Clean Yield Group

Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:

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Positions held by Clean Yield Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clean Yield Group

Companies in the Clean Yield Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 9.2 $25M -45% 62k 396.11
Apple Stock (AAPL) 3.7 $9.8M -3% 80k 122.15
Century Bancorporation Inc Cl A Non Vtg Stock (CNBKA) 3.0 $8.0M -3% 85k 93.31
Vodafone Group Adr (VOD) 3.0 $7.9M +5% 431k 18.43
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 3.0 $7.9M +24% 149k 53.37
Unilever Adr (UL) 3.0 $7.9M +9% 142k 55.83
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.9 $7.8M -11% 140k 56.10
Telus Corporation Stock (TU) 2.7 $7.1M 359k 19.93
Vaneck Vectors Green Bond Etf Etf (GRNB) 2.5 $6.7M +4687% 246k 27.09
Glaxosmithkline Adr (GSK) 2.5 $6.6M +11885% 185k 35.69
Sanofi Adr (SNY) 2.4 $6.4M +13% 129k 49.46
General Mls Stock (GIS) 2.3 $6.2M +7% 102k 61.32
Sprouts Fmrs Mkt Stock (SFM) 2.1 $5.7M +3% 213k 26.62
Dentsply Sirona Stock (XRAY) 2.0 $5.4M -11% 84k 63.81

