Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, ASML, AVGO, CSCO, and represent 22.42% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: SHOP, ULTA, CL, AYI, GOOG, DSI, CRM, NVDA, MSFT, Exxon Mobil Corp.
- Started 31 new stock positions in DD, Trulieve Cannabis Corporatio, IWS, DFSU, VGLT, IWP, HONA, VTIP, IVE, CC.
- Reduced shares in these 10 stocks: ASML, AVGO, DOC, PLD, ROST, Hologic, VMI, VOD, , CSCO.
- Sold out of its positions in CTSH, Dupont De Nemours, XOM, Hologic, Honeywell International, DVY, MUB, SGOV, LDOS, Masimo Corporation. MDLZ, NDAQ, OTIS, PDD, RAL, SONY, XYZ, SNPS, Thomson Reuters Corp., SMB, AGO.
- Clean Yield Group was a net buyer of stock by $8.4M.
- Clean Yield Group has $403M in assets under management (AUM), dropping by 13.45%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 395 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.3 | $30M | 102k | 289.36 |
|
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| Nvidia Corporation Stock (NVDA) | 4.7 | $19M | +2% | 94k | 200.09 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 3.8 | $15M | -13% | 7.7k | 1989.44 |
|
| Broadcom Stock (AVGO) | 3.4 | $14M | -9% | 36k | 377.75 |
|
| Cisco Sys Stock (CSCO) | 3.3 | $13M | -4% | 113k | 117.46 |
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| Arista Networks Stock (ANET) | 2.3 | $9.2M | 54k | 169.88 |
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| GSK Adr (GSK) | 2.1 | $8.3M | -2% | 159k | 52.42 |
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| American Wtr Wks Stock (AWK) | 1.7 | $6.7M | -3% | 51k | 131.58 |
|
| Prologis Reit (PLD) | 1.6 | $6.6M | -13% | 49k | 135.47 |
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| Ha Sustainable Infra Cap Reit (HASI) | 1.6 | $6.5M | 167k | 39.05 |
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| Ferguson Enterprises Stock (FERG) | 1.6 | $6.3M | 27k | 237.33 |
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| Unilever Adr (UL) | 1.5 | $6.2M | -6% | 104k | 60.12 |
|
| Camden Natl Corp Stock (CAC) | 1.5 | $5.9M | 109k | 54.22 |
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| International Business Machs Stock (IBM) | 1.5 | $5.8M | +9% | 21k | 281.21 |
|
| Salesforce Stock (CRM) | 1.4 | $5.8M | +20% | 37k | 156.66 |
|
| Quest Diagnostics Stock (DGX) | 1.4 | $5.7M | +3% | 27k | 211.95 |
|
| Palo Alto Networks Stock (PANW) | 1.4 | $5.7M | 17k | 341.02 |
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| Nokia Corp Adr (NOK) | 1.4 | $5.6M | -5% | 422k | 13.28 |
|
| Hubbell Stock (HUBB) | 1.3 | $5.4M | +2% | 10k | 523.20 |
|
| Ecolab Stock (ECL) | 1.3 | $5.3M | +4% | 19k | 278.61 |
|
| Microsoft Corp Stock (MSFT) | 1.3 | $5.3M | +10% | 14k | 373.02 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 1.3 | $5.3M | -9% | 62k | 84.58 |
|
| Stryker Corporation Stock (SYK) | 1.3 | $5.2M | 17k | 314.84 |
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| Costco Wholesale Corporation Stock (COST) | 1.3 | $5.2M | +7% | 5.6k | 935.47 |
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| Ross Stores Stock (ROST) | 1.3 | $5.2M | -14% | 24k | 212.85 |
|
| State Str Corp Stock (STT) | 1.3 | $5.1M | +4% | 30k | 169.60 |
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| Home Depot Stock (HD) | 1.3 | $5.1M | +9% | 14k | 352.68 |
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| Johnson & Johnson Stock (JNJ) | 1.3 | $5.1M | 20k | 253.98 |
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| First Solar Stock (FSLR) | 1.2 | $4.9M | -7% | 21k | 235.96 |
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| Automatic Data Processing Stock (ADP) | 1.2 | $4.9M | +11% | 22k | 223.95 |
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| Valmont Inds Stock (VMI) | 1.2 | $4.8M | -14% | 8.4k | 577.60 |
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| Borgwarner Stock (BWA) | 1.2 | $4.8M | -3% | 72k | 66.40 |
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| Schwab Charles Corp Stock (SCHW) | 1.1 | $4.6M | +4% | 49k | 92.27 |
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| Henry Jack & Assoc Stock (JKHY) | 1.1 | $4.5M | 33k | 137.74 |
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| Veeva Sys Inc Cl A Stock (VEEV) | 1.1 | $4.3M | +9% | 24k | 177.47 |
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| Moodys Corp Stock (MCO) | 1.0 | $4.2M | 9.2k | 452.92 |
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| Servicenow Stock (NOW) | 1.0 | $4.1M | +6% | 41k | 99.28 |
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| Kadant Stock (KAI) | 1.0 | $4.0M | +3% | 13k | 314.23 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.0 | $3.9M | +91% | 11k | 353.35 |
