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 |
|---|---|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 170 | $15.2K | <0.1% | +1+0.6% | Added | – |
| OTISOtis Worldwide Corp | Stock | 161 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 146 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 200 | $12.5K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| UNBUnion Bankshares Inc | COM | 450 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 30 | $10.6K | <0.1% | −22−42.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $10.3K | <0.1% | +87 | New | – |
| ADSKAutodesk, Inc. | COM | 32 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $9.97K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $9.96K | <0.1% | 00.0% | Unchanged | History |
| LECOLincoln Electric Holdings Inc | COM | 41 | $9.67K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9.60K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 100 | $9.48K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $9.45K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 176 | $9.44K | <0.1% | +1+0.6% | Added | History |
| SBUXStarbucks Corp | Stock | 112 | $9.44K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 84 | $9.32K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 138 | $9.16K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9.06K | <0.1% | +90 | New | – |
| HONHoneywell International Inc | COM | 43 | $9.05K | <0.1% | −20−31.7% | Reduced | History |
| HLNHaleon plc | ADR | 1,000 | $8.97K | <0.1% | 00.0% | Unchanged | History |
| ARMKAramark | COM | 229 | $8.80K | <0.1% | +1+0.4% | Added | History |
| BPBP PLC | ADR | 250 | $8.62K | <0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 13 | $8.31K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 50 | $8.09K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 60 | $8.03K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 200 | $7.84K | <0.1% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 410 | $7.75K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $7.42K | <0.1% | +66 | New | History |
| IBNIcici Bank Ltd | ADR | 244 | $7.38K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 500 | $7.34K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 57 | $7.31K | <0.1% | −63−52.5% | Reduced | History |
| MASIMasimo Corp | COM | 49 | $7.23K | <0.1% | 00.0% | Unchanged | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 331 | $6.74K | <0.1% | 00.0% | Unchanged | – |
| ACMAecom | COM | 50 | $6.52K | <0.1% | 00.0% | Unchanged | History |
| CLXClorox Co | Stock | 50 | $6.17K | <0.1% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 39 | $5.75K | <0.1% | 00.0% | Unchanged | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $5.62K | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 51 | $5.61K | <0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 26 | $5.58K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 71 | $5.53K | <0.1% | +71 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5.41K | <0.1% | +56 | New | – |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5.40K | <0.1% | 00.0% | Unchanged | History |
| ORAOrmat Technologies, Inc. | COM | 56 | $5.39K | <0.1% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $5.30K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 42 | $5.20K | <0.1% | +42 | New | History |
| GDDYGoDaddy Inc. | CL A | 37 | $5.06K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 70 | $5.06K | <0.1% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 14 | $4.92K | <0.1% | 00.0% | Unchanged | History |
| KKellanova | Stock | 59 | $4.84K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 20 | $4.51K | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 18 | $4.33K | <0.1% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 21 | $4.26K | <0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 10 | $4.26K | <0.1% | 00.0% | Unchanged | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4.18K | <0.1% | 00.0% | Unchanged | History |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $4.13K | <0.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 25 | $3.99K | <0.1% | 00.0% | Unchanged | History |
| PTCPTC Inc. | Stock | 18 | $3.65K | <0.1% | 00.0% | Unchanged | History |
| ASBAssociated Banc-Corp | COM | 134 | $3.44K | <0.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $3.44K | <0.1% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3.41K | <0.1% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 29 | $3.28K | <0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3.14K | <0.1% | 00.0% | Unchanged | History |
| LNWOLight & Wonder, Inc. | COM | 36 | $3.02K | <0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 100 | $2.83K | <0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 255 | $2.72K | <0.1% | 00.0% | Unchanged | History |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2.65K | <0.1% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 20 | $2.42K | <0.1% | 00.0% | Unchanged | History |
| CRTOCriteo S.A. | SPONS ADS | 100 | $2.26K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 14 | $2.23K | <0.1% | 00.0% | Unchanged | History |
| FTVFortive Corp | Stock | 45 | $2.21K | <0.1% | 00.0% | Unchanged | History |
| FSLYFastly, Inc. | CL A | 250 | $2.14K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 25 | $2.10K | <0.1% | 00.0% | Unchanged | History |
| UNMUnum Group | Stock | 26 | $2.02K | <0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 11 | $1.96K | <0.1% | 00.0% | Unchanged | History |
| PSOPearson PLC | SPONSORED ADR | 137 | $1.94K | <0.1% | 00.0% | Unchanged | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $1.91K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 37 | $1.87K | <0.1% | −32−46.4% | Reduced | History |
| METMetlife Inc | Stock | 22 | $1.81K | <0.1% | −40−64.5% | Reduced | History |
| iShares Flexible Income Active ETF092528603 | ETF | 34 | $1.81K | <0.1% | 00.0% | Unchanged | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1.65K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 72 | $1.65K | <0.1% | +72 | New | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1.62K | <0.1% | 00.0% | Unchanged | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1.58K | <0.1% | 00.0% | Unchanged | – |
| AGOAssured Guaranty Ltd | COM | 17 | $1.44K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 138 | $1.37K | <0.1% | 00.0% | Unchanged | History |
| iShares Global Clean Energy ETF464288224 | ETF | 83 | $1.28K | <0.1% | +83 | New | – |
| GMGeneral Motors Co | COM | 19 | $1.15K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 11 | $1.14K | <0.1% | 00.0% | Unchanged | History |
| SYMSymbotic Inc. | Stock | 20 | $1.08K | <0.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 3 | $1.07K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 0 | $1.03K | <0.1% | 0 | Unchanged | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 33 | $950 | <0.1% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 3 | $802 | <0.1% | 00.0% | Unchanged | History |
| GIBCgi Inc | CL A | 9 | $802 | <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 |