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 |
|---|---|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 4,650 | $342.7K | 0.1% | 00.0% | Unchanged | History |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $345.4K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,182 | $361.3K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,688 | $397.6K | 0.1% | 00.0% | Unchanged | History |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 25,567 | $405.3K | 0.1% | +25,567 | New | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,081 | $422.8K | 0.1% | −73−3.4% | Reduced | History |
| TSCOTractor Supply Co | COM | 8,620 | $431.1K | 0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4,493 | $439.5K | 0.1% | 00.0% | Unchanged | History |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $440.5K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 685 | $447.7K | 0.1% | +15+2.2% | Added | History |
| WMTWalmart Inc. | Stock | 4,101 | $456.9K | 0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,160 | $466.7K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $471.9K | 0.1% | −264−6.3% | Reduced | History |
| CWTCalifornia Water Service Group | COM | 10,935 | $473.8K | 0.1% | −300−2.7% | Reduced | History |
| MMM3M Co | Stock | 2,995 | $479.5K | 0.1% | 00.0% | Unchanged | History |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $488.3K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,835 | $500.5K | 0.1% | 00.0% | Unchanged | – |
| Hingham Instn SVGS Mass433323102 | COM | 1,810 | $514.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,192 | $529.7K | 0.1% | +985+475.8% | Added | – |
| TXNTexas Instruments Inc | Stock | 3,073 | $533.1K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 3,992 | $539.5K | 0.1% | +104+2.7% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $542.4K | 0.2% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 898 | $551.6K | 0.2% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 5,147 | $585.6K | 0.2% | −3−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,552 | $589.1K | 0.2% | +233+10.0% | Added | History |
| AAgilent Technologies, Inc. | COM | 4,387 | $596.9K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 693 | $597.6K | 0.2% | −12−1.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 7,558 | $606.8K | 0.2% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 5,882 | $648.6K | 0.2% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 14,597 | $678.8K | 0.2% | −650−4.3% | Reduced | History |
| MAMastercard Inc | Stock | 1,207 | $689.1K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,208 | $711.5K | 0.2% | +148+7.2% | Added | History |
| ABTAbbott Laboratories | Stock | 6,236 | $781.3K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $812.7K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 3,880 | $886.5K | 0.2% | −300−7.2% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 34,616 | $906.2K | 0.3% | +34,616 | New | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 37,946 | $923.4K | 0.3% | −347−0.9% | Reduced | – |
| GEGeneral Electric Co | Stock | 3,000 | $924.1K | 0.3% | −113−3.6% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 5,017 | $973.6K | 0.3% | −376−7.0% | Reduced | History |
| TRMBTrimble Inc. | COM | 13,411 | $1.05M | 0.3% | −504−3.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 13,785 | $1.09M | 0.3% | −798−5.5% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,822 | $1.14M | 0.3% | +220+2.1% | Added | History |
| AXPAmerican Express Co | Stock | 3,095 | $1.14M | 0.3% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 21,896 | $1.17M | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,408 | $1.21M | 0.3% | −36−1.5% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 13,173 | $1.31M | 0.4% | −1,285−8.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,630 | $1.52M | 0.4% | −50−1.9% | Reduced | History |
| NVONovo Nordisk A S | ADR | 30,141 | $1.53M | 0.4% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 10,934 | $1.57M | 0.4% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 4,816 | $1.58M | 0.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 5,745 | $1.80M | 0.5% | −17−0.3% | Reduced | History |
