Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AVGO, ASML, CSCO, and represent 21.07% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: COST, PANW, NFLX, NOW, STT, CRM, SOFI, CMG, LULU, SCHW.
- Started 11 new stock positions in USHY, VSNT, ESGD, ESML, SJNK, AZN, SPHY, ESGU, SUSA, BKMI. ESGE.
- Reduced shares in these 10 stocks: Hologic, VOD, AVGO, AWK, AMAL, ASML, AstraZeneca, TAK, MICC, SPY.
- Sold out of its positions in ACM, AstraZeneca, ADSK, BYND, HRB, GIB, CDNS, DBEF, DTE, EMN.
- Clean Yield Group was a net buyer of stock by $7.5M.
- Clean Yield Group has $355M in assets under management (AUM), dropping by -1.39%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 385 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.3 | $26M | 102k | 253.79 |
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| Nvidia Corporation Stock (NVDA) | 4.5 | $16M | 91k | 174.40 |
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| Broadcom Stock (AVGO) | 3.4 | $12M | -6% | 40k | 309.51 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 3.3 | $12M | -4% | 8.9k | 1320.83 |
|
| Cisco Sys Stock (CSCO) | 2.6 | $9.1M | 118k | 77.59 |
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| GSK Adr (GSK) | 2.5 | $8.9M | 162k | 55.19 |
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| Prologis Reit (PLD) | 2.1 | $7.4M | 56k | 132.18 |
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| American Wtr Wks Stock (AWK) | 2.0 | $7.1M | -9% | 52k | 136.09 |
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| Arista Networks Stock (ANET) | 1.9 | $6.6M | 54k | 122.78 |
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| Ferguson Enterprises Stock (FERG) | 1.8 | $6.3M | 27k | 233.26 |
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| Unilever Adr (UL) | 1.8 | $6.3M | -4% | 110k | 56.97 |
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| Ha Sustainable Infra Cap Reit (HASI) | 1.8 | $6.2M | -4% | 169k | 36.75 |
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| Ross Stores Stock (ROST) | 1.7 | $6.2M | 29k | 216.63 |
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| Salesforce Stock (CRM) | 1.6 | $5.7M | +21% | 31k | 186.67 |
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| Stryker Corporation Stock (SYK) | 1.5 | $5.4M | +4% | 16k | 328.59 |
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| Sprouts Fmrs Mkt Stock (SFM) | 1.5 | $5.3M | 69k | 77.13 |
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| Henry Jack & Assoc Stock (JKHY) | 1.5 | $5.3M | 33k | 158.04 |
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| Quest Diagnostics Stock (DGX) | 1.5 | $5.2M | 26k | 195.98 |
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| Costco Wholesale Corporation Stock (COST) | 1.5 | $5.2M | +646% | 5.2k | 996.43 |
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| Camden Natl Corp Stock (CAC) | 1.4 | $5.1M | +4% | 108k | 47.45 |
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| Hubbell Stock (HUBB) | 1.4 | $5.0M | +2% | 10k | 490.74 |
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| Johnson & Johnson Stock (JNJ) | 1.4 | $4.9M | 20k | 244.44 |
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| Ecolab Stock (ECL) | 1.4 | $4.9M | +2% | 18k | 266.02 |
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| Microsoft Corp Stock (MSFT) | 1.3 | $4.7M | 13k | 370.16 |
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| International Business Machs Stock (IBM) | 1.3 | $4.6M | 19k | 242.39 |
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| First Solar Stock (FSLR) | 1.3 | $4.5M | -5% | 23k | 197.26 |
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| Schwab Charles Corp Stock (SCHW) | 1.3 | $4.4M | +16% | 47k | 93.98 |
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| Takeda Pharmaceutical Adr (TAK) | 1.2 | $4.4M | -8% | 238k | 18.52 |
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| Home Depot Stock (HD) | 1.2 | $4.3M | 13k | 328.89 |
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| Servicenow Stock (NOW) | 1.1 | $4.1M | +53% | 39k | 104.55 |
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| Borgwarner Stock (BWA) | 1.1 | $4.1M | +3% | 75k | 54.26 |
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| Netflix Stock (NFLX) | 1.1 | $4.0M | +69% | 42k | 96.15 |
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| Moodys Corp Stock (MCO) | 1.1 | $4.0M | +7% | 9.2k | 436.25 |
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| Automatic Data Processing Stock (ADP) | 1.1 | $4.0M | 20k | 203.18 |
