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

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Avery Dennison Corp

AVY|053611109

Shares:504

Value:$89.7K

% of Portfolio:0.0% ($89.7K/$306.9M)

HP INC

HPQ|40434L105

Shares:3.2K

Value:$88.6K

% of Portfolio:0.0% ($88.6K/$306.9M)

Nuveen AMT-Free Municipal Value Fund

NUW|670695105

Shares:6.4K

Value:$88.3K

% of Portfolio:0.0% ($88.3K/$306.9M)

Bank of New York Mellon Corp

BK|064058100

Shares:1.1K

Value:$88.2K

% of Portfolio:0.0% ($88.2K/$306.9M)

CINTAS CORP

CTAS|172908105

Shares:428

Value:$88.1K

% of Portfolio:0.0% ($88.1K/$306.9M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:365

Value:$86.9K

% of Portfolio:0.0% ($86.9K/$306.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:560

Value:$86.0K

% of Portfolio:0.0% ($86.0K/$306.9M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:1.7K

Value:$83.6K

% of Portfolio:0.0% ($83.6K/$306.9M)

Xylem Inc.

XYL|98419M100

Shares:694

Value:$82.9K

% of Portfolio:0.0% ($82.9K/$306.9M)

IDACORP INC

IDA|451107106

Shares:700

Value:$81.4K

% of Portfolio:0.0% ($81.4K/$306.9M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:177

Value:$80.5K

% of Portfolio:0.0% ($80.5K/$306.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:1.1K

Value:$80.3K

% of Portfolio:0.0% ($80.3K/$306.9M)

92204A504

VHT|92204A504

Shares:300

Value:$79.4K

% of Portfolio:0.0% ($79.4K/$306.9M)

WEX Inc.

WEX|96208T104

Shares:500

Value:$78.5K

% of Portfolio:0.0% ($78.5K/$306.9M)

CVS HEALTH Corp

CVS|126650100

Shares:1.1K

Value:$77.2K

% of Portfolio:0.0% ($77.2K/$306.9M)

EBAY INC

EBAY|278642103

Shares:1.1K

Value:$75.7K

% of Portfolio:0.0% ($75.7K/$306.9M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:250

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$306.9M)

S&P Global Inc.

SPGI|78409V104

Shares:146

Value:$74.2K

% of Portfolio:0.0% ($74.2K/$306.9M)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.0K

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$306.9M)

CATERPILLAR INC

CAT|149123101

Shares:218

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Avery Dennison Corp(AVYcusip053611109)	504	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$89.7K	0.0% ($89.7K/$306.9M)	QoQ -4.89% (-$4.6K) YoY -20.28% (-$22.8K)
HP INC(HPQcusip40434L105)	3.2K	QoQ -4.50% (-151) YoY 0.00% (-0)	All Managers (Combined)	$88.6K	0.0% ($88.6K/$306.9M)	QoQ -18.96% (-$20.7K) YoY -8.37% (-$8.1K)
Nuveen AMT-Free Municipal Value Fund(NUWcusip670695105)	6.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$88.3K	0.0% ($88.3K/$306.9M)	QoQ +1.17% (+$1.0K) YoY +1.77% (+$1.5K)
Bank of New York Mellon Corp(BKcusip064058100)	1.1K	QoQ 0.00% (+0) YoY +26.29% (+219)	All Managers (Combined)	$88.2K	0.0% ($88.2K/$306.9M)	QoQ +9.16% (+$7.4K) YoY +83.82% (+$40.2K)
CINTAS CORP(CTAScusip172908105)	428	QoQ +33.75% (+108) YoY +435.00% (+348)	All Managers (Combined)	$88.1K	0.0% ($88.1K/$306.9M)	QoQ +50.62% (+$29.6K) YoY +60.22% (+$33.1K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	365	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$86.9K	0.0% ($86.9K/$306.9M)	QoQ -14.60% (-$14.9K) YoY -5.59% (-$5.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	560	QoQ +7.89% (+41) YoY +26.41% (+117)	All Managers (Combined)	$86.0K	0.0% ($86.0K/$306.9M)	QoQ +7.89% (+$6.3K) YoY +14.69% (+$11.0K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$83.6K	0.0% ($83.6K/$306.9M)	QoQ -15.58% (-$15.4K) YoY -46.03% (-$71.3K)
Xylem Inc.(XYLcusip98419M100)	694	QoQ -23.05% (-208) YoY +38.24% (+192)	All Managers (Combined)	$82.9K	0.0% ($82.9K/$306.9M)	QoQ -20.77% (-$21.7K) YoY +27.78% (+$18.0K)
IDACORP INC(IDAcusip451107106)	700	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$81.4K	0.0% ($81.4K/$306.9M)	QoQ +6.35% (+$4.9K) YoY +25.11% (+$16.3K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	177	QoQ +18.00% (+27) YoY +18.00% (+27)	All Managers (Combined)	$80.5K	0.0% ($80.5K/$306.9M)	QoQ +11.70% (+$8.4K) YoY +18.06% (+$12.3K)
Uber Technologies, Inc(UBERcusip90353T100)	1.1K	QoQ -2.13% (-24) YoY +22.44% (+202)	All Managers (Combined)	$80.3K	0.0% ($80.3K/$306.9M)	QoQ +18.21% (-$12.4K) YoY +15.87% (+$11.0K)
(VHTcusip92204A504)	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$79.4K	0.0% ($79.4K/$306.9M)	QoQ +4.35% (+$3.3K) YoY -2.14% (-$1.7K)
WEX Inc.(WEXcusip96208T104)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$78.5K	0.0% ($78.5K/$306.9M)	QoQ -10.43% (-$9.2K) YoY -33.89% (-$40.3K)
CVS HEALTH Corp(CVScusip126650100)	1.1K	QoQ 0.00% (+0) YoY -39.68% (-750)	All Managers (Combined)	$77.2K	0.0% ($77.2K/$306.9M)	QoQ +50.92% (+$26.1K) YoY -48.76% (-$73.5K)
EBAY INC(EBAYcusip278642103)	1.1K	QoQ 0.00% (+0) YoY -8.73% (-107)	All Managers (Combined)	$75.7K	0.0% ($75.7K/$306.9M)	QoQ +9.33% (+$6.5K) YoY +17.11% (-$11.1K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	250	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$306.9M)	QoQ +8.05% (+$5.5K) YoY +26.25% (+$15.5K)
S&P Global Inc.(SPGIcusip78409V104)	146	QoQ 0.00% (+0) YoY +9.77% (+13)	All Managers (Combined)	$74.2K	0.0% ($74.2K/$306.9M)	QoQ +2.02% (+$1.5K) YoY +31.10% (+$17.6K)
Edwards Lifesciences Corp(EWcusip28176E108)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$306.9M)	QoQ -2.09% (-$1.6K) YoY NEW(+$73.2K)
CATERPILLAR INC(CATcusip149123101)	218	QoQ 0.00% (-0) YoY -11.02% (-27)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$306.9M)	QoQ -9.08% (-$7.2K) YoY -19.91% (-$17.9K)