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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NOVO NORDISK A S

NVO|670100205

Shares:33.1K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$306.9M)

NETFLIX INC

NFLX|64110L106

Shares:2.4K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$306.9M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:12.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$306.9M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:8.6K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.9M)

NOKIA CORP

NOK|654902204

Shares:399.0K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.9M)

Vital Farms, Inc.

VITL|92847W103

Shares:67.3K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.9M)

INTUIT INC.

INTU|461202103

Shares:3.3K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$306.9M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:16.1K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.9M)

MOODYS CORP /DE/

MCO|615369105

Shares:4.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$306.9M)

STRYKER CORP

SYK|863667101

Shares:4.6K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$306.9M)

AMGEN INC

AMGN|031162100

Shares:5.4K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.9M)

PEPSICO INC

PEP|713448108

Shares:11.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:17.4K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$306.9M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:14.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$306.9M)

HOME DEPOT, INC.

HD|437076102

Shares:4.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$306.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:9.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$306.9M)

Ameresco, Inc.

AMRC|02361E108

Shares:112.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	33.1K	QoQ -2.36% (-800) YoY -8.28% (-3.0K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$306.9M)	QoQ -21.18% (-$617.2K) YoY -50.39% (-$2.3M)
NETFLIX INC(NFLXcusip64110L106)	2.4K	QoQ +30.98% (+568) YoY +34200.00% (+2.4K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$306.9M)	QoQ +37.04% (+$605.2K) YoY +52570.07% (+$2.2M)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	12.2K	QoQ +10.74% (+1.2K) YoY +93.52% (+5.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$306.9M)	QoQ +5.93% (+$123.9K) YoY +140.91% (+$1.3M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	8.6K	QoQ +0.37% (-32) YoY -0.09% (-8)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.9M)	QoQ -1.82% (-$39.5K) YoY -7.65% (-$176.6K)
NOKIA CORP(NOKcusip654902204)	399.0K	QoQ -17.43% (-84.2K) YoY -56.57% (-519.9K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.9M)	QoQ -1.77% (-$38.0K) YoY -35.35% (-$1.2M)
Vital Farms, Inc.(VITLcusip92847W103)	67.3K	QoQ +16.19% (-9.4K) YoY +8265.34% (+66.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.9M)	QoQ -6.06% (-$132.5K) YoY +10863.24% (+$2.0M)
INTUIT INC.(INTUcusip461202103)	3.3K	QoQ -5.27% (-183) YoY -7.87% (-281)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$306.9M)	QoQ -7.46% (-$162.7K) YoY -12.98% (-$301.0K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	16.1K	QoQ -1.97% (-325) YoY -2.95% (-490)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.9M)	QoQ +6.40% (-$116.6K) YoY -4.00% (-$80.8K)
MOODYS CORP /DE/(MCOcusip615369105)	4.2K	QoQ +933.08% (+3.8K) YoY +730.60% (+3.7K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.9M)	QoQ +916.32% (+$1.7M) YoY +884.15% (+$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.4K	QoQ -4.47% (-161) YoY -3.86% (-138)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$306.9M)	QoQ +12.23% (-$199.6K) YoY +21.75% (-$327.1K)
STRYKER CORP(SYKcusip863667101)	4.6K	QoQ 0.00% (+0) YoY -5.89% (-288)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$306.9M)	QoQ +3.38% (+$56.1K) YoY -2.11% (-$36.9K)
AMGEN INC(AMGNcusip031162100)	5.4K	QoQ -10.13% (-609) YoY -23.35% (-1.6K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.9M)	QoQ +7.41% (-$116.1K) YoY -16.01% (-$320.7K)
PEPSICO INC(PEPcusip713448108)	11.0K	QoQ -0.80% (-90) YoY -4.21% (-486)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.9M)	QoQ -2.19% (-$37.1K) YoY -17.93% (-$361.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.0K	QoQ 0.00% (-0) YoY +64.05% (+1.2K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.9M)	QoQ -4.55% (-$78.8K) YoY +175258.70% (+$1.7M)
COLGATE PALMOLIVE CO(CLcusip194162103)	17.4K	QoQ -15.86% (-3.3K) YoY -27.83% (-6.7K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$306.9M)	QoQ -13.27% (-$250.2K) YoY -24.90% (-$542.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	14.2K	QoQ -1.94% (-281) YoY +81.87% (+6.4K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$306.9M)	QoQ -14.46% (-$264.0K) YoY +34.59% (+$401.1K)
HOME DEPOT, INC.(HDcusip437076102)	4.2K	QoQ -1.62% (-70) YoY +5.34% (+215)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$306.9M)	QoQ -7.31% (-$122.6K) YoY +0.64% (+$9.9K)
Alphabet Inc.(GOOGLcusip02079K305)	9.0K	QoQ -6.42% (-620) YoY -6.29% (-607)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.9M)	QoQ -23.55% (-$430.4K) YoY -3.98% (-$58.0K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.8K	QoQ -1.14% (-32) YoY -3.43% (-98)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$306.9M)	QoQ -5.44% (-$79.0K) YoY -17.32% (-$287.4K)
Ameresco, Inc.(AMRCcusip02361E108)	112.7K	QoQ +6.33% (-6.7K) YoY -33.25% (-56.2K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$306.9M)	QoQ -45.29% (-$1.1M) YoY -66.58% (-$2.7M)