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| Valmont Inds Stock (VMI) | 1.1 | $3.9M | +2% | 9.8k | 399.57 |
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| Veeva Sys Inc Cl A Stock (VEEV) | 1.1 | $3.8M | 22k | 175.66 |
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| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.1 | $3.8M | 76k | 50.44 |
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| State Str Corp Stock (STT) | 1.0 | $3.7M | +51% | 29k | 126.56 |
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| Nokia Corp Adr (NOK) | 1.0 | $3.6M | +16% | 447k | 8.04 |
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| Kadant Stock (KAI) | 1.0 | $3.6M | +3% | 12k | 292.35 |
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| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.0 | $3.6M | +2% | 25k | 142.85 |
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| Vodafone Group Adr (VOD) | 1.0 | $3.4M | -19% | 228k | 15.02 |
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| Wabtec Stock (WAB) | 1.0 | $3.4M | +7% | 14k | 249.91 |
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| Healthpeak Properties Reit (DOC) | 0.9 | $3.2M | -7% | 194k | 16.43 |
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| Eli Lilly & Co Stock (LLY) | 0.8 | $2.9M | 3.2k | 919.77 |
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| Amalgamated Financial Corp Stock (AMAL) | 0.8 | $2.9M | -20% | 74k | 38.87 |
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| H2o America Stock (HTO) | 0.8 | $2.7M | +8% | 46k | 58.67 |
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| Palo Alto Networks Stock (PANW) | 0.8 | $2.7M | +3032% | 17k | 160.32 |
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| Columbia Bkg Sys Stock (COLB) | 0.7 | $2.5M | +18% | 93k | 27.43 |
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| Alphabet Class A Stock (GOOGL) | 0.7 | $2.5M | 8.7k | 287.56 |
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| Chipotle Mexican Grill Stock (CMG) | 0.7 | $2.5M | +47% | 78k | 32.01 |
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| Procter & Gamble Stock (PG) | 0.7 | $2.4M | 17k | 144.44 |
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| Illinois Tool Wks Stock (ITW) | 0.6 | $2.2M | 8.5k | 260.29 |
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| Lululemon Athletica Stock (LULU) | 0.6 | $2.2M | +50% | 14k | 153.10 |
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| Expeditors Intl Wash Stock (EXPD) | 0.5 | $1.9M | -8% | 14k | 143.23 |
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| Telus Corporation Stock (TU) | 0.5 | $1.9M | -16% | 146k | 12.83 |
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| Ameresco Inc Cl A Stock (AMRC) | 0.5 | $1.7M | +5% | 67k | 25.50 |
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| Amgen Stock (AMGN) | 0.5 | $1.7M | 4.8k | 351.85 |
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| Pepsico Stock (PEP) | 0.5 | $1.7M | 11k | 155.29 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $1.6M | 5.7k | 286.88 |
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| Sofi Technologies Stock (SOFI) | 0.4 | $1.6M | +184% | 98k | 15.88 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.4 | $1.6M | -18% | 2.4k | 650.34 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.4 | $1.3M | +2% | 14k | 98.38 |
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| Merck & Co Stock (MRK) | 0.4 | $1.3M | -3% | 11k | 120.29 |
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| Thermo Fisher Scientific Stock (TMO) | 0.3 | $1.2M | -4% | 2.5k | 491.55 |
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| Intuit Stock (INTU) | 0.3 | $1.1M | -20% | 2.6k | 432.38 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $1.1M | -2% | 2.3k | 479.20 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | -2% | 30k | 36.75 |
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| Colgate Palmolive Stock (CL) | 0.3 | $1.0M | -10% | 12k | 85.23 |
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| Us Bancorp Stock (USB) | 0.3 | $1.0M | -9% | 20k | 52.01 |
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| Vital Farms Stock (VITL) | 0.3 | $934k | 66k | 14.12 |
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| American Express Stock (AXP) | 0.3 | $931k | 3.1k | 302.48 |
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| Hologic Stock | 0.3 | $908k | -79% | 12k | 75.59 |
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| Abbvie Stock (ABBV) | 0.2 | $844k | 3.9k | 217.49 |
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| Trimble Stock (TRMB) | 0.2 | $834k | -4% | 13k | 65.23 |
