Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 395
- +10 vs. Q1 2026
- Portfolio value
- $403.0M
- +$47.8M (+13.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DLRDigital Realty Trust, Inc. | COM | 580 | $104.2K | <0.1% | +500+625.0% | Added | History |
| IDAIdacorp Inc | COM | 700 | $105.9K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 646 | $107.7K | <0.1% | +460+247.3% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,400 | $108.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435U853 | BROAD USD HIGH | 3,056 | $113.1K | <0.1% | +39+1.3% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $113.2K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 5,569 | $115.3K | <0.1% | +377+7.3% | Added | History |
| YUMYum Brands Inc | Stock | 738 | $118.0K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 1,076 | $120.2K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $122.1K | <0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,415 | $123.9K | <0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $128.8K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | Stock | 950 | $128.8K | <0.1% | +926+3,914.1% | AddedConverted for a 1-for-3 split | History |
| WFCWells Fargo & Company | Stock | 1,568 | $129.6K | <0.1% | −23−1.4% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 96 | $130.6K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 916 | $132.5K | <0.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 245 | $137.2K | <0.1% | 00.0% | Unchanged | History |
| BETABETA Technologies, Inc. | COM SHS CL A | 8,324 | $139.4K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 3,028 | $141.2K | <0.1% | +3,028 | New | – |
| CORCencora, Inc. | Stock | 500 | $141.5K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 411 | $141.5K | <0.1% | −34−7.6% | Reduced | History |
| GPCGenuine Parts Co | Stock | 1,200 | $141.6K | <0.1% | −330−21.6% | Reduced | History |
| DOVDOVER Corp | COM | 633 | $142.0K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 1,962 | $143.9K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $144.4K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 474 | $149.1K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 405 | $150.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,758 | $151.4K | <0.1% | 00.0% | UnchangedConverted for a 6-for-1 split | – |
| CHDChurch & Dwight Co Inc | COM | 1,579 | $153.0K | <0.1% | −378−19.3% | Reduced | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 6,560 | $153.8K | <0.1% | −804−10.9% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 2,680 | $154.4K | <0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 211 | $159.4K | <0.1% | −35−14.2% | Reduced | History |
| PFEPfizer Inc | Stock | 6,673 | $160.7K | <0.1% | −150−2.2% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $162.5K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 330 | $163.9K | <0.1% | +8+2.5% | Added | History |
| HSYHershey Co | COM | 950 | $166.7K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 6,800 | $166.9K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 751 | $167.4K | <0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 1,174 | $168.1K | <0.1% | +18+1.6% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $172.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,682 | $172.9K | <0.1% | 00.0% | Unchanged | – |
| TJXTJX Companies Inc | Stock | 1,158 | $175.4K | <0.1% | +53+4.8% | Added | History |
| ETNEaton Corp plc | Stock | 423 | $180.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 3,223 | $180.3K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,272 | $183.1K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| DHRDanaher Corp | Stock | 1,003 | $191.1K | <0.1% | +9+0.9% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 644 | $191.8K | <0.1% | +644 | New | History |
| CICigna Group | Stock | 705 | $194.4K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 3,456 | $194.8K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 655 | $205.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $209.8K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 618 | $212.0K | 0.1% | −32−4.9% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,340 | $214.4K | 0.1% | +2,340 | New | – |
| TRVTravelers Companies, Inc. | Stock | 650 | $214.6K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 2,118 | $219.1K | 0.1% | +978+85.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $230.7K | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 850 | $231.2K | 0.1% | 00.0% | Unchanged | History |
| QQnity Electronics, Inc. | COMMON STOCK | 1,425 | $232.7K | 0.1% | +1,390+3,971.4% | Added | History |
| ORCLOracle Corp | Stock | 1,597 | $234.0K | 0.1% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 2,780 | $235.4K | 0.1% | +2,780 | New | History |
