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 |
|---|---|---|---|---|---|---|---|
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 865 | $73.2K | <0.1% | +865 | New | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,693 | $72.7K | <0.1% | +1,693 | New | – |
| SMCISuper Micro Computer, Inc. | Stock | 1,500 | $71.9K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 146 | $71.1K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 950 | $70.8K | <0.1% | −10−1.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 250 | $69.8K | <0.1% | 00.0% | Unchanged | History |
| HRHealthcare Realty Trust Inc | CL A COM | 3,840 | $69.2K | <0.1% | −350−8.4% | Reduced | History |
| CTASCintas Corp | Stock | 320 | $65.8K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 394 | $65.5K | <0.1% | −166−29.6% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 250 | $62.9K | <0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 225 | $61.2K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $60.5K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 1,312 | $57.7K | <0.1% | −702−34.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 77 | $56.7K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 71 | $56.5K | <0.1% | +37+108.8% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $55.6K | <0.1% | 00.0% | Unchanged | – |
| SLFSun Life Financial Inc | COM | 925 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $54.6K | <0.1% | −610−53.5% | Reduced | – |
| SHOPShopify Inc. | Stock | 364 | $54.1K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 110 | $54.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910733 | ESG US STK ETF | 455 | $53.9K | <0.1% | +455 | New | – |
| MAAMid America Apartment Communities Inc. | COM | 385 | $53.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435U218 | ESG MSCI LEADR | 455 | $53.3K | <0.1% | +455 | New | – |
| CBChubb Ltd | Stock | 187 | $52.8K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $52.7K | <0.1% | 00.0% | Unchanged | History |
| WORWorthington Enterprises, Inc. | COM | 950 | $52.7K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 177 | $50.7K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $50.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 464 | $49.4K | <0.1% | +4+0.9% | Added | – |
| NKENIKE, Inc. | Stock | 700 | $48.8K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 196 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 755 | $47.6K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 650 | $47.5K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $47.1K | <0.1% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 1,030 | $46.6K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 559 | $46.3K | <0.1% | 00.0% | Unchanged | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 681 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 102 | $45.4K | <0.1% | 00.0% | Unchanged | History |
| AROWArrow Financial Corp | COM | 1,458 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 400 | $40.0K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 34 | $39.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $39.3K | <0.1% | 00.0% | Unchanged | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 193 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 92 | $38.8K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $38.6K | <0.1% | 00.0% | Unchanged | – |
| PHParker-Hannifin Corp | Stock | 50 | $37.9K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $37.8K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $37.7K | <0.1% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 192 | $37.5K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $37.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 260 | $36.9K | <0.1% | +260 | New | – |
| MDTMedtronic plc | Stock | 384 | $36.6K | <0.1% | +279+265.7% | Added | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $36.5K | <0.1% | 00.0% | Unchanged | History |
| TRIThomson Reuters Corp | COM NO PAR | 232 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 351 | $36.0K | <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 |
| WPMWheaton Precious Metals Corp. | COM | 319 | $35.7K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 675 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 139 | $34.3K | <0.1% | +63+82.9% | Added | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $34.3K | <0.1% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 696 | $34.1K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 161 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 231 | $32.9K | <0.1% | +231 | New | – |
| KMBKimberly Clark Corp | Stock | 262 | $32.6K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 880 | $31.2K | <0.1% | −150−14.6% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 210 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| DTEDte Energy Co | COM | 197 | $27.9K | <0.1% | +197 | New | History |
| LCIDLucid Group, Inc. | Stock | 1,160 | $27.6K | <0.1% | 00.0% | UnchangedConverted for a 1-for-10 split | History |
| FISVFiserv Inc | Stock | 214 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| STTState Street Corp | COM | 230 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $26.6K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 263 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 539 | $26.1K | <0.1% | +539 | New | – |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $25.2K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 250 | $24.9K | <0.1% | +250 | New | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 178 | $24.9K | <0.1% | +178 | New | – |
| KVUEKenvue Inc. | Stock | 1,500 | $24.3K | <0.1% | +1,500 | New | History |
| UBSUBS Group AG | Stock | 591 | $24.2K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $23.8K | <0.1% | 00.0% | Unchanged | – |
| NOMDNomad Foods Ltd | USD ORD SHS | 1,756 | $23.1K | <0.1% | −4,909−73.7% | Reduced | History |
| CMECME Group Inc. | COM | 84 | $22.6K | <0.1% | −58−40.8% | Reduced | History |
| NRGNRG Energy, Inc. | Stock | 137 | $22.2K | <0.1% | 00.0% | Unchanged | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 605 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $21.8K | <0.1% | −30−10.2% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 134 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 485 | $21.0K | <0.1% | +485 | New | History |
| RSGRepublic Services, Inc. | COM | 90 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $19.4K | <0.1% | 00.0% | Unchanged | – |
| CEGConstellation Energy Corp | Stock | 58 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 304 | $18.1K | <0.1% | +304 | New | History |
| PGRProgressive Corp | Stock | 72 | $17.8K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 101 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 175 | $17.0K | <0.1% | +175 | New | – |
| DEDeere & Co | Stock | 37 | $16.9K | <0.1% | −9−19.6% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 429 | $16.4K | <0.1% | +429 | New | – |
| EBCEastern Bankshares, Inc. | COM | 900 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 136 | $15.4K | <0.1% | +94+223.8% | 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 |