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| Eli Lilly & Co Stock (LLY) | 0.9 | $3.8M | 3.2k | 1199.43 |
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| Wabtec Stock (WAB) | 0.9 | $3.8M | +3% | 14k | 269.60 |
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| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.9 | $3.8M | 75k | 50.42 |
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| Takeda Pharmaceutical Adr (TAK) | 0.9 | $3.7M | -4% | 228k | 16.03 |
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| Colgate Palmolive Stock (CL) | 0.8 | $3.4M | +197% | 37k | 91.68 |
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| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.8 | $3.3M | 25k | 131.43 |
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| Netflix Stock (NFLX) | 0.8 | $3.2M | +6% | 45k | 71.40 |
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| Amalgamated Financial Corp Stock (AMAL) | 0.8 | $3.1M | -7% | 68k | 45.90 |
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| Alphabet Class A Stock (GOOGL) | 0.8 | $3.1M | 8.7k | 357.37 |
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| Columbia Bkg Sys Stock (COLB) | 0.8 | $3.0M | +2% | 95k | 32.05 |
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| Healthpeak Properties Reit (DOC) | 0.7 | $3.0M | -28% | 138k | 21.40 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.7 | $2.9M | +10% | 85k | 34.00 |
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| H2o America Stock (HTO) | 0.7 | $2.8M | 46k | 60.77 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.7 | $2.7M | +6453% | 23k | 114.18 |
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| Acuity Stock (AYI) | 0.6 | $2.5M | +574% | 6.6k | 376.66 |
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| Procter & Gamble Stock (PG) | 0.6 | $2.4M | -2% | 16k | 146.64 |
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| Illinois Tool Wks Stock (ITW) | 0.6 | $2.3M | 8.4k | 270.47 |
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| Ulta Beauty Stock (ULTA) | 0.6 | $2.3M | NEW | 5.1k | 450.98 |
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| Vodafone Group Adr (VOD) | 0.6 | $2.3M | -24% | 172k | 13.22 |
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| Expeditors Intl Wash Stock (EXPD) | 0.5 | $2.1M | -2% | 13k | 162.98 |
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| Amgen Stock (AMGN) | 0.5 | $2.0M | +16% | 5.6k | 362.12 |
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| Ameresco Inc Cl A Stock (AMRC) | 0.5 | $1.9M | +4% | 69k | 27.60 |
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.5 | $1.9M | +27% | 17k | 107.50 |
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| Sofi Technologies Stock (SOFI) | 0.5 | $1.8M | +4% | 103k | 17.93 |
|
| Merck & Co Stock (MRK) | 0.5 | $1.8M | +35% | 14k | 128.50 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.4 | $1.8M | 2.4k | 746.77 |
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| Lululemon Athletica Stock (LULU) | 0.4 | $1.6M | 14k | 114.18 |
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| Telus Corporation Stock (TU) | 0.4 | $1.5M | -3% | 140k | 10.57 |
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| Pepsico Stock (PEP) | 0.4 | $1.5M | 11k | 135.40 |
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| Thermo Fisher Scientific Stock (TMO) | 0.3 | $1.2M | 2.5k | 501.38 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.2M | -13% | 25k | 47.94 |
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| Us Bancorp Stock (USB) | 0.3 | $1.2M | 20k | 60.40 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $1.2M | 2.3k | 500.39 |
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| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.3 | $1.1M | NEW | 8.0k | 142.39 |
|
| American Express Stock (AXP) | 0.3 | $1.0M | 3.1k | 338.25 |
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| Abbvie Stock (ABBV) | 0.2 | $979k | 3.9k | 251.64 |
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| Ge Aerospace Stock (GE) | 0.2 | $977k | +3% | 2.6k | 373.73 |
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| Texas Instrs Stock (TXN) | 0.2 | $916k | 3.1k | 298.07 |
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| Vital Farms Stock (VITL) | 0.2 | $843k | +9% | 73k | 11.63 |
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| Oreilly Automotive Stock (ORLY) | 0.2 | $826k | 9.0k | 92.09 |
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| Ge Vernova Stock (GEV) | 0.2 | $805k | 685.00 | 1174.86 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $768k | +6% | 2.3k | 327.33 |
|
| Keysight Technologies Stock (KEYS) | 0.2 | $687k | -5% | 2.0k | 350.07 |
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| Intuit Stock (INTU) | 0.2 | $681k | 2.6k | 261.00 |
