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 6 of 23

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SYSCO CORP

SYY|871829107

Shares:4.8K

Value:$356.5K

% of Portfolio:0.1% ($356.5K/$306.9M)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:1.6K

Value:$325.5K

% of Portfolio:0.1% ($325.5K/$306.9M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:2.2K

Value:$322.6K

% of Portfolio:0.1% ($322.6K/$306.9M)

WATERS CORP /DE/

WAT|941848103

Shares:875

Value:$322.5K

% of Portfolio:0.1% ($322.5K/$306.9M)

Cigna Group

CI|125523100

Shares:971

Value:$319.5K

% of Portfolio:0.1% ($319.5K/$306.9M)

HELIOS TECHNOLOGIES, INC.

HLIO|42328H109

Shares:9.7K

Value:$309.9K

% of Portfolio:0.1% ($309.9K/$306.9M)

MIDDLESEX WATER CO

MSEX|596680108

Shares:4.5K

Value:$290.1K

% of Portfolio:0.1% ($290.1K/$306.9M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:962

Value:$283.7K

% of Portfolio:0.1% ($283.7K/$306.9M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.5K

Value:$276.1K

% of Portfolio:0.1% ($276.1K/$306.9M)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:227

Value:$268.1K

% of Portfolio:0.1% ($268.1K/$306.9M)

Prologis, Inc.

PLD|74340W103

Shares:2.4K

Value:$266.7K

% of Portfolio:0.1% ($266.7K/$306.9M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:3.0K

Value:$260.0K

% of Portfolio:0.1% ($260.0K/$306.9M)

PFIZER INC

PFE|717081103

Shares:10.2K

Value:$259.4K

% of Portfolio:0.1% ($259.4K/$306.9M)

TARGET CORP

TGT|87612E106

Shares:2.5K

Value:$258.2K

% of Portfolio:0.1% ($258.2K/$306.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:3.9K

Value:$255.0K

% of Portfolio:0.1% ($255.0K/$306.9M)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:1.1K

Value:$254.4K

% of Portfolio:0.1% ($254.4K/$306.9M)

COMCAST CORP

CMCSA|20030N101

Shares:6.8K

Value:$250.9K

% of Portfolio:0.1% ($250.9K/$306.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:826

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$306.9M)

VISA INC.

V|92826C839

Shares:679

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$306.9M)