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| Oreilly Automotive Stock (ORLY) | 0.2 | $823k | 8.9k | 92.31 |
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| Vaneck Green Bond Etf Etf (GRNB) | 0.2 | $816k | -10% | 34k | 23.96 |
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| Becton Dickinson & Co Stock (BDX) | 0.2 | $728k | -7% | 4.6k | 157.23 |
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| Ge Aerospace Stock (GE) | 0.2 | $713k | -16% | 2.5k | 283.77 |
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| Nextera Energy Stock (NEE) | 0.2 | $683k | -2% | 7.4k | 92.88 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $650k | 2.2k | 294.16 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $640k | -3% | 3.8k | 169.66 |
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| Aflac Stock (AFL) | 0.2 | $621k | -3% | 5.7k | 109.71 |
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| Abbott Laboratories Stock (ABT) | 0.2 | $602k | -5% | 5.9k | 102.67 |
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| Ge Vernova Stock (GEV) | 0.2 | $598k | 685.00 | 872.90 |
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| Texas Instrs Stock (TXN) | 0.2 | $597k | 3.1k | 194.14 |
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| Keysight Technologies Stock (KEYS) | 0.2 | $588k | 2.1k | 282.37 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.2 | $582k | NEW | 3.0k | 197.22 |
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| General Mills Stock (GIS) | 0.2 | $571k | +5% | 15k | 37.22 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $556k | -7% | 1.1k | 499.66 |
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| Essential Utils Stock (WTRG) | 0.1 | $513k | 13k | 40.27 |
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| Walmart Stock (WMT) | 0.1 | $510k | 4.1k | 124.28 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $504k | 4.0k | 126.35 |
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| Agilent Technologies Stock (A) | 0.1 | $500k | 4.4k | 113.98 |
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| Hingham Instn Svgs Mass Stock (HIFS) | 0.1 | $467k | -9% | 1.6k | 285.84 |
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| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $463k | 1.6k | 290.29 |
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| California Wtr Svc Group Stock (CWT) | 0.1 | $460k | -7% | 10k | 45.34 |
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| 3M Stock (MMM) | 0.1 | $435k | 3.0k | 145.23 |
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| Amazon Stock (AMZN) | 0.1 | $424k | -20% | 2.0k | 208.27 |
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| Smucker J M Stock (SJM) | 0.1 | $423k | -2% | 4.4k | 96.44 |
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| Coca Cola Stock (KO) | 0.1 | $420k | -2% | 5.5k | 76.04 |
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| Helios Technologies Stock (HLIO) | 0.1 | $408k | -2% | 6.3k | 64.71 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $407k | -24% | 4.4k | 91.77 |
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| Tractor Supply Stock (TSCO) | 0.1 | $391k | 8.6k | 45.30 |
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| Disney Walt Stock (DIS) | 0.1 | $385k | -22% | 4.0k | 96.38 |
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| Paychex Stock (PAYX) | 0.1 | $383k | 4.2k | 92.12 |
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| Corning Stock (GLW) | 0.1 | $376k | 2.8k | 135.97 |
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| Waters Corp Stock (WAT) | 0.1 | $375k | +93% | 1.3k | 297.80 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $367k | 1.2k | 310.79 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $352k | -32% | 610.00 | 577.18 |
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| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $350k | NEW | 2.5k | 141.43 |
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| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.1 | $340k | -29% | 835.00 | 407.59 |
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| Sysco Corp Stock (SYY) | 0.1 | $324k | -2% | 4.5k | 71.33 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $316k | 735.00 | 430.29 |
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| Lowes Cos Stock (LOW) | 0.1 | $312k | -7% | 1.3k | 236.28 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $306k | 3.0k | 102.14 |
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| Rtx Corporation Stock (RTX) | 0.1 | $287k | -7% | 1.5k | 192.90 |
