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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STATE STREET CORP

STT|857477103

Shares:230

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$306.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:72

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$306.9M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:141

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$306.9M)

Dell Technologies Inc.

DELL|24703L202

Shares:210

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$306.9M)

Infosys Ltd

INFY|456788108

Shares:1.0K

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$306.9M)

UBS Group AG

UBS|H42097107

Shares:591

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$306.9M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:134

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$306.9M)

Otis Worldwide Corp

OTIS|68902V107

Shares:161

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$306.9M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:77

Value:$16.0K

% of Portfolio:0.0% ($16.0K/$306.9M)

KB Financial Group Inc.

KB|48241A105

Shares:293

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$306.9M)

MongoDB, Inc.

MDB|60937P106

Shares:90

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$306.9M)

Airbnb, Inc.

ABNB|009066101

Shares:131

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$306.9M)

81369Y506

Shares:167

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$306.9M)

808524300

SCHG|808524300

Shares:608

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$306.9M)

464287671

IUSG|464287671

Shares:117

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$306.9M)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:900

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$306.9M)

UNION BANKSHARES INC

UNB|905400107

Shares:450

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$306.9M)

922908769

VTI|922908769

Shares:51

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$306.9M)

92189F791

GDXJ|92189F791

Shares:240

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$306.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:200

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STATE STREET CORP(STTcusip857477103)	230	QoQ -6.50% (-16) YoY +15.00% (+30)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$306.9M)	QoQ -14.71% (-$3.6K) YoY +33.16% (+$5.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	72	QoQ 0.00% (+0) YoY +24.13% (+14)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$306.9M)	QoQ +18.11% (+$3.1K) YoY +69.86% (+$8.4K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	141	QoQ 0.00% (-0) YoY NEW(+141)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$306.9M)	QoQ -19.19% (-$4.8K) YoY NEW(+$20.2K)
Dell Technologies Inc.(DELLcusip24703L202)	210	QoQ 0.00% (-0) YoY NEW(+210)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$306.9M)	QoQ -20.90% (-$5.1K) YoY NEW(+$19.1K)
Infosys Ltd(INFYcusip456788108)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$306.9M)	QoQ -16.74% (-$3.7K) YoY NEW(+$18.6K)
UBS Group AG(UBScusipH42097107)	591	QoQ 0.00% (+0) YoY NEW(+591)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$306.9M)	QoQ +1.02% (+$183) YoY NEW(+$18.1K)
CBRE GROUP, INC.(CBREcusip12504L109)	134	QoQ 0.00% (-0) YoY NEW(+134)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$306.9M)	QoQ -0.38% (-$68) YoY NEW(+$17.5K)
Otis Worldwide Corp(OTIScusip68902V107)	161	QoQ +20.14% (+27) YoY -1.82% (-3)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$306.9M)	QoQ +33.88% (+$4.2K) YoY +2.05% (-$335)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	77	QoQ NEW(+77) YoY NEW(+77)	All Managers (Combined)	$16.0K	0.0% ($16.0K/$306.9M)	QoQ NEW(+$16.0K) YoY NEW(+$16.0K)
KB Financial Group Inc.(KBcusip48241A105)	293	QoQ 0.00% (-0) YoY NEW(+293)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$306.9M)	QoQ -4.90% (-$818) YoY NEW(+$15.9K)
MongoDB, Inc.(MDBcusip60937P106)	90	QoQ NEW(+90) YoY NEW(+90)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$306.9M)	QoQ NEW(+$15.8K) YoY NEW(+$15.8K)
Airbnb, Inc.(ABNBcusip009066101)	131	QoQ +36.45% (+35) YoY +36.45% (-35)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$306.9M)	QoQ +24.05% (+$3.0K) YoY -1.18% (-$187)
(cusip81369Y506)✕	167	QoQ +0.60% (+1) YoY +3.08% (+5)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$306.9M)	QoQ +9.92% (+$1.4K) YoY +2.19% (+$335)
(SCHGcusip808524300)	608	QoQ 0.00% (-0) YoY +141.26% (-356)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$306.9M)	QoQ -10.15% (-$1.7K) YoY -34.84% (-$8.1K)
(IUSGcusip464287671)	117	QoQ -29.94% (-50) YoY NEW(+117)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$306.9M)	QoQ -36.10% (-$8.4K) YoY NEW(+$14.9K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	900	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$306.9M)	QoQ -4.92% (-$765) YoY +19.01% (+$2.4K)
UNION BANKSHARES INC(UNBcusip905400107)	450	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$306.9M)	QoQ +8.85% (+$1.2K) YoY +3.18% (+$437)
(VTIcusip922908769)	51	QoQ -59.20% (-74) YoY -59.20% (-74)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$306.9M)	QoQ -61.38% (-$22.2K) YoY -56.94% (-$18.5K)
(GDXJcusip92189F791)	240	QoQ -88.54% (-1.9K) YoY -88.54% (-1.9K)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$306.9M)	QoQ -84.67% (-$75.8K) YoY -83.08% (-$67.4K)
Mondelez International, Inc.(MDLZcusip609207105)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$13.6K	0.0% ($13.6K/$306.9M)	QoQ +13.59% (+$1.6K) YoY -3.07% (-$430)