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:

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:316

Value:$52.5K

% of Portfolio:0.0% ($52.5K/$306.9M)

35473P744

Shares:1.8K

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$306.9M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:1.5K

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$306.9M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:551

Value:$50.6K

% of Portfolio:0.0% ($50.6K/$306.9M)

464288810

Shares:840

Value:$50.6K

% of Portfolio:0.0% ($50.6K/$306.9M)

Solventum Corp

SOLV|83444M101

Shares:650

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$306.9M)

NIKE, Inc.

NKE|654106103

Shares:764

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$306.9M)

464288414

MUB|464288414

Shares:457

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$306.9M)

INTEL CORP

INTC|458140100

Shares:2.1K

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$306.9M)

WORTHINGTON ENTERPRISES, INC.

WOR|981811102

Shares:950

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$306.9M)

FISERV INC

FI|337738108

Shares:214

Value:$47.3K

% of Portfolio:0.0% ($47.3K/$306.9M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:559

Value:$47.2K

% of Portfolio:0.0% ($47.2K/$306.9M)

CSX CORP

CSX|126408103

Shares:1.6K

Value:$46.8K

% of Portfolio:0.0% ($46.8K/$306.9M)

KEMPER Corp

KMPR|488401100

Shares:675

Value:$45.1K

% of Portfolio:0.0% ($45.1K/$306.9M)

TWILIO INC

TWLO|90138F102

Shares:458

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$306.9M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:4.0K

Value:$44.7K

% of Portfolio:0.0% ($44.7K/$306.9M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:681

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$306.9M)

BAR HARBOR BANKSHARES

BHB|066849100

Shares:1.5K

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$306.9M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:384

Value:$43.5K

% of Portfolio:0.0% ($43.5K/$306.9M)

HUBSPOT INC

HUBS|443573100

Shares:72

Value:$41.1K

% of Portfolio:0.0% ($41.1K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	316	QoQ 0.00% (-0) YoY NEW(+316)	All Managers (Combined)	$52.5K	0.0% ($52.5K/$306.9M)	QoQ -15.94% (-$10.0K) YoY NEW(+$52.5K)
(cusip35473P744)✕	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$51.5K	0.0% ($51.5K/$306.9M)	QoQ +2.76% (+$1.4K) YoY NEW(+$51.5K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$51.4K	0.0% ($51.4K/$306.9M)	QoQ +12.33% (+$5.6K) YoY NEW(+$51.4K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	551	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$50.6K	0.0% ($50.6K/$306.9M)	QoQ -18.76% (-$11.7K) YoY -24.64% (-$16.6K)
(cusip464288810)✕	840	QoQ 0.00% (+0) YoY -14.28% (-140)	All Managers (Combined)	$50.6K	0.0% ($50.6K/$306.9M)	QoQ +3.15% (+$1.5K) YoY -11.94% (-$6.9K)
Solventum Corp(SOLVcusip83444M101)	650	QoQ 0.00% (+0) YoY NEW(+650)	All Managers (Combined)	$49.4K	0.0% ($49.4K/$306.9M)	QoQ +15.10% (+$6.5K) YoY NEW(+$49.4K)
NIKE, Inc.(NKEcusip654106103)	764	QoQ +9.14% (-64) YoY -46.79% (-672)	All Managers (Combined)	$48.5K	0.0% ($48.5K/$306.9M)	QoQ -8.43% (-$4.5K) YoY -64.06% (-$86.5K)
(MUBcusip464288414)	457	QoQ +0.66% (-3) YoY -14.73% (-79)	All Managers (Combined)	$48.1K	0.0% ($48.1K/$306.9M)	QoQ -0.52% (-$256) YoY -16.61% (-$9.6K)
INTEL CORP(INTCcusip458140100)	2.1K	QoQ -74.69% (-6.2K) YoY -76.99% (-7.0K)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$306.9M)	QoQ -71.34% (-$118.7K) YoY -88.17% (-$355.5K)
WORTHINGTON ENTERPRISES, INC.(WORcusip981811102)	950	QoQ 0.00% (+0) YoY -20.83% (-250)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$306.9M)	QoQ +24.88% (+$9.5K) YoY -36.27% (-$27.1K)
FISERV INC(FIcusip337738108)	214	QoQ 0.00% (+0) YoY NEW(+214)	All Managers (Combined)	$47.3K	0.0% ($47.3K/$306.9M)	QoQ +7.50% (+$3.3K) YoY NEW(+$47.3K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	559	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$47.2K	0.0% ($47.2K/$306.9M)	QoQ +8.99% (+$3.9K) YoY -2.24% (-$1.1K)
CSX CORP(CSXcusip126408103)	1.6K	QoQ +54.51% (+561) YoY +40.83% (+461)	All Managers (Combined)	$46.8K	0.0% ($46.8K/$306.9M)	QoQ +40.89% (+$13.6K) YoY +11.78% (+$4.9K)
KEMPER Corp(KMPRcusip488401100)	675	QoQ 0.00% (+0) YoY NEW(+675)	All Managers (Combined)	$45.1K	0.0% ($45.1K/$306.9M)	QoQ +0.61% (+$277) YoY NEW(+$45.1K)
TWILIO INC(TWLOcusip90138F102)	458	QoQ +14.50% (+58) YoY +14.50% (+58)	All Managers (Combined)	$44.8K	0.0% ($44.8K/$306.9M)	QoQ +3.72% (+$1.6K) YoY +83.33% (+$20.4K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	4.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$44.7K	0.0% ($44.7K/$306.9M)	QoQ +19.72% (+$7.4K) YoY -48.50% (-$42.1K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	681	QoQ -5.15% (-37) YoY -22.96% (-203)	All Managers (Combined)	$44.4K	0.0% ($44.4K/$306.9M)	QoQ -27.48% (-$16.8K) YoY -24.96% (-$14.8K)
BAR HARBOR BANKSHARES(BHBcusip066849100)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$306.9M)	QoQ -3.53% (-$1.6K) YoY +11.40% (+$4.5K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	384	QoQ 0.00% (+0) YoY -24.26% (-123)	All Managers (Combined)	$43.5K	0.0% ($43.5K/$306.9M)	QoQ +7.14% (+$2.9K) YoY -35.04% (-$23.5K)
HUBSPOT INC(HUBScusip443573100)	72	QoQ NEW(+72) YoY NEW(+72)	All Managers (Combined)	$41.1K	0.0% ($41.1K/$306.9M)	QoQ NEW(+$41.1K) YoY NEW(+$41.1K)