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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UNION PACIFIC CORP

UNP|907818108

Shares:950

Value:$224.4K

% of Portfolio:0.1% ($224.4K/$306.9M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$223.4K

% of Portfolio:0.1% ($223.4K/$306.9M)

ANSYS INC

ANSS|03662Q105

Shares:663

Value:$209.9K

% of Portfolio:0.1% ($209.9K/$306.9M)

GENUINE PARTS CO

GPC|372460105

Shares:1.8K

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$306.9M)

92189F106

GDX|92189F106

Shares:4.5K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$306.9M)

GE Vernova Inc.

GEV|36828A101

Shares:670

Value:$204.5K

% of Portfolio:0.1% ($204.5K/$306.9M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:859

Value:$199.9K

% of Portfolio:0.1% ($199.9K/$306.9M)

81369Y803

XLK|81369Y803

Shares:952

Value:$196.6K

% of Portfolio:0.1% ($196.6K/$306.9M)

464287614

IWF|464287614

Shares:538

Value:$194.3K

% of Portfolio:0.1% ($194.3K/$306.9M)

MCKESSON CORP

MCK|58155Q103

Shares:286

Value:$192.5K

% of Portfolio:0.1% ($192.5K/$306.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:932

Value:$191.1K

% of Portfolio:0.1% ($191.1K/$306.9M)

RTX Corp

RTX|75513E101

Shares:1.4K

Value:$188.6K

% of Portfolio:0.1% ($188.6K/$306.9M)

ACUITY BRANDS INC

AYI|00508Y102

Shares:700

Value:$184.3K

% of Portfolio:0.1% ($184.3K/$306.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:2.9K

Value:$179.8K

% of Portfolio:0.1% ($179.8K/$306.9M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:671

Value:$177.5K

% of Portfolio:0.1% ($177.5K/$306.9M)

Healthcare Realty Trust Inc

HR|42226K105

Shares:10.4K

Value:$175.1K

% of Portfolio:0.1% ($175.1K/$306.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:751

Value:$173.9K

% of Portfolio:0.1% ($173.9K/$306.9M)

AT&T INC.

T|00206R102

Shares:6.1K

Value:$172.3K

% of Portfolio:0.1% ($172.3K/$306.9M)

HERSHEY CO

HSY|427866108

Shares:1.0K

Value:$171.0K

% of Portfolio:0.1% ($171.0K/$306.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:473

Value:$165.2K

% of Portfolio:0.1% ($165.2K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	950	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$224.4K	0.1% ($224.4K/$306.9M)	QoQ +3.59% (+$7.8K) YoY -3.94% (-$9.2K)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ 0.00% (-0) YoY +2.96% (+46)	All Managers (Combined)	$223.4K	0.1% ($223.4K/$306.9M)	QoQ -16.10% (-$42.9K) YoY +14.60% (+$28.5K)
ANSYS INC(ANSScusip03662Q105)	663	QoQ 0.00% (-0) YoY +5.23% (-33)	All Managers (Combined)	$209.9K	0.1% ($209.9K/$306.9M)	QoQ -6.15% (-$13.8K) YoY -4.03% (-$8.8K)
GENUINE PARTS CO(GPCcusip372460105)	1.8K	QoQ -17.09% (-362) YoY -22.58% (-512)	All Managers (Combined)	$209.1K	0.1% ($209.1K/$306.9M)	QoQ -15.40% (-$38.1K) YoY -40.46% (-$142.1K)
(GDXcusip92189F106)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$306.9M)	QoQ +35.56% (+$53.9K) YoY +45.38% (+$64.1K)
GE Vernova Inc.(GEVcusip36828A101)	670	QoQ -13.99% (-109) YoY NEW(+670)	All Managers (Combined)	$204.5K	0.1% ($204.5K/$306.9M)	QoQ -20.17% (-$51.7K) YoY NEW(+$204.5K)
LABCORP HOLDINGS INC.(LHcusip504922105)	859	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$199.9K	0.1% ($199.9K/$306.9M)	QoQ +1.49% (+$2.9K) YoY +6.53% (+$12.3K)
(XLKcusip81369Y803)	952	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$196.6K	0.1% ($196.6K/$306.9M)	QoQ -11.19% (-$24.8K) YoY -0.85% (-$1.7K)
(IWFcusip464287614)	538	QoQ -27.10% (-200) YoY -39.41% (-350)	All Managers (Combined)	$194.3K	0.1% ($194.3K/$306.9M)	QoQ -34.45% (-$102.1K) YoY -35.09% (-$105.0K)
MCKESSON CORP(MCKcusip58155Q103)	286	QoQ -13.85% (-46) YoY -27.95% (-111)	All Managers (Combined)	$192.5K	0.1% ($192.5K/$306.9M)	QoQ +1.72% (-$3.3K) YoY -9.69% (-$20.7K)
DANAHER CORP /DE/(DHRcusip235851102)	932	QoQ 0.00% (-0) YoY +30.34% (+217)	All Managers (Combined)	$191.1K	0.1% ($191.1K/$306.9M)	QoQ -10.69% (-$22.9K) YoY +7.00% (+$12.5K)
RTX Corp(RTXcusip75513E101)	1.4K	QoQ 0.00% (+0) YoY -14.73% (-246)	All Managers (Combined)	$188.6K	0.1% ($188.6K/$306.9M)	QoQ +14.46% (+$23.8K) YoY +15.80% (-$25.7K)
ACUITY BRANDS INC(AYIcusip00508Y102)	700	QoQ -1.40% (-10) YoY -16.16% (-135)	All Managers (Combined)	$184.3K	0.1% ($184.3K/$306.9M)	QoQ -11.12% (-$23.1K) YoY -17.84% (-$40.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	2.9K	QoQ -9.01% (-292) YoY -29.49% (-1.2K)	All Managers (Combined)	$179.8K	0.1% ($179.8K/$306.9M)	QoQ -1.87% (-$3.4K) YoY -20.69% (-$46.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	671	QoQ 0.00% (+0) YoY +3.23% (+21)	All Managers (Combined)	$177.5K	0.1% ($177.5K/$306.9M)	QoQ +9.78% (+$15.8K) YoY +18.62% (+$27.9K)
Healthcare Realty Trust Inc(HRcusip42226K105)	10.4K	QoQ -56.12% (-13.3K) YoY -95.39% (-214.8K)	All Managers (Combined)	$175.1K	0.1% ($175.1K/$306.9M)	QoQ -56.24% (-$225.1K) YoY -94.50% (-$3.0M)
WASTE MANAGEMENT INC(WMcusip94106L109)	751	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$173.9K	0.1% ($173.9K/$306.9M)	QoQ +14.72% (+$22.3K) YoY +8.61% (+$13.8K)
AT&T INC.(Tcusip00206R102)	6.1K	QoQ -14.41% (-1.0K) YoY -26.18% (-2.2K)	All Managers (Combined)	$172.3K	0.1% ($172.3K/$306.9M)	QoQ +6.29% (-$10.2K) YoY +18.61% (-$27.0K)
HERSHEY CO(HSYcusip427866108)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$171.0K	0.1% ($171.0K/$306.9M)	QoQ +0.99% (+$1.7K) YoY -12.06% (-$23.5K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	473	QoQ -3.66% (-18) YoY +24.47% (+93)	All Managers (Combined)	$165.2K	0.1% ($165.2K/$306.9M)	QoQ -1.04% (-$1.7K) YoY +25.14% (+$33.2K)