Clean-Yield-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "MTCH",
  "RNG",
  "MQ",
  "ASB",
  "GDX",
  "KAI",
  "OSK",
  "MASI",
  "TROW",
  "EDU",
  "HUM",
  "PCG",
  "SMCI",
  "SNOW",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "TNC",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "GDXJ",
  "AEG",
  "AMRC",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BLK",
  "AMAL",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "HRB",
  null,
  "CRTO",
  "STEW",
  "PRLB",
  "RDFN",
  "EBAY",
  "QS",
  "SJW",
  "FSLY",
  "WTRG",
  "QFIN",
  "EXPD",
  "STNE",
  "FERG",
  "AROW",
  "FITB",
  "TSVT",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "BLUE",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "SNN",
  "UNP",
  "QCOM",
  "IPGP",
  "ISRG",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "HLIO",
  "HWM",
  "ITW",
  "IDA",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  "IJH",
  "SEDG",
  null,
  "UNB",
  "WKHS",
  null,
  null,
  "NUW",
  "LHX",
  "LRCX",
  null,
  "L",
  "NXP",
  "SYM",
  "MMC",
  "TLRY",
  "SLF",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "NEOG",
  "NDAQ",
  "ELF",
  "EQIX",
  "ETSY",
  "GE",
  "GPC",
  "HIG",
  "HAS",
  "HOLX",
  "NVS",
  "OXY",
  null,
  "ODFL",
  "ORLY",
  "IX",
  "EMN",
  "ALK",
  "AER",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "ANET",
  "ORCL",
  "DASH",
  "PAYX",
  "VHT",
  "DOC",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "HPE",
  "INTC",
  "LDOS",
  "TU",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "KEYS",
  null,
  "MKC",
  "MDB",
  "NMR",
  "AMGN",
  "MAS",
  "ORA",
  "DGX",
  "SPGI",
  "RY",
  "RELX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "ROST",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VO",
  "MET",
  "DTM",
  "VV",
  "MSEX",
  "SCHW",
  "EBC",
  "ALC",
  "STAG",
  "HR",
  null,
  "PRF",
  "NOMD",
  "VIG",
  "LVWR",
  "AGO",
  "TSCO",
  null,
  "MTD",
  "GDDY",
  "TSM",
  "GSK",
  "GDRX",
  "GRWG",
  "VRTX",
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "HASI",
  "LECO",
  "LNW",
  "ADSK",
  "AON",
  "THC",
  "VNT",
  "SFM",
  "GM",
  "WTS",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DOV",
  "WAB",
  "DLTR",
  "WEC",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "WEX",
  "MIDD",
  "COCP",
  "HIFS",
  "ASR",
  "IFF",
  "HMN",
  "IRWD",
  null,
  "IDXX",
  "KMPR",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "TTWO",
  "LCID",
  "HCA",
  "PFG",
  "ACIW",
  "ARMK",
  "NTES",
  null,
  "PDD",
  "ACM",
  "VEU",
  "USB",
  null,
  "VUG",
  "VOOG",
  "VOT",
  "BSV",
  "VLTO",
  "VTV",
  "VEEV",
  "VSTS",
  "VTRS",
  "V",
  "VITL",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WELL",
  "WSM",
  "WIT",
  "WPM",
  "WF",
  "XPEV",
  "WOR",
  "WDAY",
  "WS",
  "YUM",
  "XYL",
  "IUSG",
  "SOLV",
  "UMC",
  "PTC",
  "GEN",
  "CHKP",
  "SCHG",
  "JD",
  "MSCI",
  "JKHY",
  "NSC",
  "NOK",
  "INFY",
  "JCI",
  "LH",
  "MFC",
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SJM",
  "TRMB",
  "OKTA",
  "OTIS",
  "CRM",
  "RNR",
  "SWKS",
  "PSO",
  "SYY",
  "SPOT",
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "MCK",
  "GWW",
  "NTAP",
  "SYF",
  "PAYC",
  "FDX",
  "ALLY",
  "KMB",
  "LULU",
  "ADP",
  "BBVA",
  "BHB",
  "BK",
  "BRK-B",
  "BDX",
  "BYND",
  null,
  "BOC",
  "BMY",
  "CWT",
  "CAC",
  "CNI",
  "CDNS",
  "CARR",
  "CBRE",
  "CHX",
  "CHGG",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLX",
  "CME",
  "KO",
  "CGNX",
  "COIN",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COO",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DLR",
  "ADI",
  "MCO",
  "VOD",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  null,
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 449
Total Value: 306929866
Accession Number: 0001525865-25-000002
Form Type: 13F-HR
CIK: clean-yield-group
Manager Name: Clean-Yield-Group