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| Mettler Toledo International Stock (MTD) | 0.1 | $285k | 226.00 | 1261.20 |
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| Acuity Stock (AYI) | 0.1 | $276k | +6% | 985.00 | 280.22 |
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| Bny Mellon Municipal Intermediate Etf Etf (BKMI) | 0.1 | $275k | NEW | 11k | 26.10 |
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| Renaissancere Hldgs Stock (RNR) | 0.1 | $271k | -14% | 910.00 | 297.23 |
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| Target Corp Stock (TGT) | 0.1 | $268k | 2.2k | 121.20 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $253k | 1.9k | 132.90 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $245k | 904.00 | 270.59 |
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| Curtiss Wright Corp Stock (CW) | 0.1 | $238k | 350.00 | 681.12 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $237k | -9% | 738.00 | 320.91 |
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| Oracle Corp Stock (ORCL) | 0.1 | $235k | 1.6k | 147.11 |
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| Fedex Corp Stock (FDX) | 0.1 | $233k | 655.00 | 356.18 |
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| Labcorp Holdings Stock (LH) | 0.1 | $229k | 859.00 | 266.81 |
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| Air Products And Chemicals Stock (APD) | 0.1 | $229k | 787.00 | 290.49 |
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| Middlesex Wtr Stock (MSEX) | 0.1 | $226k | -3% | 4.4k | 52.05 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $221k | -3% | 518.00 | 426.40 |
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| Mckesson Corp Stock (MCK) | 0.1 | $213k | 246.00 | 865.36 |
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| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $210k | 4.5k | 46.95 |
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| Union Pac Corp Stock (UNP) | 0.1 | $206k | 850.00 | 242.62 |
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| Hershey Stock (HSY) | 0.1 | $198k | -5% | 950.00 | 207.89 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $197k | -4% | 650.00 | 302.24 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $195k | 6.8k | 28.71 |
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| Pfizer Stock (PFE) | 0.1 | $192k | -22% | 6.8k | 28.08 |
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| Caterpillar Stock (CAT) | 0.1 | $191k | 270.00 | 708.46 |
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| Travelers Companies Stock (TRV) | 0.1 | $190k | -3% | 650.00 | 291.68 |
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| Danaher Corp Del Stock (DHR) | 0.1 | $189k | 994.00 | 189.60 |
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| The Cigna Group Stock (CI) | 0.1 | $188k | -15% | 705.00 | 266.75 |
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| Church & Dwight Stock (CHD) | 0.1 | $183k | -2% | 2.0k | 93.32 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $178k | 300.00 | 592.98 |
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| Tjx Cos Stock (TJX) | 0.0 | $177k | 1.1k | 159.70 |
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| State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) | 0.0 | $174k | NEW | 7.0k | 24.98 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $173k | -6% | 751.00 | 229.79 |
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| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 0.0 | $172k | NEW | 7.4k | 23.32 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $163k | 568.00 | 287.18 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $163k | 2.7k | 60.65 |
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| Genuine Parts Stock (GPC) | 0.0 | $162k | -12% | 1.5k | 105.75 |
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| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.0 | $161k | NEW | 1.7k | 95.62 |
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| Fifth Third Bancorp Stock (FITB) | 0.0 | $161k | 3.5k | 46.46 |
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| Cencora Stock (COR) | 0.0 | $157k | 500.00 | 314.14 |
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| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $152k | NEW | 3.2k | 47.02 |
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| Emerson Elec Stock (EMR) | 0.0 | $152k | 1.2k | 131.02 |
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| Eaton Corp Stock (ETN) | 0.0 | $151k | 423.00 | 357.67 |