| AMRCAmeresco, Inc. | CL A | 62,742 | $1.84M | 0.5% | −12,485−16.6% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 52,732 | $1.95M | 0.5% | −21,595−29.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 9,457 | $1.97M | 0.5% | −3,743−28.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,958 | $2.02M | 0.6% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 8,479 | $2.09M | 0.6% | −25−0.3% | Reduced | History |
| VITLVital Farms, Inc. | COM | 65,406 | $2.09M | 0.6% | +596+0.9% | Added | History |
| HTOH2O America | COM | 42,706 | $2.09M | 0.6% | −7,979−15.7% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 77,762 | $2.17M | 0.6% | +9,909+14.6% | Added | History |
| INTUIntuit Inc. | Stock | 3,296 | $2.18M | 0.6% | +25+0.8% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 14,755 | $2.20M | 0.6% | −100−0.7% | Reduced | History |
| TUTelus Corp | COM | 173,861 | $2.29M | 0.6% | −14,345−7.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 24,743 | $2.32M | 0.6% | +1,413+6.1% | AddedConverted for a 10-for-1 split | History |
| PGProcter & Gamble Co | Stock | 16,783 | $2.41M | 0.7% | −1,351−7.5% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 382,421 | $2.47M | 0.7% | +49,766+15.0% | Added | History |
| STTState Street Corp | COM | 19,199 | $2.48M | 0.7% | +18,969+8,247.4% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,675 | $2.71M | 0.8% | +41+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,728 | $2.73M | 0.8% | 00.0% | Unchanged | History |
| AMALAmalgamated Financial Corp. | COM | 92,521 | $2.96M | 0.8% | −7,806−7.8% | Reduced | History |
| BWABorgwarner Inc | COM | 72,247 | $3.26M | 0.9% | +2,060+2.9% | Added | History |
| KAIKadant Inc | COM | 11,795 | $3.36M | 0.9% | −1,791−13.2% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 209,858 | $3.37M | 0.9% | −10,194−4.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,165 | $3.40M | 0.9% | −111−3.4% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 283,978 | $3.75M | 1.0% | −30,519−9.7% | Reduced | History |
| VMIValmont Industries Inc | COM | 9,546 | $3.84M | 1.1% | +377+4.1% | Added | History |
| NOWServiceNow, Inc. | Stock | 25,513 | $3.91M | 1.1% | +633+2.5% | AddedConverted for a 5-for-1 split | History |
| SCHWSchwab Charles Corp | Stock | 40,449 | $4.04M | 1.1% | +13,100+47.9% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 260,804 | $4.07M | 1.1% | −5,234−2.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 20,400 | $4.22M | 1.2% | 00.0% | Unchanged | History |
| HOLXHologic Inc | COM | 57,913 | $4.31M | 1.2% | −413−0.7% | Reduced | History |
| MCOMoodys Corp | Stock | 8,575 | $4.38M | 1.2% | +305+3.7% | Added | History |
| HUBBHubbell Inc | COM | 9,883 | $4.39M | 1.2% | +212+2.2% | Added | History |
| CACCamden National Corp | COM | 102,695 | $4.45M | 1.2% | +88+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 12,990 | $4.47M | 1.2% | +129+1.0% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,249 | $4.50M | 1.2% | +205+0.9% | Added | History |
| DGXQuest Diagnostics Inc | COM | 26,681 | $4.63M | 1.3% | +24+0.1% | Added | History |
| ECLEcolab Inc. | Stock | 17,936 | $4.71M | 1.3% | +970+5.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 21,568 | $4.81M | 1.3% | +82+0.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 19,703 | $5.07M | 1.4% | +145+0.7% | Added | History |
| ROSTRoss Stores, Inc. | COM | 28,567 | $5.15M | 1.4% | +115+0.4% | Added | History |
| MKCMcCormick & Co Inc | Stock | 75,825 | $5.16M | 1.4% | −316−0.4% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 68,932 | $5.49M | 1.5% | −2,478−3.5% | Reduced | History |
| SYKStryker Corp | Stock | 15,651 | $5.50M | 1.5% | +700+4.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 18,825 | $5.58M | 1.5% | −147−0.8% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 177,658 | $5.58M | 1.6% | −5,593−3.1% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 32,734 | $5.97M | 1.7% | +383+1.2% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,101 | $6.03M | 1.7% | +114+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,785 | $6.18M | 1.7% | −176−1.4% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 24,133 | $6.30M | 1.8% | −3,269−11.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 25,282 | $6.70M | 1.9% | +80+0.3% | Added | 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 |