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| Aflac Stock (AFL) | 0.2 | $667k | 5.7k | 117.25 |
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| Becton Dickinson & Co Stock (BDX) | 0.2 | $662k | -5% | 4.4k | 151.33 |
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| Trimble Stock (TRMB) | 0.2 | $654k | 13k | 51.18 |
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| Nextera Energy Stock (NEE) | 0.2 | $646k | 7.4k | 87.77 |
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| Amphenol Corp Cl A Stock (APH) | 0.2 | $633k | -10% | 3.6k | 176.32 |
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| Corning Stock (GLW) | 0.2 | $629k | -10% | 2.5k | 255.43 |
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| Watts Water Technologies Inc Cl A Stock (WTS) | 0.2 | $625k | 1.6k | 391.45 |
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| Vaneck Green Bond Etf Etf (GRNB) | 0.1 | $583k | -29% | 24k | 24.14 |
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| Agilent Technologies Stock (A) | 0.1 | $583k | 4.4k | 132.83 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $564k | 1.1k | 513.60 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $559k | 3.0k | 189.62 |
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| Helios Technologies Stock (HLIO) | 0.1 | $518k | -7% | 5.8k | 89.25 |
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| Exxonmobil Holdings Corp Stock | 0.1 | $516k | NEW | 3.8k | 136.72 |
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| Abbott Laboratories Stock (ABT) | 0.1 | $507k | -4% | 5.6k | 90.74 |
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| Smucker J M Stock (SJM) | 0.1 | $493k | 4.4k | 112.50 |
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| 3M Stock (MMM) | 0.1 | $485k | 3.0k | 161.91 |
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| California Wtr Svc Group Stock (CWT) | 0.1 | $479k | -2% | 9.8k | 48.65 |
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| General Mills Stock (GIS) | 0.1 | $476k | -10% | 14k | 34.80 |
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| Tractor Supply Stock (TSCO) | 0.1 | $472k | +73% | 15k | 31.61 |
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| Walmart Stock (WMT) | 0.1 | $465k | 4.1k | 113.25 |
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| Amazon Stock (AMZN) | 0.1 | $461k | -5% | 1.9k | 238.34 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $449k | 610.00 | 736.40 |
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| Hingham Instn Svgs Mass Stock (HIFS) | 0.1 | $444k | -11% | 1.4k | 307.15 |
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| Essential Utils Stock (WTRG) | 0.1 | $436k | -10% | 11k | 38.31 |
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| Coca Cola Stock (KO) | 0.1 | $433k | -3% | 5.3k | 81.26 |
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| Paychex Stock (PAYX) | 0.1 | $414k | 4.2k | 98.33 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $413k | +299% | 1.8k | 229.57 |
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| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $405k | 2.5k | 163.68 |
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| Disney Walt Stock (DIS) | 0.1 | $385k | 4.0k | 96.25 |
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| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.1 | $381k | +451% | 4.6k | 82.62 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $379k | 3.0k | 126.31 |
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| Sysco Corp Stock (SYY) | 0.1 | $369k | -2% | 4.4k | 83.58 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $363k | 1.9k | 190.52 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $343k | -8% | 824.00 | 415.63 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $334k | 4.4k | 75.45 |
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| Waters Corp Stock (WAT) | 0.1 | $325k | -31% | 867.00 | 375.04 |
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| Intel Corp Stock (INTC) | 0.1 | $294k | 2.1k | 139.63 |
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| Target Corp Stock (TGT) | 0.1 | $289k | 2.2k | 130.61 |
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| Renaissancere Hldgs Stock (RNR) | 0.1 | $288k | 910.00 | 316.90 |
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| Lowes Cos Stock (LOW) | 0.1 | $288k | 1.3k | 220.49 |
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| Caterpillar Stock (CAT) | 0.1 | $288k | 270.00 | 1064.90 |
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| Rtx Corporation Stock (RTX) | 0.1 | $287k | 1.5k | 189.73 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $286k | -10% | 1.1k | 270.31 |