Data Enrichment

95% identified

425 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

449 positions • $306.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 23

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Apple Inc.

AAPL|037833100

Shares:106.5K

Value:$23.7M

% of Portfolio:7.7% ($23.7M/$306.9M)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:78.1K

Value:$11.9M

% of Portfolio:3.9% ($11.9M/$306.9M)

NVIDIA CORP

NVDA|67066G104

Shares:94.0K

Value:$10.2M

% of Portfolio:3.3% ($10.2M/$306.9M)

American Water Works Company, Inc.

AWK|030420103

Shares:65.0K

Value:$9.6M

% of Portfolio:3.1% ($9.6M/$306.9M)

UNILEVER PLC

UL|904767704

Shares:145.5K

Value:$8.7M

% of Portfolio:2.8% ($8.7M/$306.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:120.3K

Value:$7.4M

% of Portfolio:2.4% ($7.4M/$306.9M)

Broadcom Inc.

AVGO|11135F101

Shares:44.3K

Value:$7.4M

% of Portfolio:2.4% ($7.4M/$306.9M)

GSK plc

GSK|37733W204

Shares:179.1K

Value:$6.9M

% of Portfolio:2.3% ($6.9M/$306.9M)

MCCORMICK & CO INC

MKC|579780206

Shares:77.5K

Value:$6.4M

% of Portfolio:2.1% ($6.4M/$306.9M)

Salesforce, Inc.

CRM|79466L302

Shares:23.6K

Value:$6.3M

% of Portfolio:2.1% ($6.3M/$306.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:20.5K

Value:$6.3M

% of Portfolio:2.0% ($6.3M/$306.9M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:25.9K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$306.9M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:32.2K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$306.9M)

ASML HOLDING NV

ASML|N07059210

Shares:8.7K

Value:$5.7M

% of Portfolio:1.9% ($5.7M/$306.9M)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

Shares:190.2K

Value:$5.6M

% of Portfolio:1.8% ($5.6M/$306.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:21.2K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$306.9M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:254.3K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$306.9M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:22.0K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$306.9M)

