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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464288166

Shares:652

Value:$71.3K

% of Portfolio:0.0% ($71.3K/$306.9M)

NEOGEN CORP

NEOG|640491106

Shares:8.1K

Value:$69.9K

% of Portfolio:0.0% ($69.9K/$306.9M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:397

Value:$69.8K

% of Portfolio:0.0% ($69.8K/$306.9M)

921932505

VOOG|921932505

Shares:207

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$306.9M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:847

Value:$68.4K

% of Portfolio:0.0% ($68.4K/$306.9M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:755

Value:$66.5K

% of Portfolio:0.0% ($66.5K/$306.9M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:385

Value:$64.5K

% of Portfolio:0.0% ($64.5K/$306.9M)

78468R663

Shares:683

Value:$62.7K

% of Portfolio:0.0% ($62.7K/$306.9M)

Meta Platforms, Inc.

META|30303M102

Shares:108

Value:$62.4K

% of Portfolio:0.0% ($62.4K/$306.9M)

922908538

VOT|922908538

Shares:254

Value:$62.1K

% of Portfolio:0.0% ($62.1K/$306.9M)

464287150

ITOT|464287150

Shares:497

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$306.9M)

Eaton Corp plc

ETN|G29183103

Shares:223

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$306.9M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:110

Value:$60.5K

% of Portfolio:0.0% ($60.5K/$306.9M)

Chubb Ltd

CB|H1467J104

Shares:187

Value:$56.5K

% of Portfolio:0.0% ($56.5K/$306.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:582

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$306.9M)

464287176

Shares:500

Value:$55.5K

% of Portfolio:0.0% ($55.5K/$306.9M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:550

Value:$53.6K

% of Portfolio:0.0% ($53.6K/$306.9M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:3.5K

Value:$53.6K

% of Portfolio:0.0% ($53.6K/$306.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:100

Value:$53.3K

% of Portfolio:0.0% ($53.3K/$306.9M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:110

Value:$53.3K

% of Portfolio:0.0% ($53.3K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288166)✕	652	QoQ +0.30% (+2) YoY +24.42% (+128)	All Managers (Combined)	$71.3K	0.0% ($71.3K/$306.9M)	QoQ +1.56% (+$1.1K) YoY +25.82% (+$14.6K)
NEOGEN CORP(NEOGcusip640491106)	8.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$69.9K	0.0% ($69.9K/$306.9M)	QoQ -28.58% (-$28.0K) YoY -45.05% (-$57.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	397	QoQ -5.70% (-24) YoY +26.03% (+82)	All Managers (Combined)	$69.8K	0.0% ($69.8K/$306.9M)	QoQ -14.05% (-$11.4K) YoY +37.08% (+$18.9K)
(VOOGcusip921932505)	207	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$69.2K	0.0% ($69.2K/$306.9M)	QoQ -8.62% (-$6.5K) YoY +9.76% (+$6.2K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	847	QoQ 0.00% (+0) YoY -22.78% (-250)	All Managers (Combined)	$68.4K	0.0% ($68.4K/$306.9M)	QoQ +3.23% (+$2.1K) YoY -31.45% (-$31.4K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	755	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.5K	0.0% ($66.5K/$306.9M)	QoQ -3.51% (-$2.4K) YoY -12.08% (-$9.1K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	385	QoQ -69.15% (-863) YoY -81.86% (-1.7K)	All Managers (Combined)	$64.5K	0.0% ($64.5K/$306.9M)	QoQ -66.55% (-$128.4K) YoY -76.90% (-$214.8K)
(cusip78468R663)✕	683	QoQ 0.00% (+0) YoY -42.26% (-500)	All Managers (Combined)	$62.7K	0.0% ($62.7K/$306.9M)	QoQ +0.32% (+$205) YoY -42.30% (-$45.9K)
Meta Platforms, Inc.(METAcusip30303M102)	108	QoQ +100.00% (+54) YoY +80.00% (+48)	All Managers (Combined)	$62.4K	0.0% ($62.4K/$306.9M)	QoQ +97.23% (+$30.7K) YoY +113.83% (+$33.2K)
(VOTcusip922908538)	254	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$62.1K	0.0% ($62.1K/$306.9M)	QoQ -3.59% (-$2.3K) YoY +3.75% (+$2.2K)
(ITOTcusip464287150)	497	QoQ NEW(+497) YoY NEW(+497)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$306.9M)	QoQ NEW(+$60.6K) YoY NEW(+$60.6K)
Eaton Corp plc(ETNcusipG29183103)	223	QoQ 0.00% (-0) YoY +3.24% (-7)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$306.9M)	QoQ -18.09% (-$13.4K) YoY -10.24% (-$6.9K)
Spotify Technology S.A.(SPOTcusipL8681T102)	110	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$60.5K	0.0% ($60.5K/$306.9M)	QoQ +22.94% (+$11.3K) YoY +108.42% (+$31.5K)
Chubb Ltd(CBcusipH1467J104)	187	QoQ -2.09% (-4) YoY +55.83% (+67)	All Managers (Combined)	$56.5K	0.0% ($56.5K/$306.9M)	QoQ +7.00% (-$3.7K) YoY +81.60% (+$25.4K)
SHOPIFY INC.(SHOPcusip82509L107)	582	QoQ +59.89% (+218) YoY +94.00% (+282)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$306.9M)	QoQ +43.57% (+$16.9K) YoY +140.02% (+$32.4K)
(cusip464287176)✕	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.5K	0.0% ($55.5K/$306.9M)	QoQ +4.26% (+$2.3K) YoY +3.42% (+$1.8K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	550	QoQ +10.00% (+50) YoY +10.00% (-50)	All Managers (Combined)	$53.6K	0.0% ($53.6K/$306.9M)	QoQ +5.61% (+$2.8K) YoY -18.60% (-$12.3K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	3.5K	QoQ 0.00% (-0) YoY +8.46% (-271)	All Managers (Combined)	$53.6K	0.0% ($53.6K/$306.9M)	QoQ -27.72% (-$20.5K) YoY -5.60% (-$3.2K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$53.3K	0.0% ($53.3K/$306.9M)	QoQ -6.33% (-$3.6K) YoY -4.11% (-$2.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	110	QoQ 0.00% (-0) YoY +10.00% (+10)	All Managers (Combined)	$53.3K	0.0% ($53.3K/$306.9M)	QoQ -9.07% (-$5.3K) YoY +21.45% (+$9.4K)