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| Bny Mellon Municipal Intermediate Etf Etf (BKMI) | 0.1 | $278k | 11k | 26.44 |
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| Vanguard Morningstar Total Stock Market Etf Etf (VTI) | 0.1 | $272k | 735.00 | 369.87 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $271k | 735.00 | 368.38 |
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| Mettler Toledo International Stock (MTD) | 0.1 | $268k | -7% | 210.00 | 1277.51 |
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| Curtiss Wright Corp Stock (CW) | 0.1 | $265k | 350.00 | 757.76 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $257k | +300% | 2.1k | 124.17 |
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| Middlesex Wtr Stock (MSEX) | 0.1 | $244k | 4.4k | 56.16 |
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| Labcorp Holdings Stock (LH) | 0.1 | $241k | 859.00 | 280.00 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $237k | NEW | 6.4k | 36.76 |
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| Corteva Stock (CTVA) | 0.1 | $235k | NEW | 2.8k | 84.69 |
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| Oracle Corp Stock (ORCL) | 0.1 | $234k | 1.6k | 146.55 |
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| Qnity Electronics Stock (Q) | 0.1 | $233k | +3971% | 1.4k | 163.31 |
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| Union Pac Corp Stock (UNP) | 0.1 | $231k | 850.00 | 272.00 |
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| Air Products And Chemicals Stock (APD) | 0.1 | $231k | 787.00 | 293.18 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $219k | +85% | 2.1k | 103.45 |
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| Travelers Companies Stock (TRV) | 0.1 | $215k | 650.00 | 330.12 |
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| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $214k | NEW | 2.3k | 91.64 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $212k | -4% | 618.00 | 343.09 |
|
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $210k | 4.5k | 46.81 |
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| Fedex Corp Stock (FDX) | 0.1 | $205k | 655.00 | 313.13 |
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| Fifth Third Bancorp Stock (FITB) | 0.0 | $195k | 3.5k | 56.37 |
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| The Cigna Group Stock (CI) | 0.0 | $194k | 705.00 | 275.68 |
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| Marvell Technology Stock (MRVL) | 0.0 | $192k | NEW | 644.00 | 297.89 |
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| Danaher Corp Del Stock (DHR) | 0.0 | $191k | 1.0k | 190.48 |
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| Vanguard Morningstar Mid-cap Etf Etf (VO) | 0.0 | $183k | +300% | 2.3k | 80.57 |
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| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $180k | 3.2k | 55.93 |
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| Eaton Corp Stock (ETN) | 0.0 | $180k | 423.00 | 426.12 |
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| Tjx Cos Stock (TJX) | 0.0 | $175k | +4% | 1.2k | 151.50 |
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| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.0 | $173k | 1.7k | 102.81 |
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| Microchip Technology Stock (MCHP) | 0.0 | $172k | 1.9k | 91.20 |
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| Emerson Elec Stock (EMR) | 0.0 | $168k | 1.2k | 143.15 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $167k | 751.00 | 222.88 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $167k | 6.8k | 24.55 |
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| Hershey Stock (HSY) | 0.0 | $167k | 950.00 | 175.45 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $164k | +2% | 330.00 | 496.73 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $163k | 300.00 | 541.83 |
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| Pfizer Stock (PFE) | 0.0 | $161k | -2% | 6.7k | 24.08 |
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| Mckesson Corp Stock (MCK) | 0.0 | $159k | -14% | 211.00 | 755.60 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $154k | 2.7k | 57.62 |
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| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 0.0 | $154k | -10% | 6.6k | 23.44 |
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| Church & Dwight Stock (CHD) | 0.0 | $153k | -19% | 1.6k | 96.88 |
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| Vanguard Morningstar Growth Etf Etf (VUG) | 0.0 | $151k | +500% | 1.8k | 86.14 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $150k | 405.00 | 370.59 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $149k | 474.00 | 314.59 |
