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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.

Institution overview
Positions
426
+18 vs. Q2 2025
Portfolio value
$353.8M
+$19.5M (+5.8%) vs. Q2 2025
Filed
Oct 23, 2025
SEC
Holdings of Clean Yield Group in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RALRalliant CorpStock15$656<0.1%00.0%UnchangedHistory
SNDLSNDL Inc.COM222$595<0.1%00.0%UnchangedHistory
COCPCocrystal Pharma, Inc.COM NEW418$523<0.1%00.0%UnchangedHistory
TLRYTilray Brands, Inc.COM CL 2300$519<0.1%00.0%UnchangedHistory
VSTSVestis CorpCOM SHS113$510<0.1%00.0%UnchangedHistory
VIAVia Transportation, Inc.COM CL A10$481<0.1%+10NewHistory
GRWGGrowGeneration Corp.COM200$374<0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1$271<0.1%00.0%Unchanged–
BKNGBooking Holdings Inc.Stock0$229<0.1%0UnchangedHistory
SEDGSolaredge Technologies, Inc.COM5$185<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1$181<0.1%00.0%UnchangedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A85$111<0.1%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM1$92<0.1%00.0%UnchangedHistory
HASHasbro, Inc.COM1$74<0.1%00.0%UnchangedHistory
PAYCPaycom Software, Inc.Stock0$69<0.1%0UnchangedHistory
BYNDBeyond Meat, Inc.COM30$57<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock1$47<0.1%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM0$25<0.1%0UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF0$10<0.1%0Unchanged–
MTCHMatch Group, Inc.COM0$10<0.1%−12−100.0%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF0$6<0.1%0Unchanged–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF0$4<0.1%0Unchanged–
LiveWire Group, Inc.53838J113*W EXP 09/26/20250$4<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF0$1<0.1%0Unchanged–
STEWSRH Total Return Fund, Inc.COM0$1<0.1%0UnchangedHistory
WKHSWorkhorse Group Inc.COM NEW1$1<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (8)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Clean Yield Group sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM663$232.9K0.1%History
HMNHorace Mann Educators CorpCOM760$32.7K<0.1%History
iShares Core S&P U.S. Growth ETF464287671ETF117$17.6K<0.1%–
EQIXEquinix IncCOM7$5.57K<0.1%History
HUMHumana IncStock18$4.40K<0.1%History
WITWipro LtdSPON ADR 1 SH1,330$4.02K<0.1%History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR213$3.27K<0.1%History
NTAPNetApp, Inc.Stock14$1.49K<0.1%History