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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DoorDash, Inc.

DASH|25809K105

Shares:225

Value:$41.1K

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

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:81

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$306.9M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:232

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$306.9M)

464287432

Shares:440

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$306.9M)

ANALOG DEVICES INC

ADI|032654105

Shares:196

Value:$39.5K

% of Portfolio:0.0% ($39.5K/$306.9M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:676

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$306.9M)

CME GROUP INC.

CME|12572Q105

Shares:145

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$306.9M)

ARROW FINANCIAL CORP

AROW|042744102

Shares:1.5K

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$306.9M)

92189F528

Shares:2.2K

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$306.9M)

911718104

Shares:1.2K

Value:$37.9K

% of Portfolio:0.0% ($37.9K/$306.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:262

Value:$37.3K

% of Portfolio:0.0% ($37.3K/$306.9M)

464288570

Shares:355

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$306.9M)

COGNEX CORP

CGNX|192422103

Shares:1.2K

Value:$35.4K

% of Portfolio:0.0% ($35.4K/$306.9M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:279

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$306.9M)

STARBUCKS CORP

SBUX|855244109

Shares:344

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$306.9M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:427

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$306.9M)

HORACE MANN EDUCATORS CORP /DE/

HMN|440327104

Shares:760

Value:$32.5K

% of Portfolio:0.0% ($32.5K/$306.9M)

BlackRock, Inc.

BLK|09290D101

Shares:34

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$306.9M)

Trane Technologies plc

TT|G8994E103

Shares:93

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$306.9M)

Worthington Steel, Inc.

WS|982104101

Shares:1.2K

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DoorDash, Inc.(DASHcusip25809K105)	225	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$41.1K	0.0% ($41.1K/$306.9M)	QoQ +8.95% (+$3.4K) YoY +32.71% (+$10.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	81	QoQ +50.00% (+27) YoY -25.00% (-27)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$306.9M)	QoQ +42.32% (+$11.9K) YoY -6.92% (-$3.0K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	232	QoQ -5.30% (-13) YoY NEW(+232)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$306.9M)	QoQ +2.01% (-$792) YoY NEW(+$40.1K)
(cusip464287432)✕	440	QoQ 0.00% (+0) YoY -87.06% (-3.0K)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$306.9M)	QoQ +4.23% (+$1.6K) YoY -87.55% (-$281.8K)
ANALOG DEVICES INC(ADIcusip032654105)	196	QoQ +86.66% (+91) YoY +86.66% (+91)	All Managers (Combined)	$39.5K	0.0% ($39.5K/$306.9M)	QoQ +77.18% (+$17.2K) YoY +90.32% (+$18.8K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	676	QoQ 0.00% (-0) YoY NEW(+676)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$306.9M)	QoQ -3.50% (-$1.4K) YoY NEW(+$38.7K)
CME GROUP INC.(CMEcusip12572Q105)	145	QoQ -32.87% (-71) YoY -67.12% (-296)	All Managers (Combined)	$38.3K	0.0% ($38.3K/$306.9M)	QoQ -23.56% (-$11.8K) YoY -59.61% (-$56.6K)
ARROW FINANCIAL CORP(AROWcusip042744102)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$38.3K	0.0% ($38.3K/$306.9M)	QoQ -8.42% (-$3.5K) YoY +5.07% (+$1.9K)
(cusip92189F528)✕	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$306.9M)	QoQ +0.26% (+$100) YoY +0.67% (+$255)
(cusip911718104)✕	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.9K	0.0% ($37.9K/$306.9M)	QoQ +25.59% (+$7.7K) YoY +25.79% (+$7.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	262	QoQ 0.00% (+0) YoY -32.29% (-125)	All Managers (Combined)	$37.3K	0.0% ($37.3K/$306.9M)	QoQ +8.53% (+$2.9K) YoY -25.56% (-$12.8K)
(cusip464288570)✕	355	QoQ NEW(+355) YoY NEW(+355)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$306.9M)	QoQ NEW(+$36.4K) YoY NEW(+$36.4K)
COGNEX CORP(CGNXcusip192422103)	1.2K	QoQ +10.63% (-114) YoY NEW(+1.2K)	All Managers (Combined)	$35.4K	0.0% ($35.4K/$306.9M)	QoQ -7.99% (-$3.1K) YoY NEW(+$35.4K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	279	QoQ 0.00% (+0) YoY NEW(+279)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$306.9M)	QoQ +13.09% (+$4.0K) YoY NEW(+$34.5K)
STARBUCKS CORP(SBUXcusip855244109)	344	QoQ -17.30% (-72) YoY -43.60% (-266)	All Managers (Combined)	$33.7K	0.0% ($33.7K/$306.9M)	QoQ -11.23% (-$4.3K) YoY -39.55% (-$22.1K)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	427	QoQ -5.73% (-26) YoY -47.28% (-383)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$306.9M)	QoQ -13.47% (-$5.2K) YoY -52.42% (-$36.5K)
HORACE MANN EDUCATORS CORP /DE/(HMNcusip440327104)	760	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$32.5K	0.0% ($32.5K/$306.9M)	QoQ +8.92% (+$2.7K) YoY +15.52% (+$4.4K)
BlackRock, Inc.(BLKcusip09290D101)	34	QoQ 0.00% (-0) YoY NEW(+34)	All Managers (Combined)	$32.2K	0.0% ($32.2K/$306.9M)	QoQ -7.67% (-$2.7K) YoY NEW(+$32.2K)
Trane Technologies plc(TTcusipG8994E103)	93	QoQ 0.00% (-0) YoY +8.13% (+7)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$306.9M)	QoQ -8.78% (-$3.0K) YoY +21.36% (+$5.5K)
Worthington Steel, Inc.(WScusip982104101)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$306.9M)	QoQ -20.39% (-$7.8K) YoY -29.34% (-$12.6K)