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| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $144k | 3.2k | 45.11 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $144k | 2.0k | 73.35 |
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| Dover Corp Stock (DOV) | 0.0 | $142k | 633.00 | 224.28 |
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| Genuine Parts Stock (GPC) | 0.0 | $142k | -21% | 1.2k | 117.98 |
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| Sherwin Williams Stock (SHW) | 0.0 | $142k | -7% | 411.00 | 344.32 |
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| Cencora Stock (COR) | 0.0 | $142k | 500.00 | 282.98 |
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| Dimensional Us Sustainability Core 1 Etf Etf (DFSU) | 0.0 | $141k | NEW | 3.0k | 46.63 |
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| Beta Technologies Inc Com Shs Cl A Stock (BETA) | 0.0 | $139k | 8.3k | 16.75 |
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| Msci Stock (MSCI) | 0.0 | $137k | 245.00 | 560.04 |
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| Bank Of Ny Mellon Corp Stock (BNY) | 0.0 | $133k | 916.00 | 144.61 |
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| Ww Grainger Stock (GWW) | 0.0 | $131k | 96.00 | 1360.40 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $130k | 1.6k | 82.64 |
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| Dupont De Nemours Stock (DD) | 0.0 | $129k | NEW | 950.00 | 135.59 |
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| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $129k | 11k | 11.74 |
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| Tennant Stock (TNC) | 0.0 | $124k | 1.4k | 87.54 |
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| Masco Corp Stock (MAS) | 0.0 | $122k | 1.5k | 81.37 |
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| Ebay Stock (EBAY) | 0.0 | $120k | 1.1k | 111.75 |
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| Yum Brands Stock (YUM) | 0.0 | $118k | 738.00 | 159.86 |
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| At&t Stock (T) | 0.0 | $115k | +7% | 5.6k | 20.70 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.0 | $113k | 237.00 | 477.57 |
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| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.0 | $113k | 3.1k | 37.02 |
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| State Street Utilities Select Sector Spdr Etf Etf (XLU) | 0.0 | $109k | 2.4k | 45.34 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $108k | +247% | 646.00 | 166.67 |
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| Idacorp Stock (IDA) | 0.0 | $106k | 700.00 | 151.30 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $104k | +625% | 580.00 | 179.58 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.0 | $100k | 2.0k | 50.58 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $98k | 397.00 | 246.22 |
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| Carmax Stock (KMX) | 0.0 | $97k | +2% | 1.8k | 52.89 |
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| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $95k | 6.7k | 14.31 |
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| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.0 | $93k | 1.7k | 54.68 |
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| Ishares Flexible Income Active Etf Etf (BINC) | 0.0 | $93k | 1.8k | 52.34 |
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| Edwards Lifesciences Corp Stock (EW) | 0.0 | $93k | +2% | 1.0k | 90.46 |
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| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $92k | 6.4k | 14.38 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $91k | 3.6k | 25.44 |
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| Chevron Corporation Stock (CVX) | 0.0 | $90k | 543.00 | 165.76 |
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| Vanguard Health Care Etf Etf (VHT) | 0.0 | $90k | 300.00 | 299.01 |
|
|
| Applied Matls Stock (AMAT) | 0.0 | $84k | 116.00 | 723.00 |
|
|
| Ishares Esg Optimized Msci Usa Etf Etf (SUSA) | 0.0 | $83k | 539.00 | 154.36 |
|
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $83k | 1.1k | 77.91 |
|
|
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $83k | 400.00 | 206.33 |
|
|
| Avery Dennison Corp Stock (AVY) | 0.0 | $82k | 504.00 | 162.35 |
|
|
| Dow Hldgs Stock (DOW) | 0.0 | $78k | +3861% | 2.9k | 27.36 |
|
| Analog Devices Stock (ADI) | 0.0 | $78k | 196.00 | 397.17 |
|
|
| Vanguard Morningstar Mid-cap Growth Etf Etf (VOT) | 0.0 | $78k | 254.00 | 306.30 |
|
|
