Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 410
- −16 vs. Q3 2025
- Portfolio value
- $360.2M
- +$6.43M (+1.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 84 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $10.5K | <0.1% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 30 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| UNBUnion Bankshares Inc | COM | 450 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 200 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 134 | $11.7K | <0.1% | −27−16.8% | Reduced | History |
| LCIDLucid Group, Inc. | Stock | 1,160 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 96 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 140 | $13.2K | <0.1% | +140 | New | – |
| NDAQNasdaq, Inc. | COM | 146 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Global Clean Energy ETF464288224 | ETF | 900 | $14.8K | <0.1% | +817+984.3% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 343 | $15.3K | <0.1% | +3+0.9% | AddedConverted for a 2-for-1 split | – |
| DLRDigital Realty Trust, Inc. | COM | 101 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $16.1K | <0.1% | 00.0% | Unchanged | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 136 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 72 | $16.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 175 | $16.4K | <0.1% | 00.0% | Unchanged | – |
| EBCEastern Bankshares, Inc. | COM | 900 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 462 | $16.6K | <0.1% | +462 | New | – |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $16.9K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 37 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 90 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $19.8K | <0.1% | 00.0% | Unchanged | – |
| NINisource Inc. | COM | 485 | $20.3K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 58 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| CBRECbre Group, Inc. | CL A | 134 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| NRGNRG Energy, Inc. | Stock | 137 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $22.6K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 83 | $22.7K | <0.1% | −1−1.2% | Reduced | History |
| WPMWheaton Precious Metals Corp. | COM | 195 | $22.9K | <0.1% | −124−38.9% | Reduced | History |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 250 | $24.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 178 | $25.1K | <0.1% | 00.0% | Unchanged | – |
| DTEDte Energy Co | COM | 197 | $25.4K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 1,500 | $25.9K | <0.1% | 00.0% | Unchanged | History |
| SMCISuper Micro Computer, Inc. | Stock | 900 | $26.3K | <0.1% | −600−40.0% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 262 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 210 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $27.3K | <0.1% | 00.0% | Unchanged | – |
| UBSUBS Group AG | Stock | 591 | $27.4K | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 263 | $27.7K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 696 | $27.9K | <0.1% | 00.0% | Unchanged | History |
| TRIThomson Reuters Corp | COM NO PAR | 216 | $28.5K | <0.1% | −16−6.9% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49 | $29.6K | <0.1% | −75−60.5% | Reduced | History |
| MIDDMIDDLEBY Corp | COM | 200 | $29.7K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $30.6K | <0.1% | 00.0% | Unchanged | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 416 | $30.8K | <0.1% | +416 | New | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 231 | $31.6K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 879 | $31.9K | <0.1% | −1−0.1% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 192 | $34.3K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $34.5K | <0.1% | 00.0% | Unchanged | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $35.5K | <0.1% | 00.0% | Unchanged | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 193 | $35.8K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 92 | $35.8K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 351 | $35.9K | <0.1% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 1,000 | $36.0K | <0.1% | −30−2.9% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 34 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 260 | $36.7K | <0.1% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 384 | $36.9K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 139 | $37.3K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 641 | $37.4K | <0.1% | −40−5.9% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $38.4K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $38.6K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 161 | $41.4K | <0.1% | 00.0% | Unchanged | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $41.5K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 679 | $42.4K | <0.1% | −246−26.6% | Reduced | History |
| PFGPrincipal Financial Group Inc | COM | 484 | $42.7K | <0.1% | −75−13.4% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 50 | $43.9K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 700 | $44.6K | <0.1% | 00.0% | Unchanged | History |
| AROWArrow Financial Corp | COM | 1,458 | $45.8K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 102 | $45.9K | <0.1% | 00.0% | Unchanged | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $46.6K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 339 | $46.7K | <0.1% | +60+21.5% | Added | History |
| EMNEastman Chemical Co | Stock | 755 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| WORWorthington Enterprises, Inc. | COM | 950 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 400 | $49.2K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $49.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 465 | $49.8K | <0.1% | +1+0.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 77 | $50.8K | <0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 225 | $51.0K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 177 | $51.4K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 650 | $51.5K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $52.2K | <0.1% | 00.0% | Unchanged | – |
| ADSKAutodesk, Inc. | COM | 179 | $53.0K | <0.1% | +147+459.4% | Added | History |
| ADIAnalog Devices Inc | Stock | 196 | $53.2K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 1,312 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 385 | $53.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $53.9K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 110 | $53.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $55.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910733 | ESG US STK ETF | 455 | $55.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 455 | $55.2K | <0.1% | 00.0% | Unchanged | – |
| TWLOTwilio Inc | CL A | 400 | $56.9K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $57.6K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 187 | $58.4K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 364 | $58.6K | <0.1% | 00.0% | Unchanged | History |
| CTASCintas Corp | Stock | 320 | $60.2K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $60.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 250 | $61.5K | <0.1% | −250−50.0% | Reduced | – |
Sold out since Q3 2025 (29)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 134,958 | $8.00M | 2.3% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $200.7K | 0.1% | History |
| VRSKVerisk Analytics, Inc. | COM | 250 | $62.9K | <0.1% | History |
| KMPRKEMPER Corp | COM | 675 | $34.8K | <0.1% | History |
| FISVFiserv Inc | Stock | 214 | $27.6K | <0.1% | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 539 | $26.1K | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 304 | $18.1K | <0.1% | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 429 | $16.4K | <0.1% | – |
| NVSNovartis AG | ADR | 57 | $7.31K | <0.1% | History |
| CLXClorox Co | Stock | 50 | $6.17K | <0.1% | History |
| KKellanova | Stock | 59 | $4.84K | <0.1% | History |
| LNWOLight & Wonder, Inc. | COM | 36 | $3.02K | <0.1% | History |
| OGNOrganon & Co. | Stock | 255 | $2.72K | <0.1% | History |
| PRUPrudential Financial Inc | Stock | 11 | $1.14K | <0.1% | History |
| MELIMercadolibre Inc | COM | 0 | $1.03K | <0.1% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 33 | $950 | <0.1% | History |
| SAPSAP SE | ADR | 3 | $802 | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 0 | $229 | <0.1% | History |
| AMTAmerican Tower Corp | REIT | 1 | $181 | <0.1% | History |
| OLEDUniversal Display Corp | COM | 1 | $92 | <0.1% | History |
| HASHasbro, Inc. | COM | 1 | $74 | <0.1% | History |
| PAYCPaycom Software, Inc. | Stock | 0 | $69 | <0.1% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 1 | $47 | <0.1% | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 0 | $25 | <0.1% | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $10 | <0.1% | – |
| MTCHMatch Group, Inc. | COM | 0 | $10 | <0.1% | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 0 | $6 | <0.1% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 0 | $4 | <0.1% | – |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $1 | <0.1% | History |