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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NOVARTIS AG

NVS|66987V109

Shares:120

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$306.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:63

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$306.9M)

ECOLAB INC.

ECL|278865100

Shares:51

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$306.9M)

NOMURA HOLDINGS INC

NMR|65535H208

Shares:2.0K

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$306.9M)

Constellation Energy Corp

CEG|21037T109

Shares:58

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$306.9M)

TREX CO INC

TREX|89531P105

Shares:200

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$306.9M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:55

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$306.9M)

NASDAQ, INC.

NDAQ|631103108

Shares:146

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$306.9M)

Haleon plc

HLN|405552100

Shares:1.0K

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$306.9M)

922908637

VV|922908637

Shares:40

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$306.9M)

Sony Group Corp

SONY|835699307

Shares:400

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$306.9M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:200

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$306.9M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:200

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$306.9M)

Medtronic plc

MDT|G5960L103

Shares:105

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$306.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:84

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$306.9M)

INNOVATIVE INDUSTRIAL PROPERTIES INC

IIPR|45781V101

Shares:174

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$306.9M)

SOUTHERN CO

SO|842587107

Shares:100

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$306.9M)

Motorola Solutions, Inc.

MSI|620076307

Shares:21

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$306.9M)

BP PLC

BP|055622104

Shares:250

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$306.9M)

Autodesk, Inc.

ADSK|052769106

Shares:32

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVARTIS AG(NVScusip66987V109)	120	QoQ -67.91% (-254) YoY NEW(+120)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$306.9M)	QoQ -63.24% (-$23.0K) YoY NEW(+$13.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	63	QoQ 0.00% (-0) YoY -19.23% (-15)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$306.9M)	QoQ -6.26% (-$891) YoY -16.67% (-$2.7K)
ECOLAB INC.(ECLcusip278865100)	51	QoQ 0.00% (+0) YoY NEW(+51)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$306.9M)	QoQ +8.20% (+$980) YoY NEW(+$12.9K)
NOMURA HOLDINGS INC(NMRcusip65535H208)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$306.9M)	QoQ +6.21% (+$727) YoY NEW(+$12.4K)
Constellation Energy Corp(CEGcusip21037T109)	58	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$306.9M)	QoQ -9.86% (-$1.3K) YoY +9.08% (+$974)
TREX CO INC(TREXcusip89531P105)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$306.9M)	QoQ NEW(+$11.6K) YoY NEW(+$11.6K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	55	QoQ NEW(+55) YoY NEW(+55)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$306.9M)	QoQ NEW(+$11.5K) YoY NEW(+$11.5K)
NASDAQ, INC.(NDAQcusip631103108)	146	QoQ 0.00% (-0) YoY NEW(+146)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$306.9M)	QoQ -1.86% (-$211) YoY NEW(+$11.1K)
Haleon plc(HLNcusip405552100)	1.0K	QoQ -57.35% (-1.3K) YoY -86.44% (-6.4K)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$306.9M)	QoQ -54.00% (-$12.1K) YoY -83.57% (-$52.4K)
(VVcusip922908637)	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$306.9M)	QoQ -4.69% (-$507) YoY +7.20% (+$691)
Sony Group Corp(SONYcusip835699307)	400	QoQ 0.00% (+0) YoY NEW(+400)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$306.9M)	QoQ +19.99% (+$1.7K) YoY NEW(+$10.2K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$306.9M)	QoQ -0.10% (-$10) YoY -24.04% (-$3.1K)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$306.9M)	QoQ -23.98% (-$3.1K) YoY +14.49% (+$1.2K)
Medtronic plc(MDTcusipG5960L103)	105	QoQ NEW(+105) YoY NEW(+105)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$306.9M)	QoQ NEW(+$9.4K) YoY NEW(+$9.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	84	QoQ -47.50% (-76) YoY NEW(+84)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$306.9M)	QoQ -36.31% (-$5.4K) YoY NEW(+$9.4K)
INNOVATIVE INDUSTRIAL PROPERTIES INC(IIPRcusip45781V101)	174	QoQ +0.57% (-1) YoY +1.75% (-3)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$306.9M)	QoQ -18.40% (-$2.1K) YoY -47.00% (-$8.3K)
SOUTHERN CO(SOcusip842587107)	100	QoQ -42.85% (-75) YoY -60.00% (-150)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$306.9M)	QoQ -36.17% (-$5.2K) YoY -48.73% (-$8.7K)
Motorola Solutions, Inc.(MSIcusip620076307)	21	QoQ 0.00% (-0) YoY -75.29% (-64)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$306.9M)	QoQ -5.28% (-$513) YoY -69.52% (-$21.0K)
BP PLC(BPcusip055622104)	250	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$306.9M)	QoQ +14.31% (+$1.1K) YoY -10.31% (-$972)
Autodesk, Inc.(ADSKcusip052769106)	32	QoQ 0.00% (-0) YoY NEW(+32)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$306.9M)	QoQ -11.41% (-$1.1K) YoY NEW(+$8.4K)