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:

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AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:19

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$306.9M)

MORGAN STANLEY

MS|617446448

Shares:14

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$306.9M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:52

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$306.9M)

Fastly, Inc.

FSLY|31188V100

Shares:250

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$306.9M)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:218

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$306.9M)

56170L695

Shares:148

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$306.9M)

ASSURED GUARANTY LTD

AGO|G0585R106

Shares:17

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$306.9M)

Qifu Technology, Inc.

QFIN|88557W101

Shares:33

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$306.9M)

BOSTON OMAHA Corp

BOC|101044105

Shares:100

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$306.9M)

SOUTHEAST AIRPORT GROUP

ASR|40051E202

Shares:5

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$306.9M)

ACI WORLDWIDE, INC.

ACIW|004498101

Shares:25

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$306.9M)

NetApp, Inc.

NTAP|64110D104

Shares:14

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$306.9M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:11

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$306.9M)

Viatris Inc

VTRS|92556V106

Shares:138

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$306.9M)

Aon plc

AON|G0403H108

Shares:3

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$306.9M)

Vestis Corp

VSTS|29430C102

Shares:113

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$306.9M)

Marqeta, Inc.

MQ|57142B104

Shares:245

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$306.9M)

e.l.f. Beauty, Inc.

ELF|26856L103

Shares:15

Value:$942

% of Portfolio:0.0% ($942/$306.9M)

ORIX CORP

IX|686330101

Shares:45

Value:$940

% of Portfolio:0.0% ($940/$306.9M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:22

Value:$901

% of Portfolio:0.0% ($901/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	19	QoQ 0.00% (+0) YoY NEW(+19)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$306.9M)	QoQ +19.45% (+$269) YoY NEW(+$1.7K)
MORGAN STANLEY(MScusip617446448)	14	QoQ -60.00% (-21) YoY NEW(+14)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$306.9M)	QoQ -62.88% (-$2.8K) YoY NEW(+$1.6K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	52	QoQ 0.00% (+0) YoY NEW(+52)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$306.9M)	QoQ +1.44% (+$23) YoY NEW(+$1.6K)
Fastly, Inc.(FSLYcusip31188V100)	250	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$306.9M)	QoQ -32.92% (-$777) YoY -51.18% (-$1.7K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	218	QoQ -37.53% (-131) YoY NEW(+218)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$306.9M)	QoQ -31.16% (-$706) YoY NEW(+$1.6K)
(cusip56170L695)✕	148	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$306.9M)	QoQ +0.20% (+$3) YoY +3.44% (+$50)
ASSURED GUARANTY LTD(AGOcusipG0585R106)	17	QoQ 0.00% (-0) YoY NEW(+17)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$306.9M)	QoQ -2.09% (-$32) YoY NEW(+$1.5K)
Qifu Technology, Inc.(QFINcusip88557W101)	33	QoQ 0.00% (+0) YoY NEW(+33)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$306.9M)	QoQ +16.96% (+$215) YoY NEW(+$1.5K)
BOSTON OMAHA Corp(BOCcusip101044105)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$306.9M)	QoQ NEW(+$1.5K) YoY NEW(+$1.5K)
SOUTHEAST AIRPORT GROUP(ASRcusip40051E202)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$306.9M)	QoQ +6.28% (+$81) YoY NEW(+$1.4K)
ACI WORLDWIDE, INC.(ACIWcusip004498101)	25	QoQ 0.00% (+0) YoY NEW(+25)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$306.9M)	QoQ +5.39% (+$70) YoY NEW(+$1.4K)
NetApp, Inc.(NTAPcusip64110D104)	14	QoQ 0.00% (-0) YoY NEW(+14)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$306.9M)	QoQ -24.30% (-$395) YoY NEW(+$1.2K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	11	QoQ 0.00% (-0) YoY NEW(+11)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$306.9M)	QoQ -5.82% (-$76) YoY NEW(+$1.2K)
Viatris Inc(VTRScusip92556V106)	138	QoQ -44.80% (-112) YoY -44.80% (-112)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$306.9M)	QoQ -61.38% (-$1.9K) YoY -59.73% (-$1.8K)
Aon plc(AONcusipG0403H108)	3	QoQ 0.00% (+0) YoY -94.11% (-48)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$306.9M)	QoQ +11.14% (+$120) YoY -92.96% (-$15.8K)
Vestis Corp(VSTScusip29430C102)	113	QoQ +0.89% (-1) YoY +1.80% (-2)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$306.9M)	QoQ -34.68% (-$592) YoY -47.97% (-$1.0K)
Marqeta, Inc.(MQcusip57142B104)	245	QoQ NEW(+245) YoY NEW(+245)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$306.9M)	QoQ NEW(+$1.0K) YoY NEW(+$1.0K)
e.l.f. Beauty, Inc.(ELFcusip26856L103)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$942	0.0% ($942/$306.9M)	QoQ NEW(+$942) YoY NEW(+$942)
ORIX CORP(IXcusip686330101)	45	QoQ +400.00% (-36) YoY NEW(+45)	All Managers (Combined)	$940	0.0% ($940/$306.9M)	QoQ -1.67% (-$16) YoY NEW(+$940)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	22	QoQ 0.00% (-0) YoY NEW(+22)	All Managers (Combined)	$901	0.0% ($901/$306.9M)	QoQ -6.43% (-$62) YoY NEW(+$901)