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 |
|---|---|---|---|---|---|---|---|
| NDAQNasdaq, Inc. | COM | 146 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 140 | $13.2K | <0.1% | +140 | New | – |
| ABNBAirbnb, Inc. | Stock | 96 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| LCIDLucid Group, Inc. | Stock | 1,160 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 134 | $11.7K | <0.1% | −27−16.8% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 200 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| UNBUnion Bankshares Inc | COM | 450 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 30 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $10.5K | <0.1% | 00.0% | Unchanged | – |
| GILDGilead Sciences, Inc. | Stock | 84 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 60 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 1,000 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 500 | $9.86K | <0.1% | 00.0% | Unchanged | History |
| LECOLincoln Electric Holdings Inc | COM | 41 | $9.82K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 377 | $9.73K | <0.1% | +377 | New | – |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $9.71K | <0.1% | 00.0% | Unchanged | History |
| RUNSunrun Inc. | COM | 508 | $9.35K | <0.1% | +508 | New | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $9.28K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 200 | $9.06K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $9.05K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9.03K | <0.1% | 00.0% | Unchanged | – |
| NOMDNomad Foods Ltd | USD ORD SHS | 709 | $8.87K | <0.1% | −1,047−59.6% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 13 | $8.79K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 100 | $8.72K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 250 | $8.68K | <0.1% | 00.0% | Unchanged | History |
| ARMKAramark | COM | 230 | $8.47K | <0.1% | +1+0.4% | Added | History |
| HONHoneywell International Inc | COM | 43 | $8.39K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $8.22K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $8.14K | <0.1% | −12−24.0% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $8.05K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 138 | $7.65K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $7.61K | <0.1% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 244 | $7.27K | <0.1% | 00.0% | Unchanged | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 334 | $6.78K | <0.1% | +3+0.9% | Added | – |
| SBUXStarbucks Corp | Stock | 80 | $6.74K | <0.1% | −32−28.6% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 39 | $6.65K | <0.1% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $6.56K | <0.1% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 49 | $6.37K | <0.1% | 00.0% | Unchanged | History |
| ORAOrmat Technologies, Inc. | COM | 56 | $6.19K | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 51 | $6.11K | <0.1% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 410 | $6.06K | <0.1% | 00.0% | Unchanged | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $5.88K | <0.1% | 00.0% | Unchanged | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 175 | $5.74K | <0.1% | −430−71.1% | Reduced | History |
| ALLAllstate Corp | Stock | 26 | $5.41K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5.39K | <0.1% | 00.0% | Unchanged | – |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5.38K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 42 | $4.92K | <0.1% | 00.0% | Unchanged | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4.83K | <0.1% | 00.0% | Unchanged | History |
| ACMAecom | COM | 50 | $4.77K | <0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 10 | $4.67K | <0.1% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 37 | $4.59K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 70 | $4.56K | <0.1% | 00.0% | Unchanged | History |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $4.53K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 20 | $4.39K | <0.1% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 14 | $4.38K | <0.1% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 21 | $4.17K | <0.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 25 | $4.05K | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 18 | $3.87K | <0.1% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3.78K | <0.1% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 29 | $3.71K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 77 | $3.66K | <0.1% | −99−56.3% | Reduced | History |
| ASBAssociated Banc-Corp | COM | 134 | $3.45K | <0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3.28K | <0.1% | 00.0% | Unchanged | History |
| PTCPTC Inc. | Stock | 18 | $3.14K | <0.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2.95K | <0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 100 | $2.89K | <0.1% | 00.0% | Unchanged | History |
| AERAerCap Holdings N.V. | SHS | 20 | $2.88K | <0.1% | 00.0% | Unchanged | History |
| QQnity Electronics, Inc. | COMMON STOCK | 35 | $2.86K | <0.1% | +35 | New | History |
| DDDuPont de Nemours, Inc. | COM | 71 | $2.85K | <0.1% | 00.0% | Unchanged | History |
| FSLYFastly, Inc. | CL A | 250 | $2.54K | <0.1% | 00.0% | Unchanged | History |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2.53K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 14 | $2.48K | <0.1% | 00.0% | Unchanged | History |
| FTVFortive Corp | Stock | 45 | $2.48K | <0.1% | 00.0% | Unchanged | History |
| CRTOCriteo S.A. | SPONS ADS | 100 | $2.06K | <0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 11 | $2.04K | <0.1% | 00.0% | Unchanged | History |
| UNMUnum Group | Stock | 26 | $2.02K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 25 | $1.99K | <0.1% | 00.0% | Unchanged | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $1.98K | <0.1% | 00.0% | Unchanged | History |
| PSOPearson PLC | SPONSORED ADR | 137 | $1.92K | <0.1% | 00.0% | Unchanged | History |
| iShares Flexible Income Active ETF092528603 | ETF | 34 | $1.79K | <0.1% | 00.0% | Unchanged | – |
| METMetlife Inc | Stock | 22 | $1.74K | <0.1% | 00.0% | Unchanged | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1.71K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 72 | $1.68K | <0.1% | 00.0% | Unchanged | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1.62K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 37 | $1.61K | <0.1% | 00.0% | Unchanged | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1.54K | <0.1% | 00.0% | Unchanged | – |
| AGOAssured Guaranty Ltd | COM | 17 | $1.53K | <0.1% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 18 | $1.46K | <0.1% | −1−5.3% | Reduced | History |
| SYMSymbotic Inc. | Stock | 20 | $1.19K | <0.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 3 | $1.06K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 69 | $859 | <0.1% | −69−50.0% | Reduced | History |
| GIBCgi Inc | CL A | 9 | $831 | <0.1% | 00.0% | Unchanged | History |
| RALRalliant Corp | Stock | 15 | $764 | <0.1% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 113 | $751 | <0.1% | 00.0% | Unchanged | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 10 | $486 | <0.1% | +10 | New | History |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $409 | <0.1% | 00.0% | Unchanged | History |
| SNDLSNDL Inc. | COM | 222 | $369 | <0.1% | 00.0% | Unchanged | History |
| GRWGGrowGeneration Corp. | COM | 200 | $300 | <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 |