| Cognex Corp Stock (CGNX) | 0.0 | $77k | +6% | 1.1k | 72.42 |
|
| Uber Technologies Stock (UBER) | 0.0 | $75k | 1.0k | 72.16 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $75k | 250.00 | 300.45 |
|
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $72k | NEW | 930.00 | 77.54 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $72k | 617.00 | 116.77 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $72k | 71.00 | 1011.37 |
|
|
| Vanguard Morningstar Value Etf Etf (VTV) | 0.0 | $72k | 329.00 | 217.93 |
|
|
| HP Stock (HPQ) | 0.0 | $70k | 3.2k | 21.94 |
|
|
| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $70k | 1.8k | 39.75 |
|
|
| Stag Industrial Reit (STAG) | 0.0 | $69k | 1.8k | 38.07 |
|
|
| Chubb Stock (CB) | 0.0 | $69k | +7% | 201.00 | 340.74 |
|
| Proshares Vix Short-term Futures Etf Etf (VIXY) | 0.0 | $68k | 3.2k | 21.29 |
|
|
| Arrow Finl Corp Stock (AROW) | 0.0 | $60k | 1.5k | 40.99 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $60k | 500.00 | 119.24 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $58k | 315.00 | 184.79 |
|
|
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $57k | 1.5k | 37.76 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $56k | 129.00 | 431.46 |
|
|
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $55k | 500.00 | 109.43 |
|
|
| Cintas Corp Stock (CTAS) | 0.0 | $54k | 320.00 | 170.08 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $54k | 133.00 | 407.26 |
|
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $53k | 530.00 | 100.35 |
|
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $53k | NEW | 934.00 | 56.16 |
|
| Principal Financial Group Stock (PFG) | 0.0 | $52k | 484.00 | 107.78 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $52k | 153.00 | 338.39 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC) | 0.0 | $51k | NEW | 1.4k | 37.12 |
|
| Eaton Vance Tax-managed Global Cef (EXG) | 0.0 | $51k | NEW | 5.2k | 9.81 |
|
| Worthington Enterprises Stock (WOR) | 0.0 | $51k | 950.00 | 53.76 |
|
|
| Realty Income Corp Reit (O) | 0.0 | $51k | NEW | 820.00 | 61.96 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $51k | 110.00 | 459.13 |
|
|
| Xylem Stock (XYL) | 0.0 | $50k | -34% | 422.00 | 118.21 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.0 | $49k | NEW | 327.00 | 151.00 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $49k | 50.00 | 978.12 |
|
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $47k | 650.00 | 71.86 |
|
|
| United States Copper Index Fund Etf (CPER) | 0.0 | $45k | 1.2k | 37.73 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $45k | 92.00 | 491.16 |
|
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $45k | 702.00 | 64.01 |
|
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $44k | -31% | 650.00 | 67.10 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $43k | 77.00 | 563.29 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $42k | 879.00 | 47.53 |
|
|
| State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) | 0.0 | $42k | -76% | 1.7k | 25.03 |
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $42k | 225.00 | 184.53 |
|
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $42k | 840.00 | 49.41 |
|
|
| Tesla Stock (TSLA) | 0.0 | $41k | -4% | 97.00 | 420.60 |
|
| Worthington Stl Stock (WS) | 0.0 | $40k | 1.2k | 33.58 |
|
|
| Price T Rowe Group Stock (TROW) | 0.0 | $40k | 351.00 | 113.69 |
|
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $38k | 440.00 | 86.42 |
|
|
| Dollar Tree Stock (DLTR) | 0.0 | $36k | 300.00 | 120.95 |
|
|
| Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $36k | 260.00 | 138.94 |
|
|
| Verizon Communications Stock (VZ) | 0.0 | $36k | +13% | 852.00 | 42.34 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $35k | 49.00 | 703.35 |
|
|
| Middleby Corp Stock (MIDD) | 0.0 | $34k | 200.00 | 172.01 |
|
|
| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.0 | $34k | NEW | 666.00 | 50.23 |
|
| Fastenal Stock (FAST) | 0.0 | $33k | 696.00 | 48.03 |
|
|
| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.0 | $33k | 416.00 | 80.16 |
|
|
| Blackrock Stock (BLK) | 0.0 | $33k | 34.00 | 961.56 |
|
|
| Solventum Corp Stock (SOLV) | 0.0 | $31k | -38% | 400.00 | 77.15 |
|
| Vanguard Morningstar Mega Cap Growth Etf Etf (MGK) | 0.0 | $30k | NEW | 340.00 | 87.91 |
|
| Sun Life Financial Stock (SLF) | 0.0 | $30k | 380.00 | 78.42 |
|
|
| Loews Corp Stock (L) | 0.0 | $30k | 263.00 | 113.21 |
|
|
| Hartford Insurance Group Stock (HIG) | 0.0 | $30k | 223.00 | 132.52 |
|
|
| Ubs Group Stock (UBS) | 0.0 | $29k | 591.00 | 49.56 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $29k | 262.00 | 109.77 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $29k | 700.00 | 41.05 |
|
|
