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 |
|---|---|---|---|---|---|---|---|
| HLNHaleon plc | ADR | 1,000 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 43 | $9.72K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 100 | $9.65K | <0.1% | 00.0% | Unchanged | History |
| ARMKAramark | COM | 230 | $9.34K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $9.14K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 46 | $9.12K | <0.1% | −93−66.9% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9.11K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9.06K | <0.1% | 00.0% | Unchanged | – |
| MASIMasimo Corp | COM | 49 | $8.72K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $8.65K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8.28K | <0.1% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 200 | $7.85K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $7.73K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 500 | $7.53K | <0.1% | 00.0% | Unchanged | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $7.36K | <0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 13 | $7.30K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 30 | $7.29K | <0.1% | 00.0% | Unchanged | History |
| FSLYFastly, Inc. | CL A | 250 | $7.26K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 80 | $7.17K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 78 | $7.05K | <0.1% | −306−79.7% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 40 | $6.98K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 138 | $6.90K | <0.1% | 00.0% | Unchanged | History |
| RUNSunrun Inc. | COM | 508 | $6.89K | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 51 | $6.68K | <0.1% | 00.0% | Unchanged | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $6.66K | <0.1% | 00.0% | Unchanged | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 334 | $6.51K | <0.1% | 00.0% | Unchanged | – |
| IBNIcici Bank Ltd | ADR | 244 | $6.32K | <0.1% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 39 | $6.31K | <0.1% | 00.0% | Unchanged | History |
| ORAOrmat Technologies, Inc. | COM | 56 | $6.27K | <0.1% | 00.0% | Unchanged | History |
| VSNTVersant Media Group, Inc. | COM CL A | 166 | $6.14K | <0.1% | +166 | New | History |
| FDSFactset Research Systems Inc | Stock | 27 | $5.86K | <0.1% | −150−84.7% | Reduced | History |
| STNEStoneCo Ltd. | COM | 410 | $5.79K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 100 | $5.76K | <0.1% | −100−50.0% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5.75K | <0.1% | 00.0% | Unchanged | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 42 | $5.66K | <0.1% | −94−69.1% | Reduced | History |
| DUKDuke Energy CORP | Stock | 42 | $5.50K | <0.1% | 00.0% | Unchanged | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4.94K | <0.1% | 00.0% | Unchanged | History |
| TRIThomson Reuters Corp | COM NO PAR | 54 | $4.86K | <0.1% | −162−75.0% | Reduced | History |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $4.85K | <0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 10 | $4.73K | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 35 | $4.42K | <0.1% | −61−63.5% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 51 | $4.33K | <0.1% | −95−65.1% | Reduced | History |
| XYZBlock, Inc. | CL A | 70 | $4.21K | <0.1% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 29 | $4.09K | <0.1% | 00.0% | Unchanged | History |
| QQnity Electronics, Inc. | COMMON STOCK | 35 | $4.04K | <0.1% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 21 | $3.96K | <0.1% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3.96K | <0.1% | 00.0% | Unchanged | History |
| IIPRInnovative Industrial Properties Inc | COM | 79 | $3.95K | <0.1% | +2+2.6% | Added | History |
| RNGRingCentral, Inc. | CL A | 100 | $3.73K | <0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3.69K | <0.1% | 00.0% | Unchanged | History |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $3.49K | <0.1% | 00.0% | Unchanged | History |
| ASBAssociated Banc-Corp | COM | 134 | $3.46K | <0.1% | 00.0% | Unchanged | History |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $3.43K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 71 | $3.25K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 20 | $3.02K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 72 | $3.00K | <0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 13 | $2.69K | <0.1% | −13−50.0% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2.66K | <0.1% | 00.0% | Unchanged | History |
| FTVFortive Corp | Stock | 45 | $2.49K | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 18 | $2.34K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 14 | $2.30K | <0.1% | 00.0% | Unchanged | History |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2.18K | <0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 11 | $2.17K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 25 | $2.04K | <0.1% | 00.0% | Unchanged | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $2.04K | <0.1% | 00.0% | Unchanged | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1.96K | <0.1% | 00.0% | Unchanged | History |
| UNMUnum Group | Stock | 26 | $1.90K | <0.1% | 00.0% | Unchanged | History |
| CRTOCriteo S.A. | SPONS ADS | 100 | $1.79K | <0.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 25 | $1.71K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 22 | $1.56K | <0.1% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 17 | $1.39K | <0.1% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 18 | $1.34K | <0.1% | 00.0% | Unchanged | History |
| SYMSymbotic Inc. | Stock | 20 | $1.06K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 69 | $932 | <0.1% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 113 | $885 | <0.1% | 00.0% | Unchanged | History |
| RALRalliant Corp | Stock | 15 | $624 | <0.1% | 00.0% | Unchanged | History |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $422 | <0.1% | 00.0% | Unchanged | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $298 | <0.1% | 00.0% | Unchanged | History |
| SNDLSNDL Inc. | COM | 222 | $293 | <0.1% | 00.0% | Unchanged | History |
| GRWGGrowGeneration Corp. | COM | 200 | $220 | <0.1% | 00.0% | Unchanged | History |
| TLRYTilray Brands, Inc. | COM | 30 | $194 | <0.1% | 00.0% | Unchanged | History |
| VIAVia Transportation, Inc. | COM CL A | 10 | $150 | <0.1% | 00.0% | Unchanged | History |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $3 | <0.1% | 00.0% | Unchanged | – |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $3 | <0.1% | 00.0% | Unchanged | History |
| STEWSRH Total Return Fund, Inc. | COM | 0 | $1 | <0.1% | 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% | – |