92206C771

Shares:4.9K

Value:$224.8K

% of Portfolio:0.1% ($224.8K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYSCO CORP(SYYcusip871829107)	4.8K	QoQ +0.31% (-15) YoY -7.49% (-385)	All Managers (Combined)	$356.5K	0.1% ($356.5K/$306.9M)	QoQ -1.54% (-$5.6K) YoY -14.49% (-$60.4K)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	1.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$325.5K	0.1% ($325.5K/$306.9M)	QoQ +0.30% (+$989) YoY -4.06% (-$13.8K)
Keysight Technologies, Inc.(KEYScusip49338L103)	2.2K	QoQ -8.49% (-200) YoY -8.49% (-200)	All Managers (Combined)	$322.6K	0.1% ($322.6K/$306.9M)	QoQ -14.68% (-$55.5K) YoY -12.36% (-$45.5K)
WATERS CORP /DE/(WATcusip941848103)	875	QoQ -0.56% (-5) YoY -6.41% (-60)	All Managers (Combined)	$322.5K	0.1% ($322.5K/$306.9M)	QoQ -1.21% (-$4.0K) YoY +0.20% (-$644)
Cigna Group(CIcusip125523100)	971	QoQ -6.90% (-72) YoY -1.22% (-12)	All Managers (Combined)	$319.5K	0.1% ($319.5K/$306.9M)	QoQ +10.91% (-$31.4K) YoY -10.51% (-$37.6K)
HELIOS TECHNOLOGIES, INC.(HLIOcusip42328H109)	9.7K	QoQ -11.96% (-1.3K) YoY -14.87% (-1.7K)	All Managers (Combined)	$309.9K	0.1% ($309.9K/$306.9M)	QoQ -36.71% (-$179.8K) YoY -38.87% (-$197.1K)
MIDDLESEX WATER CO(MSEXcusip596680108)	4.5K	QoQ -34.65% (-2.4K) YoY -36.04% (-2.5K)	All Managers (Combined)	$290.1K	0.1% ($290.1K/$306.9M)	QoQ -20.41% (-$74.4K) YoY -21.91% (-$81.4K)
Air Products & Chemicals, Inc.(APDcusip009158106)	962	QoQ -1.53% (-15) YoY 0.00% (+0)	All Managers (Combined)	$283.7K	0.1% ($283.7K/$306.9M)	QoQ +0.12% (-$344) YoY +21.73% (+$50.6K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.5K	QoQ 0.00% (+0) YoY +1.95% (+48)	All Managers (Combined)	$276.1K	0.1% ($276.1K/$306.9M)	QoQ +5.13% (+$13.5K) YoY +7.60% (+$19.5K)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	227	QoQ 0.00% (-0) YoY +5.58% (-12)	All Managers (Combined)	$268.1K	0.1% ($268.1K/$306.9M)	QoQ -3.49% (-$9.7K) YoY -6.34% (-$18.2K)
Prologis, Inc.(PLDcusip74340W103)	2.4K	QoQ -17.66% (-512) YoY -17.66% (-512)	All Managers (Combined)	$266.7K	0.1% ($266.7K/$306.9M)	QoQ -12.92% (-$39.6K) YoY -29.31% (-$110.6K)
IRON MOUNTAIN INC(IRMcusip46284V101)	3.0K	QoQ -0.65% (-20) YoY +0.73% (+22)	All Managers (Combined)	$260.0K	0.1% ($260.0K/$306.9M)	QoQ -18.68% (-$59.7K) YoY +8.05% (+$19.4K)
PFIZER INC(PFEcusip717081103)	10.2K	QoQ -26.36% (-3.7K) YoY -31.99% (-4.8K)	All Managers (Combined)	$259.4K	0.1% ($259.4K/$306.9M)	QoQ -29.66% (-$109.4K) YoY -37.89% (-$158.3K)
TARGET CORP(TGTcusip87612E106)	2.5K	QoQ -6.78% (-180) YoY -4.77% (-124)	All Managers (Combined)	$258.2K	0.1% ($258.2K/$306.9M)	QoQ -28.03% (-$100.6K) YoY -43.92% (-$202.2K)
AMPHENOL CORP /DE/(APHcusip032095101)	3.9K	QoQ 0.00% (-0) YoY +69.04% (-1.6K)	All Managers (Combined)	$255.0K	0.1% ($255.0K/$306.9M)	QoQ -5.55% (-$15.0K) YoY -3.87% (-$10.3K)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$254.4K	0.1% ($254.4K/$306.9M)	QoQ -3.54% (-$9.3K) YoY +2.11% (+$5.3K)
COMCAST CORP(CMCSAcusip20030N101)	6.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$250.9K	0.1% ($250.9K/$306.9M)	QoQ -1.67% (-$4.3K) YoY -14.87% (-$43.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	826	QoQ 0.00% (+0) YoY -5.70% (-50)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$306.9M)	QoQ +19.00% (+$38.0K) YoY +32.06% (-$57.8K)
VISA INC.(Vcusip92826C839)	679	QoQ 0.00% (+0) YoY +25.27% (+137)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$306.9M)	QoQ +10.89% (+$23.4K) YoY +57.31% (+$86.7K)
(cusip92206C771)✕	4.9K	QoQ -14.14% (-800) YoY -27.48% (-1.8K)	All Managers (Combined)	$224.8K	0.1% ($224.8K/$306.9M)	QoQ -12.31% (-$31.6K) YoY -26.37% (-$80.5K)