| Kenvue Stock (KVUE) | 0.0 | $29k | 1.5k | 19.11 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $28k | 642.00 | 43.17 |
|
|
| Kb Finl Group Adr (KB) | 0.0 | $28k | 263.00 | 104.96 |
|
|
| Chemours Stock (CC) | 0.0 | $27k | NEW | 1.3k | 20.52 |
|
| Super Micro Computer Stock (SMCI) | 0.0 | $26k | 900.00 | 29.33 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $26k | 60.00 | 433.33 |
|
|
| Medtronic Stock (MDT) | 0.0 | $26k | 326.00 | 78.23 |
|
|
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $24k | 240.00 | 98.25 |
|
|
| Ameriprise Finl Stock (AMP) | 0.0 | $23k | -10% | 50.00 | 458.76 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $22k | 38.00 | 580.92 |
|
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.0 | $22k | 195.00 | 112.32 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $22k | 54.00 | 397.69 |
|
|
| Deere & Co Stock (DE) | 0.0 | $21k | 33.00 | 634.33 |
|
|
| Williams Sonoma Stock (WSM) | 0.0 | $21k | 88.00 | 233.10 |
|
|
| Eastern Bankshares Stock (EBC) | 0.0 | $20k | 900.00 | 22.24 |
|
|
| Nrg Energy Stock (NRG) | 0.0 | $20k | 137.00 | 146.06 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $19k | 90.00 | 213.08 |
|
|
| State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) | 0.0 | $19k | 462.00 | 40.67 |
|
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $19k | 348.00 | 53.03 |
|
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $18k | 900.00 | 20.49 |
|
|
| Healthcare Rlty Tr Cl A Reit (HR) | 0.0 | $17k | -78% | 840.00 | 20.17 |
|
| State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.0 | $17k | 140.00 | 119.13 |
|
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $16k | -9% | 121.00 | 134.69 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $16k | 55.00 | 290.58 |
|
|
| Lincoln Elec Hldgs Stock (LECO) | 0.0 | $15k | +41% | 58.00 | 265.52 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $14k | 58.00 | 248.36 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $14k | 65.00 | 218.45 |
|
|
| Cme Group Stock (CME) | 0.0 | $14k | 63.00 | 220.83 |
|
|
| Magnum Ice Cream Co Nv Ord Stock (MICC) | 0.0 | $14k | -35% | 795.00 | 17.41 |
|
| Nomura Hldgs Adr (NMR) | 0.0 | $14k | 1.6k | 8.78 |
|
|
| Aramark Stock (ARMK) | 0.0 | $13k | 231.00 | 56.90 |
|
|
| Union Bankshares Stock (UNB) | 0.0 | $11k | 450.00 | 24.26 |
|
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $11k | 1.3k | 8.44 |
|
|
| Vanguard Esg International Stock Etf Etf (VSGX) | 0.0 | $11k | NEW | 129.00 | 82.34 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $11k | 84.00 | 126.35 |
|
|
| Invesco Rafi Emerging Markets Etf Etf (PXH) | 0.0 | $11k | 377.00 | 27.88 |
|
|
| Alaska Air Group Stock (ALK) | 0.0 | $10k | 200.00 | 52.20 |
|
|
| Etsy Stock (ETSY) | 0.0 | $10k | 138.00 | 75.33 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $9.7k | 200.00 | 48.57 |
|
|
| Dimensional Short-duration Fixed Income Etf Etf (DFSD) | 0.0 | $9.7k | NEW | 203.00 | 47.75 |
|
| Southern Stock (SO) | 0.0 | $9.6k | 100.00 | 95.71 |
|
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $9.3k | 1.0k | 9.33 |
|
|
| BP Adr (BP) | 0.0 | $9.2k | 250.00 | 36.95 |
|
|
| Ally Finl Stock (ALLY) | 0.0 | $9.2k | 200.00 | 45.95 |
|
|
| American Elec Pwr Stock (AEP) | 0.0 | $9.0k | 66.00 | 136.80 |
|
|
| Motorola Solutions Stock (MSI) | 0.0 | $8.7k | 21.00 | 415.29 |
|
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $8.7k | 500.00 | 17.35 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $8.2k | 80.00 | 102.19 |
|
|
| Royal Bk Cda Stock (RY) | 0.0 | $8.1k | 39.00 | 206.97 |
|
|
| Lucid Group Stock (LCID) | 0.0 | $7.8k | 1.2k | 6.69 |
|
|
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $7.7k | 336.00 | 22.86 |
|
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $7.5k | 51.00 | 146.12 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $7.1k | 244.00 | 29.03 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $6.8k | 13.00 | 526.46 |
|
|
| Sunrun Stock (RUN) | 0.0 | $6.8k | 508.00 | 13.38 |
|
|
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.0 | $6.7k | 339.00 | 19.89 |
|
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $6.7k | 78.00 | 86.09 |
|
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $6.7k | NEW | 17.00 | 393.94 |
|
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $6.7k | -62% | 61.00 | 109.28 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $6.2k | 27.00 | 230.07 |
|
|
| Dt Midstream Stock (DTM) | 0.0 | $6.2k | 42.00 | 146.74 |
|
|
| Adobe Stock (ADBE) | 0.0 | $6.2k | 30.00 | 205.03 |
|
|
| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $6.0k | 166.00 | 36.01 |
|
|
| United Microelectronics Corp Adr (UMC) | 0.0 | $5.9k | 218.00 | 27.21 |
|
|
| Sumitomo Mitsui Fin Grp Adr (SMFG) | 0.0 | $5.9k | 250.00 | 23.58 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $5.9k | NEW | 185.00 | 31.71 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $5.8k | 40.00 | 146.20 |