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| At&t Stock (T) | 0.0 | $151k | -26% | 5.2k | 28.99 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $144k | 322.00 | 446.54 |
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| Sherwin Williams Stock (SHW) | 0.0 | $143k | -5% | 445.00 | 320.55 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $136k | 474.00 | 287.00 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $133k | 405.00 | 327.07 |
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| Msci Stock (MSCI) | 0.0 | $132k | 245.00 | 539.01 |
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| Dover Corp Stock (DOV) | 0.0 | $132k | 633.00 | 208.45 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $128k | -14% | 293.00 | 436.79 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $127k | 1.6k | 79.61 |
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| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $123k | 11k | 11.23 |
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| Beta Technologies Inc Com Shs Cl A Stock (BETA) | 0.0 | $122k | 8.3k | 14.70 |
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| Microchip Technology Stock (MCHP) | 0.0 | $122k | 1.9k | 64.61 |
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| Yum Brands Stock (YUM) | 0.0 | $115k | 738.00 | 155.48 |
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| Chevron Corporation Stock (CVX) | 0.0 | $112k | 543.00 | 206.90 |
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| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.0 | $111k | NEW | 3.0k | 36.84 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $111k | 2.0k | 56.31 |
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| State Street Utilities Select Sector Spdr Etf Etf (XLU) | 0.0 | $110k | 2.4k | 45.89 |
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| Proshares Vix Short-term Futures Etf Etf (VIXY) | 0.0 | $110k | 3.2k | 34.35 |
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| Bank New York Mellon Corp Stock (BK) | 0.0 | $109k | -12% | 916.00 | 118.63 |
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| Ww Grainger Stock (GWW) | 0.0 | $105k | 96.00 | 1090.81 |
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| Idacorp Stock (IDA) | 0.0 | $100k | 700.00 | 142.97 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.0 | $99k | 2.0k | 49.89 |
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| Ebay Stock (EBAY) | 0.0 | $98k | 1.1k | 91.02 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $98k | 451.00 | 216.58 |
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| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $96k | 6.7k | 14.35 |
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| Tennant Stock (TNC) | 0.0 | $94k | 1.4k | 66.40 |
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| Intel Corp Stock (INTC) | 0.0 | $93k | -19% | 2.1k | 44.13 |
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| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $92k | 6.4k | 14.33 |
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| Ishares Flexible Income Active Etf Etf (BINC) | 0.0 | $92k | +5085% | 1.8k | 51.92 |
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| Masco Corp Stock (MAS) | 0.0 | $91k | 1.5k | 60.37 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $89k | 3.6k | 24.80 |
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| Avery Dennison Corp Stock (AVY) | 0.0 | $87k | 504.00 | 172.68 |
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| Synopsys Stock (SNPS) | 0.0 | $85k | 214.00 | 396.48 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $83k | 1.1k | 78.41 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $83k | 397.00 | 208.09 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $82k | 1.1k | 71.82 |
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| Vanguard Health Care Etf Etf (VHT) | 0.0 | $82k | 300.00 | 272.33 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.0 | $80k | 237.00 | 337.95 |
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| Edwards Lifesciences Corp Stock (EW) | 0.0 | $80k | 1.0k | 80.08 |
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| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.0 | $78k | NEW | 1.7k | 45.46 |
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| Xylem Stock (XYL) | 0.0 | $77k | -14% | 644.00 | 119.50 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $77k | 650.00 | 118.21 |
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| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $76k | 3.2k | 23.81 |
