Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 385
- −25 vs. Q4 2025
- Portfolio value
- $355.2M
- −$5.01M (−1.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy ETF464288224 | ETF | 900 | $16.5K | <0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 462 | $16.9K | <0.1% | 00.0% | Unchanged | – |
| EBCEastern Bankshares, Inc. | COM | 900 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 161 | $17.7K | <0.1% | −663−80.5% | Reduced | – |
| CBRECbre Group, Inc. | CL A | 134 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 1,225 | $18.3K | <0.1% | −24,342−95.2% | Reduced | History |
| DEDeere & Co | Stock | 33 | $18.6K | <0.1% | −4−10.8% | Reduced | History |
| CMECME Group Inc. | COM | 63 | $18.6K | <0.1% | −20−24.1% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 90 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| NRGNRG Energy, Inc. | Stock | 137 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| SMCISuper Micro Computer, Inc. | Stock | 900 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 345 | $21.1K | <0.1% | +2+0.6% | Added | – |
| DELLDell Technologies Inc. | Stock | 129 | $21.2K | <0.1% | −81−38.6% | Reduced | History |
| UBSUBS Group AG | Stock | 591 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 380 | $23.8K | <0.1% | −299−44.0% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 56 | $24.9K | <0.1% | −54−49.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $24.9K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 262 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| WPMWheaton Precious Metals Corp. | COM | 195 | $25.5K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 1,500 | $25.9K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $26.2K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $26.5K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 263 | $28.1K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 326 | $28.2K | <0.1% | −58−15.1% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $28.8K | <0.1% | 00.0% | Unchanged | – |
| PYPLPayPal Holdings, Inc. | Stock | 642 | $29.0K | <0.1% | +1+0.2% | Added | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 416 | $29.2K | <0.1% | 00.0% | Unchanged | – |
| HIGHartford Insurance Group, Inc. | Stock | 223 | $30.2K | <0.1% | −116−34.2% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 351 | $31.6K | <0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 260 | $31.8K | <0.1% | −125−32.5% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 186 | $32.3K | <0.1% | −7−3.6% | Reduced | History |
| FASTFastenal Co | Stock | 696 | $32.3K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 34 | $32.7K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 300 | $32.9K | <0.1% | −100−25.0% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 225 | $33.8K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 879 | $36.1K | <0.1% | 00.0% | Unchanged | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 700 | $37.0K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 752 | $37.8K | <0.1% | −560−42.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 102 | $37.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $38.1K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $38.3K | <0.1% | 00.0% | Unchanged | – |
| TTTrane Technologies plc | SHS | 92 | $38.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 260 | $39.4K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 116 | $39.6K | <0.1% | −45−28.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 315 | $40.6K | <0.1% | −79−20.1% | Reduced | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 356 | $42.2K | <0.1% | −8−2.2% | Reduced | History |
| SOLVSolventum Corp | Stock | 650 | $42.4K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 484 | $43.6K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 77 | $44.1K | <0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 50 | $44.8K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $44.8K | <0.1% | 00.0% | Unchanged | – |
| BHBBar Harbor Bankshares | COM | 1,500 | $48.7K | <0.1% | 00.0% | Unchanged | History |
| AROWArrow Financial Corp | COM | 1,458 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 1,000 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 465 | $49.4K | <0.1% | 00.0% | Unchanged | – |
| WORWorthington Enterprises, Inc. | COM | 950 | $49.5K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 400 | $50.3K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $51.4K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 110 | $53.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $53.4K | <0.1% | 00.0% | Unchanged | – |
| CTASCintas Corp | Stock | 320 | $54.1K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 153 | $54.1K | <0.1% | −5−3.2% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $55.2K | <0.1% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 133 | $56.6K | <0.1% | −13−8.9% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 71 | $60.1K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 187 | $60.9K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 3,200 | $61.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 250 | $62.0K | <0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 196 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $63.3K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $64.5K | <0.1% | 00.0% | Unchanged | – |
| HRHealthcare Realty Trust Inc | CL A COM | 3,840 | $65.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $65.4K | <0.1% | 00.0% | Unchanged | – |
| STAGSTAG Industrial, Inc. | COM | 1,820 | $65.6K | <0.1% | −269−12.9% | Reduced | History |
| iShares Tr464288802 | ESG OPTIMIZED | 539 | $71.2K | <0.1% | +539 | New | – |
| WECWec Energy Group, Inc. | Stock | 617 | $71.4K | <0.1% | −250−28.8% | Reduced | History |
| ALCAlcon Inc | Stock | 950 | $71.6K | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 1,802 | $74.9K | <0.1% | −20−1.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,043 | $75.0K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $76.2K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 650 | $76.8K | <0.1% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 644 | $77.0K | <0.1% | −110−14.6% | Reduced | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,708 | $77.6K | <0.1% | +1,708 | New | – |
| EWEdwards Lifesciences Corp | Stock | 1,000 | $80.1K | <0.1% | −10−1.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $80.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $81.7K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 1,140 | $81.9K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $82.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $83.4K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 214 | $84.8K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $87.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $89.1K | <0.1% | 00.0% | Unchanged | – |
| MASMasco Corp | COM | 1,500 | $90.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Flexible Income Active ETF092528603 | ETF | 1,763 | $91.5K | <0.1% | +1,729+5,085.3% | Added | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $92.1K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (35)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 865 | $77.8K | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,693 | $76.5K | <0.1% | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 455 | $55.2K | <0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 455 | $55.0K | <0.1% | – |
| ADSKAutodesk, Inc. | COM | 179 | $53.0K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 755 | $48.2K | <0.1% | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $35.5K | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 231 | $31.6K | <0.1% | – |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $27.6K | <0.1% | History |
| DTEDte Energy Co | COM | 197 | $25.4K | <0.1% | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 178 | $25.1K | <0.1% | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 250 | $24.8K | <0.1% | – |
| NINisource Inc. | COM | 485 | $20.3K | <0.1% | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $19.8K | <0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 175 | $16.4K | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $10.5K | <0.1% | – |
| NOMDNomad Foods Ltd | USD ORD SHS | 709 | $8.87K | <0.1% | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 175 | $5.74K | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5.39K | <0.1% | – |
| ACMAecom | COM | 50 | $4.77K | <0.1% | History |
| GDDYGoDaddy Inc. | CL A | 37 | $4.59K | <0.1% | History |
| CDNSCadence Design Systems Inc | Stock | 14 | $4.38K | <0.1% | History |
| PTCPTC Inc. | Stock | 18 | $3.14K | <0.1% | History |
| AERAerCap Holdings N.V. | SHS | 20 | $2.88K | <0.1% | History |
| PSOPearson PLC | SPONSORED ADR | 137 | $1.92K | <0.1% | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1.62K | <0.1% | History |
| HRBH&R Block Inc | COM | 37 | $1.61K | <0.1% | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1.54K | <0.1% | – |
| AONAon plc | CL A | 3 | $1.06K | <0.1% | History |
| GIBCgi Inc | CL A | 9 | $831 | <0.1% | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 10 | $486 | <0.1% | History |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $144 | <0.1% | History |
| BYNDBeyond Meat, Inc. | COM | 30 | $25 | <0.1% | History |
| RYNRayonier Inc | COM | 1 | $22 | <0.1% | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 0 | $1 | <0.1% | – |