MICROSOFT CORP

MSFT|594918104

Shares:13.2K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$306.9M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:27.6K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	106.5K	QoQ +1.35% (-1.4K) YoY +24.07% (+20.7K)	All Managers (Combined)	$23.7M	7.7% ($23.7M/$306.9M)	QoQ -10.09% (-$2.7M) YoY +60.72% (+$8.9M)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	78.1K	QoQ -12.45% (-11.1K) YoY -41.46% (-55.3K)	All Managers (Combined)	$11.9M	3.9% ($11.9M/$306.9M)	QoQ +5.15% (-$584.6K) YoY +38.56% (-$3.3M)
NVIDIA CORP(NVDAcusip67066G104)	94.0K	QoQ +20.95% (-16.3K) YoY +5139.33% (+92.3K)	All Managers (Combined)	$10.2M	3.3% ($10.2M/$306.9M)	QoQ -2.37% (-$248.5K) YoY +528.44% (+$8.6M)
American Water Works Company, Inc.(AWKcusip030420103)	65.0K	QoQ +1.55% (+993) YoY +13.11% (+7.5K)	All Managers (Combined)	$9.6M	3.1% ($9.6M/$306.9M)	QoQ +20.33% (+$1.6M) YoY +36.54% (+$2.6M)
UNILEVER PLC(ULcusip904767704)	145.5K	QoQ +0.66% (+955) YoY -18.52% (-33.1K)	All Managers (Combined)	$8.7M	2.8% ($8.7M/$306.9M)	QoQ +5.72% (+$468.7K) YoY -3.33% (-$298.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	120.3K	QoQ -1.07% (-1.3K) YoY +39.45% (+34.0K)	All Managers (Combined)	$7.4M	2.4% ($7.4M/$306.9M)	QoQ +3.11% (-$224.2K) YoY +72.43% (+$3.1M)
Broadcom Inc.(AVGOcusip11135F101)	44.3K	QoQ +1.34% (-588) YoY +119537.83% (+44.2K)	All Managers (Combined)	$7.4M	2.4% ($7.4M/$306.9M)	QoQ -26.80% (-$2.7M) YoY +15013.08% (+$7.4M)
GSK plc(GSKcusip37733W204)	179.1K	QoQ -10.47% (-20.9K) YoY -15.68% (-33.3K)	All Managers (Combined)	$6.9M	2.3% ($6.9M/$306.9M)	QoQ +2.55% (-$172.7K) YoY -23.81% (-$2.2M)
MCCORMICK & CO INC(MKCcusip579780206)	77.5K	QoQ +2.54% (+1.9K) YoY +39.10% (+21.8K)	All Managers (Combined)	$6.4M	2.1% ($6.4M/$306.9M)	QoQ +10.71% (+$616.9K) YoY +49.06% (+$2.1M)
Salesforce, Inc.(CRMcusip79466L302)	23.6K	QoQ +1.74% (-404) YoY +5020.39% (+23.1K)	All Managers (Combined)	$6.3M	2.1% ($6.3M/$306.9M)	QoQ -18.33% (-$1.4M) YoY +4462.41% (+$6.2M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	20.5K	QoQ -0.09% (-19) YoY +40.42% (+5.9K)	All Managers (Combined)	$6.3M	2.0% ($6.3M/$306.9M)	QoQ +4.27% (-$257.2K) YoY +71.78% (+$2.6M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	25.9K	QoQ +0.36% (+95) YoY +18.59% (+4.1K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$306.9M)	QoQ +22.52% (+$1.1M) YoY +64.81% (+$2.3M)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	32.2K	QoQ +41.99% (+9.5K) YoY NEW(+32.2K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$306.9M)	QoQ +47.90% (+$1.9M) YoY NEW(+$5.9M)
ASML HOLDING NV(ASMLcusipN07059210)	8.7K	QoQ +57.76% (+3.2K) YoY +11454.66% (+8.6K)	All Managers (Combined)	$5.7M	1.9% ($5.7M/$306.9M)	QoQ +50.83% (+$1.9M) YoY +7789.47% (+$5.7M)
HA Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	190.2K	QoQ -0.53% (-1.0K) YoY -8.63% (-18.0K)	All Managers (Combined)	$5.6M	1.8% ($5.6M/$306.9M)	QoQ +8.40% (-$431.3K) YoY -5.93% (-$350.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	21.2K	QoQ -1.84% (-398) YoY -2.62% (-571)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$306.9M)	QoQ +11.02% (-$522.7K) YoY +26.79% (-$1.1M)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	254.3K	QoQ -2.82% (-7.4K) YoY -40.54% (-173.4K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$306.9M)	QoQ -3.06% (-$162.6K) YoY -35.88% (-$2.9M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	22.0K	QoQ +32.75% (+5.4K) YoY NEW(+22.0K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$306.9M)	QoQ +46.25% (+$1.6M) YoY NEW(+$5.1M)
MICROSOFT CORP(MSFTcusip594918104)	13.2K	QoQ -2.77% (-376) YoY +1.49% (-194)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$306.9M)	QoQ -13.40% (-$766.8K) YoY -9.44% (-$516.8K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	27.6K	QoQ +4.52% (+1.2K) YoY +44.56% (+8.5K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$306.9M)	QoQ +17.23% (+$687.1K) YoY +83.75% (+$2.1M)