|
|
| Woori Finl Group Adr (WF) | 0.0 | $5.7k | 100.00 | 57.40 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $5.7k | 46.00 | 124.43 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $5.4k | NEW | 24.00 | 227.04 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $5.3k | 42.00 | 126.57 |
|
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $5.3k | NEW | 36.00 | 146.42 |
|
| Snowflake Stock (SNOW) | 0.0 | $5.1k | 20.00 | 254.50 |
|
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $5.0k | 35.00 | 143.11 |
|
|
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $5.0k | 80.00 | 62.14 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $4.7k | NEW | 21.00 | 223.90 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $4.6k | NEW | 21.00 | 221.10 |
|
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $4.6k | 250.00 | 18.36 |
|
|
| HSBC HLDGS Adr (HSBC) | 0.0 | $4.6k | 48.00 | 95.08 |
|
|
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $4.4k | 410.00 | 10.84 |
|
|
| Vanguard Long-term Treasury Etf Etf (VGLT) | 0.0 | $4.4k | NEW | 79.00 | 55.18 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $4.3k | 16.00 | 268.88 |
|
|
| Tapestry Stock (TPR) | 0.0 | $4.2k | 29.00 | 146.38 |
|
|
| Associated Banc-corp Stock (ASB) | 0.0 | $4.1k | 134.00 | 30.77 |
|
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $3.9k | 21.00 | 187.10 |
|
|
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $3.9k | 100.00 | 39.13 |
|
|
| Hca Healthcare Stock (HCA) | 0.0 | $3.9k | 10.00 | 389.90 |
|
|
| Fortinet Stock (FTNT) | 0.0 | $3.8k | 25.00 | 153.64 |
|
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.0 | $3.7k | NEW | 47.00 | 79.43 |
|
| Allstate Corp Stock (ALL) | 0.0 | $3.1k | 13.00 | 237.92 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $2.9k | 14.00 | 209.07 |
|
|
| Fortive Corp Stock (FTV) | 0.0 | $2.7k | 45.00 | 61.09 |
|
|
| Infosys Adr (INFY) | 0.0 | $2.7k | 254.00 | 10.49 |
|
|
| Welltower Reit (WELL) | 0.0 | $2.5k | 11.00 | 227.00 |
|
|
| Livewire Group Stock (LVWR) | 0.0 | $2.4k | 2.1k | 1.12 |
|
|
| Unum Group Stock (UNM) | 0.0 | $2.3k | 26.00 | 89.38 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $2.2k | 18.00 | 122.44 |
|
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $2.0k | NEW | 12.00 | 164.58 |
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $1.9k | 25.00 | 77.80 |
|
|
| Metlife Stock (MET) | 0.0 | $1.9k | 22.00 | 84.59 |
|
|
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $1.8k | 100.00 | 18.28 |
|
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $1.8k | NEW | 8.00 | 221.25 |
|
| New Oriental Ed & Technology Adr (EDU) | 0.0 | $1.7k | 36.00 | 45.92 |
|
|
| Vestis Corporation Stock (VSTS) | 0.0 | $1.6k | 113.00 | 14.47 |
|
|
| Ormat Technologies Stock (ORA) | 0.0 | $1.6k | -73% | 15.00 | 108.93 |
|
| General Mtrs Stock (GM) | 0.0 | $1.4k | 18.00 | 77.06 |
|
|
| Viatris Stock (VTRS) | 0.0 | $1.1k | 69.00 | 15.88 |
|
|
| Trulieve Cannabis Corp Sub Vtg Stock | 0.0 | $983.000000 | NEW | 100.00 | 9.83 |
|
| Symbotic Inc Class A Stock (SYM) | 0.0 | $899.000000 | 20.00 | 44.95 |
|
|
| Cocrystal Pharma Stock (COCP) | 0.0 | $438.983600 | 418.00 | 1.05 |
|
|
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $358.003000 | 85.00 | 4.21 |
|
|
| SNDL Stock (SNDL) | 0.0 | $300.010800 | 222.00 | 1.35 |
|
|
| Growgeneration Corp Stock (GRWG) | 0.0 | $296.000000 | 200.00 | 1.48 |
|
|
| Via Transn Inc Com Cl A Stock (VIA) | 0.0 | $181.000000 | 10.00 | 18.10 |
|
|
| Tilray Brands Stock (TLRY) | 0.0 | $135.000000 | 30.00 | 4.50 |
|
|
| Workhorse Group Stock (WKHS) | 0.0 | $3.000000 | 1.00 | 3.00 |
|
|
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $1.000000 | 50.00 | 0.02 |
|
|
| Srh Total Return Fund Cef (STEW) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Clean Yield Group
SEC 13F filings are viewable for Clean Yield Group going back to 2011
- Clean Yield Group 2026 Q2 filed Aug. 5, 2026
- Clean Yield Group 2026 Q1 filed April 14, 2026
- Clean Yield Group 2025 Q4 filed Jan. 26, 2026
- Clean Yield Group 2025 Q3 filed Oct. 23, 2025
- Clean Yield Group 2025 Q2 filed July 17, 2025
- Clean Yield Group 2025 Q1 filed April 14, 2025
- Clean Yield Group 2024 Q4 filed Jan. 13, 2025
- Clean Yield Group 2024 Q3 filed Oct. 7, 2024
- Clean Yield Group 2024 Q2 filed July 10, 2024
- Clean Yield Group 2024 Q1 filed May 29, 2024
- Clean Yield Group 2023 Q4 filed Jan. 24, 2024
- Clean Yield Group 2023 Q3 filed Oct. 12, 2023
- Clean Yield Group 2023 Q2 filed July 26, 2023
- Clean Yield Group 2023 Q1 filed April 26, 2023
- Clean Yield Group 2022 Q4 filed Jan. 31, 2023
- Clean Yield Group 2022 Q3 filed Oct. 31, 2022