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 |
|---|---|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 685 | $597.9K | 0.2% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 5,862 | $601.9K | 0.2% | −374−6.0% | Reduced | History |
| AFLAflac Inc | Stock | 5,661 | $621.1K | 0.2% | −221−3.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,771 | $639.8K | 0.2% | −150−3.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,208 | $649.5K | 0.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 7,358 | $683.4K | 0.2% | −200−2.6% | Reduced | History |
| GEGeneral Electric Co | Stock | 2,513 | $713.1K | 0.2% | −487−16.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 4,627 | $727.5K | 0.2% | −390−7.8% | Reduced | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 34,055 | $815.9K | 0.2% | −3,891−10.3% | Reduced | – |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $822.5K | 0.2% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 12,781 | $833.7K | 0.2% | −630−4.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 3,880 | $843.9K | 0.2% | 00.0% | Unchanged | History |
| HOLXHologic Inc | COM | 12,007 | $907.6K | 0.3% | −45,906−79.3% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,079 | $931.3K | 0.3% | −16−0.5% | Reduced | History |
| VITLVital Farms, Inc. | COM | 66,151 | $934.1K | 0.3% | +745+1.1% | Added | History |
| USBUS Bancorp DE | COM NEW | 19,817 | $1.03M | 0.3% | −2,079−9.5% | Reduced | History |
| CLColgate Palmolive Co | Stock | 12,285 | $1.05M | 0.3% | −1,500−10.9% | Reduced | History |
| NVONovo Nordisk A S | ADR | 29,478 | $1.08M | 0.3% | −663−2.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,348 | $1.13M | 0.3% | −60−2.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 2,609 | $1.13M | 0.3% | −687−20.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,522 | $1.24M | 0.3% | −108−4.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,482 | $1.26M | 0.4% | −340−3.1% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 13,505 | $1.33M | 0.4% | +332+2.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,403 | $1.56M | 0.4% | −555−18.8% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 98,433 | $1.56M | 0.4% | +63,817+184.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,745 | $1.65M | 0.5% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 10,784 | $1.67M | 0.5% | −150−1.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 4,816 | $1.69M | 0.5% | 00.0% | Unchanged | History |
| AMRCAmeresco, Inc. | CL A | 66,461 | $1.69M | 0.5% | +3,719+5.9% | Added | History |
| TUTelus Corp | COM | 146,028 | $1.87M | 0.5% | −27,833−16.0% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 13,468 | $1.93M | 0.5% | −1,287−8.7% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 14,231 | $2.18M | 0.6% | +4,774+50.5% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 8,453 | $2.20M | 0.6% | −26−0.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 16,528 | $2.39M | 0.7% | −255−1.5% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 77,537 | $2.48M | 0.7% | +24,805+47.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,718 | $2.51M | 0.7% | −10−0.1% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 92,465 | $2.54M | 0.7% | +14,703+18.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 16,730 | $2.68M | 0.8% | +16,196+3,033.0% | Added | History |
| HTOH2O America | COM | 46,418 | $2.72M | 0.8% | +3,712+8.7% | Added | History |
| AMALAmalgamated Financial Corp. | COM | 73,548 | $2.86M | 0.8% | −18,973−20.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,165 | $2.91M | 0.8% | 00.0% | Unchanged | History |
| DOCHealthpeak Properties, Inc. | COM | 194,316 | $3.19M | 0.9% | −15,542−7.4% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 13,671 | $3.42M | 1.0% | +996+7.9% | Added | History |
| VODVodafone Group Public Ltd Co | ADR | 227,683 | $3.42M | 1.0% | −56,295−19.8% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,880 | $3.55M | 1.0% | +631+2.6% | Added | History |
| KAIKadant Inc | COM | 12,168 | $3.56M | 1.0% | +373+3.2% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 446,609 | $3.59M | 1.0% | +64,188+16.8% | Added | History |
| STTState Street Corp | COM | 29,068 | $3.68M | 1.0% | +9,869+51.4% | Added | History |
| MKCMcCormick & Co Inc | Stock | 76,012 | $3.83M | 1.1% | +187+0.2% | Added | History |
| VEEVVeeva Systems Inc | Stock | 21,907 | $3.85M | 1.1% | +339+1.6% | Added | History |
| VMIValmont Industries Inc | COM | 9,766 | $3.90M | 1.1% | +220+2.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 19,573 | $3.98M | 1.1% | −130−0.7% | Reduced | History |
| MCOMoodys Corp | Stock | 9,183 | $4.01M | 1.1% | +608+7.1% | Added | History |
| NFLXNetflix Inc | Stock | 41,925 | $4.03M | 1.1% | +17,182+69.4% | Added | History |
| BWABorgwarner Inc | COM | 74,960 | $4.07M | 1.1% | +2,713+3.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 39,038 | $4.08M | 1.1% | +13,525+53.0% | Added | History |
| HDHome Depot, Inc. | Stock | 13,154 | $4.33M | 1.2% | +164+1.3% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 238,365 | $4.41M | 1.2% | −22,439−8.6% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 47,271 | $4.44M | 1.3% | +6,822+16.9% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 22,777 | $4.49M | 1.3% | −1,356−5.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 19,057 | $4.62M | 1.3% | +232+1.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,785 | $4.73M | 1.3% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 18,424 | $4.90M | 1.4% | +488+2.7% | Added | History |
| JNJJohnson & Johnson | Stock | 20,084 | $4.91M | 1.4% | −316−1.5% | Reduced | History |
| HUBBHubbell Inc | COM | 10,153 | $4.98M | 1.4% | +270+2.7% | Added | History |
| CACCamden National Corp | COM | 107,755 | $5.11M | 1.4% | +5,060+4.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,172 | $5.15M | 1.5% | +4,479+646.3% | Added | History |
| DGXQuest Diagnostics Inc | COM | 26,322 | $5.16M | 1.5% | −359−1.3% | Reduced | History |
| JKHYJack Henry & Associates Inc | Stock | 33,239 | $5.25M | 1.5% | +505+1.5% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 68,630 | $5.29M | 1.5% | −302−0.4% | Reduced | History |
| SYKStryker Corp | Stock | 16,354 | $5.37M | 1.5% | +703+4.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 30,792 | $5.75M | 1.6% | +5,510+21.8% | Added | History |
| ROSTRoss Stores, Inc. | COM | 28,640 | $6.20M | 1.7% | +73+0.3% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 169,328 | $6.22M | 1.8% | −8,330−4.7% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 110,247 | $6.28M | 1.8% | −5,183−4.5% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,172 | $6.34M | 1.8% | +71+0.3% | Added | History |
| ANETArista Networks, Inc. | Stock | 53,746 | $6.60M | 1.9% | +685+1.3% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 52,433 | $7.14M | 2.0% | −5,624−9.7% | Reduced | History |
| PLDPrologis, Inc. | REIT | 56,250 | $7.44M | 2.1% | +754+1.4% | Added | History |
| GSKGSK plc | ADR | 161,978 | $8.94M | 2.5% | +621+0.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 117,669 | $9.13M | 2.6% | +2,196+1.9% | Added | History |
| ASMLASML Holding NV | ADR | 8,872 | $11.7M | 3.3% | −419−4.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 39,569 | $12.2M | 3.4% | −2,641−6.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 91,377 | $15.9M | 4.5% | +1,074+1.2% | Added | History |
| AAPLApple Inc. | Stock | 101,762 | $25.8M | 7.3% | −276−0.3% | Reduced | 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% | – |