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 |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 53,061 | $6.95M | 1.9% | +86+0.2% | Added | History |
| PLDPrologis, Inc. | REIT | 55,496 | $7.08M | 2.0% | +643+1.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 115,430 | $7.55M | 2.1% | +115,430 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 58,057 | $7.58M | 2.1% | −3,877−6.3% | Reduced | History |
| GSKGSK plc | ADR | 161,357 | $7.91M | 2.2% | −2,435−1.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 115,473 | $8.89M | 2.5% | −261−0.2% | Reduced | History |
| ASMLASML Holding NV | ADR | 9,291 | $9.94M | 2.8% | +615+7.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 42,210 | $14.6M | 4.1% | +100.0% | Added | History |
| NVDANVIDIA Corp | Stock | 90,303 | $16.8M | 4.7% | −157−0.2% | Reduced | History |
| AAPLApple Inc. | Stock | 102,038 | $27.7M | 7.7% | −1,052−1.0% | Reduced | 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 |