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| Uber Technologies Stock (UBER) | 0.0 | $75k | 1.0k | 71.93 |
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| Carmax Stock (KMX) | 0.0 | $75k | 1.8k | 41.58 |
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| Alcon Ag Ord Stock (ALC) | 0.0 | $72k | 950.00 | 75.35 |
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| Wec Energy Group Stock (WEC) | 0.0 | $71k | -28% | 617.00 | 115.77 |
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| Ishares Esg Optimized Msci Usa Etf Etf (SUSA) | 0.0 | $71k | NEW | 539.00 | 132.15 |
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| Stag Industrial Reit (STAG) | 0.0 | $66k | -12% | 1.8k | 36.06 |
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| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $65k | 254.00 | 257.35 |
|
|
| Healthcare Rlty Tr Cl A Reit (HR) | 0.0 | $65k | 3.8k | 16.99 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $65k | 329.00 | 196.20 |
|
|
| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $63k | 1.8k | 36.18 |
|
|
| Analog Devices Stock (ADI) | 0.0 | $62k | 196.00 | 318.14 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $62k | 250.00 | 248.00 |
|
|
| HP Stock (HPQ) | 0.0 | $62k | 3.2k | 19.21 |
|
|
| Chubb Ltd Switz Stock (CB) | 0.0 | $61k | 187.00 | 325.93 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $60k | 71.00 | 845.99 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $57k | -8% | 133.00 | 425.34 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $55k | 500.00 | 110.36 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $54k | -3% | 153.00 | 353.86 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $54k | 320.00 | 169.14 |
|
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $53k | 530.00 | 100.72 |
|
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $53k | 110.00 | 484.91 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $51k | 500.00 | 102.77 |
|
|
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $50k | 400.00 | 125.82 |
|
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $50k | 702.00 | 71.18 |
|
|
| Worthington Enterprises Stock (WOR) | 0.0 | $50k | 950.00 | 52.14 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $49k | 465.00 | 106.18 |
|
|
| Cognex Corp Stock (CGNX) | 0.0 | $49k | 1.0k | 48.99 |
|
|
| Arrow Finl Corp Stock (AROW) | 0.0 | $49k | 1.5k | 33.57 |
|
|
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $49k | 1.5k | 32.45 |
|
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $45k | 840.00 | 53.35 |
|
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $45k | 50.00 | 895.24 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $44k | 77.00 | 572.13 |
|
|
| Principal Financial Group Stock (PFG) | 0.0 | $44k | 484.00 | 90.11 |
|
|
| Solventum Corp Stock (SOLV) | 0.0 | $42k | 650.00 | 65.30 |
|
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $42k | -2% | 356.00 | 118.62 |
|
| United States Copper Index Fund Etf (CPER) | 0.0 | $41k | 1.2k | 34.43 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $41k | -20% | 315.00 | 128.78 |
|
| Applied Matls Stock (AMAT) | 0.0 | $40k | -27% | 116.00 | 341.79 |
|
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $39k | 260.00 | 151.41 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $38k | 92.00 | 416.74 |
|
|
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $38k | 2.2k | 17.30 |
|
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $38k | 440.00 | 86.69 |
|
|
| Tesla Stock (TSLA) | 0.0 | $38k | 102.00 | 371.75 |
|
|
| Verizon Communications Stock (VZ) | 0.0 | $38k | -42% | 752.00 | 50.20 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $37k | 700.00 | 52.82 |
|
|
| Worthington Stl Stock (WS) | 0.0 | $36k | 1.2k | 30.35 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $36k | 879.00 | 41.05 |
|
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $34k | 225.00 | 150.15 |
|
|
| Dollar Tree Stock (DLTR) | 0.0 | $33k | -25% | 300.00 | 109.51 |
|
| Blackrock Stock (BLK) | 0.0 | $33k | 34.00 | 961.71 |
|
|
| Fastenal Stock (FAST) | 0.0 | $32k | 696.00 | 46.40 |
|
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $32k | -3% | 186.00 | 173.45 |
|
| Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $32k | -32% | 260.00 | 122.12 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $32k | 351.00 | 90.14 |
|
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $30k | 49.00 | 616.76 |
|
|
| Hartford Insurance Group Stock (HIG) | 0.0 | $30k | -34% | 223.00 | 135.23 |
|
| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.0 | $29k | 416.00 | 70.14 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $29k | 642.00 | 45.20 |
