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 |
|---|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF092528603 | ETF | 1,778 | $93.1K | <0.1% | +15+0.9% | Added | – |
| EWEdwards Lifesciences Corp | Stock | 1,024 | $92.6K | <0.1% | +24+2.4% | Added | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $92.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $91.4K | <0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 543 | $90.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $89.7K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 116 | $83.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288802 | ESG OPTIMIZED | 539 | $83.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $82.9K | <0.1% | 00.0% | Unchanged | – |
| TWLOTwilio Inc | CL A | 400 | $82.5K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 504 | $81.8K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 2,852 | $78.0K | <0.1% | +2,780+3,861.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 196 | $77.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $77.8K | <0.1% | 00.0% | Unchanged | – |
| CGNXCognex Corp | COM | 1,060 | $76.8K | <0.1% | +60+6.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,043 | $75.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 250 | $75.1K | <0.1% | 00.0% | Unchanged | – |
| SHELShell plc | ADR | 930 | $72.1K | <0.1% | +930 | New | History |
| WECWec Energy Group, Inc. | Stock | 617 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 71 | $71.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $71.7K | <0.1% | 00.0% | Unchanged | – |
| HPQHP Inc | Stock | 3,200 | $70.2K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $69.6K | <0.1% | 00.0% | Unchanged | – |
| STAGSTAG Industrial, Inc. | COM | 1,821 | $69.3K | <0.1% | +1+0.1% | Added | History |
| CBChubb Ltd | Stock | 201 | $68.5K | <0.1% | +14+7.5% | Added | History |
| VIXYProShares Trust II | ETF | 3,200 | $68.1K | <0.1% | 00.0% | Unchanged | History |
| AROWArrow Financial Corp | COM | 1,458 | $59.8K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $59.6K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 315 | $58.2K | <0.1% | 00.0% | Unchanged | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $56.6K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 129 | $55.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $54.7K | <0.1% | 00.0% | Unchanged | – |
| CTASCintas Corp | Stock | 320 | $54.4K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 133 | $54.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $53.2K | <0.1% | 00.0% | Unchanged | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 934 | $52.5K | <0.1% | +934 | New | – |
| PFGPrincipal Financial Group Inc | COM | 484 | $52.2K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 153 | $51.8K | <0.1% | 00.0% | Unchanged | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 1,384 | $51.4K | <0.1% | +1,384 | New | History |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 5,231 | $51.3K | <0.1% | +5,231 | New | History |
| WORWorthington Enterprises, Inc. | COM | 950 | $51.1K | <0.1% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 820 | $50.8K | <0.1% | +820 | New | History |
| SPOTSpotify Technology S.A. | Stock | 110 | $50.5K | <0.1% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 422 | $49.9K | <0.1% | −222−34.5% | Reduced | History |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 327 | $49.4K | <0.1% | +327 | New | History |
| PHParker-Hannifin Corp | Stock | 50 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 650 | $46.7K | <0.1% | 00.0% | Unchanged | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $45.3K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 92 | $45.2K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $44.9K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 650 | $43.6K | <0.1% | −300−31.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 77 | $43.4K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 879 | $41.8K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,669 | $41.8K | <0.1% | −5,293−76.0% | Reduced | – |
| DASHDoorDash, Inc. | Stock | 225 | $41.5K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $41.5K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 97 | $40.8K | <0.1% | −5−4.9% | Reduced | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $40.3K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 351 | $39.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $38.0K | <0.1% | 00.0% | Unchanged | – |
| DLTRDollar Tree, Inc. | COM | 300 | $36.3K | <0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 260 | $36.1K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 852 | $36.1K | <0.1% | +100+13.3% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49 | $34.5K | <0.1% | 00.0% | Unchanged | History |
| MIDDMIDDLEBY Corp | COM | 200 | $34.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 666 | $33.5K | <0.1% | +666 | New | – |
| FASTFastenal Co | Stock | 696 | $33.4K | <0.1% | 00.0% | Unchanged | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 416 | $33.3K | <0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 34 | $32.7K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 400 | $30.9K | <0.1% | −250−38.5% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 340 | $29.9K | <0.1% | +340 | New | – |
| SLFSun Life Financial Inc | COM | 380 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| LLoews Corp | COM | 263 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 223 | $29.6K | <0.1% | 00.0% | Unchanged | History |
| UBSUBS Group AG | Stock | 591 | $29.3K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 262 | $28.8K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 700 | $28.7K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 1,500 | $28.7K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 642 | $27.7K | <0.1% | 00.0% | Unchanged | History |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| CCChemours Co | Stock | 1,301 | $26.7K | <0.1% | +1,301 | New | History |
| SMCISuper Micro Computer, Inc. | Stock | 900 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 60 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 326 | $25.5K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $23.6K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 50 | $22.9K | <0.1% | −6−10.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $22.1K | <0.1% | 00.0% | Unchanged | History |
| WPMWheaton Precious Metals Corp. | COM | 195 | $21.9K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 33 | $20.9K | <0.1% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 88 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| EBCEastern Bankshares, Inc. | COM | 900 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| NRGNRG Energy, Inc. | Stock | 137 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 90 | $19.2K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 462 | $18.8K | <0.1% | 00.0% | Unchanged | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 348 | $18.5K | <0.1% | +3+0.9% | Added | – |
| iShares Global Clean Energy ETF464288224 | ETF | 900 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| HRHealthcare Realty Trust Inc | CL A COM | 840 | $16.9K | <0.1% | −3,000−78.1% | Reduced | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 140 | $16.7K | <0.1% | 00.0% | Unchanged | – |
| CBRECbre Group, Inc. | CL A | 121 | $16.3K | <0.1% | −13−9.7% | Reduced | 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 |