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 |
|---|---|---|---|---|---|---|---|
| CHDChurch & Dwight Co Inc | COM | 2,460 | $215.6K | 0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 286 | $220.9K | 0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 2,763 | $226.6K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 679 | $231.8K | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 9,418 | $240.0K | 0.1% | +150+1.6% | Added | History |
| GPCGenuine Parts Co | Stock | 1,755 | $243.2K | 0.1% | 00.0% | Unchanged | History |
| MSEXMiddlesex Water Co | COM | 4,525 | $244.9K | 0.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | Stock | 859 | $246.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $252.0K | 0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 735 | $261.3K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $268.3K | 0.1% | 00.0% | Unchanged | – |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $269.2K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,611 | $269.6K | 0.1% | +187+13.1% | Added | History |
| CICigna Group | Stock | 937 | $270.1K | 0.1% | −34−3.5% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 226 | $277.4K | 0.1% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 3,022 | $308.1K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 904 | $312.2K | 0.1% | −27−2.9% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 925 | $318.6K | 0.1% | −7−0.8% | Reduced | History |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $336.6K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,419 | $356.6K | 0.1% | +156+12.4% | Added | History |
| MCDMcDonalds Corp | Stock | 1,182 | $359.2K | 0.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $376.8K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,688 | $377.2K | 0.1% | −250−4.2% | Reduced | History |
| SYYSysco Corp | Stock | 4,650 | $382.9K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 670 | $412.0K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,101 | $422.6K | 0.1% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $445.7K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,835 | $445.8K | 0.1% | +1,365+30.5% | Added | – |
| ORCLOracle Corp | Stock | 1,598 | $449.4K | 0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $452.6K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 2,995 | $464.8K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 4,185 | $471.9K | 0.1% | +142+3.5% | Added | History |
| Hingham Instn SVGS Mass433323102 | COM | 1,810 | $477.4K | 0.1% | 00.0% | Unchanged | – |
| APHAmphenol Corp | CL A | 3,888 | $481.1K | 0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4,493 | $487.9K | 0.1% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 8,620 | $490.2K | 0.1% | 00.0% | Unchanged | History |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $507.9K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,319 | $509.2K | 0.1% | 00.0% | Unchanged | History |
| CWTCalifornia Water Service Group | COM | 11,235 | $515.6K | 0.1% | −250−2.2% | Reduced | History |
| PAYXPaychex Inc | Stock | 4,160 | $527.3K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 898 | $539.1K | 0.2% | +63+7.5% | Added | – |
| AAgilent Technologies, Inc. | COM | 4,387 | $563.1K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 3,073 | $564.6K | 0.2% | +125+4.2% | Added | History |
| NEENextera Energy Inc | Stock | 7,558 | $570.6K | 0.2% | +562+8.0% | Added | History |
| DISWalt Disney Co | Stock | 5,150 | $589.7K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,060 | $649.8K | 0.2% | +106+5.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 705 | $653.0K | 0.2% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 5,882 | $657.0K | 0.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,207 | $686.6K | 0.2% | +20+1.7% | Added | History |
| GISGeneral Mills Inc | Stock | 15,247 | $768.8K | 0.2% | −2,612−14.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 6,236 | $835.3K | 0.2% | −64−1.0% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,602 | $889.8K | 0.3% | −38−0.4% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 38,293 | $935.5K | 0.3% | −524−1.3% | Reduced | – |
| GEGeneral Electric Co | Stock | 3,113 | $936.5K | 0.3% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $960.6K | 0.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,180 | $967.8K | 0.3% | −74−1.7% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 5,393 | $1.01M | 0.3% | −510−8.6% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,095 | $1.03M | 0.3% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 21,896 | $1.06M | 0.3% | −152−0.7% | Reduced | History |
| TRMBTrimble Inc. | COM | 13,915 | $1.14M | 0.3% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 14,583 | $1.17M | 0.3% | −675−4.4% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 14,458 | $1.21M | 0.3% | +62+0.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,444 | $1.23M | 0.3% | +52+2.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,680 | $1.30M | 0.4% | −76−2.8% | Reduced | History |
| AMGNAmgen Inc | Stock | 4,816 | $1.36M | 0.4% | −323−6.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 5,762 | $1.40M | 0.4% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 10,934 | $1.54M | 0.4% | −100−0.9% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 332,655 | $1.60M | 0.5% | −15,317−4.4% | Reduced | History |
| NVONovo Nordisk A S | ADR | 30,141 | $1.67M | 0.5% | −1,390−4.4% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 67,853 | $1.75M | 0.5% | +28,021+70.3% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 14,855 | $1.82M | 0.5% | −975−6.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,958 | $1.97M | 0.6% | +5+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,728 | $2.12M | 0.6% | +38+0.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 8,504 | $2.22M | 0.6% | −20−0.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 3,271 | $2.23M | 0.6% | −15−0.5% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 13,200 | $2.35M | 0.7% | +1,905+16.9% | Added | History |
| HTOH2O America | COM | 50,685 | $2.47M | 0.7% | −2,713−5.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,276 | $2.50M | 0.7% | −115−3.4% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 75,227 | $2.53M | 0.7% | −41,679−35.7% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,634 | $2.53M | 0.7% | +867+7.4% | Added | History |
| SCHWSchwab Charles Corp | Stock | 27,349 | $2.61M | 0.7% | +17,676+182.7% | Added | History |
| VITLVital Farms, Inc. | COM | 64,810 | $2.67M | 0.8% | −886−1.3% | Reduced | History |
| AMALAmalgamated Financial Corp. | COM | 100,327 | $2.72M | 0.8% | −3,567−3.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 18,134 | $2.79M | 0.8% | +10.0% | Added | History |
| NFLXNetflix Inc | Stock | 2,333 | $2.80M | 0.8% | −2−0.1% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 74,327 | $2.91M | 0.8% | +5,108+7.4% | Added | History |
| TUTelus Corp | COM | 188,206 | $2.97M | 0.8% | −8,607−4.4% | Reduced | History |
| BWABorgwarner Inc | COM | 70,187 | $3.09M | 0.9% | +1,762+2.6% | Added | History |
| VMIValmont Industries Inc | COM | 9,169 | $3.56M | 1.0% | +518+6.0% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 314,497 | $3.65M | 1.0% | −21,479−6.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 20,400 | $3.78M | 1.1% | +173+0.9% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 266,038 | $3.89M | 1.1% | −8,978−3.3% | Reduced | History |
| HOLXHologic Inc | COM | 58,326 | $3.94M | 1.1% | −136−0.2% | Reduced | History |
| MCOMoodys Corp | Stock | 8,270 | $3.94M | 1.1% | +625+8.2% | Added | History |
| CACCamden National Corp | COM | 102,607 | $3.96M | 1.1% | +1,198+1.2% | Added | History |
| KAIKadant Inc | COM | 13,586 | $4.04M | 1.1% | −14−0.1% | Reduced | History |
| HUBBHubbell Inc | COM | 9,671 | $4.16M | 1.2% | −103−1.1% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 220,052 | $4.21M | 1.2% | −17,156−7.2% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 28,452 | $4.34M | 1.2% | +120+0.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 4,976 | $4.58M | 1.3% | +70+1.4% | Added | 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 |