unchanged | History |
| STTState Street Corp | COM | 230 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 214 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| LCIDLucid Group, Inc. | Stock | 1,160 | $27.6K | <0.1% | 00.0% | UnchangedConverted for a 1-for-10 split | History |
| DTEDte Energy Co | COM | 197 | $27.9K | <0.1% | +197 | New | History |
| DELLDell Technologies Inc. | Stock | 210 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 880 | $31.2K | <0.1% | −150−14.6% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 262 | $32.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 231 | $32.9K | <0.1% | +231 | New | – |
| AMATApplied Materials Inc | Stock | 161 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 696 | $34.1K | <0.1% | 00.0% | Unchanged | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $34.3K | <0.1% | 00.0% | Unchanged | – |
| ACNAccenture plc | Stock | 139 | $34.3K | <0.1% | +63+82.9% | Added | History |
| KMPRKEMPER Corp | COM | 675 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| WPMWheaton Precious Metals Corp. | COM | 319 | $35.7K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 351 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| TRIThomson Reuters Corp | COM NO PAR | 232 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $36.5K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 384 | $36.6K | <0.1% | +279+265.7% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 260 | $36.9K | <0.1% | +260 | New | – |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $37.2K | <0.1% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 192 | $37.5K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $37.7K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $37.8K | <0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 50 | $37.9K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $38.6K | <0.1% | 00.0% | Unchanged | – |
| TTTrane Technologies plc | SHS | 92 | $38.8K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 193 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $39.3K | <0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 34 | $39.6K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 400 | $40.0K | <0.1% | 00.0% | Unchanged | History |
| AROWArrow Financial Corp | COM | 1,458 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 102 | $45.4K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 681 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 559 | $46.3K | <0.1% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 1,030 | $46.6K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $47.1K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 650 | $47.5K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 755 | $47.6K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 196 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 700 | $48.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 464 | $49.4K | <0.1% | +4+0.9% | Added | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $50.5K | <0.1% | 00.0% | Unchanged | – |
| FDSFactset Research Systems Inc | Stock | 177 | $50.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 663 | $232.9K | 0.1% | History |
| HMNHorace Mann Educators Corp | COM | 760 | $32.7K | <0.1% | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 117 | $17.6K | <0.1% | – |
| EQIXEquinix Inc | COM | 7 | $5.57K | <0.1% | History |
| HUMHumana Inc | Stock | 18 | $4.40K | <0.1% | History |
| WITWipro Ltd | SPON ADR 1 SH | 1,330 | $4.02K | <0.1% | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 213 | $3.27K | <0.1% | History |
| NTAPNetApp, Inc. | Stock | 14 | $1.49K | <0.1% | History |