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 |
|---|---|---|---|---|---|---|---|
| HLIOHelios Technologies, Inc. | COM | 5,807 | $518.3K | 0.1% | −500−7.9% | Reduced | History |
| AZNAstraZeneca PLC | ADR | 2,950 | $559.4K | 0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,098 | $563.9K | 0.1% | −15−1.3% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 4,387 | $582.7K | 0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 24,160 | $583.1K | 0.1% | −9,895−29.1% | Reduced | – |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $624.8K | 0.2% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 2,463 | $629.1K | 0.2% | −300−10.9% | Reduced | History |
| APHAmphenol Corp | CL A | 3,592 | $633.3K | 0.2% | −400−10.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 7,358 | $645.8K | 0.2% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 12,781 | $654.1K | 0.2% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 4,377 | $662.4K | 0.2% | −250−5.4% | Reduced | History |
| AFLAflac Inc | Stock | 5,686 | $666.7K | 0.2% | +25+0.4% | Added | History |
| INTUIntuit Inc. | Stock | 2,609 | $680.9K | 0.2% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,962 | $686.8K | 0.2% | −119−5.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,347 | $768.2K | 0.2% | +139+6.3% | Added | History |
| GEVGE Vernova Inc. | Stock | 685 | $804.8K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 8,970 | $826.0K | 0.2% | +60+0.7% | Added | History |
| VITLVital Farms, Inc. | COM | 72,507 | $843.3K | 0.2% | +6,356+9.6% | Added | History |
| TXNTexas Instruments Inc | Stock | 3,073 | $916.0K | 0.2% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 2,613 | $976.6K | 0.2% | +100+4.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,891 | $979.1K | 0.2% | +11+0.3% | Added | History |
| AXPAmerican Express Co | Stock | 3,079 | $1.04M | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,000 | $1.14M | 0.3% | +8,000 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,348 | $1.17M | 0.3% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 19,817 | $1.20M | 0.3% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 25,388 | $1.22M | 0.3% | −4,090−13.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,472 | $1.24M | 0.3% | −50−2.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 10,784 | $1.46M | 0.4% | 00.0% | Unchanged | History |
| TUTelus Corp | COM | 140,340 | $1.48M | 0.4% | −5,688−3.9% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 14,054 | $1.60M | 0.4% | −177−1.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,393 | $1.79M | 0.4% | −10−0.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 14,182 | $1.82M | 0.5% | +3,700+35.3% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 102,471 | $1.84M | 0.5% | +4,038+4.1% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 17,228 | $1.85M | 0.5% | +3,723+27.6% | Added | History |
| AMRCAmeresco, Inc. | CL A | 69,317 | $1.91M | 0.5% | +2,856+4.3% | Added | History |
| AMGNAmgen Inc | Stock | 5,626 | $2.04M | 0.5% | +810+16.8% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 13,168 | $2.15M | 0.5% | −300−2.2% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 171,770 | $2.27M | 0.6% | −55,913−24.6% | Reduced | History |
| ULTAUlta Beauty, Inc. | Stock | 5,060 | $2.28M | 0.6% | +5,060 | New | History |
| ITWIllinois Tool Works Inc | Stock | 8,438 | $2.28M | 0.6% | −15−0.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 16,115 | $2.36M | 0.6% | −413−2.5% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 6,648 | $2.50M | 0.6% | +5,663+574.9% | Added | History |
| SHOPShopify Inc. | Stock | 23,329 | $2.66M | 0.7% | +22,973+6,453.1% | Added | History |
| HTOH2O America | COM | 46,155 | $2.80M | 0.7% | −263−0.6% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 85,323 | $2.90M | 0.7% | +7,786+10.0% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 138,158 | $2.96M | 0.7% | −56,158−28.9% | Reduced | History |
| COLBColumbia Banking System, Inc. | COM | 95,046 | $3.05M | 0.8% | +2,581+2.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,718 | $3.12M | 0.8% | 00.0% | Unchanged | History |