| EPDEnterprise Products Partners L.P. | Stock | 6,440 | $236.7K | 0.1% | +6,440 | New | History |
| LHLabcorp Holdings Inc. | Stock | 859 | $240.5K | 0.1% | 00.0% | Unchanged | History |
| MSEXMiddlesex Water Co | COM | 4,350 | $244.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,072 | $257.3K | 0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| CWCurtiss Wright Corp | Stock | 350 | $265.2K | 0.1% | 00.0% | Unchanged | History |
| MTDMettler Toledo International Inc | COM | 210 | $268.3K | 0.1% | −16−7.1% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 735 | $270.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 735 | $271.9K | 0.1% | −3−0.4% | Reduced | – |
| BNY Mellon ETF Trust II05613H704 | MUNICIPAL INTER | 10,529 | $278.4K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,057 | $285.7K | 0.1% | −125−10.6% | Reduced | History |
| RTXRTX Corp | Stock | 1,515 | $287.4K | 0.1% | +28+1.9% | Added | History |
| CATCaterpillar Inc | Stock | 270 | $287.5K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,306 | $288.0K | 0.1% | −13−1.0% | Reduced | History |
| RNRRenaissancere Holdings Ltd | COM | 910 | $288.4K | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 2,210 | $288.6K | 0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 2,105 | $293.9K | 0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 867 | $325.2K | 0.1% | −393−31.2% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,430 | $334.2K | 0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 824 | $342.5K | 0.1% | −80−8.8% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,904 | $362.8K | 0.1% | 00.0% | Unchanged | – |
| SYYSysco Corp | Stock | 4,415 | $369.0K | 0.1% | −125−2.8% | Reduced | History |
| IRMIron Mountain Inc | COM | 3,000 | $378.9K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,609 | $380.8K | 0.1% | −401−8.0% | ReducedConverted for a 6-for-1 split | – |
| DISWalt Disney Co | Stock | 3,997 | $384.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,474 | $404.9K | 0.1% | 00.0% | Unchanged | – |
| AJGArthur J. Gallagher & Co. | COM | 1,800 | $413.2K | 0.1% | +1,349+299.1% | Added | History |
| PAYXPaychex Inc | Stock | 4,211 | $414.1K | 0.1% | +51+1.2% | Added | History |
| KOCoca Cola Co | Stock | 5,322 | $432.5K | 0.1% | −200−3.6% | Reduced | History |
| WTRGEssential Utilities, Inc. | COM | 11,379 | $435.9K | 0.1% | −1,350−10.6% | Reduced | History |
| Hingham Instn SVGS Mass433323102 | COM | 1,445 | $443.8K | 0.1% | −190−11.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 610 | $449.2K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,933 | $460.7K | 0.1% | −104−5.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,102 | $464.5K | 0.1% | +10.0% | Added | History |
| TSCOTractor Supply Co | COM | 14,945 | $472.4K | 0.1% | +6,325+73.4% | Added | History |
| GISGeneral Mills Inc | Stock | 13,666 | $475.6K | 0.1% | −1,672−10.9% | Reduced | History |
| CWTCalifornia Water Service Group | COM | 9,835 | $478.5K | 0.1% | −300−3.0% | Reduced | History |
| MMM3M Co | Stock | 2,995 | $484.9K | 0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4,381 | $492.9K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 5,585 | $506.8K | 0.1% | −277−4.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | Stock | 3,771 | $515.6K | 0.1% | +3,771 | New | History |
Sold out since Q1 2026 (20)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HOLXHologic Inc | COM | 12,007 | $907.6K | 0.3% | History |
| XOMExxonMobil Holdings Corp | COM | 3,771 | $639.8K | 0.2% | History |
| SNPSSynopsys Inc | COM | 214 | $84.8K | <0.1% | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 465 | $49.4K | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 260 | $39.4K | <0.1% | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $38.3K | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 134 | $10.3K | <0.1% | History |
| HONHoneywell International Inc | COM | 43 | $9.72K | <0.1% | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9.06K | <0.1% | – |
| MASIMasimo Corp | COM | 49 | $8.72K | <0.1% | History |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8.28K | <0.1% | History |
| MDLZMondelez International, Inc. | Stock | 100 | $5.76K | <0.1% | History |
| TRIThomson Reuters Corp | COM NO PAR | 54 | $4.86K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $4.85K | <0.1% | History |
| NDAQNasdaq, Inc. | COM | 51 | $4.33K | <0.1% | History |
| XYZBlock, Inc. | CL A | 70 | $4.21K | <0.1% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2.66K | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2.18K | <0.1% | History |
| AGOAssured Guaranty Ltd | COM | 17 | $1.39K | <0.1% | History |
| RALRalliant Corp | Stock | 15 | $624 | <0.1% | History |