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Physicians Rlty Tr Reit (DOC) 2.0 $5.3M +10% 298k 17.67
Cisco Sys Stock (CSCO) 1.9 $5.1M -2% 99k 51.71
Hingham Instn Svgs Mass Stock (HIFS) 1.9 $5.0M -6% 18k 283.77
Colgate Palmolive Stock (CL) 1.7 $4.6M 58k 78.83
Stag Indl Reit (STAG) 1.7 $4.5M +35% 133k 33.61
Healthcare Tr Amer Inc Cl A Reit (HTA) 1.6 $4.3M 155k 27.58
Camden Natl Corp Stock (CAC) 1.5 $4.1M -5% 86k 47.86
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.5 $4.0M +9% 147k 27.46
Johnson & Johnson Stock (JNJ) 1.5 $4.0M -4% 25k 164.37
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.4 $3.8M -9% 43k 89.15
Biogen Stock (BIIB) 1.4 $3.7M 13k 279.76
Automatic Data Processing Stock (ADP) 1.4 $3.6M -4% 19k 188.48
Healthpeak Properties Reit (PEAK) 1.3 $3.5M 110k 31.74
Microsoft Corp Stock (MSFT) 1.2 $3.2M -8% 14k 235.80
Procter And Gamble Stock (PG) 1.2 $3.1M -8% 23k 135.41
Umpqua Hldgs Corp Stock (UMPQ) 1.1 $3.0M 170k 17.55
Amgen Stock (AMGN) 1.1 $3.0M -4% 12k 248.83
Quest Diagnostics Stock (DGX) 1.1 $2.8M 22k 128.34
Ameresco Inc Cl A Stock (AMRC) 0.9 $2.5M -14% 52k 48.63
Nokia Corp Adr (NOK) 0.8 $2.2M -20% 565k 3.96
Novo-nordisk A S Adr (NVO) 0.8 $2.2M -5% 32k 67.42
Becton Dickinson & Co Stock (BDX) 0.8 $2.1M -2% 8.7k 243.14
Illinois Tool Wks Stock (ITW) 0.8 $2.1M 9.4k 221.54
Intuit Stock (INTU) 0.8 $2.1M -21% 5.4k 383.15
Expeditors Intl Wash Stock (EXPD) 0.8 $2.0M -9% 19k 107.71
Utah Med Prods Stock (UTMD) 0.7 $2.0M -10% 23k 86.59
American Wtr Wks Stock (AWK) 0.7 $2.0M -2% 13k 149.93
Check Point Software Tech Ltd Ord Stock (CHKP) 0.7 $1.8M +127% 16k 111.99
Hain Celestial Group Stock (HAIN) 0.7 $1.8M -18% 40k 43.61
Wiley John & Sons Inc Cl A Stock (JW.A) 0.6 $1.6M -28% 30k 54.21
Thermo Fisher Scientific Stock (TMO) 0.6 $1.6M -7% 3.4k 456.45
Mid-amer Apt Cmntys Reit (MAA) 0.6 $1.5M 10k 144.41
Us Bancorp Del Stock (USB) 0.5 $1.4M -4% 26k 55.32
Alcon Ag Ord Stock (ALC) 0.5 $1.4M -45% 20k 70.20
Stryker Corporation Stock (SYK) 0.5 $1.3M -19% 5.5k 243.60
First Solar Stock (FSLR) 0.5 $1.3M -11% 14k 87.31
Home Depot Stock (HD) 0.4 $1.2M -15% 3.8k 305.17
Pepsico Stock (PEP) 0.4 $1.2M -14% 8.1k 141.49
Trimble Stock (TRMB) 0.4 $1.1M 14k 77.79
Verizon Communications Stock (VZ) 0.4 $1.1M -11% 18k 58.13
Highwoods Pptys Reit (HIW) 0.4 $1.0M -10% 24k 42.92
Kadant Stock (KAI) 0.4 $1.0M -11% 5.6k 184.95
Hms Hldgs Corp Stock 0.4 $1.0M -2% 28k 36.97
Helios Technologies Stock (HLIO) 0.4 $938k 13k 72.83
Smucker J M Stock (SJM) 0.3 $930k -11% 7.4k 126.53
Merck & Co Stock (MRK) 0.3 $929k -4% 12k 77.10
Alamos Gold Inc New Com Cl A Stock (AGI) 0.3 $890k +5% 114k 7.81
3M Stock (MMM) 0.3 $884k -27% 4.6k 192.68
Middlesex Wtr Stock (MSEX) 0.3 $820k -2% 10k 79.00
Acuity Brands Stock (AYI) 0.3 $808k 4.9k 165.00
Disney Walt Stock (DIS) 0.3 $804k -6% 4.4k 184.45
California Wtr Svc Group Stock (CWT) 0.3 $795k -6% 14k 56.36
Schwab Charles Corp Stock (SCHW) 0.3 $795k -2% 12k 65.22
Alphabet Class A Stock (GOOGL) 0.3 $792k -12% 384.00 2062.50
Intel Corp Stock (INTC) 0.3 $760k -3% 12k 64.00
Texas Instrs Stock (TXN) 0.3 $743k -2% 3.9k 189.06
Essential Utils Stock (WTRG) 0.3 $704k -7% 16k 44.77
Tractor Supply Stock (TSCO) 0.3 $674k -20% 3.8k 177.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $666k -2% 2.6k 255.47
Agnico Eagle Mines Stock (AEM) 0.2 $653k +31% 11k 57.79
Barrick Gold Corp Stock (GOLD) 0.2 $618k +15% 31k 19.79
Lilly Eli & Co Stock (LLY) 0.2 $601k -3% 3.2k 186.70
Agilent Technologies Stock (A) 0.2 $572k 4.5k 127.05
Prologis Reit (PLD) 0.2 $543k 5.1k 106.10
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $524k 9.6k 54.59
Pfizer Stock (PFE) 0.2 $513k -24% 14k 36.22
Sysco Corp Stock (SYY) 0.2 $498k -9% 6.3k 78.78
Hecla Mng Stock (HL) 0.2 $484k 85k 5.69
