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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BECTON DICKINSON & CO

BDX|075887109

Shares:5.9K

Value:$1.4M

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

GENERAL MILLS INC

GIS|370334104

Shares:20.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.9M)

SMITH & NEPHEW PLC

SNN|83175M205

Shares:35.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:11.0K

Value:$990.7K

% of Portfolio:0.3% ($990.7K/$306.9M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:38.2K

Value:$953.1K

% of Portfolio:0.3% ($953.1K/$306.9M)

US BANCORP \DE\

USB|902973304

Shares:22.5K

Value:$952.0K

% of Portfolio:0.3% ($952.0K/$306.9M)

92189F171

Shares:39.6K

Value:$951.9K

% of Portfolio:0.3% ($951.9K/$306.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.5K

Value:$935.5K

% of Portfolio:0.3% ($935.5K/$306.9M)

TRIMBLE INC.

TRMB|896239100

Shares:13.9K

Value:$913.5K

% of Portfolio:0.3% ($913.5K/$306.9M)

Alphabet Inc.

GOOG|02079K107

Shares:5.7K

Value:$886.5K

% of Portfolio:0.3% ($886.5K/$306.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$867.3K

% of Portfolio:0.3% ($867.3K/$306.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:594

Value:$851.0K

% of Portfolio:0.3% ($851.0K/$306.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.3K

Value:$835.7K

% of Portfolio:0.3% ($835.7K/$306.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.1K

Value:$832.7K

% of Portfolio:0.3% ($832.7K/$306.9M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:9.7K

Value:$757.2K

% of Portfolio:0.2% ($757.2K/$306.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:711

Value:$672.9K

% of Portfolio:0.2% ($672.9K/$306.9M)

AFLAC INC

AFL|001055102

Shares:5.9K

Value:$658.8K

% of Portfolio:0.2% ($658.8K/$306.9M)

Mastercard Inc

MA|57636Q104

Shares:1.2K

Value:$650.6K

% of Portfolio:0.2% ($650.6K/$306.9M)

PAYCHEX INC

PAYX|704326107

Shares:4.2K

Value:$641.8K

% of Portfolio:0.2% ($641.8K/$306.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.1K

Value:$623.1K

% of Portfolio:0.2% ($623.1K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BECTON DICKINSON & CO(BDXcusip075887109)	5.9K	QoQ -1.87% (-113) YoY -12.94% (-878)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$306.9M)	QoQ -0.93% (-$12.7K) YoY -19.41% (-$325.8K)
GENERAL MILLS INC(GIScusip370334104)	20.8K	QoQ -28.45% (-8.3K) YoY -41.74% (-14.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.9M)	QoQ -32.92% (-$611.5K) YoY -50.21% (-$1.3M)
SMITH & NEPHEW PLC(SNNcusip83175M205)	35.8K	QoQ -80.77% (-150.6K) YoY -83.51% (-181.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.9M)	QoQ -77.80% (-$3.6M) YoY -81.56% (-$4.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	11.0K	QoQ -3.97% (-457) YoY -8.97% (-1.1K)	All Managers (Combined)	$990.7K	0.3% ($990.7K/$306.9M)	QoQ -13.35% (-$152.7K) YoY -38.07% (-$609.2K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	38.2K	QoQ +7.97% (-2.8K) YoY +329.75% (+29.3K)	All Managers (Combined)	$953.1K	0.3% ($953.1K/$306.9M)	QoQ -0.29% (-$2.9K) YoY +453.90% (+$781.0K)
US BANCORP \DE\(USBcusip902973304)	22.5K	QoQ -4.24% (-1.0K) YoY -8.14% (-2.0K)	All Managers (Combined)	$952.0K	0.3% ($952.0K/$306.9M)	QoQ -15.47% (-$174.3K) YoY -13.24% (-$145.3K)
(cusip92189F171)✕	39.6K	QoQ -6.27% (-2.6K) YoY -25.31% (-13.4K)	All Managers (Combined)	$951.9K	0.3% ($951.9K/$306.9M)	QoQ -4.85% (-$48.5K) YoY -24.27% (-$305.1K)
AbbVie Inc.(ABBVcusip00287Y109)	4.5K	QoQ -1.12% (-51) YoY -4.71% (-221)	All Managers (Combined)	$935.5K	0.3% ($935.5K/$306.9M)	QoQ +16.57% (-$133.0K) YoY +9.63% (-$82.2K)
TRIMBLE INC.(TRMBcusip896239100)	13.9K	QoQ 0.00% (-0) YoY -3.71% (-537)	All Managers (Combined)	$913.5K	0.3% ($913.5K/$306.9M)	QoQ -7.09% (-$69.7K) YoY -1.78% (-$16.6K)
Alphabet Inc.(GOOGcusip02079K107)	5.7K	QoQ -2.72% (-159) YoY +1.53% (+86)	All Managers (Combined)	$886.5K	0.3% ($886.5K/$306.9M)	QoQ -20.20% (-$224.5K) YoY +4.17% (+$35.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ -9.70% (-178) YoY -19.02% (-389)	All Managers (Combined)	$867.3K	0.3% ($867.3K/$306.9M)	QoQ -6.51% (-$60.4K) YoY -14.26% (-$144.3K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	594	QoQ 0.00% (+0) YoY +8.00% (+44)	All Managers (Combined)	$851.0K	0.3% ($851.0K/$306.9M)	QoQ +20.81% (+$146.6K) YoY +37.05% (+$230.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.3K	QoQ -1.33% (-85) YoY -5.23% (-348)	All Managers (Combined)	$835.7K	0.3% ($835.7K/$306.9M)	QoQ +15.71% (-$113.5K) YoY +10.59% (-$80.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.1K	QoQ 0.00% (-0) YoY +2.07% (+63)	All Managers (Combined)	$832.7K	0.3% ($832.7K/$306.9M)	QoQ -9.34% (-$85.9K) YoY +20.62% (+$142.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	9.7K	QoQ -2.02% (-200) YoY -1.69% (-167)	All Managers (Combined)	$757.2K	0.2% ($757.2K/$306.9M)	QoQ +3.62% (-$26.5K) YoY +6.37% (-$45.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	711	QoQ +0.85% (+6) YoY +61.22% (+270)	All Managers (Combined)	$672.9K	0.2% ($672.9K/$306.9M)	QoQ +4.15% (+$26.9K) YoY +108.24% (+$349.8K)
AFLAC INC(AFLcusip001055102)	5.9K	QoQ +3.38% (+194) YoY +4.73% (+268)	All Managers (Combined)	$658.8K	0.2% ($658.8K/$306.9M)	QoQ +11.13% (+$66.0K) YoY +35.63% (+$173.1K)
Mastercard Inc(MAcusip57636Q104)	1.2K	QoQ 0.00% (+0) YoY +0.76% (+9)	All Managers (Combined)	$650.6K	0.2% ($650.6K/$306.9M)	QoQ +4.09% (+$25.6K) YoY +14.68% (+$83.3K)
PAYCHEX INC(PAYXcusip704326107)	4.2K	QoQ +2.66% (+108) YoY +7.13% (+277)	All Managers (Combined)	$641.8K	0.2% ($641.8K/$306.9M)	QoQ +12.95% (+$73.6K) YoY +34.59% (+$165.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$623.1K	0.2% ($623.1K/$306.9M)	QoQ +20.00% (+$103.8K) YoY +14.02% (+$76.6K)