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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 71 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $62.8K | <0.1% | −246−42.8% | Reduced | – |
| SPOTSpotify Technology S.A. | Stock | 110 | $63.9K | <0.1% | 00.0% | Unchanged | History |
| HRHealthcare Realty Trust Inc | CL A COM | 3,840 | $65.1K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 394 | $67.4K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 158 | $70.3K | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 1,822 | $70.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $70.9K | <0.1% | 00.0% | Unchanged | – |
| HPQHP Inc | Stock | 3,200 | $71.3K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $72.0K | <0.1% | −13−5.2% | Reduced | History |
| ALCAlcon Inc | Stock | 950 | $74.9K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 146 | $76.3K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,693 | $76.5K | <0.1% | 00.0% | Unchanged | – |
| STAGSTAG Industrial, Inc. | COM | 2,089 | $76.8K | <0.1% | −94−4.3% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $76.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 865 | $77.8K | <0.1% | 00.0% | Unchanged | – |
| ZTSZoetis Inc. | Stock | 650 | $81.8K | <0.1% | 00.0% | Unchanged | History |
| VIXYProShares Trust II | ETF | 3,200 | $82.0K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 543 | $82.8K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $82.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $83.9K | <0.1% | −125−10.5% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 1,043 | $85.2K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $86.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $86.4K | <0.1% | 00.0% | Unchanged | – |
| IDAIdacorp Inc | COM | 700 | $88.6K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $89.6K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 1,140 | $90.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 824 | $90.9K | <0.1% | +51+6.6% | Added | – |
| WECWec Energy Group, Inc. | Stock | 867 | $91.4K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $91.7K | <0.1% | 00.0% | Unchanged | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $92.0K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 1,076 | $93.7K | <0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $93.8K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $95.2K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 2,605 | $96.1K | <0.1% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 96 | $96.9K | <0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 534 | $98.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $99.3K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 214 | $100.5K | <0.1% | −8−3.6% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,400 | $102.5K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| XYLXylem Inc. | COM | 754 | $102.7K | <0.1% | +60+8.6% | Added | History |
| CARRCarrier Global Corp | Stock | 1,962 | $103.7K | <0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,415 | $104.3K | <0.1% | −1−0.1% | Reduced | History |
| YUMYum Brands Inc | Stock | 738 | $111.6K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 451 | $116.7K | <0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $120.4K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $122.1K | <0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 633 | $123.6K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 405 | $125.6K | <0.1% | +40+11.0% | Added | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $127.6K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 423 | $134.7K | <0.1% | +200+89.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 474 | $136.9K | <0.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 245 | $140.6K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 2,680 | $144.6K | <0.1% | −241−8.3% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $146.0K | <0.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $146.2K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 1,591 | $148.3K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 473 | $153.3K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 270 | $154.7K | <0.1% | −8−2.9% | Reduced | History |
| EMREmerson Electric Co | Stock | 1,168 | $155.0K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,486 | $163.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $164.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 343 | $167.3K | <0.1% | −1−0.3% | Reduced | – |
| CHDChurch & Dwight Co Inc | COM | 2,010 | $168.5K | <0.1% | −450−18.3% | Reduced | History |
| CORCencora, Inc. | Stock | 500 | $168.9K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 1,105 | $169.7K | <0.1% | −13−1.2% | Reduced | History |
| TAT&T Inc. | Stock | 7,056 | $175.3K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 801 | $176.0K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 1,000 | $182.0K | 0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 655 | $189.2K | 0.1% | 00.0% | Unchanged | History |
| CWCurtiss Wright Corp | Stock | 350 | $192.9K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $194.4K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 671 | $194.6K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 850 | $196.6K | 0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 246 | $201.8K | 0.1% | −40−14.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 6,800 | $203.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $211.0K | 0.1% | 00.0% | Unchanged | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $215.5K | 0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 1,755 | $215.8K | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 2,210 | $216.0K | 0.1% | −61−2.7% | Reduced | History |
| PFEPfizer Inc | Stock | 8,856 | $220.5K | 0.1% | −562−6.0% | Reduced | History |
| MSEXMiddlesex Water Co | COM | 4,525 | $228.2K | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 1,004 | $229.8K | 0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 838 | $230.6K | 0.1% | −99−10.6% | Reduced | History |
| BETABETA Technologies, Inc. | COM SHS CL A | 8,324 | $234.8K | 0.1% | +8,324 | New | History |
| VVisa Inc. | Stock | 679 | $238.1K | 0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 2,763 | $241.9K | 0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 650 | $246.9K | 0.1% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 3,000 | $248.8K | 0.1% | −22−0.7% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $254.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 812 | $272.2K | 0.1% | +811+81,100.0% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,904 | $274.1K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| GLDSPDR Gold Trust | ETF | 735 | $291.3K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,611 | $295.5K | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $298.0K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 904 | $298.4K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,598 | $311.4K | 0.1% | 00.0% | Unchanged | History |
| MTDMettler Toledo International Inc | COM | 226 | $315.1K | 0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 925 | $333.0K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,419 | $342.2K | 0.1% | 00.0% | Unchanged | History |
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 |