Kirkland Lake Gold Stock (KL) 0.2 $482k +44% 14k 33.82
Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) 0.2 $461k NEW 40k 11.41
Target Corp Stock (TGT) 0.2 $460k -2% 2.3k 198.02
American Express Stock (AXP) 0.2 $457k 3.2k 141.40
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $446k +2895% 3.3k 135.36
Hubbell Stock (HUBB) 0.2 $445k -6% 2.4k 186.97
Comcast Corp New Cl A Stock (CMCSA) 0.2 $418k 7.7k 54.14
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.2 $416k -2% 3.8k 109.91
Walgreens Boots Alliance Stock (WBA) 0.2 $414k 7.6k 54.83
At&t Stock (T) 0.1 $397k -10% 13k 30.27
Intuitive Surgical Stock (ISRG) 0.1 $388k 525.00 739.05
Pan Amern Silver Corp Stock (PAAS) 0.1 $381k 13k 30.00
Paychex Stock (PAYX) 0.1 $381k -2% 3.9k 98.12
International Business Machs Stock (IBM) 0.1 $380k +19% 2.9k 133.15
Bristol-myers Squibb Stock (BMY) 0.1 $358k 5.7k 63.05
Neogen Corp Stock (NEOG) 0.1 $358k 4.0k 88.77
Citrix Sys Stock (CTXS) 0.1 $350k 2.5k 140.28
Genuine Parts Stock (GPC) 0.1 $344k -11% 3.0k 115.59
Amazon Stock (AMZN) 0.1 $331k -6% 107.00 3093.46
Keysight Technologies Stock (KEYS) 0.1 $323k 2.3k 143.49
Aflac Stock (AFL) 0.1 $311k 6.1k 51.18
Lowes Cos Stock (LOW) 0.1 $311k 1.6k 190.10
Nextera Energy Stock (NEE) 0.1 $306k 4.0k 75.59
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $303k 4.7k 64.67
Union Pac Corp Stock (UNP) 0.1 $300k -9% 1.4k 220.10
Invesco Qqq Trust Etf (QQQ) 0.1 $294k 920.00 319.57
Astrazeneca Adr (AZN) 0.1 $293k 5.9k 49.66
Nike Inc Cl B Stock (NKE) 0.1 $292k -4% 2.2k 132.73
Gilead Sciences Stock (GILD) 0.1 $286k -37% 4.4k 64.56
Abbott Labs Stock (ABT) 0.1 $283k 2.4k 119.71
Vanguard Value Index Fund Etf (VTV) 0.1 $283k 2.2k 131.32
Abbvie Stock (ABBV) 0.1 $280k -3% 2.6k 108.11
Oreilly Automotive Stock (ORLY) 0.1 $279k -10% 550.00 507.27
Coca Cola Stock (KO) 0.1 $278k -6% 5.3k 52.67
General Electric Stock (GE) 0.1 $263k 20k 13.12
Bar Hbr Bankshares Stock (BHB) 0.1 $263k -32% 8.9k 29.46
Church & Dwight Stock (CHD) 0.1 $262k 3.0k 87.19
Jpmorgan Chase & Co Stock (JPM) 0.1 $261k -2% 1.7k 152.01
Exxon Mobil Corp Stock (XOM) 0.1 $259k 4.6k 55.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $259k -10% 125.00 2072.00
Vanguard Growth Index Fund Etf (VUG) 0.1 $258k -16% 1.0k 257.23
Medtronic Stock (MDT) 0.1 $256k -33% 2.2k 118.24
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $254k 8.1k 31.29
Paypal Hldgs Stock (PYPL) 0.1 $249k -6% 1.0k 242.45
Mettler Toledo International Stock (MTD) 0.1 $248k 215.00 1153.49
Cvs Health Corp Stock (CVS) 0.1 $243k +2% 3.2k 75.14
Nvidia Corporation Stock (NVDA) 0.1 $238k -11% 445.00 534.83
First Majestic Silver Corp Stock (AG) 0.1 $234k -21% 15k 15.60
Carmax Stock (KMX) 0.1 $234k -11% 1.8k 132.58
Renaissancere Hldgs Stock (RNR) 0.1 $229k -3% 1.4k 160.14
Costco Whsl Corp Stock (COST) 0.1 $226k -10% 641.00 352.57
Ansys Stock (ANSS) 0.1 $225k 662.00 339.88
Waters Corp Stock (WAT) 0.1 $224k -12% 790.00 283.54
Hershey Stock (HSY) 0.1 $221k 1.4k 157.86
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $219k 859.00 254.95
Fedex Corp Stock (FDX) 0.1 $217k -3% 765.00 283.66
Cigna Corp Stock (CI) 0.1 $212k 875.00 242.29
Lakeland Finl Corp Stock (LKFN) 0.1 $207k -11% 3.0k 69.12
United Parcel Service Inc Cl B Stock (UPS) 0.1 $204k -39% 1.2k 170.00
Danaher Corporation Stock (DHR) 0.1 $204k 907.00 224.92
Coeur Mng Stock (CDE) 0.1 $199k 22k 9.05
Aea-bridges Impact Corp Shs Cl A Stock (IMPX) 0.1 $185k NEW 19k 9.83
Pretium Res Stock (PVG) 0.1 $156k +15% 15k 10.40
Endeavour Silver Corp Stock (EXK) 0.1 $149k 30k 4.97
Fortuna Silver Mines Stock (FSM) 0.0 $91k 14k 6.50

Past Filings by Clean Yield Group

SEC 13F filings are viewable for Clean Yield Group going back to 2011

View all past filings