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 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 4,101 | $422.6K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 670 | $412.0K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,650 | $382.9K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,688 | $377.2K | 0.1% | −250−4.2% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $376.8K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,182 | $359.2K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,419 | $356.6K | 0.1% | +156+12.4% | Added | History |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $336.6K | 0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 925 | $318.6K | 0.1% | −7−0.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 904 | $312.2K | 0.1% | −27−2.9% | Reduced | History |
| IRMIron Mountain Inc | COM | 3,022 | $308.1K | 0.1% | 00.0% | Unchanged | History |
| MTDMettler Toledo International Inc | COM | 226 | $277.4K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 937 | $270.1K | 0.1% | −34−3.5% | Reduced | History |
| RTXRTX Corp | Stock | 1,611 | $269.6K | 0.1% | +187+13.1% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $269.2K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $268.3K | 0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 735 | $261.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $252.0K | 0.1% | 00.0% | Unchanged | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $246.6K | 0.1% | 00.0% | Unchanged | History |
| MSEXMiddlesex Water Co | COM | 4,525 | $244.9K | 0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 1,755 | $243.2K | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 9,418 | $240.0K | 0.1% | +150+1.6% | Added | History |
| VVisa Inc. | Stock | 679 | $231.8K | 0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 2,763 | $226.6K | 0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 286 | $220.9K | 0.1% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 2,460 | $215.6K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $214.6K | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 6,800 | $213.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $210.5K | 0.1% | −373−7.7% | Reduced | – |
| TGTTarget Corp | Stock | 2,271 | $203.7K | 0.1% | −88−3.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 850 | $200.9K | 0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $200.7K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 7,056 | $199.3K | 0.1% | +963+15.8% | Added | History |
| DHRDanaher Corp | Stock | 1,004 | $199.1K | 0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 650 | $194.9K | 0.1% | −15−2.3% | Reduced | History |
| CWCurtiss Wright Corp | Stock | 350 | $190.0K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 671 | $187.4K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 1,000 | $187.1K | 0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 801 | $176.9K | <0.1% | +50+6.7% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $166.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 344 | $165.1K | <0.1% | −60−14.9% | Reduced | – |
| SHWSherwin Williams Co | COM | 473 | $163.8K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 1,118 | $161.6K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 500 | $156.3K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,486 | $155.3K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 655 | $154.5K | <0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 1,168 | $153.2K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 474 | $142.4K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 451 | $139.7K | <0.1% | −3−0.7% | Reduced | History |
| MSCIMSCI Inc. | Stock | 245 | $139.0K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 1,591 | $133.4K | <0.1% | +316+24.8% | Added | History |
| CATCaterpillar Inc | Stock | 278 | $132.6K | <0.1% | +60+27.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 2,921 | $131.8K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $126.1K | <0.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $125.8K | <0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $125.0K | <0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $121.4K | <0.1% | +163+9.4% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $121.0K | <0.1% | 00.0% | Unchanged | – |
| CARRCarrier Global Corp | Stock | 1,962 | $117.1K | <0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,416 | $114.8K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $114.6K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 738 | $112.2K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 222 | $109.5K | <0.1% | +218+5,450.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 534 | $108.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $107.2K | <0.1% | 00.0% | Unchanged | – |
| DOVDOVER Corp | COM | 633 | $105.6K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $105.6K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $104.7K | <0.1% | 00.0% | Unchanged | – |
| VIXYProShares Trust II | ETF | 3,200 | $103.4K | <0.1% | +3,200 | New | History |
| XYLXylem Inc. | COM | 694 | $102.4K | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,043 | $102.2K | <0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 867 | $99.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $98.8K | <0.1% | +1,974 | New | – |
| EBAYeBay Inc | COM | 1,076 | $97.9K | <0.1% | −11−1.0% | Reduced | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $96.2K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 650 | $95.1K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 365 | $95.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $93.8K | <0.1% | 00.0% | Unchanged | – |
| IDAIdacorp Inc | COM | 700 | $92.5K | <0.1% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 96 | $91.5K | <0.1% | 00.0% | Unchanged | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $91.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $90.1K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $89.6K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 2,605 | $87.4K | <0.1% | +216+9.0% | Added | History |
| HPQHP Inc | Stock | 3,200 | $87.1K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 1,140 | $85.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 773 | $85.4K | <0.1% | +27+3.6% | Added | – |
| CVXChevron Corp | Stock | 543 | $84.3K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 223 | $83.5K | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 1,822 | $81.8K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $81.7K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $79.8K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 158 | $78.8K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $78.6K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $78.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $77.9K | <0.1% | 00.0% | Unchanged | – |
| STAGSTAG Industrial, Inc. | COM | 2,183 | $77.0K | <0.1% | −1,123−34.0% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 110 | $76.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $74.6K | <0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 124 | $73.9K | <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 |