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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Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:28.0K

Value:$4.5M

% of Portfolio:1.5% ($4.5M/$306.9M)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:286.6K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$306.9M)

KADANT INC

KAI|48282T104

Shares:12.6K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$306.9M)

CAMDEN NATIONAL CORP

CAC|133034108

Shares:103.6K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$306.9M)

Arista Networks, Inc.

ANET|040413205

Shares:51.4K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$306.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:4.9K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$306.9M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:29.0K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$306.9M)

ROSS STORES, INC.

ROST|778296103

Shares:28.4K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$306.9M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:71.8K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$306.9M)

H2O AMERICA

SJW|784305104

Shares:64.2K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$306.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:20.5K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$306.9M)

HUBBELL INC

HUBB|443510607

Shares:10.0K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.9M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:352.0K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.9M)

Amalgamated Financial Corp.

AMAL|022671101

Shares:114.3K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.9M)

HOLOGIC INC

HOLX|436440101

Shares:52.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.6K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$306.9M)

lululemon athletica inc.

LULU|550021109

Shares:10.9K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$306.9M)

TELUS CORP

TU|87971M103

Shares:207.7K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$306.9M)

ELI LILLY & Co

LLY|532457108

Shares:3.4K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$306.9M)

STAG Industrial, Inc.

STAG|85254J102

Shares:71.0K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	28.0K	QoQ +7.72% (-2.0K) YoY NEW(+28.0K)	All Managers (Combined)	$4.5M	1.5% ($4.5M/$306.9M)	QoQ -0.55% (-$24.9K) YoY NEW(+$4.5M)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	286.6K	QoQ -20.42% (-73.5K) YoY -40.48% (-194.9K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$306.9M)	QoQ -10.62% (-$506.5K) YoY -36.28% (-$2.4M)
KADANT INC(KAIcusip48282T104)	12.6K	QoQ +279.22% (+9.3K) YoY +270.87% (+9.2K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$306.9M)	QoQ +270.33% (+$3.1M) YoY +280.83% (+$3.1M)
CAMDEN NATIONAL CORP(CACcusip133034108)	103.6K	QoQ -0.89% (-940) YoY +12.11% (+11.2K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$306.9M)	QoQ -6.16% (-$275.4K) YoY +35.36% (+$1.1M)
Arista Networks, Inc.(ANETcusip040413205)	51.4K	QoQ +46.16% (+16.2K) YoY NEW(+51.4K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$306.9M)	QoQ +2.45% (+$95.5K) YoY NEW(+$4.0M)
ServiceNow, Inc.(NOWcusip81762P102)	4.9K	QoQ +25.86% (-1.0K) YoY NEW(+4.9K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$306.9M)	QoQ -5.47% (-$227.8K) YoY NEW(+$3.9M)
FIRST SOLAR, INC.(FSLRcusip336433107)	29.0K	QoQ +5.66% (-1.6K) YoY +7.45% (-2.0K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$306.9M)	QoQ -24.19% (-$1.2M) YoY -19.51% (-$890.7K)
ROSS STORES, INC.(ROSTcusip778296103)	28.4K	QoQ +7.35% (-1.9K) YoY NEW(+28.4K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$306.9M)	QoQ -9.30% (-$373.1K) YoY NEW(+$3.6M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	71.8K	QoQ +14.94% (-9.3K) YoY NEW(+71.8K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$306.9M)	QoQ -4.28% (-$161.6K) YoY NEW(+$3.6M)
H2O AMERICA(SJWcusip784305104)	64.2K	QoQ -14.03% (-10.5K) YoY -44.39% (-51.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$306.9M)	QoQ -4.48% (-$164.9K) YoY -46.25% (-$3.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	20.5K	QoQ -7.29% (-1.6K) YoY -11.49% (-2.7K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$306.9M)	QoQ +6.30% (-$201.7K) YoY -7.21% (-$264.4K)
HUBBELL INC(HUBBcusip443510607)	10.0K	QoQ +19.87% (-1.7K) YoY +178.24% (+6.4K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.9M)	QoQ -5.30% (-$185.8K) YoY +121.83% (+$1.8M)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	352.0K	QoQ -9.39% (-36.5K) YoY -43.56% (-271.8K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.9M)	QoQ 0.00% (-$25) YoY -40.58% (-$2.3M)
Amalgamated Financial Corp.(AMALcusip022671101)	114.3K	QoQ -4.22% (-5.0K) YoY -20.17% (-28.9K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.9M)	QoQ -17.73% (-$708.4K) YoY -4.37% (-$150.3K)
HOLOGIC INC(HOLXcusip436440101)	52.9K	QoQ +15.91% (-7.3K) YoY +204.42% (+35.5K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.9M)	QoQ -0.68% (-$22.4K) YoY +141.20% (+$1.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	18.6K	QoQ -2.79% (-533) YoY -2.90% (-556)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$306.9M)	QoQ -1.18% (-$37.8K) YoY +1.98% (-$61.6K)
lululemon athletica inc.(LULUcusip550021109)	10.9K	QoQ +41.19% (+3.2K) YoY +30111.11% (+10.8K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$306.9M)	QoQ +4.51% (+$132.9K) YoY +21791.21% (+$3.1M)
TELUS CORP(TUcusip87971M103)	207.7K	QoQ -4.05% (-8.8K) YoY -37.31% (-123.7K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$306.9M)	QoQ +1.46% (-$43.0K) YoY -43.85% (-$2.3M)
ELI LILLY & Co(LLYcusip532457108)	3.4K	QoQ -7.16% (-262) YoY -6.57% (-239)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$306.9M)	QoQ -0.68% (-$19.3K) YoY -0.82% (-$23.2K)
STAG Industrial, Inc.(STAGcusip85254J102)	71.0K	QoQ -7.69% (-5.9K) YoY -29.57% (-29.8K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$306.9M)	QoQ -1.41% (-$36.7K) YoY -33.82% (-$1.3M)