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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MIDDLEBY Corp

MIDD|596278101

Shares:200

Value:$30.4K

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

Parker-Hannifin Corp

PH|701094104

Shares:50

Value:$30.4K

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

WILLIAMS SONOMA INC

WSM|969904101

Shares:192

Value:$30.4K

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

DOLLAR TREE, INC.

DLTR|256746108

Shares:400

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$306.9M)

ADOBE INC.

ADBE|00724F101

Shares:78

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$306.9M)

Lucid Group, Inc.

LCID|549498103

Shares:11.6K

Value:$28.1K

% of Portfolio:0.0% ($28.1K/$306.9M)

FASTENAL CO

FAST|311900104

Shares:348

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$306.9M)

Tesla, Inc.

TSLA|88160R101

Shares:102

Value:$26.4K

% of Portfolio:0.0% ($26.4K/$306.9M)

Atlassian Corp

TEAM|049468101

Shares:118

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$306.9M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:319

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$306.9M)

LOEWS CORP

L|540424108

Shares:263

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$306.9M)

Accenture plc

ACN|G1151C101

Shares:76

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$306.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:161

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$306.9M)

Booking Holdings Inc.

BKNG|09857L108

Shares:5

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$306.9M)

ETSY INC

ETSY|29786A106

Shares:483

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$306.9M)

Trade Desk, Inc.

TTD|88339J105

Shares:404

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$306.9M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:90

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$306.9M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:90

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$306.9M)

DEERE & CO

DE|244199105

Shares:46

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$306.9M)

921908844

VIG|921908844

Shares:111

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MIDDLEBY Corp(MIDDcusip596278101)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$306.9M)	QoQ +12.20% (+$3.3K) YoY -5.47% (-$1.8K)
Parker-Hannifin Corp(PHcusip701094104)	50	QoQ 0.00% (-0) YoY -50.00% (-50)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$306.9M)	QoQ -4.43% (-$1.4K) YoY -45.31% (-$25.2K)
WILLIAMS SONOMA INC(WSMcusip969904101)	192	QoQ 0.00% (-0) YoY NEW(+192)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$306.9M)	QoQ -14.62% (-$5.2K) YoY NEW(+$30.4K)
DOLLAR TREE, INC.(DLTRcusip256746108)	400	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$30.0K	0.0% ($30.0K/$306.9M)	QoQ +0.17% (+$52) YoY -43.61% (-$23.2K)
ADOBE INC.(ADBEcusip00724F101)	78	QoQ +30.00% (+18) YoY -4.87% (-4)	All Managers (Combined)	$29.9K	0.0% ($29.9K/$306.9M)	QoQ +12.12% (+$3.2K) YoY -27.70% (-$11.5K)
Lucid Group, Inc.(LCIDcusip549498103)	11.6K	QoQ 0.00% (-0) YoY NEW(+11.6K)	All Managers (Combined)	$28.1K	0.0% ($28.1K/$306.9M)	QoQ -19.86% (-$7.0K) YoY NEW(+$28.1K)
FASTENAL CO(FASTcusip311900104)	348	QoQ 0.00% (+0) YoY -50.00% (-348)	All Managers (Combined)	$27.0K	0.0% ($27.0K/$306.9M)	QoQ +7.84% (+$2.0K) YoY -49.73% (-$26.7K)
Tesla, Inc.(TSLAcusip88160R101)	102	QoQ -13.55% (-16) YoY +27.50% (+22)	All Managers (Combined)	$26.4K	0.0% ($26.4K/$306.9M)	QoQ -44.52% (-$21.2K) YoY +87.96% (+$12.4K)
Atlassian Corp(TEAMcusip049468101)	118	QoQ +372.00% (+93) YoY +372.00% (+93)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$306.9M)	QoQ +311.52% (+$19.0K) YoY +413.34% (+$20.2K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	319	QoQ -11.14% (-40) YoY NEW(+319)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$306.9M)	QoQ +22.65% (-$4.6K) YoY NEW(+$24.8K)
LOEWS CORP(Lcusip540424108)	263	QoQ -36.31% (-150) YoY -48.73% (-250)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$306.9M)	QoQ -30.89% (-$10.8K) YoY -39.81% (-$16.0K)
Accenture plc(ACNcusipG1151C101)	76	QoQ +43.39% (+23) YoY +10.14% (-7)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$306.9M)	QoQ +27.19% (+$5.1K) YoY -0.84% (-$201)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	161	QoQ 0.00% (-0) YoY NEW(+161)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$306.9M)	QoQ -10.76% (-$2.8K) YoY NEW(+$23.4K)
Booking Holdings Inc.(BKNGcusip09857L108)	5	QoQ NEW(+5) YoY NEW(+5)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$306.9M)	QoQ NEW(+$23.2K) YoY NEW(+$23.2K)
ETSY INC(ETSYcusip29786A106)	483	QoQ +250.00% (+345) YoY +250.00% (+345)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$306.9M)	QoQ +212.20% (+$15.5K) YoY +140.30% (+$13.3K)
Trade Desk, Inc.(TTDcusip88339J105)	404	QoQ +5671.42% (+397) YoY NEW(+404)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$306.9M)	QoQ +2586.14% (+$21.3K) YoY NEW(+$22.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	90	QoQ -14.28% (-15) YoY +5.88% (+5)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$306.9M)	QoQ -1.52% (-$340) YoY +25.44% (+$4.5K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	90	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.8K	0.0% ($21.8K/$306.9M)	QoQ +20.36% (+$3.7K) YoY +26.48% (+$4.6K)
DEERE & CO(DEcusip244199105)	46	QoQ 0.00% (+0) YoY +58.62% (+17)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$306.9M)	QoQ +10.77% (+$2.1K) YoY +81.26% (+$9.7K)
(VIGcusip921908844)	111	QoQ 0.00% (-0) YoY NEW(+111)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$306.9M)	QoQ -0.93% (-$204) YoY NEW(+$21.5K)