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

Page 17 of 23

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AEGON LTD.

AEG|0076CA104

Shares:1.3K

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$306.9M)

MASIMO CORP

MASI|574795100

Shares:49

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$306.9M)

Aramark

ARMK|03852U106

Shares:228

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$306.9M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:41

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$306.9M)

Workday, Inc.

WDAY|98138H101

Shares:33

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$306.9M)

ICICI BANK LTD

IBN|45104G104

Shares:244

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$306.9M)

CLOROX CO /DE/

CLX|189054109

Shares:50

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$306.9M)

Ally Financial Inc.

ALLY|02005N100

Shares:200

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$306.9M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:40

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$306.9M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:19

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$306.9M)

GoDaddy Inc.

GDDY|380237107

Shares:37

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$306.9M)

HASBRO, INC.

HAS|418056107

Shares:107

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$306.9M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:500

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$306.9M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:79

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$306.9M)

886364876

Shares:330

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$306.9M)

EQUINIX INC

EQIX|29444U700

Shares:7

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$306.9M)

Paycom Software, Inc.

PAYC|70432V102

Shares:25

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$306.9M)

ChampionX Corp

CHX|15872M104

Shares:184

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$306.9M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:13

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$306.9M)

ALLSTATE CORP

ALL|020002101

Shares:26

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AEGON LTD.(AEGcusip0076CA104)	1.3K	QoQ -64.79% (-2.3K) YoY NEW(+1.3K)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$306.9M)	QoQ -60.60% (-$12.8K) YoY NEW(+$8.3K)
MASIMO CORP(MASIcusip574795100)	49	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$306.9M)	QoQ +0.77% (+$63) YoY +13.43% (+$967)
Aramark(ARMKcusip03852U106)	228	QoQ +0.44% (-1) YoY +1.33% (+3)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$306.9M)	QoQ -7.21% (-$612) YoY +7.31% (+$536)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	41	QoQ 0.00% (+0) YoY NEW(+41)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$306.9M)	QoQ +0.91% (+$70) YoY NEW(+$7.8K)
Workday, Inc.(WDAYcusip98138H101)	33	QoQ +83.33% (+15) YoY +83.33% (+15)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$306.9M)	QoQ +65.89% (+$3.1K) YoY +56.94% (+$2.8K)
ICICI BANK LTD(IBNcusip45104G104)	244	QoQ 0.00% (+0) YoY NEW(+244)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$306.9M)	QoQ +5.55% (+$405) YoY NEW(+$7.7K)
CLOROX CO /DE/(CLXcusip189054109)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$306.9M)	QoQ NEW(+$7.4K) YoY NEW(+$7.4K)
Ally Financial Inc.(ALLYcusip02005N100)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$306.9M)	QoQ +1.27% (+$92) YoY -10.15% (-$824)
Coinbase Global, Inc.(COINcusip19260Q107)	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$306.9M)	QoQ -30.63% (-$3.0K) YoY -35.04% (-$3.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	19	QoQ +533.33% (+16) YoY NEW(+19)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$306.9M)	QoQ +552.92% (+$5.7K) YoY NEW(+$6.7K)
GoDaddy Inc.(GDDYcusip380237107)	37	QoQ 0.00% (-0) YoY NEW(+37)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$306.9M)	QoQ -8.73% (-$638) YoY NEW(+$6.7K)
HASBRO, INC.(HAScusip418056107)	107	QoQ +69.84% (+44) YoY NEW(+107)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$306.9M)	QoQ +86.76% (+$3.1K) YoY NEW(+$6.6K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	500	QoQ +354.54% (+390) YoY +354.54% (+390)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$306.9M)	QoQ +325.49% (+$4.8K) YoY +416.59% (+$5.0K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	79	QoQ -44.36% (-63) YoY NEW(+79)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$306.9M)	QoQ -44.65% (-$4.9K) YoY NEW(+$6.0K)
(cusip886364876)✕	330	QoQ 0.00% (-0) YoY +1.22% (+4)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$306.9M)	QoQ -1.45% (-$88) YoY +3.19% (+$185)
EQUINIX INC(EQIXcusip29444U700)	7	QoQ 0.00% (-0) YoY NEW(+7)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$306.9M)	QoQ -13.53% (-$893) YoY NEW(+$5.7K)
Paycom Software, Inc.(PAYCcusip70432V102)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$306.9M)	QoQ NEW(+$5.5K) YoY NEW(+$5.5K)
ChampionX Corp(CHXcusip15872M104)	184	QoQ 0.00% (+0) YoY NEW(+184)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$306.9M)	QoQ +9.59% (+$480) YoY NEW(+$5.5K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	13	QoQ 0.00% (+0) YoY NEW(+13)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$306.9M)	QoQ +1.56% (+$84) YoY NEW(+$5.5K)
ALLSTATE CORP(ALLcusip020002101)	26	QoQ 0.00% (+0) YoY NEW(+26)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$306.9M)	QoQ +7.40% (+$371) YoY NEW(+$5.4K)