| AMALAmalgamated Financial Corp. | COM | 68,140 | $3.13M | 0.8% | −5,408−7.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 44,837 | $3.20M | 0.8% | +2,912+6.9% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 25,104 | $3.30M | 0.8% | +224+0.9% | Added | History |
| CLColgate Palmolive Co | Stock | 36,568 | $3.35M | 0.8% | +24,283+197.7% | Added | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 227,988 | $3.65M | 0.9% | −10,377−4.4% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 74,802 | $3.77M | 0.9% | −1,210−1.6% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 14,119 | $3.81M | 0.9% | +448+3.3% | Added | History |
| LLYEli Lilly & Co | Stock | 3,179 | $3.81M | 0.9% | +14+0.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 10,985 | $3.88M | 1.0% | +5,240+91.2% | Added | History |
| KAIKadant Inc | COM | 12,636 | $3.97M | 1.0% | +468+3.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 41,397 | $4.11M | 1.0% | +2,359+6.0% | Added | History |
| MCOMoodys Corp | Stock | 9,183 | $4.16M | 1.0% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 23,988 | $4.26M | 1.1% | +2,081+9.5% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 32,725 | $4.51M | 1.1% | −514−1.5% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 49,314 | $4.55M | 1.1% | +2,043+4.3% | Added | History |
| BWABorgwarner Inc | COM | 72,057 | $4.78M | 1.2% | −2,903−3.9% | Reduced | History |
| VMIValmont Industries Inc | COM | 8,361 | $4.83M | 1.2% | −1,405−14.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 21,872 | $4.90M | 1.2% | +2,299+11.7% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 20,965 | $4.95M | 1.2% | −1,812−8.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 19,963 | $5.07M | 1.3% | −121−0.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 14,388 | $5.07M | 1.3% | +1,234+9.4% | Added | History |
| STTState Street Corp | COM | 30,276 | $5.13M | 1.3% | +1,208+4.2% | Added | History |
| ROSTRoss Stores, Inc. | COM | 24,364 | $5.19M | 1.3% | −4,276−14.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 5,562 | $5.20M | 1.3% | +390+7.5% | Added | History |
| SYKStryker Corp | Stock | 16,583 | $5.22M | 1.3% | +229+1.4% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 62,293 | $5.27M | 1.3% | −6,337−9.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,173 | $5.29M | 1.3% | +1,388+10.9% | Added | History |
| ECLEcolab Inc. | Stock | 19,173 | $5.34M | 1.3% | +749+4.1% | Added | History |
| HUBBHubbell Inc | COM | 10,358 | $5.42M | 1.3% | +205+2.0% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 422,437 | $5.61M | 1.4% | −24,172−5.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 16,761 | $5.72M | 1.4% | +31+0.2% | Added | History |
| DGXQuest Diagnostics Inc | COM | 27,117 | $5.75M | 1.4% | +795+3.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 37,243 | $5.83M | 1.4% | +6,451+21.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 20,791 | $5.85M | 1.5% | +1,734+9.1% | Added | History |
| CACCamden National Corp | COM | 109,082 | $5.91M | 1.5% | +1,327+1.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 103,553 | $6.23M | 1.5% | −6,694−6.1% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 26,654 | $6.33M | 1.6% | −518−1.9% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 167,397 | $6.54M | 1.6% | −1,931−1.1% | Reduced | History |
| PLDPrologis, Inc. | REIT | 48,601 | $6.58M | 1.6% | −7,649−13.6% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 50,633 | $6.66M | 1.7% | −1,800−3.4% | Reduced | History |
| GSKGSK plc | ADR | 158,720 | $8.32M | 2.1% | −3,258−2.0% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 54,105 | $9.19M | 2.3% | +359+0.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 112,661 | $13.2M | 3.3% | −5,008−4.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 35,801 | $13.5M | 3.4% | −3,768−9.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 7,698 | $15.3M | 3.8% | −1,174−13.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 94,092 | $18.8M | 4.7% | +2,715+3.0% | Added | History |
| AAPLApple Inc. | Stock | 101,792 | $29.5M | 7.3% | +300.0% | Added | 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 |