|
|
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $29k | 240.00 | 120.04 |
|
|
| Medtronic Stock (MDT) | 0.0 | $28k | -15% | 326.00 | 86.65 |
|
| Loews Corp Stock (L) | 0.0 | $28k | 263.00 | 106.74 |
|
|
| Middleby Corp Stock (MIDD) | 0.0 | $27k | 200.00 | 132.58 |
|
|
| Kb Finl Group Adr (KB) | 0.0 | $26k | 263.00 | 99.73 |
|
|
| Kenvue Stock (KVUE) | 0.0 | $26k | 1.5k | 17.24 |
|
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.0 | $26k | 195.00 | 131.01 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $25k | 262.00 | 96.47 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $25k | 54.00 | 460.98 |
|
|
| Ameriprise Finl Stock (AMP) | 0.0 | $25k | -49% | 56.00 | 444.39 |
|
| Sun Life Financial Stock (SLF) | 0.0 | $24k | -44% | 380.00 | 62.56 |
|
| Ubs Group Stock (UBS) | 0.0 | $23k | 591.00 | 39.07 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $21k | -38% | 129.00 | 164.13 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $21k | 345.00 | 61.26 |
|
|
| Super Micro Computer Stock (SMCI) | 0.0 | $21k | 900.00 | 22.77 |
|
|
| Nrg Energy Stock (NRG) | 0.0 | $20k | 137.00 | 146.14 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $20k | 90.00 | 219.02 |
|
|
| L3harris Technologies Stock (LHX) | 0.0 | $19k | 55.00 | 345.15 |
|
|
| Cme Group Stock (CME) | 0.0 | $19k | -24% | 63.00 | 295.35 |
|
| Deere & Co Stock (DE) | 0.0 | $19k | -10% | 33.00 | 563.30 |
|
| Magnum Ice Cream Co Nv Ord Stock (MICC) | 0.0 | $18k | -95% | 1.2k | 14.95 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $18k | 134.00 | 135.46 |
|
|
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $18k | -80% | 161.00 | 109.71 |
|
| Eastern Bankshares Stock (EBC) | 0.0 | $18k | 900.00 | 19.56 |
|
|
| State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) | 0.0 | $17k | 462.00 | 36.59 |
|
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $17k | 900.00 | 18.29 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $16k | 58.00 | 279.26 |
|
|
| Williams Sonoma Stock (WSM) | 0.0 | $16k | -54% | 88.00 | 182.33 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $14k | -20% | 80.00 | 180.21 |
|
| State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.0 | $14k | 140.00 | 96.62 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $13k | 200.00 | 65.00 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $13k | -9% | 65.00 | 198.25 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $13k | 60.00 | 213.67 |
|
|
| Nomura Hldgs Adr (NMR) | 0.0 | $12k | -22% | 1.6k | 7.89 |
|
| BP Adr (BP) | 0.0 | $12k | 250.00 | 47.00 |
|
|
| Gilead Sciences Stock (GILD) | 0.0 | $12k | 84.00 | 139.37 |
|
|
| Lucid Group Stock (LCID) | 0.0 | $11k | 1.2k | 9.53 |
|
|
| Union Bankshares Stock (UNB) | 0.0 | $11k | 450.00 | 24.32 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $10k | 134.00 | 77.08 |
|
|
| Lincoln Elec Hldgs Stock (LECO) | 0.0 | $10k | 41.00 | 249.07 |
|
|
| Invesco Rafi Emerging Markets Etf Etf (PXH) | 0.0 | $10k | 377.00 | 26.91 |
|
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $10k | 1.0k | 10.01 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $9.7k | 43.00 | 226.02 |
|
|
| Southern Stock (SO) | 0.0 | $9.7k | 100.00 | 96.52 |
|
|
| Aramark Stock (ARMK) | 0.0 | $9.3k | 230.00 | 40.63 |
|
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $9.1k | 1.3k | 7.26 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $9.1k | -66% | 46.00 | 198.28 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $9.1k | 21.00 | 433.95 |
|
|
| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.0 | $9.1k | 90.00 | 100.66 |
|
|
| Masimo Corp Stock (MASI) | 0.0 | $8.7k | 49.00 | 177.88 |
|
|
| American Elec Pwr Stock (AEP) | 0.0 | $8.7k | 66.00 | 131.08 |
|
|
| Sony Group Corp Adr (SONY) | 0.0 | $8.3k | 400.00 | 20.70 |
|
|
| Ally Finl Stock (ALLY) | 0.0 | $7.8k | 200.00 | 39.23 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $7.7k | 38.00 | 203.42 |
|
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $7.5k | 500.00 | 15.05 |
|
|
| Alaska Air Group Stock (ALK) | 0.0 | $7.4k | 200.00 | 36.78 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $7.3k | 13.00 | 561.92 |
|
|
| Adobe Stock (ADBE) | 0.0 | $7.3k | 30.00 | 243.07 |
|
|
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $7.3k | 250.00 | 29.06 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $7.2k | 80.00 | 89.59 |
|
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $7.1k | -79% | 78.00 | 90.42 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $7.0k | 40.00 | 174.60 |
|
|
| Etsy Stock (ETSY) | 0.0 | $6.9k | 138.00 | 49.98 |
|
|
| Sunrun Stock (RUN) | 0.0 | $6.9k | 508.00 | 13.56 |
|
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $6.7k | 51.00 | 130.94 |
|
|
| Woori Finl Group Adr (WF) | 0.0 | $6.7k | 100.00 | 66.60 |
|
|
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $6.5k | 334.00 | 19.51 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $6.3k | 244.00 | 25.90 |
|
|
| Royal Bk Cda Stock (RY) | 0.0 | $6.3k | 39.00 | 161.77 |
|
|
| Ormat Technologies Stock (ORA) | 0.0 | $6.3k | 56.00 | 111.93 |
|
|
| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $6.1k | NEW | 166.00 | 37.02 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $5.9k | -84% | 27.00 | 217.00 |
|
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $5.8k | 410.00 | 14.12 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $5.8k | -50% | 100.00 | 57.64 |
|
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.0 | $5.8k | 339.00 | 16.97 |
|
|
| Dt Midstream Stock (DTM) | 0.0 | $5.7k | -69% | 42.00 | 134.67 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $5.5k | 42.00 | 130.93 |
|
|
| Sumitomo Mitsui Fin Grp Adr (SMFG) | 0.0 | $4.9k | 250.00 | 19.75 |
|
|
| Thomson Reuters Corp Stock (TRI) | 0.0 | $4.9k | -75% | 54.00 | 89.98 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $4.8k | 79.00 | 61.35 |
|
|
| Hca Healthcare Stock (HCA) | 0.0 | $4.7k | 10.00 | 473.20 |
|
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $4.4k | -63% | 35.00 | 126.29 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $4.3k | -65% | 51.00 | 84.88 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $4.2k | 70.00 | 60.19 |
|
|
| Tapestry Stock (TPR) | 0.0 | $4.1k | 29.00 | 141.10 |
|
|
| Qnity Electronics Stock (Q) | 0.0 | $4.0k | 35.00 | 115.37 |
|
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $4.0k | 21.00 | 188.71 |
|
|
| HSBC HLDGS Adr (HSBC) | 0.0 | $4.0k | 48.00 | 82.50 |
|
|
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $4.0k | +2% | 79.00 | 50.01 |
|
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $3.7k | 100.00 | 37.26 |
|
|
| Howmet Aerospace Stock (HWM) | 0.0 | $3.7k | 16.00 | 230.44 |
|
|
| Livewire Group Stock (LVWR) | 0.0 | $3.5k | 2.1k | 1.66 |
|
|
| Associated Banc-corp Stock (ASB) | 0.0 | $3.5k | 134.00 | 25.86 |
|
|
| Infosys Adr (INFY) | 0.0 | $3.4k | 254.00 | 13.51 |
|
|
| Dupont De Nemours Stock (DD) | 0.0 | $3.3k | 71.00 | 45.80 |
|
|
| Snowflake Stock (SNOW) | 0.0 | $3.0k | 20.00 | 150.80 |
|
|
| Dow Hldgs Stock (DOW) | 0.0 | $3.0k | 72.00 | 41.65 |
|
|
| Allstate Corp Stock (ALL) | 0.0 | $2.7k | -50% | 13.00 | 207.31 |
|
| Pdd Holdings Adr (PDD) | 0.0 | $2.7k | 26.00 | 102.19 |
|
|
| Fortive Corp Stock (FTV) | 0.0 | $2.5k | 45.00 | 55.29 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $2.3k | 18.00 | 129.94 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $2.3k | 14.00 | 164.57 |
|
|
| Leidos Holdings Stock (LDOS) | 0.0 | $2.2k | 14.00 | 155.50 |
|
|
| Welltower Reit (WELL) | 0.0 | $2.2k | 11.00 | 197.73 |
|
|
| Fortinet Stock (FTNT) | 0.0 | $2.0k | 25.00 | 81.72 |
|
|
| New Oriental Ed & Technology G Adr (EDU) | 0.0 | $2.0k | 36.00 | 56.64 |
|
|
| United Microelectronics Corp Adr (UMC) | 0.0 | $2.0k | 218.00 | 8.98 |
|
|
| Unum Group Stock (UNM) | 0.0 | $1.9k | 26.00 | 73.04 |
|
|
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $1.8k | 100.00 | 17.93 |
|
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $1.7k | 25.00 | 68.24 |
|
|
| Metlife Stock (MET) | 0.0 | $1.6k | 22.00 | 70.73 |
|
|
| Assured Guaranty Stock (AGO) | 0.0 | $1.4k | 17.00 | 81.47 |
|
|
| General Mtrs Stock (GM) | 0.0 | $1.3k | 18.00 | 74.50 |
|
|
| Symbotic Inc Class A Stock (SYM) | 0.0 | $1.1k | 20.00 | 53.20 |
|
|
| Viatris Stock (VTRS) | 0.0 | $931.996800 | 69.00 | 13.51 |
|
|
| Vestis Corporation Stock (VSTS) | 0.0 | $885.004700 | 113.00 | 7.83 |
|
|
| Ralliant Corp Stock (RAL) | 0.0 | $624.000000 | 15.00 | 41.60 |
|
|
| Cocrystal Pharma Stock (COCP) | 0.0 | $422.012800 | 418.00 | 1.01 |
|
|
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $298.001500 | 85.00 | 3.51 |
|
|
| SNDL Stock (SNDL) | 0.0 | $292.995600 | 222.00 | 1.32 |
|
|
| Growgeneration Corp Stock (GRWG) | 0.0 | $220.000000 | 200.00 | 1.10 |
|
|
| Tilray Brands Stock (TLRY) | 0.0 | $194.001000 | 30.00 | 6.47 |
|
|
| Via Transn Inc Com Cl A Stock (VIA) | 0.0 | $150.000000 | 10.00 | 15.00 |
|
|
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $3.000000 | 50.00 | 0.06 |
|
|
| Workhorse Group Stock (WKHS) | 0.0 | $3.000000 | 1.00 | 3.00 |
|
|
| 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 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
- Clean Yield Group 2022 Q2 filed July 18, 2022